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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies14
  • 7D-1.0%
  • 3M3.8%
  • 1Y3.5%
  • YTD2.0%

The Infrastructure is pretty flat in the last 7 days, but AGP has stood out, gaining 4.9%. The past year has been better, since the industry has gained 3.5% in that time. In the next few years, earnings are forecast to decline by 2.7% annually.

Industry Valuation and Performance

Has the Japanese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024JP¥1.6tJP¥1.4tJP¥119.1b10.9x13.4x1.1x
Tue, 19 Nov 2024JP¥1.6tJP¥1.4tJP¥118.8b10.6x13.5x1.2x
Thu, 17 Oct 2024JP¥1.6tJP¥1.4tJP¥117.9b11.1x13.6x1.2x
Sat, 14 Sep 2024JP¥1.6tJP¥1.4tJP¥117.9b11.3x13.4x1.2x
Mon, 12 Aug 2024JP¥1.5tJP¥1.3tJP¥111.0b10.5x13.2x1.1x
Wed, 10 Jul 2024JP¥1.7tJP¥1.3tJP¥103.9b12.9x15.9x1.2x
Fri, 07 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b12.4x15.8x1.2x
Sun, 05 May 2024JP¥1.6tJP¥1.3tJP¥97.4b12.5x16.9x1.2x
Tue, 02 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.1x16.4x1.2x
Thu, 29 Feb 2024JP¥1.6tJP¥1.3tJP¥99.9b11.7x16.5x1.2x
Sat, 27 Jan 2024JP¥1.6tJP¥1.3tJP¥90.0b11.5x17.9x1.2x
Mon, 25 Dec 2023JP¥1.6tJP¥1.3tJP¥90.0b11.1x17.8x1.2x
Wed, 22 Nov 2023JP¥1.7tJP¥1.3tJP¥90.0b11x18.4x1.2x
Fri, 20 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.7x1.2x
Sun, 17 Sep 2023JP¥1.6tJP¥1.3tJP¥87.8b9.7x18.8x1.2x
Tue, 15 Aug 2023JP¥1.7tJP¥1.3tJP¥87.8b9.3x19x1.2x
Thu, 13 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.4x1.1x
Sat, 10 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.4x1.1x
Mon, 08 May 2023JP¥1.6tJP¥1.4tJP¥90.5b7.4x17.1x1.1x
Wed, 05 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.3x1.1x
Fri, 03 Mar 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.3x1.1x
Sun, 29 Jan 2023JP¥1.4tJP¥1.4tJP¥81.2b7.4x17.8x1.1x
Tue, 27 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.5x17.4x1x
Thu, 24 Nov 2022JP¥1.4tJP¥1.4tJP¥81.0b6.4x17.6x1x
Sat, 22 Oct 2022JP¥1.5tJP¥1.3tJP¥70.6b7.1x21.1x1.1x
Mon, 19 Sep 2022JP¥1.5tJP¥1.3tJP¥70.6b7.2x21x1.1x
Wed, 17 Aug 2022JP¥1.4tJP¥1.3tJP¥70.6b7.1x20.1x1.1x
Fri, 15 Jul 2022JP¥1.3tJP¥1.2tJP¥49.7b8.8x26.9x1.1x
Sun, 12 Jun 2022JP¥1.3tJP¥1.2tJP¥49.7b9x26.6x1.1x
Tue, 10 May 2022JP¥1.3tJP¥1.2tJP¥39.9b9.6x32.5x1.1x
Thu, 07 Apr 2022JP¥1.3tJP¥1.2tJP¥40.2b10.2x32.1x1.1x
Sat, 05 Mar 2022JP¥1.3tJP¥1.2tJP¥40.2b10.2x31.1x1x
Mon, 31 Jan 2022JP¥1.2tJP¥1.2tJP¥33.9b11.6x35.8x1x
Wed, 29 Dec 2021JP¥1.2tJP¥1.2tJP¥33.9b11.6x35.9x1x
Price to Earnings Ratio

35.9x


Total Market Cap: JP¥1.2tTotal Earnings: JP¥33.9bTotal Revenue: JP¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 19.7x202220232024
Current Industry PE
  • Investors are pessimistic on the Japanese Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.4x which is lower than its 3-year average PE of 19.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 52% per year over the last three years.
  • Revenues for these companies have grown 6.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Industrials industry?

JP Market-1.46%
Industrials-1.79%
Infrastructure-0.97%
Highways and Railtracks0%
Marine Ports and Services-0.64%
Airport Services-1.76%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 0.48x.
    • Analysts are expecting annual earnings decline of 0.9%, which is lower than the prior year's growth of 104.5% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 11.0x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Airport Services industry since they expect its earnings to decline by only 0.9% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 104% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 3.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9377 AGPJP¥1.01k4.9%
+JP¥614.2m
22.8%PE15.4x
9353 Sakurajima Futo KaishaJP¥1.61k2.5%
+JP¥60.7m
-14.3%PE10.9x
9367 Daito KounLtdJP¥708.000.7%
+JP¥43.1m
-2.3%PE11x
9365 TradiaJP¥1.28k0.8%
+JP¥14.7m
-3.2%PE7.4x
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9303

JP¥2,768.00

Sumitomo Warehouse

7D

-0.1%

1Y

12.7%

9367

JP¥708.00

Daito KounLtd

7D

0.7%

1Y

-2.3%

9364

JP¥3,413.00

Kamigumi

7D

-0.3%

1Y

2.9%

9351

JP¥1,261.00

Toyo Wharf & Warehouse

7D

-0.7%

1Y

-8.5%

9357

JP¥1,555.00

Meiko Trans

7D

-2.0%

1Y

12.5%

9377

JP¥1,007.00

AGP

7D

4.9%

1Y

22.8%

9301

JP¥1,159.50

Mitsubishi Logistics

7D

-0.9%

1Y

35.9%

9359

JP¥699.00

Isewan Terminal Service

7D

-0.9%

1Y

-8.1%

9365

JP¥1,280.00

Tradia

7D

0.8%

1Y

-3.2%

9353

JP¥1,610.00

Sakurajima Futo Kaisha

7D

2.5%

1Y

-14.3%