Japanese (NIKKEI) Infrastructure Industry Analysis
UpdatedMay 21, 2022
DataAggregated Company Financials
Companies14
- 7D3.7%
- 3M2.2%
- 1Y11.0%
- YTD8.2%
The Infrastructure industry is up 3.7% in the last week, with Kamigumi up 19%. In the last 12 months, the industry was up 11%. Looking forward, earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Japanese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 21 May 2022 | JP¥1.3t | JP¥1.2t | JP¥49.6b | 9.5x |
| Mon, 18 Apr 2022 | JP¥1.3t | JP¥1.2t | JP¥40.2b | 10.2x |
| Wed, 16 Mar 2022 | JP¥1.3t | JP¥1.2t | JP¥40.2b | 10.5x |
| Fri, 11 Feb 2022 | JP¥1.3t | JP¥1.2t | JP¥41.1b | 9.9x |
| Sun, 09 Jan 2022 | JP¥1.2t | JP¥1.2t | JP¥33.9b | 11.6x |
| Tue, 07 Dec 2021 | JP¥1.2t | JP¥1.2t | JP¥33.9b | 11.7x |
| Thu, 04 Nov 2021 | JP¥1.3t | JP¥1.1t | JP¥21.8b | 12.6x |
| Sat, 02 Oct 2021 | JP¥1.3t | JP¥1.1t | JP¥46.9b | 9.1x |
| Mon, 30 Aug 2021 | JP¥1.3t | JP¥1.1t | JP¥46.9b | 9.1x |
| Tue, 06 Jul 2021 | JP¥1.2t | JP¥1.1t | JP¥46.9b | 8.7x |
| Fri, 09 Apr 2021 | JP¥1.3t | JP¥1.1t | JP¥36.7b | 13.6x |
| Thu, 31 Dec 2020 | JP¥1.2t | JP¥1.1t | JP¥37.6b | 11.1x |
| Sun, 04 Oct 2020 | JP¥1.1t | JP¥1.2t | JP¥44.0b | 12.1x |
| Wed, 08 Jul 2020 | JP¥1.1t | JP¥1.3t | JP¥38.4b | 12.3x |
| Tue, 31 Mar 2020 | JP¥955.7b | JP¥1.4t | JP¥55.7b | 11.3x |
| Fri, 03 Jan 2020 | JP¥1.3t | JP¥1.4t | JP¥65.0b | 12.7x |
| Mon, 07 Oct 2019 | JP¥1.2t | JP¥1.4t | JP¥66.1b | 11.2x |
| Sun, 30 Jun 2019 | JP¥1.2t | JP¥1.4t | JP¥63.0b | 11x |
Median PE Ratio
10.1x
Current Industry PE
- Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 11.3x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have declined 16% per year over the last three years,
- Revenues have also declined 4.4% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 0.71% | |
| Industrials | 1.41% | |
| Infrastructure | 3.67% | |
| Marine Ports and Services | 6.52% | |
| Highways and Railtracks | 0% | |
| Airport Services | -0.74% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 155x.
- Analysts are expecting annual earnings growth of 65% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading below its 3-year average of 11.0x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 65% over the next 5 years.
- In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 6.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9364 Kamigumi | JP¥2.61k | 18.5% +JP¥46.7b | 18.7% | PS14.3x | |
| 9303 Sumitomo Warehouse | JP¥2.11k | 4.0% +JP¥6.6b | 42.1% | PS8.7x | |
| 9357 Meiko Trans | JP¥1.12k | 0.2% +JP¥59.6m | -4.0% | PS7.2x | |
| 9377 AGP | JP¥544.00 | 0.7% +JP¥55.8m | -1.1% | PS689.8x | |
| 9367 Daito KounLtd | JP¥636.00 | 1.0% +JP¥51.5m | 5.0% | PS6.6x |