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Japanese (NIKKEI) Infrastructure Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies14
  • 7D-2.8%
  • 3M0.6%
  • 1Y7.2%
  • YTD2.3%

Over the last 7 days, the Infrastructure industry has dropped 2.8%, driven by Japan Airport Terminal declining 5.5%. In the past year, the industry has gained 7.2%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024JP¥1.6tJP¥1.3tJP¥103.9b12.5x15.8x1.2x
Sun, 23 Jun 2024JP¥1.6tJP¥1.3tJP¥103.9b13x15.6x1.2x
Tue, 21 May 2024JP¥1.6tJP¥1.3tJP¥103.9b12.5x15.3x1.2x
Thu, 18 Apr 2024JP¥1.6tJP¥1.3tJP¥99.9b12.2x16.2x1.2x
Sat, 16 Mar 2024JP¥1.6tJP¥1.3tJP¥99.9b11.9x16.4x1.2x
Mon, 12 Feb 2024JP¥1.6tJP¥1.3tJP¥100.1b11.6x16.1x1.2x
Wed, 10 Jan 2024JP¥1.6tJP¥1.3tJP¥90.0b11.7x18.3x1.2x
Fri, 08 Dec 2023JP¥1.7tJP¥1.3tJP¥90.0b11.2x18.6x1.3x
Sun, 05 Nov 2023JP¥1.6tJP¥1.3tJP¥87.0b11x18.8x1.2x
Tue, 03 Oct 2023JP¥1.6tJP¥1.3tJP¥87.8b9.4x17.8x1.2x
Thu, 31 Aug 2023JP¥1.6tJP¥1.3tJP¥87.8b9.5x18.7x1.2x
Sat, 29 Jul 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.6x1.1x
Mon, 26 Jun 2023JP¥1.6tJP¥1.4tJP¥94.5b7.8x16.8x1.2x
Wed, 24 May 2023JP¥1.6tJP¥1.4tJP¥94.5b7.9x16.8x1.2x
Fri, 21 Apr 2023JP¥1.5tJP¥1.4tJP¥90.9b7.4x16.5x1.1x
Sun, 19 Mar 2023JP¥1.5tJP¥1.4tJP¥90.9b7.6x16.3x1.1x
Tue, 14 Feb 2023JP¥1.4tJP¥1.4tJP¥90.9b7.4x15.8x1x
Thu, 12 Jan 2023JP¥1.4tJP¥1.4tJP¥81.0b6.9x17.2x1x
Sat, 10 Dec 2022JP¥1.4tJP¥1.4tJP¥81.0b6.6x17.4x1x
Mon, 07 Nov 2022JP¥1.5tJP¥1.3tJP¥71.8b6.8x20.4x1.1x
Wed, 05 Oct 2022JP¥1.5tJP¥1.3tJP¥70.6b7.1x20.8x1.1x
Fri, 02 Sep 2022JP¥1.4tJP¥1.3tJP¥70.6b7.2x20.3x1.1x
Sun, 31 Jul 2022JP¥1.4tJP¥1.2tJP¥49.7b8.7x27.8x1.1x
Tue, 28 Jun 2022JP¥1.3tJP¥1.2tJP¥49.7b9x26.3x1x
Thu, 26 May 2022JP¥1.3tJP¥1.2tJP¥49.6b9.3x25.6x1x
Sat, 23 Apr 2022JP¥1.3tJP¥1.2tJP¥40.2b10.2x32.5x1.1x
Mon, 21 Mar 2022JP¥1.3tJP¥1.2tJP¥40.2b10.8x32.5x1.1x
Wed, 16 Feb 2022JP¥1.3tJP¥1.2tJP¥40.2b9.9x31.8x1.1x
Fri, 14 Jan 2022JP¥1.2tJP¥1.2tJP¥33.9b11.7x35.9x1x
Sun, 12 Dec 2021JP¥1.2tJP¥1.2tJP¥33.9b11.8x36.3x1.1x
Tue, 09 Nov 2021JP¥1.4tJP¥1.1tJP¥28.4b11.4x47.8x1.2x
Thu, 07 Oct 2021JP¥1.3tJP¥1.1tJP¥46.9b9.1x27.3x1.1x
Sat, 04 Sep 2021JP¥1.3tJP¥1.1tJP¥46.9b9.1x27.3x1.1x
Mon, 02 Aug 2021JP¥1.2tJP¥1.1tJP¥46.9b8.6x26.3x1.1x
Price to Earnings Ratio

26.3x


Total Market Cap: JP¥1.2tTotal Earnings: JP¥46.9bTotal Revenue: JP¥1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Infrastructure Industry Price to Earnings3Y Average 22.2x202220232024
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 15.8x which is lower than its 3-year average PE of 22.2x.
  • 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 30% per year over the last three years.
  • Revenues for these companies have grown 5.8% 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-5.18%
Industrials-6.68%
Infrastructure-2.77%
Highways and Railtracks0%
Marine Ports and Services-2.53%
Airport Services-3.28%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 2.4%, which is lower than the prior year's growth of 35.1% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.9x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 2.4% over the next 5 years.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
9355 RinkoJP¥1.82k5.0%
+JP¥219.4m
13.5%PE13x
9353 Sakurajima Futo KaishaJP¥1.88k1.3%
+JP¥37.8m
2.6%PE13.5x
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Latest News

9353

JP¥1,880.00

Sakurajima Futo Kaisha

7D

1.3%

1Y

2.6%

9357

JP¥1,476.00

Meiko Trans

7D

-1.2%

1Y

21.4%

9706

JP¥5,381.00

Japan Airport Terminal

7D

-5.5%

1Y

-17.2%

9303

JP¥2,741.00

Sumitomo Warehouse

7D

-2.7%

1Y

12.7%

9355

JP¥1,816.00

Rinko

7D

5.0%

1Y

13.5%

9301

JP¥5,176.00

Mitsubishi Logistics

7D

-2.6%

1Y

47.8%

9359

JP¥731.00

Isewan Terminal Service

7D

-1.2%

1Y

-0.5%

9367

JP¥787.00

Daito KounLtd

7D

-1.7%

1Y

9.0%