Narrative Update • May 28

Over the last 7 days, the Trade Distributors industry has dropped 3.1%, driven by Mitsubishi declining 6.8%. Meanwhile, Hanwa actually outperformed within the industry, gaining 7.1% in the last week. This takes the industry's 12 month performance to a gain of 61%. As for the next few years, earnings are expected to grow by 6.4% per annum.
Has the Japanese Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 31 May 2026 | JP¥78.5t | JP¥94.9t | JP¥4.6t | 10.5x | 16.9x | 0.8x |
| Tue, 28 Apr 2026 | JP¥77.2t | JP¥93.4t | JP¥4.5t | 11x | 17.1x | 0.8x |
| Thu, 26 Mar 2026 | JP¥82.8t | JP¥93.4t | JP¥4.5t | 11.6x | 18.3x | 0.9x |
| Sat, 21 Feb 2026 | JP¥81.4t | JP¥93.4t | JP¥4.5t | 12.3x | 18x | 0.9x |
| Mon, 19 Jan 2026 | JP¥74.7t | JP¥92.8t | JP¥4.7t | 11.2x | 16x | 0.8x |
| Wed, 17 Dec 2025 | JP¥65.6t | JP¥92.8t | JP¥4.7t | 10.1x | 14.1x | 0.7x |
| Fri, 14 Nov 2025 | JP¥63.5t | JP¥92.8t | JP¥4.7t | 10.2x | 13.6x | 0.7x |
| Sun, 12 Oct 2025 | JP¥58.7t | JP¥92.0t | JP¥4.6t | 10x | 12.7x | 0.6x |
| Tue, 09 Sep 2025 | JP¥58.3t | JP¥92.0t | JP¥4.6t | 9.9x | 12.6x | 0.6x |
| Thu, 07 Aug 2025 | JP¥52.3t | JP¥91.9t | JP¥4.6t | 9.6x | 11.3x | 0.6x |
| Sat, 05 Jul 2025 | JP¥49.2t | JP¥92.7t | JP¥4.7t | 9.5x | 10.4x | 0.5x |
| Mon, 02 Jun 2025 | JP¥49.9t | JP¥92.6t | JP¥4.7t | 9.1x | 10.5x | 0.5x |
| Wed, 30 Apr 2025 | JP¥46.4t | JP¥91.8t | JP¥4.8t | 9.3x | 9.7x | 0.5x |
| Fri, 28 Mar 2025 | JP¥47.6t | JP¥91.6t | JP¥4.8t | 10x | 10x | 0.5x |
| Sun, 23 Feb 2025 | JP¥42.1t | JP¥91.6t | JP¥4.8t | 9.6x | 8.8x | 0.5x |
| Tue, 21 Jan 2025 | JP¥45.1t | JP¥91.5t | JP¥4.7t | 9.9x | 9.7x | 0.5x |
| Thu, 19 Dec 2024 | JP¥46.4t | JP¥91.5t | JP¥4.6t | 10x | 10x | 0.5x |
| Sat, 16 Nov 2024 | JP¥48.0t | JP¥91.5t | JP¥4.6t | 9.5x | 10.3x | 0.5x |
| Mon, 14 Oct 2024 | JP¥49.3t | JP¥91.2t | JP¥4.6t | 9.5x | 10.7x | 0.5x |
| Wed, 11 Sep 2024 | JP¥46.8t | JP¥91.2t | JP¥4.6t | 9.6x | 10.1x | 0.5x |
| Fri, 09 Aug 2024 | JP¥44.1t | JP¥91.1t | JP¥4.6t | 9x | 9.5x | 0.5x |
| Sun, 07 Jul 2024 | JP¥56.4t | JP¥89.8t | JP¥4.6t | 10.3x | 12.4x | 0.6x |
| Tue, 04 Jun 2024 | JP¥56.1t | JP¥89.7t | JP¥4.6t | 10.2x | 12.3x | 0.6x |
| Thu, 02 May 2024 | JP¥55.6t | JP¥89.8t | JP¥4.5t | 10.6x | 12.4x | 0.6x |
| Sat, 30 Mar 2024 | JP¥52.7t | JP¥89.8t | JP¥4.5t | 10.9x | 11.8x | 0.6x |
| Mon, 26 Feb 2024 | JP¥50.2t | JP¥89.8t | JP¥4.5t | 10.7x | 11.3x | 0.6x |
| Wed, 24 Jan 2024 | JP¥46.4t | JP¥92.4t | JP¥4.5t | 10.8x | 10.2x | 0.5x |
| Fri, 22 Dec 2023 | JP¥41.0t | JP¥92.4t | JP¥4.5t | 9.9x | 9x | 0.4x |
| Sun, 19 Nov 2023 | JP¥43.8t | JP¥92.4t | JP¥4.5t | 9.5x | 9.6x | 0.5x |
| Tue, 17 Oct 2023 | JP¥41.4t | JP¥94.5t | JP¥4.7t | 9.1x | 8.7x | 0.4x |
| Thu, 14 Sep 2023 | JP¥43.2t | JP¥94.5t | JP¥4.7t | 9.6x | 9.1x | 0.5x |
| Sat, 12 Aug 2023 | JP¥43.0t | JP¥94.6t | JP¥4.7t | 8.8x | 9.1x | 0.5x |
| Mon, 10 Jul 2023 | JP¥40.9t | JP¥96.4t | JP¥5.1t | 8.8x | 8x | 0.4x |
| Wed, 07 Jun 2023 | JP¥38.3t | JP¥96.4t | JP¥5.1t | 8.8x | 7.5x | 0.4x |
7.5x
Which industries have driven the changes within the Japanese Industrials industry?
| JP Market | 1.91% | |
| Industrials | 0.36% | |
| Trade Distributors | -3.08% | |
| Trade Companies and Distributors | -3.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8078 Hanwa | JP¥1.89k | 7.1% +JP¥24.5b | 79.9% | PE9.6x | |
| 9824 Senshu ElectricLtd | JP¥6.40k | 6.8% +JP¥7.0b | 33.9% | PE17x | |
| 8059 Daiichi Jitsugyo | JP¥3.12k | 7.3% +JP¥6.8b | 39.6% | PE10x | |
| 9934 Inaba Denki SangyoLtd | JP¥2.78k | 2.1% +JP¥6.3b | 43.2% | PE13.2x | |
| 8081 Kanaden | JP¥2.65k | 9.5% +JP¥5.2b | 45.4% | PE14.9x |