The Strong Earnings Posted By Toyo Seikan Group Holdings (TSE:5901) Are A Good Indication Of The Strength Of The Business
Nov 22
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Packaging Industry Analysis
UpdatedNov 23, 2024
DataAggregated Company Financials
Companies29
- 7D0.3%
- 3M-1.9%
- 1Y2.3%
- YTD0.3%
Last week, the Packaging industry hasn't moved much but Toyo Seikan Group Holdings is up 3.2% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 7.7% per annum.
Industry Valuation and Performance
Has the Japanese Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | JP¥1.3t | JP¥3.4t | JP¥115.7b | 10.3x | 11x | 0.4x |
| Tue, 22 Oct 2024 | JP¥1.3t | JP¥3.3t | JP¥129.5b | 7.9x | 10.1x | 0.4x |
| Thu, 19 Sep 2024 | JP¥1.3t | JP¥3.2t | JP¥133.2b | 7.5x | 9.9x | 0.4x |
| Sat, 17 Aug 2024 | JP¥1.3t | JP¥3.3t | JP¥134.1b | 7.6x | 9.8x | 0.4x |
| Mon, 15 Jul 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 9.1x | 10.9x | 0.4x |
| Wed, 12 Jun 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 8.8x | 10.8x | 0.4x |
| Fri, 10 May 2024 | JP¥1.4t | JP¥3.3t | JP¥124.0b | 10.7x | 11.1x | 0.4x |
| Sun, 07 Apr 2024 | JP¥1.4t | JP¥3.3t | JP¥122.3b | 10.4x | 11.3x | 0.4x |
| Tue, 05 Mar 2024 | JP¥1.4t | JP¥3.3t | JP¥122.2b | 10.7x | 11.1x | 0.4x |
| Thu, 01 Feb 2024 | JP¥1.3t | JP¥3.3t | JP¥94.2b | 10.5x | 14.1x | 0.4x |
| Sat, 30 Dec 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 10x | 14.1x | 0.4x |
| Mon, 27 Nov 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.3x | 14x | 0.4x |
| Wed, 25 Oct 2023 | JP¥1.3t | JP¥3.3t | JP¥77.9b | 11.3x | 17x | 0.4x |
| Fri, 22 Sep 2023 | JP¥1.4t | JP¥3.3t | JP¥77.7b | 11.9x | 18.1x | 0.4x |
| Sun, 20 Aug 2023 | JP¥1.3t | JP¥3.3t | JP¥77.7b | 10.8x | 16.5x | 0.4x |
| Tue, 18 Jul 2023 | JP¥1.2t | JP¥3.2t | JP¥66.7b | 11.5x | 18.2x | 0.4x |
| Thu, 15 Jun 2023 | JP¥1.2t | JP¥3.2t | JP¥66.7b | 11.6x | 18.7x | 0.4x |
| Sat, 13 May 2023 | JP¥1.2t | JP¥3.2t | JP¥74.0b | 11.5x | 16.8x | 0.4x |
| Mon, 10 Apr 2023 | JP¥1.2t | JP¥3.2t | JP¥74.2b | 11.2x | 15.8x | 0.4x |
| Wed, 08 Mar 2023 | JP¥1.2t | JP¥3.2t | JP¥74.1b | 10.9x | 16.3x | 0.4x |
| Fri, 03 Feb 2023 | JP¥1.2t | JP¥3.1t | JP¥84.9b | 9.5x | 14.2x | 0.4x |
| Sun, 01 Jan 2023 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 14.2x | 0.4x |
| Tue, 29 Nov 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.7x | 14.5x | 0.4x |
| Thu, 27 Oct 2022 | JP¥1.2t | JP¥3.0t | JP¥97.0b | 10.2x | 12.1x | 0.4x |
| Sat, 24 Sep 2022 | JP¥1.2t | JP¥3.0t | JP¥98.3b | 10.3x | 12x | 0.4x |
| Mon, 22 Aug 2022 | JP¥1.1t | JP¥3.0t | JP¥98.2b | 10.2x | 11.7x | 0.4x |
| Wed, 20 Jul 2022 | JP¥1.0t | JP¥3.0t | JP¥107.1b | 9.8x | 9.8x | 0.4x |
| Fri, 17 Jun 2022 | JP¥987.2b | JP¥3.0t | JP¥107.1b | 9.7x | 9.2x | 0.3x |
| Sun, 15 May 2022 | JP¥1.0t | JP¥2.9t | JP¥108.7b | 9.9x | 9.3x | 0.3x |
| Tue, 12 Apr 2022 | JP¥1.0t | JP¥2.9t | JP¥107.9b | 9.4x | 9.4x | 0.3x |
| Thu, 10 Mar 2022 | JP¥1.0t | JP¥3.0t | JP¥109.0b | 9.1x | 9.5x | 0.3x |
| Sat, 05 Feb 2022 | JP¥1.1t | JP¥2.9t | JP¥112.9b | 10.1x | 10.1x | 0.4x |
| Mon, 03 Jan 2022 | JP¥1.2t | JP¥2.9t | JP¥112.9b | 11x | 10.5x | 0.4x |
| Wed, 01 Dec 2021 | JP¥1.2t | JP¥2.9t | JP¥112.7b | 9x | 10.2x | 0.4x |
Price to Earnings Ratio
10.2x
Current Industry PE
- Investors are pessimistic on the Japanese Packaging 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 11.0x which is lower than its 3-year average PE of 12.8x.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Japanese Materials industry?
| JP Market | -0.51% | |
| Materials | 0.54% | |
| Packaging | 0.25% | |
| Metal and Glass Containers | 0.33% | |
| Paper Packaging | 0.12% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry even though it's trading below its 3-year average PE ratio of 17.4x.
- Analysts are expecting annual earnings growth of 8.7%, which is lower than the prior year's growth of 41.9% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 9.0x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 8.7% over the next 5 years.
- However this is lower than its past earnings growth rate of 42% per year.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 4.5% 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 | |
|---|---|---|---|---|---|
| 5901 Toyo Seikan Group Holdings | JP¥2.30k | 3.2% +JP¥11.8b | -3.0% | PE18.6x | |
| 7504 Kohsoku | JP¥2.47k | 1.4% +JP¥657.8m | 24.0% | PE14.6x | |
| 3950 Pack | JP¥3.60k | 0.7% +JP¥471.2m | 14.6% | PE10.6x | |
| 5210 Nihon Yamamura Glass | JP¥1.68k | 2.6% +JP¥439.1m | 27.9% | PE3.4x | |
| 4994 Taisei Lamick | JP¥2.57k | 2.0% +JP¥321.8m | -13.1% | PE11.1x |
