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Apr 22
Japanese (NIKKEI) Packaging Industry Analysis
UpdatedMay 01, 2024
DataAggregated Company Financials
Companies29
- 7D0.2%
- 3M4.8%
- 1Y18.4%
- YTD6.2%
In the last week, the Packaging industry is flat overall, with Nihon Yamamura Glass standing out by going down 4.8%. As for the the longer term, the industry is up 18% over the past 12 months. Earnings are forecast to grow by 3.4% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 01 May 2024 | JP¥1.4t | JP¥3.3t | JP¥123.0b | 10.7x | 11x | 0.4x |
| Fri, 29 Mar 2024 | JP¥1.4t | JP¥3.3t | JP¥122.1b | 10.7x | 11.2x | 0.4x |
| Sun, 25 Feb 2024 | JP¥1.4t | JP¥3.3t | JP¥122.2b | 10.7x | 11.1x | 0.4x |
| Tue, 23 Jan 2024 | JP¥1.3t | JP¥3.3t | JP¥94.2b | 10.6x | 14.1x | 0.4x |
| Thu, 21 Dec 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.8x | 13.8x | 0.4x |
| Sat, 18 Nov 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.4x | 14.1x | 0.4x |
| Mon, 16 Oct 2023 | JP¥1.3t | JP¥3.3t | JP¥77.9b | 11.4x | 17.1x | 0.4x |
| Wed, 13 Sep 2023 | JP¥1.4t | JP¥3.3t | JP¥77.7b | 11.7x | 17.9x | 0.4x |
| Fri, 11 Aug 2023 | JP¥1.3t | JP¥3.3t | JP¥77.0b | 11.4x | 17.1x | 0.4x |
| Sun, 09 Jul 2023 | JP¥1.2t | JP¥3.2t | JP¥66.7b | 11.6x | 18.4x | 0.4x |
| Tue, 06 Jun 2023 | JP¥1.2t | JP¥3.2t | JP¥66.6b | 11.3x | 18.5x | 0.4x |
| Thu, 04 May 2023 | JP¥1.2t | JP¥3.2t | JP¥74.3b | 11.4x | 16.2x | 0.4x |
| Sat, 01 Apr 2023 | JP¥1.2t | JP¥3.2t | JP¥74.2b | 11x | 16.1x | 0.4x |
| Mon, 27 Feb 2023 | JP¥1.2t | JP¥3.2t | JP¥74.1b | 11x | 16.3x | 0.4x |
| Wed, 25 Jan 2023 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 14x | 0.4x |
| Fri, 23 Dec 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.5x | 14.1x | 0.4x |
| Sun, 20 Nov 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 14.1x | 0.4x |
| Tue, 18 Oct 2022 | JP¥1.2t | JP¥3.0t | JP¥98.2b | 9.9x | 12.2x | 0.4x |
| Thu, 15 Sep 2022 | JP¥1.2t | JP¥3.0t | JP¥98.2b | 10.2x | 11.8x | 0.4x |
| Sat, 13 Aug 2022 | JP¥1.1t | JP¥3.0t | JP¥98.2b | 10.2x | 11.4x | 0.4x |
| Mon, 11 Jul 2022 | JP¥1.0t | JP¥3.0t | JP¥107.2b | 9.5x | 9.5x | 0.3x |
| Wed, 08 Jun 2022 | JP¥1.0t | JP¥3.0t | JP¥107.1b | 10x | 9.5x | 0.3x |
| Fri, 06 May 2022 | JP¥1.0t | JP¥2.9t | JP¥110.4b | 9.5x | 9.4x | 0.4x |
| Sun, 03 Apr 2022 | JP¥1.1t | JP¥3.0t | JP¥109.0b | 9.2x | 9.7x | 0.4x |
| Tue, 01 Mar 2022 | JP¥1.1t | JP¥2.9t | JP¥107.9b | 9.4x | 10.5x | 0.4x |
| Thu, 27 Jan 2022 | JP¥1.1t | JP¥2.9t | JP¥112.8b | 11.1x | 10.1x | 0.4x |
| Sat, 25 Dec 2021 | JP¥1.2t | JP¥2.9t | JP¥112.9b | 10.9x | 10.4x | 0.4x |
| Mon, 22 Nov 2021 | JP¥1.2t | JP¥2.9t | JP¥112.7b | 11.4x | 10.8x | 0.4x |
| Wed, 20 Oct 2021 | JP¥1.2t | JP¥2.8t | JP¥101.7b | 12.3x | 12.1x | 0.4x |
| Fri, 17 Sep 2021 | JP¥1.3t | JP¥2.8t | JP¥101.7b | 12.9x | 12.9x | 0.5x |
| Sun, 15 Aug 2021 | JP¥1.3t | JP¥2.8t | JP¥101.7b | 12.6x | 12.9x | 0.5x |
| Thu, 10 Jun 2021 | JP¥1.3t | JP¥2.8t | JP¥80.4b | 12.4x | 16x | 0.5x |
Price to Earnings Ratio
15.5x
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 13.3x.
- The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 15% per year over the last three years.
- Revenues for these companies have grown 5.3% 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 Materials industry?
| JP Market | 2.54% | |
| Materials | 1.12% | |
| Packaging | 0.20% | |
| Paper Packaging | 1.29% | |
| Metal and Glass Containers | -0.55% | |
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 18.4x.
- Analysts are expecting annual earnings growth of 1.5%, which is higher than its past year's earnings decline of 4.5% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading close to its 3-year average of 9.1x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 5.4% over the next 5 years.
- However this is lower than its past earnings growth rate of 11% per year.
- In contrast, the Metal and Glass Containers 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3941 Rengo | JP¥1.18k | 2.1% +JP¥5.9b | 36.9% | PE8.1x | |
| 5901 Toyo Seikan Group Holdings | JP¥2.42k | 1.0% +JP¥4.0b | 23.6% | PE18.4x | |
| 7504 Kohsoku | JP¥2.18k | 3.5% +JP¥1.4b | 2.4% | PE13.6x | |
| 3947 Dynapac | JP¥1.80k | 0.6% +JP¥109.4m | 38.6% | PE11.1x | |
| 3953 Ohmura ShigyoLtd | JP¥783.00 | 2.4% +JP¥64.1m | 38.1% | PE49.8x |
