Calculating The Intrinsic Value Of Toyo Seikan Group Holdings, Ltd. (TSE:5901)
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Japanese (NIKKEI) Packaging Industry Analysis
UpdatedSep 02, 2024
DataAggregated Company Financials
Companies30
- 7D0.9%
- 3M-4.1%
- 1Y-1.1%
- YTD3.1%
Last week, the Packaging industry hasn't moved much but Rengo is up 3.6% in that time. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 6.4% 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 |
|---|---|---|---|---|---|---|
| Mon, 02 Sep 2024 | JP¥1.3t | JP¥3.3t | JP¥135.6b | 8x | 9.8x | 0.4x |
| Wed, 31 Jul 2024 | JP¥1.4t | JP¥3.3t | JP¥125.6b | 9.2x | 10.9x | 0.4x |
| Fri, 28 Jun 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 9x | 11.1x | 0.4x |
| Sun, 26 May 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 8.7x | 11.1x | 0.4x |
| Tue, 23 Apr 2024 | JP¥1.3t | JP¥3.3t | JP¥122.3b | 10.3x | 10.9x | 0.4x |
| Thu, 21 Mar 2024 | JP¥1.4t | JP¥3.3t | JP¥122.2b | 10.8x | 11.5x | 0.4x |
| Sat, 17 Feb 2024 | JP¥1.3t | JP¥3.3t | JP¥121.8b | 10.3x | 11x | 0.4x |
| Mon, 15 Jan 2024 | JP¥1.3t | JP¥3.3t | JP¥94.2b | 10.1x | 14.1x | 0.4x |
| Wed, 13 Dec 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.5x | 13.8x | 0.4x |
| Fri, 10 Nov 2023 | JP¥1.3t | JP¥3.3t | JP¥89.4b | 9.4x | 14.7x | 0.4x |
| Sun, 08 Oct 2023 | JP¥1.4t | JP¥3.3t | JP¥77.9b | 11.6x | 17.4x | 0.4x |
| Tue, 05 Sep 2023 | JP¥1.4t | JP¥3.3t | JP¥77.7b | 11.8x | 18x | 0.4x |
| Thu, 03 Aug 2023 | JP¥1.3t | JP¥3.2t | JP¥67.6b | 11.5x | 19.1x | 0.4x |
| Sat, 01 Jul 2023 | JP¥1.2t | JP¥3.2t | JP¥66.7b | 10.8x | 18.6x | 0.4x |
| Mon, 29 May 2023 | JP¥1.2t | JP¥3.2t | JP¥66.6b | 11.3x | 18.2x | 0.4x |
| Wed, 26 Apr 2023 | JP¥1.2t | JP¥3.2t | JP¥74.1b | 11.2x | 16.4x | 0.4x |
| Fri, 24 Mar 2023 | JP¥1.2t | JP¥3.2t | JP¥74.2b | 10.7x | 15.7x | 0.4x |
| Sun, 19 Feb 2023 | JP¥1.2t | JP¥3.2t | JP¥74.1b | 10.6x | 16.1x | 0.4x |
| Tue, 17 Jan 2023 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 13.7x | 0.4x |
| Thu, 15 Dec 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.7x | 14.1x | 0.4x |
| Sat, 12 Nov 2022 | JP¥1.2t | JP¥3.1t | JP¥85.9b | 10.5x | 13.7x | 0.4x |
| Mon, 10 Oct 2022 | JP¥1.2t | JP¥3.0t | JP¥98.3b | 9.9x | 12x | 0.4x |
| Wed, 07 Sep 2022 | JP¥1.1t | JP¥3.0t | JP¥98.2b | 10.2x | 11.4x | 0.4x |
| Fri, 05 Aug 2022 | JP¥1.1t | JP¥3.0t | JP¥98.8b | 10x | 11.3x | 0.4x |
| Sun, 03 Jul 2022 | JP¥1.0t | JP¥3.0t | JP¥107.1b | 9.6x | 9.4x | 0.3x |
| Tue, 31 May 2022 | JP¥999.7b | JP¥3.0t | JP¥107.1b | 9.8x | 9.3x | 0.3x |
| Thu, 28 Apr 2022 | JP¥1.0t | JP¥2.9t | JP¥111.0b | 9.1x | 9.1x | 0.3x |
| Sat, 26 Mar 2022 | JP¥1.1t | JP¥3.0t | JP¥109.0b | 9.1x | 10x | 0.4x |
| Mon, 21 Feb 2022 | JP¥1.2t | JP¥2.9t | JP¥107.9b | 9.6x | 10.7x | 0.4x |
| Wed, 19 Jan 2022 | JP¥1.2t | JP¥2.9t | JP¥112.8b | 11x | 10.5x | 0.4x |
| Fri, 17 Dec 2021 | JP¥1.2t | JP¥2.9t | JP¥112.7b | 11.5x | 10.6x | 0.4x |
| Sun, 14 Nov 2021 | JP¥1.2t | JP¥2.9t | JP¥112.6b | 11.5x | 10.8x | 0.4x |
| Tue, 12 Oct 2021 | JP¥1.2t | JP¥2.8t | JP¥101.7b | 12.4x | 12.1x | 0.4x |
| Thu, 09 Sep 2021 | JP¥1.3t | JP¥2.8t | JP¥101.7b | 12.9x | 12.7x | 0.5x |
Price to Earnings Ratio
12.7x
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 9.8x which is lower than its 3-year average PE of 13.0x.
- 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 grown 10% per year over the last three years.
- Revenues for these companies have grown 5.2% 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 | 1.09% | |
| Materials | 0.97% | |
| Packaging | 0.92% | |
| Paper Packaging | 2.23% | |
| Metal and Glass Containers | 0.11% | |
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 17.7x.
- Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 113.6% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 9.1x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 8.6% over the next 5 years.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 3.4% 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 | |
|---|---|---|---|---|---|
| 3941 Rengo | JP¥1.01k | 3.6% +JP¥8.7b | 1.2% | PE6.7x | |
| 5901 Toyo Seikan Group Holdings | JP¥2.34k | 1.1% +JP¥4.6b | -11.0% | PE15.6x | |
| 7864 Fuji Seal International | JP¥2.25k | 1.4% +JP¥1.7b | 25.8% | PE11.9x | |
| 3950 Pack | JP¥3.82k | 1.5% +JP¥1.0b | 16.6% | PE11.1x | |
| 3946 Tomoku | JP¥2.56k | 2.2% +JP¥920.5m | 8.1% | PE7.8x |
