Allied Telesis Holdings K.K.'s (TSE:6835) Price Is Right But Growth Is Lacking After Shares Rocket 26%
Jan 17
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Japanese (NIKKEI) Communications Industry Analysis
UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies13
- 7D1.6%
- 3M13.2%
- 1Y42.4%
- YTD7.8%
Over the last 7 days, the Communications industry has risen 1.6%, driven by gains from Allied Telesis Holdings K.K of 6.5%. Meanwhile, NCXX Group actually underperformed within the industry, shrinking 7.9% in the last week. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 17% per annum.
Industry Valuation and Performance
Has the Japanese Communications Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Feb 2026 | JP¥228.7b | JP¥291.8b | JP¥13.9b | 17.7x | 16.4x | 0.8x |
| Fri, 02 Jan 2026 | JP¥210.2b | JP¥291.8b | JP¥13.6b | 16.8x | 15.5x | 0.7x |
| Sun, 30 Nov 2025 | JP¥203.7b | JP¥291.0b | JP¥13.1b | 14x | 15.5x | 0.7x |
| Tue, 28 Oct 2025 | JP¥212.4b | JP¥297.8b | JP¥16.3b | 11.9x | 13x | 0.7x |
| Thu, 25 Sep 2025 | JP¥212.0b | JP¥297.2b | JP¥16.1b | 11.4x | 13.2x | 0.7x |
| Sat, 23 Aug 2025 | JP¥208.5b | JP¥297.3b | JP¥16.2b | 11.5x | 12.9x | 0.7x |
| Mon, 21 Jul 2025 | JP¥191.1b | JP¥295.8b | JP¥16.0b | 12.4x | 12x | 0.6x |
| Wed, 18 Jun 2025 | JP¥189.3b | JP¥295.3b | JP¥20.6b | 12.1x | 9.2x | 0.6x |
| Fri, 16 May 2025 | JP¥192.3b | JP¥309.0b | JP¥13.3b | 11.3x | 14.4x | 0.6x |
| Sun, 13 Apr 2025 | JP¥176.4b | JP¥305.1b | JP¥12.5b | 8x | 14.2x | 0.6x |
| Tue, 11 Mar 2025 | JP¥192.0b | JP¥303.1b | JP¥11.6b | 5.6x | 16.6x | 0.6x |
| Thu, 06 Feb 2025 | JP¥172.7b | JP¥298.2b | JP¥4.2b | 12.6x | 40.9x | 0.6x |
| Sat, 04 Jan 2025 | JP¥171.6b | JP¥297.1b | JP¥4.0b | 12.1x | 42.9x | 0.6x |
| Mon, 02 Dec 2024 | JP¥170.1b | JP¥297.6b | JP¥4.2b | 12x | 40.1x | 0.6x |
| Wed, 30 Oct 2024 | JP¥178.3b | JP¥299.5b | JP¥5.1b | 11.1x | 34.6x | 0.6x |
| Fri, 27 Sep 2024 | JP¥181.3b | JP¥299.1b | JP¥5.1b | 10.9x | 35.3x | 0.6x |
| Sun, 25 Aug 2024 | JP¥201.8b | JP¥319.9b | JP¥4.0b | 10.7x | 50x | 0.6x |
| Tue, 23 Jul 2024 | JP¥220.6b | JP¥318.5b | JP¥5.0b | 13.5x | 44.4x | 0.7x |
| Thu, 20 Jun 2024 | JP¥219.9b | JP¥318.4b | JP¥5.2b | 13.2x | 42.7x | 0.7x |
| Sat, 18 May 2024 | JP¥195.7b | JP¥315.9b | JP¥5.2b | 10.2x | 37.8x | 0.6x |
| Mon, 15 Apr 2024 | JP¥203.2b | JP¥319.9b | JP¥4.5b | 10.9x | 45.6x | 0.6x |
| Wed, 13 Mar 2024 | JP¥202.1b | JP¥320.7b | JP¥5.0b | 11.2x | 40.1x | 0.6x |
| Fri, 09 Feb 2024 | JP¥201.3b | JP¥318.9b | JP¥5.8b | 15.9x | 34.8x | 0.6x |
| Sun, 07 Jan 2024 | JP¥220.6b | JP¥331.5b | JP¥10.0b | 10.3x | 22.1x | 0.7x |
| Tue, 05 Dec 2023 | JP¥216.2b | JP¥331.7b | JP¥10.1b | 10.3x | 21.5x | 0.7x |
| Thu, 02 Nov 2023 | JP¥223.5b | JP¥327.0b | JP¥10.0b | 13.7x | 22.3x | 0.7x |
| Sat, 30 Sep 2023 | JP¥223.0b | JP¥325.0b | JP¥8.9b | 11.1x | 25.1x | 0.7x |
| Mon, 28 Aug 2023 | JP¥219.5b | JP¥325.4b | JP¥9.4b | 10.2x | 23.3x | 0.7x |
| Wed, 26 Jul 2023 | JP¥210.0b | JP¥316.1b | JP¥6.6b | 13.2x | 31.6x | 0.7x |
| Fri, 23 Jun 2023 | JP¥210.3b | JP¥316.2b | JP¥6.3b | 13.7x | 33.2x | 0.7x |
| Sun, 21 May 2023 | JP¥202.9b | JP¥316.8b | JP¥6.4b | 13.1x | 31.7x | 0.6x |
| Tue, 18 Apr 2023 | JP¥196.1b | JP¥309.5b | JP¥13.0b | 12.6x | 15x | 0.6x |
| Thu, 16 Mar 2023 | JP¥193.3b | JP¥311.1b | JP¥13.6b | 12.5x | 14.2x | 0.6x |
| Sat, 11 Feb 2023 | JP¥188.3b | JP¥305.9b | JP¥14.9b | 12.8x | 12.6x | 0.6x |
Price to Earnings Ratio
12.6x
Current Industry PE
- Investors are pessimistic on the Japanese Communications 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 16.4x which is lower than its 3-year average PE of 26.0x.
- The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
- The earnings for companies in the Communications industry have declined 2.3% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Japanese Tech industry?
| JP Market | 2.15% | |
| Tech | 0.97% | |
| Communications | 1.62% | |
| Communications Equipment | 1.62% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6835 Allied Telesis Holdings K.K | JP¥330.00 | 6.5% +JP¥2.1b | 220.4% | PE7.8x | |
| 6675 SAXA | JP¥6.79k | 3.5% +JP¥1.3b | 137.4% | PE12.3x | |
| 6706 DKK | JP¥2.79k | 2.8% +JP¥671.3m | 67.5% | PE17.7x | |
| 6696 TRaaS On Product | JP¥343.00 | 11.4% +JP¥168.9m | -14.7% | n/a | |
| 6822 Oi Electric | JP¥3.99k | 2.8% +JP¥147.2m | 121.2% | PE4.1x |
