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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedNov 26, 2021
DataAggregated Company Financials
Companies55
  • 7D-2.7%
  • 3M26.5%
  • 1Y63.8%
  • YTD49.5%

Over the last 7 days, the Semiconductors industry has dropped 2.7%, driven by pullbacks in Renesas Electronics and Lasertec of 5.5% and 5.0%, respectively. This takes the industry's 12 month performance to a gain of 64%.

Industry Valuation and Performance

Has the Japanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Fri, 26 Nov 2021JP¥24.5tJP¥6.0tJP¥876.9b19.4x
Sun, 24 Oct 2021JP¥21.0tJP¥5.7tJP¥733.8b21.3x
Tue, 21 Sep 2021JP¥23.0tJP¥5.6tJP¥725.2b22.3x
Thu, 19 Aug 2021JP¥18.1tJP¥5.7tJP¥726.8b19.9x
Thu, 03 Jun 2021JP¥19.6tJP¥5.3tJP¥608.6b26.8x
Sun, 07 Mar 2021JP¥17.6tJP¥5.1tJP¥491.3b26x
Wed, 09 Dec 2020JP¥14.6tJP¥5.0tJP¥467.9b25.3x
Tue, 01 Sep 2020JP¥11.0tJP¥4.9tJP¥456.8b20.1x
Fri, 05 Jun 2020JP¥10.1tJP¥4.8tJP¥397.9b20.2x
Mon, 09 Mar 2020JP¥9.7tJP¥4.8tJP¥402.4b18.8x
Sun, 01 Dec 2019JP¥10.7tJP¥4.9tJP¥419.6b19.2x
Wed, 04 Sep 2019JP¥8.8tJP¥5.1tJP¥497.9b12.3x
Sat, 08 Jun 2019JP¥7.0tJP¥5.2tJP¥603.7b10.1x
Fri, 01 Mar 2019JP¥7.5tJP¥5.3tJP¥652.7b11.7x
Mon, 03 Dec 2018JP¥7.9tJP¥5.3tJP¥657.4b12.2x
PE Ratio

12.2x

Total Market Cap: JP¥7.9tTotal Earnings: JP¥657.4bTotal Revenue: JP¥5.3t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 19.3x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Semiconductor industry have grown 10% per year over the last three years, and revenues for these companies have grown 4.3% 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 Semiconductors industry?

Semiconductor Equipment-2.31%
Semiconductors-3.79%

Industry PE: Investors are most optimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average PE ratio of 18.6x. However analysts are expecting annual earnings growth of 11%, which is lower than the prior year's growth of 52% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 19.9x.

Forecasted Growth: Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 12% over the next 5 years. Meanwhile, the Semiconductor Equipment industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
6967 Shinko Electric Industries0.4%+JP¥2.7b133.0%PE20.9x
7826 Furuya Metal3.3%+JP¥2.4b84.6%PE8.1x
6832 AOI Electronics2.5%+JP¥755.9m21.5%PE14.9x
6227 AIMECHATEC5.3%+JP¥444.8mn/aPE12.7x
6590 Shibaura Mechatronics0.5%+JP¥176.7m113.3%PE23.9x
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