Japanese (NIKKEI) Media Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies107
- 7D2.2%
- 3M-2.3%
- 1Y-12.4%
- YTD-12.2%
Over the last 7 days, the Media industry has risen 2.2%, driven by gains from CyberAgent of 8.1%. In contrast, the industry has lost 12% in the last 12 months. Earnings are forecast to grow by 8.2% annually.
Industry Valuation and Performance
Has the Japanese Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 28 Nov 2022 | JP¥5.2t | JP¥6.5t | JP¥385.2b | 14.5x | 13.5x | 0.8x |
| Wed, 26 Oct 2022 | JP¥5.2t | JP¥6.5t | JP¥451.9b | 13.8x | 11.5x | 0.8x |
| Fri, 23 Sep 2022 | JP¥5.0t | JP¥6.5t | JP¥450.2b | 13.7x | 11.1x | 0.8x |
| Sun, 21 Aug 2022 | JP¥5.5t | JP¥6.5t | JP¥449.9b | 14.4x | 12.3x | 0.9x |
| Tue, 19 Jul 2022 | JP¥5.3t | JP¥6.4t | JP¥470.9b | 14.3x | 11.2x | 0.8x |
| Thu, 16 Jun 2022 | JP¥5.1t | JP¥6.4t | JP¥470.3b | 13.3x | 10.8x | 0.8x |
| Sat, 14 May 2022 | JP¥5.4t | JP¥6.5t | JP¥402.7b | 15.5x | 13.5x | 0.8x |
| Mon, 11 Apr 2022 | JP¥5.8t | JP¥6.4t | JP¥398.9b | 14.9x | 14.5x | 0.9x |
| Wed, 09 Mar 2022 | JP¥5.3t | JP¥6.4t | JP¥398.6b | 13.5x | 13.4x | 0.8x |
| Fri, 04 Feb 2022 | JP¥5.5t | JP¥6.5t | JP¥240.6b | 14.9x | 22.9x | 0.8x |
| Sun, 02 Jan 2022 | JP¥5.9t | JP¥6.5t | JP¥232.9b | 16.8x | 25.2x | 0.9x |
| Tue, 30 Nov 2021 | JP¥5.8t | JP¥6.5t | JP¥231.8b | 16.8x | 25.2x | 0.9x |
| Thu, 28 Oct 2021 | JP¥6.1t | JP¥6.4t | JP¥112.6b | 20.6x | 54.2x | 0.9x |
| Sat, 25 Sep 2021 | JP¥6.4t | JP¥6.4t | JP¥106.2b | 20.7x | 60.7x | 1x |
| Mon, 23 Aug 2021 | JP¥5.8t | JP¥6.5t | JP¥106.9b | 16.9x | 53.9x | 0.9x |
| Sat, 10 Jul 2021 | JP¥6.1t | JP¥6.5t | JP¥106.9b | 19.4x | 57.2x | 0.9x |
| Fri, 02 Apr 2021 | JP¥6.0t | JP¥6.3t | JP¥15.2b | 24.6x | 393.4x | 0.9x |
| Mon, 04 Jan 2021 | JP¥5.1t | JP¥6.3t | JP¥47.5b | 23.3x | 108.1x | 0.8x |
| Thu, 08 Oct 2020 | JP¥4.9t | JP¥6.3t | JP¥101.3b | 23.7x | 48.2x | 0.8x |
| Wed, 01 Jul 2020 | JP¥4.3t | JP¥6.5t | JP¥147.2b | 20.5x | 29.5x | 0.7x |
| Sat, 04 Apr 2020 | JP¥3.7t | JP¥6.8t | JP¥188.0b | 12.9x | 19.7x | 0.5x |
| Tue, 07 Jan 2020 | JP¥5.1t | JP¥6.8t | JP¥155.0b | 19.9x | 33.2x | 0.8x |
Price to Earnings Ratio
20.2x
Current Industry PE
- Investors are pessimistic on the Japanese Media 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 13.5x which is lower than its 3-year average PE of 772x.
- The 3-year average PS ratio of 12.5x is higher than the industry's current PS ratio of 0.80x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 16% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Telecom industry?
| JP Market | 2.37% | |
| Telecom | 0.71% | |
| Media | 2.16% | |
| Broadcasting | 3.82% | |
| Cable and Satellite | 2.22% | |
| Advertising | 1.78% | |
| Publishing | 1.32% | |
Industry PE
- Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 24.8x.
- Analysts are expecting annual earnings growth of 12.6%, which is lower than the prior year's growth of 17.2% per year.
- Investors are most pessimistic about the Broadcasting industry, which is trading below its 3-year average of 10.9x.
Forecasted Growth
- Analysts are most optimistic on the Publishing industry, expecting annual earnings growth of 13% over the next 5 years.
- However this is lower than its past earnings growth rate of 17% per year.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 2.9% 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 | |
|---|---|---|---|---|---|
| 4751 CyberAgent | JP¥1.34k | 8.1% +JP¥51.1b | -35.7% | PE28.1x | |
| 2433 Hakuhodo DY Holdings | JP¥1.39k | 3.1% +JP¥15.7b | -19.0% | PE9.9x | |
| 9401 TBS HoldingsInc | JP¥1.58k | 4.5% +JP¥11.4b | -12.3% | PE9.1x | |
| 4676 Fuji Media Holdings | JP¥1.09k | 4.8% +JP¥11.1b | -7.5% | PE10.6x | |
| 9404 Nippon Television Holdings | JP¥1.09k | 3.0% +JP¥8.2b | -10.0% | PE6.4x |