Be Wary Of TBS HoldingsInc (TSE:9401) And Its Returns On Capital
Jan 15
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Japanese (NIKKEI) Media Industry Analysis
UpdatedJan 18, 2025
DataAggregated Company Financials
Companies120
- 7D-0.4%
- 3M-4.6%
- 1Y5.1%
- YTD-2.2%
Over the last 7 days, the Media industry has dropped 1.3%, driven by TBS HoldingsInc declining 4.9%. In the past year, the industry has gained 4.5%. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jan 2025 | JP¥5.7t | JP¥6.9t | JP¥259.6b | 16.4x | 21.9x | 0.8x |
| Mon, 16 Dec 2024 | JP¥6.1t | JP¥6.9t | JP¥258.6b | 16.1x | 23.6x | 0.9x |
| Wed, 13 Nov 2024 | JP¥5.8t | JP¥6.9t | JP¥262.8b | 15x | 22.1x | 0.8x |
| Fri, 11 Oct 2024 | JP¥5.8t | JP¥6.8t | JP¥244.9b | 16.1x | 23.8x | 0.9x |
| Sun, 08 Sep 2024 | JP¥5.7t | JP¥6.8t | JP¥245.4b | 16.3x | 23.1x | 0.8x |
| Tue, 06 Aug 2024 | JP¥4.7t | JP¥6.7t | JP¥241.4b | 13.8x | 19.5x | 0.7x |
| Thu, 04 Jul 2024 | JP¥5.7t | JP¥6.7t | JP¥233.4b | 16.7x | 24.6x | 0.9x |
| Sat, 01 Jun 2024 | JP¥5.7t | JP¥6.7t | JP¥214.6b | 15.6x | 26.6x | 0.8x |
| Mon, 29 Apr 2024 | JP¥5.9t | JP¥6.7t | JP¥253.5b | 15.4x | 23.2x | 0.9x |
| Wed, 27 Mar 2024 | JP¥6.0t | JP¥6.8t | JP¥253.8b | 16.7x | 23.6x | 0.9x |
| Fri, 23 Feb 2024 | JP¥6.1t | JP¥6.8t | JP¥254.0b | 14.7x | 23.8x | 0.9x |
| Sun, 21 Jan 2024 | JP¥5.5t | JP¥6.8t | JP¥263.1b | 15.4x | 20.7x | 0.8x |
| Tue, 19 Dec 2023 | JP¥5.0t | JP¥6.8t | JP¥261.9b | 15.8x | 19.1x | 0.7x |
| Thu, 16 Nov 2023 | JP¥5.0t | JP¥6.7t | JP¥277.1b | 14.7x | 18.1x | 0.7x |
| Sat, 14 Oct 2023 | JP¥5.2t | JP¥6.7t | JP¥307.1b | 15.1x | 17.1x | 0.8x |
| Mon, 11 Sep 2023 | JP¥5.4t | JP¥6.8t | JP¥309.0b | 15.8x | 17.5x | 0.8x |
| Wed, 09 Aug 2023 | JP¥5.7t | JP¥6.7t | JP¥332.0b | 15.5x | 17.2x | 0.8x |
| Fri, 07 Jul 2023 | JP¥5.7t | JP¥6.7t | JP¥345.4b | 15.1x | 16.5x | 0.9x |
| Sun, 04 Jun 2023 | JP¥5.4t | JP¥6.7t | JP¥345.3b | 14.5x | 15.8x | 0.8x |
| Tue, 02 May 2023 | JP¥5.6t | JP¥6.6t | JP¥359.7b | 14.8x | 15.5x | 0.8x |
| Thu, 30 Mar 2023 | JP¥5.3t | JP¥6.6t | JP¥352.4b | 14.1x | 15x | 0.8x |
| Sat, 25 Feb 2023 | JP¥5.2t | JP¥6.6t | JP¥351.8b | 14.5x | 14.8x | 0.8x |
| Mon, 23 Jan 2023 | JP¥4.9t | JP¥6.5t | JP¥385.3b | 13.5x | 12.7x | 0.8x |
| Wed, 21 Dec 2022 | JP¥4.8t | JP¥6.5t | JP¥385.2b | 13.4x | 12.4x | 0.7x |
| Fri, 18 Nov 2022 | JP¥5.1t | JP¥6.5t | JP¥385.5b | 14.6x | 13.2x | 0.8x |
| Sun, 16 Oct 2022 | JP¥5.1t | JP¥6.5t | JP¥450.1b | 14.1x | 11.3x | 0.8x |
| Tue, 13 Sep 2022 | JP¥5.3t | JP¥6.5t | JP¥449.9b | 13.9x | 11.7x | 0.8x |
| Thu, 11 Aug 2022 | JP¥5.5t | JP¥6.4t | JP¥463.1b | 14.8x | 11.8x | 0.9x |
| Sat, 09 Jul 2022 | JP¥5.3t | JP¥6.4t | JP¥470.7b | 14.2x | 11.2x | 0.8x |
| Mon, 06 Jun 2022 | JP¥5.4t | JP¥6.4t | JP¥469.6b | 13.6x | 11.5x | 0.8x |
| Wed, 04 May 2022 | JP¥5.7t | JP¥6.5t | JP¥401.3b | 15.7x | 14.3x | 0.9x |
| Fri, 01 Apr 2022 | JP¥5.9t | JP¥6.4t | JP¥399.1b | 15.1x | 14.8x | 0.9x |
| Sun, 27 Feb 2022 | JP¥5.6t | JP¥6.4t | JP¥398.6b | 14x | 14.2x | 0.9x |
| Tue, 25 Jan 2022 | JP¥5.7t | JP¥6.5t | JP¥232.7b | 15.9x | 24.6x | 0.9x |
Price to Earnings Ratio
24.6x
Current Industry PE
- Investors are optimistic on the Japanese Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 21.5x which is higher than its 3-year average PE of 17.8x.
- The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 3.7% per year over the last three years.
- Revenues for these companies have grown 2.3% 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 Telecom industry?
| JP Market | -1.30% | |
| Telecom | -0.72% | |
| Media | -0.37% | |
| Advertising | 1.25% | |
| Publishing | 0.012% | |
| Broadcasting | -2.11% | |
| Cable and Satellite | -5.22% | |
Industry PE
- Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 33.0x.
- Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings growth of 10.6% per year.
- Investors are most pessimistic about the Broadcasting industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.7x.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 2.2% 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 | |
|---|---|---|---|---|---|
| 4324 Dentsu Group | JP¥3.73k | 3.6% +JP¥34.1b | -4.6% | PS0.7x | |
| 4676 Fuji Media Holdings | JP¥1.69k | 3.2% +JP¥10.8b | -3.6% | PE8.8x | |
| 4784 GMO internet | JP¥1.14k | 36.0% +JP¥4.9b | 228.9% | PS1.4x | |
| 3696 Ceres | JP¥3.10k | 12.1% +JP¥3.8b | 168.0% | PE30x | |
| 9468 Kadokawa | JP¥3.20k | 0.8% +JP¥3.7b | 3.5% | PE45.2x |
