Narrative Update • Jun 24
The Media industry has been flat over the last week, but SKY Perfect JSAT has lost 8.5%. The past year has been better, since the industry has gained 4.0% in that time. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Japanese Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | JP¥7.4t | JP¥7.1t | JP¥29.9b | 14x | 248.1x | 1x |
| Tue, 09 Jun 2026 | JP¥7.4t | JP¥7.2t | JP¥29.9b | 13.5x | 246.5x | 1x |
| Thu, 07 May 2026 | JP¥7.4t | JP¥7.1t | -JP¥19,814,162,000.00 | 15.5x | -371.3x | 1x |
| Sat, 04 Apr 2026 | JP¥7.4t | JP¥7.1t | -JP¥22,502,202,000.00 | 15.9x | -327.7x | 1x |
| Mon, 02 Mar 2026 | JP¥7.4t | JP¥7.1t | -JP¥18,911,112,000.00 | 16.2x | -393.2x | 1x |
| Wed, 28 Jan 2026 | JP¥7.8t | JP¥7.0t | JP¥33.4b | 16.5x | 232.9x | 1.1x |
| Fri, 26 Dec 2025 | JP¥7.7t | JP¥6.9t | JP¥31.8b | 16.4x | 243.4x | 1.1x |
| Sun, 23 Nov 2025 | JP¥7.6t | JP¥7.0t | JP¥33.7b | 16.3x | 226.3x | 1.1x |
| Tue, 21 Oct 2025 | JP¥7.3t | JP¥6.9t | -JP¥39,503,339,500.00 | 17.3x | -185.9x | 1.1x |
| Thu, 18 Sep 2025 | JP¥7.9t | JP¥6.9t | -JP¥41,613,722,500.00 | 17.5x | -190.2x | 1.1x |
| Sat, 16 Aug 2025 | JP¥7.6t | JP¥6.9t | -JP¥40,902,795,500.00 | 18.1x | -185.1x | 1.1x |
| Mon, 14 Jul 2025 | JP¥7.4t | JP¥6.9t | JP¥29.3b | 16.4x | 252.9x | 1.1x |
| Wed, 11 Jun 2025 | JP¥7.5t | JP¥7.1t | JP¥35.1b | 16.6x | 214.8x | 1.1x |
| Fri, 09 May 2025 | JP¥7.2t | JP¥7.0t | JP¥92.9b | 17.2x | 77.8x | 1x |
| Sun, 06 Apr 2025 | JP¥6.2t | JP¥7.0t | JP¥93.3b | 16.3x | 66.4x | 0.9x |
| Tue, 04 Mar 2025 | JP¥6.1t | JP¥7.0t | JP¥93.3b | 16.8x | 65.4x | 0.9x |
| Thu, 30 Jan 2025 | JP¥6.1t | JP¥6.9t | JP¥259.4b | 16.8x | 23.5x | 0.9x |
| Sat, 28 Dec 2024 | JP¥5.9t | JP¥6.9t | JP¥258.0b | 16.6x | 22.9x | 0.9x |
| Mon, 25 Nov 2024 | JP¥5.7t | JP¥6.9t | JP¥257.2b | 15.7x | 22.2x | 0.8x |
| Wed, 23 Oct 2024 | JP¥5.8t | JP¥6.8t | JP¥245.6b | 15.7x | 23.6x | 0.9x |
| Fri, 20 Sep 2024 | JP¥5.7t | JP¥6.8t | JP¥244.9b | 16.2x | 23.1x | 0.8x |
| Sun, 18 Aug 2024 | JP¥5.6t | JP¥6.8t | JP¥250.1b | 16.5x | 22.5x | 0.8x |
| Tue, 16 Jul 2024 | JP¥5.9t | JP¥6.7t | JP¥233.3b | 16.9x | 25.2x | 0.9x |
| Thu, 13 Jun 2024 | JP¥5.7t | JP¥6.7t | JP¥233.9b | 15.9x | 24.2x | 0.8x |
| Sat, 11 May 2024 | JP¥5.9t | JP¥6.7t | JP¥253.2b | 15.4x | 23.3x | 0.9x |
| Mon, 08 Apr 2024 | JP¥6.0t | JP¥6.6t | JP¥250.1b | 16.2x | 24x | 0.9x |
| Wed, 06 Mar 2024 | JP¥5.8t | JP¥6.8t | JP¥254.0b | 15.3x | 22.9x | 0.9x |
| Fri, 02 Feb 2024 | JP¥5.5t | JP¥6.8t | JP¥262.5b | 16.1x | 21.1x | 0.8x |
| Sun, 31 Dec 2023 | JP¥5.1t | JP¥6.8t | JP¥261.9b | 15.2x | 19.6x | 0.8x |
| Tue, 28 Nov 2023 | JP¥5.1t | JP¥6.8t | JP¥261.3b | 16.3x | 19.5x | 0.8x |
| Thu, 26 Oct 2023 | JP¥5.2t | JP¥6.7t | JP¥305.3b | 14.6x | 16.9x | 0.8x |
| Sat, 23 Sep 2023 | JP¥5.4t | JP¥6.8t | JP¥309.3b | 15.4x | 17.5x | 0.8x |
| Mon, 21 Aug 2023 | JP¥5.3t | JP¥6.8t | JP¥309.0b | 15.3x | 17.1x | 0.8x |
| Wed, 19 Jul 2023 | JP¥5.8t | JP¥6.7t | JP¥345.5b | 14.6x | 16.7x | 0.9x |
16.7x
Which industries have driven the changes within the Japanese Telecom industry?
| JP Market | -0.89% | |
| Telecom | 1.92% | |
| Media | 0.85% | |
| Publishing | 3.02% | |
| Advertising | 2.73% | |
| Broadcasting | 0.84% | |
| Cable and Satellite | -8.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4324 Dentsu Group | JP¥3.32k | 2.5% +JP¥21.0b | 10.9% | PS0.6x | |
| 4676 Fuji Media Holdings | JP¥4.11k | 3.6% +JP¥20.4b | 13.3% | PE90.1x | |
| 4751 CyberAgent | JP¥1.50k | 2.5% +JP¥18.5b | 0.1% | PE17.6x | |
| 9468 Kadokawa | JP¥3.79k | 3.3% +JP¥17.6b | -1.3% | PE435.7x | |
| 4784 GMO internet | JP¥514.00 | 9.1% +JP¥13.1b | -73.4% | PE26.3x |