Reported Earnings • Aug 01
First quarter 2027 earnings released: JP¥1.07 loss per share (vs JP¥22.81 profit in 1Q 2026) First quarter 2027 results: JP¥1.07 loss per share (down from JP¥22.81 profit in 1Q 2026). Revenue: JP¥7.04b (up 1.9% from 1Q 2026). Net loss: JP¥16.0m (down 105% from profit in 1Q 2026). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 6% per year. Aankondiging • Jun 19
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026 Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥87.41 (vs JP¥138 in FY 2025) Full year 2026 results: EPS: JP¥87.41 (down from JP¥138 in FY 2025). Revenue: JP¥29.1b (flat on FY 2025). Net income: JP¥1.31b (down 37% from FY 2025). Profit margin: 4.5% (down from 7.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year. Aankondiging • May 12
Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026 Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 23, 2026. New Risk • May 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (JP¥8.32b market cap, or US$52.8m). Valuation Update With 7 Day Price Move • May 12
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥555, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 18% over the past three years. Aankondiging • May 09
Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥31.68 (vs JP¥29.14 in 3Q 2025) Third quarter 2026 results: EPS: JP¥31.68 (up from JP¥29.14 in 3Q 2025). Revenue: JP¥7.57b (up 17% from 3Q 2025). Net income: JP¥475.0m (up 8.0% from 3Q 2025). Profit margin: 6.3% (down from 6.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Aankondiging • Dec 27
Shirai Electronics Industrial Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026 Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: JP¥24.39 (vs JP¥38.99 in 2Q 2025) Second quarter 2026 results: EPS: JP¥24.39 (down from JP¥38.99 in 2Q 2025). Revenue: JP¥6.77b (down 10% from 2Q 2025). Net income: JP¥365.0m (down 38% from 2Q 2025). Profit margin: 5.4% (down from 7.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Aankondiging • Sep 03
Shirai Electronics Industrial Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025 Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025 Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥22.81 (vs JP¥23.91 in 1Q 2025) First quarter 2026 results: EPS: JP¥22.81 (down from JP¥23.91 in 1Q 2025). Revenue: JP¥6.91b (up 2.0% from 1Q 2025). Net income: JP¥341.0m (down 5.3% from 1Q 2025). Profit margin: 4.9% (down from 5.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Board Change • Jul 09
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Kazushi Hirano was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Jul 02
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • Jun 25
Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024) Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Reported Earnings • May 19
Full year 2025 earnings released: EPS: JP¥138 (vs JP¥105 in FY 2024) Full year 2025 results: EPS: JP¥138 (up from JP¥105 in FY 2024). Revenue: JP¥29.3b (up 1.7% from FY 2024). Net income: JP¥2.08b (up 40% from FY 2024). Profit margin: 7.1% (up from 5.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Aankondiging • May 14
Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025 Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 24, 2025. Aankondiging • Mar 28
Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025 Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 23 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥29.14 (vs JP¥33.55 in 3Q 2024) Third quarter 2025 results: EPS: JP¥29.14 (down from JP¥33.55 in 3Q 2024). Revenue: JP¥6.45b (down 15% from 3Q 2024). Net income: JP¥440.0m (down 7.2% from 3Q 2024). Profit margin: 6.8% (up from 6.2% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Aankondiging • Jan 17
Shirai Electronics Industrial Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025 Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Aankondiging • Oct 03
Shirai Electronics Industrial Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024 Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024 Buy Or Sell Opportunity • Sep 09
Now 20% overvalued Over the last 90 days, the stock has fallen 12% to JP¥591. The fair value is estimated to be JP¥491, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 20%. Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: JP¥23.91 (vs JP¥23.77 in 1Q 2024) First quarter 2025 results: EPS: JP¥23.91 (up from JP¥23.77 in 1Q 2024). Revenue: JP¥6.78b (flat on 1Q 2024). Net income: JP¥360.0m (up 9.1% from 1Q 2024). Profit margin: 5.3% (up from 4.9% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to JP¥476, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 104% over the past three years. Aankondiging • Jun 27
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • Jun 26
Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023) Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 38% per year. New Risk • May 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Market cap is less than US$100m (JP¥9.64b market cap, or US$61.3m). Reported Earnings • May 20
Full year 2024 earnings released: EPS: JP¥105 (vs JP¥149 in FY 2023) Full year 2024 results: EPS: JP¥105 (down from JP¥149 in FY 2023). Revenue: JP¥28.8b (down 12% from FY 2023). Net income: JP¥1.49b (down 28% from FY 2023). Profit margin: 5.2% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year. Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥609, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 152% over the past three years. Aankondiging • May 16
Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024 Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 20, 2024. Aankondiging • Mar 28
Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Valuation Update With 7 Day Price Move • Mar 25
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥606, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥19.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). Reported Earnings • Feb 15
Third quarter 2024 earnings released: EPS: JP¥33.55 (vs JP¥53.44 in 3Q 2023) Third quarter 2024 results: EPS: JP¥33.55 (down from JP¥53.44 in 3Q 2023). Revenue: JP¥7.61b (down 21% from 3Q 2023). Net income: JP¥474.0m (down 36% from 3Q 2023). Profit margin: 6.2% (down from 7.7% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 10
Shirai Electronics Industrial Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024 Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024 New Risk • Nov 28
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (83% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (JP¥7.56b market cap, or US$50.9m). Reported Earnings • Nov 16
Second quarter 2024 earnings released: EPS: JP¥39.48 (vs JP¥49.82 in 2Q 2023) Second quarter 2024 results: EPS: JP¥39.48 (down from JP¥49.82 in 2Q 2023). Revenue: JP¥8.15b (down 9.4% from 2Q 2023). Net income: JP¥549.0m (down 21% from 2Q 2023). Profit margin: 6.7% (down from 7.7% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥582, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 138% over the past three years. New Risk • Oct 02
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks High level of debt (102% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥7.01b market cap, or US$46.8m). Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥505, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 167% over the past three years. Aankondiging • Sep 28
Shirai Electronics Industrial Co., Ltd. to Report Q2, 2024 Results on Nov 13, 2023 Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023 Reported Earnings • Aug 10
First quarter 2024 earnings released: EPS: JP¥23.77 (vs JP¥32.35 in 1Q 2023) First quarter 2024 results: EPS: JP¥23.77 (down from JP¥32.35 in 1Q 2023). Revenue: JP¥6.78b (down 14% from 1Q 2023). Net income: JP¥330.0m (down 26% from 1Q 2023). Profit margin: 4.9% (down from 5.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 24
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023 Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥149 (vs JP¥95.22 in FY 2022) Full year 2023 results: EPS: JP¥149 (up from JP¥95.22 in FY 2022). Revenue: JP¥32.9b (up 12% from FY 2022). Net income: JP¥2.06b (up 56% from FY 2022). Profit margin: 6.3% (up from 4.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Buying Opportunity • May 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be JP¥682, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • May 15
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥597, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 209% over the past three years. Aankondiging • May 14
Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023 Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 22, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥20.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%). Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 44% After last week's 44% share price gain to JP¥775, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 205% over the past three years. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥53.44 (vs JP¥32.91 in 3Q 2022) Third quarter 2023 results: EPS: JP¥53.44 (up from JP¥32.91 in 3Q 2022). Revenue: JP¥9.59b (up 28% from 3Q 2022). Net income: JP¥742.0m (up 62% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment deteriorated over the past week After last week's 15% share price decline to JP¥485, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 10x in the Electronic industry in Japan. Total returns to shareholders of 66% over the past three years. Aankondiging • Nov 30
Shirai Electronics Industrial Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023 Shirai Electronics Industrial Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023 Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥557, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥49.82 (vs JP¥31.34 in 2Q 2022) Second quarter 2023 results: EPS: JP¥49.82 (up from JP¥31.34 in 2Q 2022). Revenue: JP¥8.99b (up 28% from 2Q 2022). Net income: JP¥691.0m (up 58% from 2Q 2022). Profit margin: 7.7% (up from 6.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Aankondiging • Sep 04
Shirai Electronics Industrial Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022 Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥492, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 71% over the past three years. Reported Earnings • Aug 11
First quarter 2023 earnings released: EPS: JP¥32.35 (vs JP¥16.03 in 1Q 2022) First quarter 2023 results: EPS: JP¥32.35 (up from JP¥16.03 in 1Q 2022). Revenue: JP¥7.85b (up 23% from 1Q 2022). Net income: JP¥448.0m (up 100% from 1Q 2022). Profit margin: 5.7% (up from 3.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥385, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 27% over the past three years. Aankondiging • Jun 05
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022 Valuation Update With 7 Day Price Move • May 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥355, the stock trades at a trailing P/E ratio of 3.7x. Average trailing P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 31% over the past three years. Reported Earnings • May 18
Full year 2022 earnings released: EPS: JP¥95.22 (vs JP¥14.88 loss in FY 2021) Full year 2022 results: EPS: JP¥95.22 (up from JP¥14.88 loss in FY 2021). Revenue: JP¥29.4b (up 32% from FY 2021). Net income: JP¥1.33b (up JP¥1.54b from FY 2021). Profit margin: 4.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Aankondiging • May 15
Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022 Shirai Electronics Industrial Co., Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Director Toshiyuki Hatazawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Apr 08
Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Reported Earnings • Feb 18
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥32.91 (up from JP¥2.29 in 3Q 2021). Revenue: JP¥7.48b (up 38% from 3Q 2021). Net income: JP¥459.0m (up JP¥427.0m from 3Q 2021). Profit margin: 6.1% (up from 0.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorated over the past week After last week's 19% share price decline to JP¥410, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 36% over the past three years. Aankondiging • Dec 02
Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces an Equity Buyback for 200,000 shares, representing 1.43% for ¥60 million. Shirai Electronics Industrial Co., Ltd. (JASDAQ:6658) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60 million. The purpose of the program is to implement agile capital policies in response to improvements in capital efficiency and changes in the business environment. The program will continue through March 31, 2022. As of October 31, 2021, the company had 13,974,587 issued shares (excluding treasury stock) and 1,413 treasury shares. Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment improved over the past week After last week's 36% share price gain to JP¥491, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 41% over the past three years. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥31.34 (vs JP¥13.81 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.03b (up 31% from 2Q 2021). Net income: JP¥438.0m (up JP¥631.0m from 2Q 2021). Profit margin: 6.2% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS JP¥16.03 (vs JP¥17.89 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.39b (up 23% from 1Q 2021). Net income: JP¥224.0m (up JP¥474.0m from 1Q 2021). Profit margin: 3.5% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Reported Earnings • May 18
Full year 2021 earnings released: JP¥14.88 loss per share (vs JP¥35.78 loss in FY 2020) The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥22.4b (down 14% from FY 2020). Net loss: JP¥208.0m (loss narrowed 58% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 21% per year. Aankondiging • Mar 04
Shirai Electronics Industrial Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Shirai Electronics Industrial Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥2.29 (vs JP¥9.45 loss in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.44b (down 18% from 3Q 2020). Net income: JP¥32.0m (up JP¥164.0m from 3Q 2020). Profit margin: 0.6% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 16
Second quarter 2021 earnings released: JP¥13.81 loss per share The company reported a poor second quarter result with increased losses and weaker revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥5.39b (down 19% from 2Q 2020). Net loss: JP¥193.0m (loss widened 9.0% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 12
New 90-day high: JP¥247 The company is up 19% from its price of JP¥208 on 14 July 2020. The Japanese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. Aankondiging • Oct 10
Shirai Electronics Industrial Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020 Shirai Electronics Industrial Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020 Aankondiging • Jul 05
Shirai Electronics Industrial Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020 Shirai Electronics Industrial Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020