Announcement • Jul 28
Ishii Hyoki Co., Ltd. to Report Q2, 2027 Results on Sep 11, 2026 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2027 results on Sep 11, 2026 Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,482, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 26x in the Semiconductor industry in Japan. Total returns to shareholders of 84% over the past three years. Valuation Update With 7 Day Price Move • Jul 14
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥2,008, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 27x in the Semiconductor industry in Japan. Total returns to shareholders of 149% over the past three years. Buy Or Sell Opportunity • Jul 10
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 99% to JP¥2,006. The fair value is estimated to be JP¥1,608, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Earnings per share has declined by 27%. Buy Or Sell Opportunity • Jun 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 103% to JP¥1,940. The fair value is estimated to be JP¥1,584, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Earnings per share has declined by 27%. Reported Earnings • Jun 10
First quarter 2027 earnings released: EPS: JP¥33.30 (vs JP¥19.90 in 1Q 2026) First quarter 2027 results: EPS: JP¥33.30 (up from JP¥19.90 in 1Q 2026). Revenue: JP¥4.05b (up 12% from 1Q 2026). Net income: JP¥266.0m (up 64% from 1Q 2026). Profit margin: 6.6% (up from 4.5% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. New Risk • Jun 09
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 11% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 8.0% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥11.7b market cap, or US$72.7m). Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,186, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 28x in the Semiconductor industry in Japan. Total returns to shareholders of 64% over the past three years. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥1,006, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 25x in the Semiconductor industry in Japan. Total returns to shareholders of 47% over the past three years. New Risk • Mar 18
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 6.3% 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: Major Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (JP¥7.78b market cap, or US$48.9m). Reported Earnings • Mar 14
Full year 2026 earnings released: EPS: JP¥111 (vs JP¥96.66 in FY 2025) Full year 2026 results: EPS: JP¥111 (up from JP¥96.66 in FY 2025). Revenue: JP¥15.7b (up 5.6% from FY 2025). Net income: JP¥890.0m (up 13% from FY 2025). Profit margin: 5.7% (up from 5.3% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Announcement • Mar 13
Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 24, 2026 Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 24, 2026. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥939, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 26x in the Semiconductor industry in Japan. Total returns to shareholders of 51% over the past three years. Upcoming Dividend • Jan 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 January 2026. Payment date: 28 April 2026. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (0.9%). Reported Earnings • Dec 16
Third quarter 2026 earnings released: EPS: JP¥42.84 (vs JP¥27.23 in 3Q 2025) Third quarter 2026 results: EPS: JP¥42.84 (up from JP¥27.23 in 3Q 2025). Revenue: JP¥4.32b (up 21% from 3Q 2025). Net income: JP¥343.0m (up 55% from 3Q 2025). Profit margin: 7.9% (up from 6.2% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Oct 11
Ishii Hyoki Co., Ltd. to Report Q3, 2026 Results on Dec 12, 2025 Ishii Hyoki Co., Ltd. announced that they will report Q3, 2026 results on Dec 12, 2025 Reported Earnings • Sep 13
Second quarter 2026 earnings released: EPS: JP¥36.98 (vs JP¥34.35 in 2Q 2025) Second quarter 2026 results: EPS: JP¥36.98 (up from JP¥34.35 in 2Q 2025). Revenue: JP¥3.87b (down 9.8% from 2Q 2025). Net income: JP¥298.0m (up 6.4% from 2Q 2025). Profit margin: 7.7% (up from 6.5% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Jul 08
Ishii Hyoki Co., Ltd. to Report Q2, 2026 Results on Sep 11, 2025 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2026 results on Sep 11, 2025 Reported Earnings • Jun 14
First quarter 2026 earnings released: EPS: JP¥19.90 (vs JP¥9.20 in 1Q 2025) First quarter 2026 results: EPS: JP¥19.90 (up from JP¥9.20 in 1Q 2025). Revenue: JP¥3.60b (up 13% from 1Q 2025). Net income: JP¥162.0m (up 116% from 1Q 2025). Profit margin: 4.5% (up from 2.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Reported Earnings • May 02
Full year 2025 earnings released: EPS: JP¥96.66 (vs JP¥135 in FY 2024) Full year 2025 results: EPS: JP¥96.66 (down from JP¥135 in FY 2024). Revenue: JP¥14.8b (down 11% from FY 2024). Net income: JP¥788.0m (down 28% from FY 2024). Profit margin: 5.3% (down from 6.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Announcement • Apr 12
Ishii Hyoki Co., Ltd. to Report Q1, 2026 Final Results on Jun 12, 2025 Ishii Hyoki Co., Ltd. announced that they will report Q1, 2026 final results on Jun 12, 2025 Reported Earnings • Mar 15
Full year 2025 earnings released: EPS: JP¥96.66 (vs JP¥135 in FY 2024) Full year 2025 results: EPS: JP¥96.66 (down from JP¥135 in FY 2024). Revenue: JP¥14.8b (down 11% from FY 2024). Net income: JP¥788.0m (down 28% from FY 2024). Profit margin: 5.3% (down from 6.6% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 January 2025. Payment date: 24 April 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%). Announcement • Jan 17
Ishii Hyoki Co., Ltd. to Report Fiscal Year 2025 Results on Mar 14, 2025 Ishii Hyoki Co., Ltd. announced that they will report fiscal year 2025 results on Mar 14, 2025 Reported Earnings • Dec 13
Third quarter 2025 earnings released: EPS: JP¥27.23 (vs JP¥25.27 in 3Q 2024) Third quarter 2025 results: EPS: JP¥27.23 (up from JP¥25.27 in 3Q 2024). Revenue: JP¥3.56b (down 6.4% from 3Q 2024). Net income: JP¥222.0m (up 7.8% from 3Q 2024). Profit margin: 6.2% (up from 5.4% 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 17% per year whereas the company’s share price has fallen by 16% per year. Announcement • Oct 02
Ishii Hyoki Co., Ltd. to Report Q3, 2025 Results on Dec 12, 2024 Ishii Hyoki Co., Ltd. announced that they will report Q3, 2025 results on Dec 12, 2024 Reported Earnings • Sep 17
Second quarter 2025 earnings released: EPS: JP¥34.35 (vs JP¥43.06 in 2Q 2024) Second quarter 2025 results: EPS: JP¥34.35 (down from JP¥43.06 in 2Q 2024). Revenue: JP¥4.29b (up 16% from 2Q 2024). Net income: JP¥280.0m (down 20% from 2Q 2024). Profit margin: 6.5% (down from 9.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings. 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¥485, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 15x in the Semiconductor industry in Japan. Total loss to shareholders of 26% over the past three years. Announcement • Jul 12
Ishii Hyoki Co., Ltd. to Report Q2, 2025 Results on Sep 12, 2024 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2025 results on Sep 12, 2024 Reported Earnings • Jun 16
First quarter 2025 earnings released: EPS: JP¥9.20 (vs JP¥55.82 in 1Q 2024) First quarter 2025 results: EPS: JP¥9.20 (down from JP¥55.82 in 1Q 2024). Revenue: JP¥3.19b (down 33% from 1Q 2024). Net income: JP¥75.0m (down 84% from 1Q 2024). Profit margin: 2.4% (down from 9.5% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Apr 20
Ishii Hyoki Co., Ltd. to Report Q1, 2025 Results on Jun 11, 2024 Ishii Hyoki Co., Ltd. announced that they will report Q1, 2025 results on Jun 11, 2024 Reported Earnings • Mar 17
Full year 2024 earnings released: EPS: JP¥135 (vs JP¥201 in FY 2023) Full year 2024 results: EPS: JP¥135 (down from JP¥201 in FY 2023). Revenue: JP¥16.7b (down 8.2% from FY 2023). Net income: JP¥1.10b (down 33% from FY 2023). Profit margin: 6.6% (down from 9.0% 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 16% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Mar 17
Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 23, 2024 Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 23, 2024. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥10.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 30 January 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.0%). Announcement • Jan 11
Ishii Hyoki Co., Ltd. to Report Fiscal Year 2024 Results on Mar 15, 2024 Ishii Hyoki Co., Ltd. announced that they will report fiscal year 2024 results on Mar 15, 2024 Reported Earnings • Dec 12
Third quarter 2024 earnings released: EPS: JP¥25.26 (vs JP¥81.58 in 3Q 2023) Third quarter 2024 results: EPS: JP¥25.26 (down from JP¥81.58 in 3Q 2023). Revenue: JP¥3.80b (down 31% from 3Q 2023). Net income: JP¥206.0m (down 69% from 3Q 2023). Profit margin: 5.4% (down from 12% 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 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Oct 12
Ishii Hyoki Co., Ltd. to Report Q3, 2024 Results on Dec 08, 2023 Ishii Hyoki Co., Ltd. announced that they will report Q3, 2024 results on Dec 08, 2023 Reported Earnings • Sep 11
Second quarter 2024 earnings released: EPS: JP¥43.05 (vs JP¥9.20 in 2Q 2023) Second quarter 2024 results: EPS: JP¥43.05 (up from JP¥9.20 in 2Q 2023). Revenue: JP¥3.71b (up 13% from 2Q 2023). Net income: JP¥351.0m (up 368% from 2Q 2023). Profit margin: 9.5% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Jul 13
Ishii Hyoki Co., Ltd. to Report Q2, 2024 Results on Sep 08, 2023 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2024 results on Sep 08, 2023 Reported Earnings • Jun 11
First quarter 2024 earnings released: EPS: JP¥55.81 (vs JP¥36.56 in 1Q 2023) First quarter 2024 results: EPS: JP¥55.81 (up from JP¥36.56 in 1Q 2023). Revenue: JP¥4.77b (up 26% from 1Q 2023). Net income: JP¥455.0m (up 53% from 1Q 2023). Profit margin: 9.5% (up from 7.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Apr 05
Now 21% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be JP¥945, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 53%. Reported Earnings • Mar 18
Full year 2023 earnings released: EPS: JP¥201 (vs JP¥183 in FY 2022) Full year 2023 results: EPS: JP¥201 (up from JP¥183 in FY 2022). Revenue: JP¥18.2b (up 26% from FY 2022). Net income: JP¥1.64b (up 10.0% from FY 2022). Profit margin: 9.0% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jan 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 January 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 5.8% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.3%). Announcement • Jan 13
Ishii Hyoki Co., Ltd. to Report Fiscal Year 2023 Results on Mar 17, 2023 Ishii Hyoki Co., Ltd. announced that they will report fiscal year 2023 results on Mar 17, 2023 Reported Earnings • Dec 12
Third quarter 2023 earnings released: EPS: JP¥81.55 (vs JP¥47.73 in 3Q 2022) Third quarter 2023 results: EPS: JP¥81.55 (up from JP¥47.73 in 3Q 2022). Revenue: JP¥5.52b (up 51% from 3Q 2022). Net income: JP¥665.0m (up 71% from 3Q 2022). Profit margin: 12% (up from 11% 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 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. 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. 3 highly experienced directors. No independent directors (6 non-independent directors). General Manager of Administrative Division and Director Nobuki Watanabe was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Oct 14
Ishii Hyoki Co., Ltd. to Report Q3, 2023 Results on Dec 09, 2022 Ishii Hyoki Co., Ltd. announced that they will report Q3, 2023 results on Dec 09, 2022 Reported Earnings • Sep 12
Second quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥54.83 in 2Q 2022) Second quarter 2023 results: EPS: JP¥9.20 (down from JP¥54.83 in 2Q 2022). Revenue: JP¥3.29b (down 14% from 2Q 2022). Net income: JP¥75.0m (down 83% from 2Q 2022). Profit margin: 2.3% (down from 12% in 2Q 2022). 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 15% per year, which means it is significantly lagging earnings growth. Announcement • Jul 13
Ishii Hyoki Co., Ltd. to Report Q2, 2023 Results on Sep 09, 2022 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2023 results on Sep 09, 2022 Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥722, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 10x in the Semiconductor industry in Japan. Total returns to shareholders of 56% over the past three years. Reported Earnings • Jun 13
First quarter 2023 earnings released: EPS: JP¥36.55 (vs JP¥35.69 in 1Q 2022) First quarter 2023 results: EPS: JP¥36.55 (up from JP¥35.69 in 1Q 2022). Revenue: JP¥3.79b (up 14% from 1Q 2022). Net income: JP¥298.0m (up 2.4% from 1Q 2022). Profit margin: 7.9% (down from 8.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. 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. 3 highly experienced directors. No independent directors (6 non-independent directors). General Manager of Administrative Division and Director Nobuki Watanabe was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 13
Ishii Hyoki Co., Ltd. to Report Q1, 2022 Results on Jun 10, 2022 Ishii Hyoki Co., Ltd. announced that they will report Q1, 2022 results on Jun 10, 2022 Announcement • Apr 08
Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 26, 2022 Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 26, 2022. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improved over the past week After last week's 19% share price gain to JP¥823, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 12x in the Semiconductor industry in Japan. Total returns to shareholders of 29% over the past three years. Upcoming Dividend • Jan 21
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 28 January 2022. Payment date: 26 April 2022. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.6%). Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment deteriorated over the past week After last week's 18% share price decline to JP¥875, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 19x in the Semiconductor industry in Japan. Total returns to shareholders of 49% over the past three years. Reported Earnings • Dec 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥47.71 (up from JP¥36.67 in 3Q 2021). Revenue: JP¥3.65b (up 11% from 3Q 2021). Net income: JP¥389.0m (up 30% from 3Q 2021). Profit margin: 11% (up from 9.1% 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 12% per year whereas the company’s share price has increased by 8% per year. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥1,105, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 28% over the past three years. Reported Earnings • Sep 15
Second quarter 2022 earnings released: EPS JP¥54.83 (vs JP¥35.08 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥3.81b (up 29% from 2Q 2021). Net income: JP¥447.0m (up 56% from 2Q 2021). Profit margin: 12% (up from 9.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 21% share price gain to JP¥990, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 23x in the Semiconductor industry in Japan. Total loss to shareholders of 7.3% over the past three years. Reported Earnings • Jun 13
First quarter 2022 earnings released: EPS JP¥35.69 (vs JP¥4.78 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¥3.33b (up 61% from 1Q 2021). Net income: JP¥291.0m (up JP¥330.0m from 1Q 2021). Profit margin: 8.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 30
Full year 2021 earnings released: EPS JP¥89.05 (vs JP¥12.88 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.6b (up 12% from FY 2020). Net income: JP¥726.0m (up JP¥621.0m from FY 2020). Profit margin: 6.3% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Announcement • Mar 21
Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 23, 2021 Ishii Hyoki Co., Ltd., Annual General Meeting, Apr 23, 2021. Reported Earnings • Mar 21
Full year 2021 earnings released: EPS JP¥89.05 (vs JP¥12.88 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.6b (up 12% from FY 2020). Net income: JP¥726.0m (up JP¥621.0m from FY 2020). Profit margin: 6.3% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥974, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 26x in the Semiconductor industry in Japan. Total loss to shareholders of 35% over the past three years. Is New 90 Day High Low • Mar 16
New 90-day high: JP¥951 The company is up 11% from a price of JP¥855 on 16 December 2020. Outperformed the Japanese market which is up 10.0% over the last 90 days. Lagged the Semiconductor industry, which is up 12% over the same period. Announcement • Jan 14
Ishii Hyoki Co., Ltd. to Report Fiscal Year 2021 Results on Mar 19, 2021 Ishii Hyoki Co., Ltd. announced that they will report fiscal year 2021 results on Mar 19, 2021 Is New 90 Day High Low • Jan 13
New 90-day high: JP¥933 The company is up 18% from its price of JP¥790 on 15 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 38% over the same period. Reported Earnings • Dec 14
Third quarter 2021 earnings released: EPS JP¥36.67 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥3.28b (up 7.9% from 3Q 2020). Net income: JP¥299.0m (up 47% from 3Q 2020). Profit margin: 9.1% (up from 6.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Dec 07
New 90-day high: JP¥853 The company is up 39% from its price of JP¥615 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 40% over the same period. Announcement • Jul 19
Ishii Hyoki Co., Ltd. to Report Q2, 2021 Results on Sep 11, 2020 Ishii Hyoki Co., Ltd. announced that they will report Q2, 2021 results on Sep 11, 2020