Teijin (3401) Hisse Özeti
Teijin Limited dünya çapında elyaf, film ve levha, kompozit, sağlık ve bilişim sektörlerinde faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 3/6 |
3401 Community Fair Values
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Analyst Price Targets
Teijin Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | JP¥1,662.50 |
| 52 Haftanın En Yüksek Seviyesi | JP¥1,773.00 |
| 52 Haftanın En Düşük Seviyesi | JP¥1,192.50 |
| Beta | 0.29 |
| 1 Aylık Değişim | 2.66% |
| 3 Aylık Değişim | -2.98% |
| 1 Yıllık Değişim | 33.70% |
| 3 Yıllık Değişim | 15.25% |
| 5 Yıllık Değişim | -1.57% |
| Halka arzdan bu yana değişim | -37.26% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 25
3401: Loss Outlook And Executive Share Awards Will Sustain Perceived Overvaluation
Analysts have lifted their Teijin price target from ¥1,374 to ¥1,454, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the key drivers of this change. What’s in the News for Teijin Teijin plans to dispose of over 150,000 treasury shares as restricted stock and performance share units for executives, aiming to align management incentives with shareholders and support ESG linked medium term goals.
Yeni Anlatı • Jun 24
Customer Issue Driven Model And Structural Reforms Will Reshape Long Term Earnings Quality
Catalysts About Teijin Teijin is a diversified Japanese company active in apparel and industrial fibers, healthcare and life solutions, specialty materials, and electronics and energy related materials. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Jun 08
3401: Deepening Loss Guidance Will Sustain Weak Earnings And Perceived Overvaluation
Analysts have nudged their price target for Teijin slightly higher from ¥1,368 to ¥1,374, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that leave their overall valuation framework broadly intact. What's in the News Teijin revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, keeping expected revenue at ¥860,000 million.Recent updates
Anlatı Güncellemesi • Jun 25
3401: Loss Outlook And Executive Share Awards Will Sustain Perceived Overvaluation
Analysts have lifted their Teijin price target from ¥1,374 to ¥1,454, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the key drivers of this change. What’s in the News for Teijin Teijin plans to dispose of over 150,000 treasury shares as restricted stock and performance share units for executives, aiming to align management incentives with shareholders and support ESG linked medium term goals.Yeni Anlatı • Jun 24
Customer Issue Driven Model And Structural Reforms Will Reshape Long Term Earnings Quality
Catalysts About Teijin Teijin is a diversified Japanese company active in apparel and industrial fibers, healthcare and life solutions, specialty materials, and electronics and energy related materials. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Jun 08
3401: Deepening Loss Guidance Will Sustain Weak Earnings And Perceived Overvaluation
Analysts have nudged their price target for Teijin slightly higher from ¥1,368 to ¥1,374, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that leave their overall valuation framework broadly intact. What's in the News Teijin revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, keeping expected revenue at ¥860,000 million.Anlatı Güncellemesi • May 25
3401: Deepening Loss Guidance And Impairments Will Sustain Weak Earnings And Overvaluation
Analysts have held Teijin's fair value estimate steady at ¥1,368. The updated price target reflects revised assumptions around a 7.0% discount rate, revenue growth of about 2.21%, a profit margin of roughly 2.14%, and a future P/E of about 16.22x.Anlatı Güncellemesi • May 02
3401: Deepening Loss Guidance Will Still Signal Weak Earnings And Overvaluation
Analysts kept their price target for Teijin steady at ¥1,368, citing only slight model tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their view of the shares. What's in the News Teijin cut its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects an operating loss of JPY 75,000 million to JPY 85,000 million instead of the previously guided operating income of JPY 5,000 million (Key Developments).Anlatı Güncellemesi • Apr 14
3401: Deepening Loss Outlook Will Still Signal Weak Earnings And Overvaluation
Analysts have revised their price target on Teijin to ¥1,368 from ¥1,328. The new target reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples.Anlatı Güncellemesi • Mar 31
3401: Stable Assumptions Will Still Signal Weak Earnings And Overvaluation
Analysts have kept their ¥1,328 price target for Teijin unchanged, citing only minor model adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially alter their view on the shares. Valuation Changes Fair Value: Modelled fair value remains unchanged at ¥1,328.Anlatı Güncellemesi • Mar 17
3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook
Narrative Update on Teijin The analyst fair value estimate for Teijin has been revised from ¥1,298 to ¥1,328, with analysts linking this change to updated assumptions for revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: Revised slightly higher from ¥1,298 to ¥1,328.Anlatı Güncellemesi • Mar 03
3401: Higher P/E Assumptions Will Still Signal Weak Earnings Outlook
Analysts have raised their price target for Teijin from ¥1,256 to ¥1,298, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: revised from ¥1,256 to ¥1,298, a modest uplift in the model output.Anlatı Güncellemesi • Feb 16
3401: Modest Margin Gains And Merger Plans Will Still Signal Weak Outlook
Analysts have kept their ¥1,256 price target for Teijin unchanged, citing a slightly lower discount rate, an expected shift from a 1.66% revenue decline to a 0.21% revenue increase, a modest uptick in profit margin, and a reduced assumed future P/E as key factors supporting their maintained view. What's in the News A board meeting is scheduled for December 1, 2025, to consider a basic agreement for an absorption-type merger between Teijin Frontier Co., Ltd., a wholly owned Teijin subsidiary, and Asahi Kasei Advance Corporation, a wholly owned Asahi Kasei subsidiary, with Teijin Frontier as the surviving company (Key Developments).Anlatı Güncellemesi • Feb 02
3401: Aramid Impairment Will Drive Weaker Outlook Despite Merger Plans
Analysts have maintained their fair value estimate for Teijin at ¥1,256. A slightly lower discount rate and a marginally reduced future P/E assumption support a modestly refined price target narrative.Anlatı Güncellemesi • Jan 19
3401: Aramid Impairment Will Drive Cautious Outlook Despite Merger Plans
Analysts have nudged their fair value estimate for Teijin up from ¥1,246 to ¥1,256, citing slightly softer assumed revenue declines, a modestly lower discount rate, and a small adjustment to future P/E expectations as the key drivers of the change. What's in the News Teijin plans a board meeting on December 1, 2025 to consider a basic agreement for an absorption type merger between Teijin Frontier Co., Ltd.Anlatı Güncellemesi • Jan 05
3401: Aramid Impairment And Joint Venture Integration Will Shape Balanced Outlook
Analysts kept their fair value estimate for Teijin steady at ¥1,246, with only small tweaks to the discount rate, long term revenue and margin assumptions, and the future P/E used in their models. This reflects fine tuning rather than a change in their overall view.Anlatı Güncellemesi • Dec 21
3401: Aramid Impairment And Joint Venture Integration Will Define Balanced Outlook
Analysts have nudged their price target on Teijin modestly higher to ¥1,246. This reflects slightly lower perceived risk and a marginally cheaper forward earnings multiple, even as growth and margin assumptions remain essentially unchanged.Analiz Makalesi • Dec 19
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 4th of June. Based on...Anlatı Güncellemesi • Dec 07
3401: Aramid Impairment And Earnings Resilience Will Shape Balanced Forward Prospects
Analysts have nudged their price target on Teijin slightly higher to JPY 1,246, citing a modestly lower perceived risk profile and stable long term earnings assumptions, despite limited changes to underlying growth and margin forecasts. What's in the News Board meeting scheduled for December 1, 2025, to approve a basic agreement for an absorption type merger between Teijin Frontier and Asahi Kasei Advance, with Teijin Frontier as the surviving company and later becoming a joint venture of Teijin and Asahi Kasei (company disclosure) Resin and plastic processing business briefing session held for analysts and investors, focusing on the outlook and strategy for this segment (company event) Impairment loss of JPY 48.4 billion recorded on fixed assets in the aramid business for the six months ended September 30, 2025, driven by intensifying competition and adverse exchange rate movements, with charges booked in cost of sales and SG&A (company results) Full-year 2025 to 2026 earnings guidance revised downward, with operating income forecast cut from JPY 20 billion to JPY 5 billion and profit attributable to owners of parent now expected to be a loss of JPY 10 billion, mainly due to the aramid impairment and weaker materials and equity method contributions (guidance update) Valuation Changes Fair Value: unchanged at approximately ¥1,246 per share, implying no revision to the analyst central valuation.Analiz Makalesi • Dec 05
Teijin's (TSE:3401) Dividend Will Be ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 4th of June. Based on this payment, the dividend yield...Anlatı Güncellemesi • Nov 23
3401: Impairment Loss And Margin Stability Will Define Balanced Investment Prospects
The analyst price target for Teijin has been reaffirmed at ¥1,246 as analysts cite stable forecasts and no material changes in forecasts for discount rate, revenue growth, profit margin, or projected valuation multiples. What's in the News Teijin held a Resin & Plastic Processing Business Briefing Session as part of their Analyst/Investor Day.Anlatı Güncellemesi • Nov 08
3401: Revenue Outlook Will Moderate Risks While Supporting Balanced Opportunity
Analysts have raised their price target for Teijin from ¥1,180 to ¥1,246. This reflects an improved revenue growth outlook and a lower discount rate in updated forecasts.Yeni Anlatı • Sep 07
Global Demand For Advanced Composites Will Expand Opportunities
Key Takeaways Refocus on high-margin specialty materials and healthcare segments, combined with operational reforms, is expected to drive margin expansion and more stable earnings. Innovation in sustainable materials and divestment of low-yield businesses position the company for new growth opportunities and improved earnings quality.Analiz Makalesi • Jul 24
Teijin (TSE:3401) Has Debt But No Earnings; Should You Worry?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Makalesi • Apr 14
Are Investors Undervaluing Teijin Limited (TSE:3401) By 45%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Teijin fair value estimate is JP¥2,032 Teijin's JP¥1,127 share...Analiz Makalesi • Mar 22
Teijin (TSE:3401) Will Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend on the 30th of May, with investors...Analiz Makalesi • Feb 03
Is Teijin (TSE:3401) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Dec 31
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
Teijin Limited ( TSE:3401 ) will pay a dividend of ¥25.00 on the 30th of May. This takes the dividend yield to 3.7...Analiz Makalesi • Dec 17
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥25.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥25.00 per share on the 30th of...Analiz Makalesi • Dec 03
Teijin (TSE:3401) Has Announced A Dividend Of ¥25.00
Teijin Limited's ( TSE:3401 ) investors are due to receive a payment of ¥25.00 per share on 30th of May. This will take...Analiz Makalesi • Dec 01
Is There An Opportunity With Teijin Limited's (TSE:3401) 46% Undervaluation?
Key Insights Teijin's estimated fair value is JP¥2,422 based on 2 Stage Free Cash Flow to Equity Teijin is estimated to...Analiz Makalesi • Nov 07
Some Confidence Is Lacking In Teijin Limited's (TSE:3401) P/S
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...Analiz Makalesi • Oct 17
Be Wary Of Teijin (TSE:3401) And Its Returns On Capital
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Analiz Makalesi • Sep 18
Teijin (TSE:3401) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analiz Makalesi • Aug 04
Investor Optimism Abounds Teijin Limited (TSE:3401) But Growth Is Lacking
With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Chemicals industry in Japan, you could be...Analiz Makalesi • Jun 10
A Look At The Fair Value Of Teijin Limited (TSE:3401)
Key Insights Teijin's estimated fair value is JP¥1,442 based on 2 Stage Free Cash Flow to Equity Current share price of...Analiz Makalesi • May 21
There May Be Underlying Issues With The Quality Of Teijin's (TSE:3401) Earnings
Despite announcing strong earnings, Teijin Limited's ( TSE:3401 ) stock was sluggish. We did some digging and found...Analiz Makalesi • Apr 09
Teijin (TSE:3401) Will Be Looking To Turn Around Its Returns
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Analiz Makalesi • Mar 21
Teijin (TSE:3401) Will Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...Analiz Makalesi • Mar 16
Teijin Limited's (TSE:3401) Share Price Matching Investor Opinion
There wouldn't be many who think Teijin Limited's ( TSE:3401 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...Analiz Makalesi • Feb 28
Teijin (TSE:3401) Is Due To Pay A Dividend Of ¥15.00
The board of Teijin Limited ( TSE:3401 ) has announced that it will pay a dividend of ¥15.00 per share on the 31st of...Hissedar Getirileri
| 3401 | JP Chemicals | JP Pazar | |
|---|---|---|---|
| 7D | -3.3% | -1.8% | 0.2% |
| 1Y | 33.7% | 45.2% | 42.8% |
Getiri vs. Endüstri: 3401 geçen yıl % 45.2 oranında getiri sağlayan JP Chemicals sektörünün gerisinde kaldı.
Getiri vs Piyasa: 3401 geçen yıl % 42.8 oranında getiri sağlayan JP Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 3401 volatility | |
|---|---|
| 3401 Average Weekly Movement | 4.6% |
| Chemicals Industry Average Movement | 5.0% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
İstikrarlı Hisse Senedi Fiyatı: 3401 son 3 ayda JP piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: 3401 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1918 | 15,689 | Akimoto Uchikawa | www.teijin.com |
Teijin Limited, dünya çapında elyaflar, filmler ve levhalar, kompozitler, sağlık hizmetleri ve BT sektörlerinde faaliyet göstermektedir. Aramid elyaflar ve polietilen malzemeler; karbon elyaflar, kompozit malzemeler ve oksitlenmiş PAN elyaflar; polikarbonat levhalar ve filmler; yüksek yoğunluklu polietilen gözenekli filmler ve malzemeler ve mikro gözenekli filmler sunmaktadır. Şirket ayrıca PC reçineleri, polifenilen sülfit reçineleri, kalıplanmış parçalar ve katkı maddeleri; otomotiv uygulamaları için hafif cam ve karbon elyaf takviyeli kompozitler ve politrimetilen teleftalat ürünleri, suni deri malzemeler, polyester nanolifler ve geri dönüştürülmüş polyester elyaflar sunmaktadır.
Teijin Limited Temel Bilgiler Özeti
| 3401 temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | JP¥324.39b |
| Kazançlar(TTM) | -JP¥88.00b |
| Gelir(TTM) | JP¥873.19b |
0.4x
P/S Oranı-3.6x
F/K Oranı3401 aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| 3401 gelir tablosu (TTM) | |
|---|---|
| Gelir | JP¥873.19b |
| Gelir Maliyeti | JP¥711.23b |
| Brüt Kâr | JP¥161.96b |
| Diğer Giderler | JP¥249.97b |
| Kazançlar | -JP¥88.00b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 04, 2026
| Hisse başına kazanç (EPS) | -456.17 |
| Brüt Marj | 18.55% |
| Net Kâr Marjı | -10.08% |
| Borç/Özkaynak Oranı | 84.5% |
3401 uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
3.0%
Mevcut Temettü Verimi-11%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/10 15:59 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Teijin Limited 17 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mikiya Yamada | Barclays |
| Akiko Kuwahara | BofA Global Research |
| Atsushi Ikeda | Citigroup Inc |