Japanese (NIKKEI) Infrastructure Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies14
- 7D0.4%
- 3M-1.3%
- 1Y10.5%
- YTD11.9%
Over the last 7 days, the Infrastructure industry has remained flat. As for the the longer term, the industry is up 10% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Japanese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | JP¥1.6t | JP¥1.3t | JP¥87.8b | 9.4x | 17.9x | 1.2x |
| Wed, 27 Sep 2023 | JP¥1.6t | JP¥1.3t | JP¥87.8b | 9.6x | 18.3x | 1.2x |
| Fri, 25 Aug 2023 | JP¥1.6t | JP¥1.3t | JP¥87.8b | 9.4x | 18.8x | 1.2x |
| Sun, 23 Jul 2023 | JP¥1.6t | JP¥1.4t | JP¥94.5b | 8x | 16.5x | 1.1x |
| Tue, 20 Jun 2023 | JP¥1.6t | JP¥1.4t | JP¥94.5b | 7.8x | 16.9x | 1.2x |
| Thu, 18 May 2023 | JP¥1.6t | JP¥1.4t | JP¥94.6b | 7.8x | 17x | 1.2x |
| Sat, 15 Apr 2023 | JP¥1.5t | JP¥1.4t | JP¥90.9b | 7.3x | 16.2x | 1.1x |
| Mon, 13 Mar 2023 | JP¥1.5t | JP¥1.4t | JP¥90.9b | 7.6x | 16.5x | 1.1x |
| Wed, 08 Feb 2023 | JP¥1.4t | JP¥1.4t | JP¥84.7b | 7.5x | 16.8x | 1x |
| Fri, 06 Jan 2023 | JP¥1.4t | JP¥1.4t | JP¥81.0b | 6.7x | 17.3x | 1x |
| Sun, 04 Dec 2022 | JP¥1.4t | JP¥1.4t | JP¥81.0b | 6.5x | 17.2x | 1x |
| Tue, 01 Nov 2022 | JP¥1.5t | JP¥1.3t | JP¥70.7b | 7x | 20.9x | 1.1x |
| Thu, 29 Sep 2022 | JP¥1.4t | JP¥1.3t | JP¥70.6b | 7.2x | 20.1x | 1.1x |
| Sat, 27 Aug 2022 | JP¥1.4t | JP¥1.3t | JP¥70.6b | 7.2x | 20.4x | 1.1x |
| Mon, 25 Jul 2022 | JP¥1.4t | JP¥1.2t | JP¥49.7b | 8.8x | 27.4x | 1.1x |
| Wed, 22 Jun 2022 | JP¥1.3t | JP¥1.2t | JP¥49.7b | 8.6x | 26.2x | 1x |
| Fri, 20 May 2022 | JP¥1.3t | JP¥1.2t | JP¥49.6b | 9.4x | 26.2x | 1x |
| Sun, 17 Apr 2022 | JP¥1.3t | JP¥1.2t | JP¥40.2b | 10.2x | 32.3x | 1.1x |
| Tue, 15 Mar 2022 | JP¥1.3t | JP¥1.2t | JP¥40.2b | 10.5x | 31.7x | 1.1x |
| Thu, 10 Feb 2022 | JP¥1.3t | JP¥1.2t | JP¥41.1b | 9.9x | 31.3x | 1.1x |
| Sat, 08 Jan 2022 | JP¥1.2t | JP¥1.2t | JP¥33.9b | 11.6x | 34.9x | 1x |
| Mon, 06 Dec 2021 | JP¥1.2t | JP¥1.2t | JP¥33.9b | 11.5x | 36.5x | 1.1x |
| Wed, 03 Nov 2021 | JP¥1.3t | JP¥1.1t | JP¥21.8b | 7.9x | 61.7x | 1.2x |
| Fri, 01 Oct 2021 | JP¥1.3t | JP¥1.1t | JP¥46.9b | 9.1x | 28.3x | 1.2x |
| Sun, 29 Aug 2021 | JP¥1.3t | JP¥1.1t | JP¥46.9b | 9.1x | 26.7x | 1.1x |
| Mon, 05 Jul 2021 | JP¥1.2t | JP¥1.1t | JP¥46.9b | 8.7x | 26.6x | 1.1x |
| Thu, 08 Apr 2021 | JP¥1.3t | JP¥1.1t | JP¥36.7b | 13.6x | 34.1x | 1.1x |
| Sun, 10 Jan 2021 | JP¥1.2t | JP¥1.1t | JP¥37.6b | 11.1x | 32.2x | 1.1x |
Price to Earnings Ratio
23.6x
Current Industry PE
- Investors are pessimistic on the Japanese Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 17.9x which is lower than its 3-year average PE of 25.5x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 4.0% 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 Industrials industry?
| JP Market | 0.03% | |
| Industrials | -0.053% | |
| Infrastructure | 0.41% | |
| Marine Ports and Services | 0.94% | |
| Highways and Railtracks | 0% | |
| Airport Services | -0.42% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 27.3% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.2x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 27% over the next 5 years.
- In contrast, the Marine Ports and Services industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| 9706 Japan Airport Terminal | JP¥6.45k | 3.1% +JP¥18.3b | 1.0% | PE262.8x | |
| 9303 Sumitomo Warehouse | JP¥2.39k | 2.4% +JP¥4.4b | 18.5% | PE13.3x | |
| 9301 Mitsubishi Logistics | JP¥3.90k | 0.9% +JP¥2.6b | 19.5% | PE12.6x | |
| 9364 Kamigumi | JP¥3.05k | 0.6% +JP¥2.1b | 7.9% | PE13.7x | |
| 9359 Isewan Terminal Service | JP¥766.00 | 2.3% +JP¥421.7m | 17.8% | PE4.6x |