SCREEN Holdings (7735) Earnings: FY Operating Income Forecast Maintained Despite Missing Estimates

SCREEN Holdings on Smartkarma

Analyst coverage of SCREEN Holdings on Smartkarma by Scott Foster highlights the company’s promising prospects, with a bullish outlook indicating a potential 25%+ upside. The FY Mar-25 guidance has been revised upwards, showing growth momentum to persist into FY Mar-26. Increased capex at TSMC and robust sales in China contribute to the positive trajectory. Semiconductor cleaning equipment demand is propelled by die shrinks, while a projected P/E ratio of 11x reflects favorable valuation. Strong results in the 3Q and sustained growth expected, especially with rising demand from TSMC and a resurgence in sales to Chinese customers.

The profitability of FPD, PCB, and printing equipment is noted, with expectations for continued success. Enhanced efficiency in production processes and a more moderate depreciation rate are factors supporting the operating margin outlook. The analyst’s detailed insights provide a comprehensive view of SCREEN Holdings‘ potential, indicating a favorable investment environment for the company amid evolving market dynamics.

A look at SCREEN Holdings Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

SCREEN Holdings Co Ltd., a company that specializes in manufacturing and selling semiconductors, FPD devices, commercial printing, and printed circuit boards (PCB), is showing a positive long-term outlook based on the Smartkarma Smart Scores analysis. With a strong momentum score of 5, SCREEN Holdings is positioned well for growth and potential market outperformance. The company’s above-average scores in growth and resilience further indicate a favorable future trajectory, highlighting its ability to adapt and thrive in changing market conditions. Although the company’s value and dividend scores are not as high as some other factors, its overall outlook remains promising based on the Smart Scores evaluation.

Overall, SCREEN Holdings is rated highly in key areas that contribute to its long-term potential. The combination of solid growth, resilience, and momentum scores suggests that the company is well-positioned to succeed in the future. As a manufacturer and seller of various technology-related products and services, SCREEN Holdings appears to have a strong foundation for continued growth and success in the industry. Investors may find the company’s favorable Smart Scores a positive indicator of its future performance and a promising opportunity for long-term investment.

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