- Increased Forecasts: Screen HD revised its full-year operating income forecast to 126.00 billion yen, surpassing previous results of 113.50 billion yen and exceeding the estimate of 115 billion yen.
- Net Income Growth: The company expects net income of 91.50 billion yen, an improvement over the previous 80.00 billion yen and higher than the estimate of 81.35 billion yen.
- Higher Sales Projection: Net sales are forecasted at 616.00 billion yen, up from 577.00 billion yen and above the estimated 578.73 billion yen.
- Increased Dividend: The dividend is projected to be 283.00 yen, an increase from 247.00 yen and above the estimate of 249.10 yen.
- Nine Month Performance:
- Semiconductor Production Equipment sales up 33% year-over-year, reaching 383.96 billion yen.
- Graphic Arts Equipment sales rose 8.7% year-over-year to 38.89 billion yen.
- Display Production Equipment and Coater sales increased 92% year-over-year, totaling 22.90 billion yen.
- PCB-Related Equipment sales declined 8% year-over-year, reaching 9.56 billion yen.
- Third Quarter Highlights:
- Operating income rose 69% year-over-year, hitting 42.39 billion yen, exceeding an estimate of 27.78 billion yen.
- Net income increased 68% year-over-year, to 30.68 billion yen, outperforming an estimate of 19.81 billion yen.
- Net sales grew 47% year-over-year to 182.57 billion yen, beating the estimated 143.24 billion yen.
- Market Sentiment: Analysts have issued 5 buy ratings, 10 hold ratings, and no sell ratings for the company.
SCREEN Holdings on Smartkarma
Independent analyst coverage of SCREEN Holdings on Smartkarma reveals contrasting sentiments. Scott Foster‘s report titled “Screen Holdings (7735 JP): Bad News in the Price, Guidance Raised” highlights a positive outlook. The share price has stabilized, and with increased guidance, the company anticipates growth in the coming year. Investments in AI and strong demand for semiconductor equipment drive this optimism. The report suggests a long-term buy recommendation, emphasizing attractive valuation and growth potential.
In another report by Scott Foster, “Screen Holdings (7735 JP): Still a Buy for the Bounce,” a short-term bullish view is presented. The analysis points to a recent uptrend in the company’s performance following a strong second quarter. Factors like yen weakness and reasonable valuation suggest a potential short-term upside. However, caution is advised due to projected lower profits in the second half and uncertainties related to AI investments. Despite the bounce-back, certain challenges, such as Intel’s capex cuts, warrant vigilance in the investment approach.
A look at SCREEN Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 5 | |
| Resilience | 5 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 4.0 |
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 known for manufacturing semiconductors, FPD devices, commercial printing, and printed circuit boards as well as offering supplementary services, is poised for a promising long-term outlook. According to Smartkarma Smart Scores, the company received high ratings in growth, resilience, and momentum, indicating a favorable overall outlook. With a strong focus on innovation and adaptability, SCREEN Holdings is positioned to capitalize on market opportunities and maintain consistent performance.
Smartkarma’s assessment of SCREEN Holdings reveals a company with solid fundamentals and growth potential. While value and dividend scores are average, the high scores in growth, resilience, and momentum suggest that SCREEN Holdings is well-positioned for future success. Investors looking for a company with a strong growth trajectory and resilience in the face of market fluctuations may find SCREEN Holdings an appealing long-term investment option.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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