Okasan Securities Group, Inc. (8609) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Okasan Securities Group, Inc.

Why is Okasan Securities Group, Inc. ?

Positive results in Jun 25

CASH AND EQV(HY) Highest at JPY 1,080,665 MM
DEBT-EQUITY RATIO (HY) Lowest at -199.24 %

With ROE of 5.83%, it has a very attractive valuation with a 0.76 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 13.08%, its profits have fallen by -11%
At the current price, the company has a high dividend yield of 0.1

Underperformed the market in the last 1 year

The stock has generated a return of 13.08% in the last 1 year, much lower than market (Japan Nikkei 225) returns of 29.35%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Okasan Securities Group, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Okasan Securities Group, Inc. for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

Okasan Securities Group, Inc.

13.78%

-0.31

29.54%

Japan Nikkei 225

28.54%

1.14

25.81%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

4.80%

EBIT Growth (5y)

35.00%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

28.16%

Dividend Payout Ratio

52.07%

Pledged Shares

Institutional Holding

ROCE (avg)

ROE (avg)

5.49%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.76

EV to EBIT

-24.26

EV to EBITDA

-20.04

EV to Capital Employed

1.16

EV to Sales

-4.33

PEG Ratio

Dividend Yield

0.15%

ROCE (Latest)

-4.78%

ROE (Latest)

5.83%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

2What is working for the Company

CASH AND EQV(HY)

Highest at JPY 1,080,665 MM

DEBT-EQUITY RATIO (HY)

Lowest at -199.24 %

-18What is not working for the Company

NET SALES(HY)

At JPY 39,918 MM has Grown at -14.52%

PRE-TAX PROFIT(Q)

Lowest at JPY 1,987 MM

NET PROFIT(Q)

Lowest at JPY 1,692.29 MM

EPS(Q)

Lowest at JPY 8.55

Here's what is working for Okasan Securities Group, Inc.

Cash and Eqv

Highest at JPY 1,080,665 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio

Lowest at -199.24 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Here's what is not working for Okasan Securities Group, Inc.

Pre-Tax Profit

At JPY 1,987 MM has Fallen at -55.32%

over average net sales of the previous four periods of JPY 4,447.25 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (JPY MM)

Net Sales

At JPY 39,918 MM has Grown at -14.52%

Year on Year (YoY)

MOJO Watch

Near term sales trend is very negative

Net Sales (JPY MM)

Pre-Tax Profit

Lowest at JPY 1,987 MM and Fallen

In each period in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (JPY MM)

Net Profit

Lowest at JPY 1,692.29 MM and Fallen

In each period in the last five periods

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (JPY MM)

Net Profit

At JPY 1,692.29 MM has Fallen at -44.93%

over average net sales of the previous four periods of JPY 3,073.21 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (JPY MM)

EPS

Lowest at JPY 8.55

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (JPY)