Companies ›Consumer Cyclicals ›9478.T

9478.T — Tokyo Stock Exchange Consumer Publishing

SE Holdings and Incubations Co Ltd

¥510,00

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Mcap

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P/E

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EV / Rev

—

Div yield

0,71 %

Op margin

11,1 %

ROE

5,9 %

Net margin

7,3 %

Debt / equity

0,39

Beta

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52w range

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Volume

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Day range

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Prev close

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Next earnings

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Ex-dividend

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TR 1Y

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About

SE Holdings and Incubations Co Ltd operates in the Consumer Publishing industry, providing services related to content creation and distribution, and generates revenue primarily through advertising, subscriptions, and digital content sales.

Business. SE Holdings and Incubations Co Ltd (9478.T) is a consumer publishing company headquartered in Japan and listed on the Tokyo Stock Exchange. The firm operates within the Cyclical Consumer Services sector, primarily engaging in consumer publishing activities. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %

SectorConsumer Cyclicals

Business sectorCyclical Consumer Services

IndustryConsumer Publishing

Generated · model-assisted

Sell-side consensus

—consensus pending

— buy— hold— sell

Avg 12m price target—

Upcoming events

— missing data

See all catalysts →

At a glance

Score

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not yet scored

Valuation

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valuation pending

Analysts

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not yet wired

Ownership

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not yet wired

Profitability→

5,9 %

return on equity

Quality

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not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning 9478.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %

Financials−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to 9478.T. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR

Pre-earnings brief

— missing data

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

SE Holdings and Incubations Co Ltd (9478.T) is a consumer publishing company headquartered in Japan and listed on the Tokyo Stock Exchange. The firm operates within the Cyclical Consumer Services sector, primarily engaging in consumer publishing activities. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %

SectorConsumer Cyclicals

Business sectorCyclical Consumer Services

IndustryConsumer Publishing

AI synthesis

GENERATED

SE Holdings and Incubations Co Ltd maintains a strong liquidity position with a current ratio of 3.53, indicating the company can cover its short-term obligations more than three times over. The company's liquidity_fpt score suggests a medium liquidity risk, which is consistent with its cash and equivalents of 2,686,000,000 JPY and long-term debt of 3,488,000,000 JPY. Despite a negative operating cash flow of -263,000,000 JPY, the company's free cash flow of 452,000,000 JPY supports its operational flexibility.

Profitability metrics show a return on equity of 5.87% and a return on assets of 3.42%, which are below the industry median for Consumer Publishing. The company's operating income of 807,000,000 JPY and net income of 531,000,000 JPY indicate a moderate level of profitability, but the gross profit margin of 48.9% suggests room for improvement in cost management.

The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to market-specific risks, particularly in the Japanese market where the company is headquartered. The absence of segment-specific revenue data limits the ability to assess the performance of individual business lines.

Looking ahead, the company's revenue outlook is stable, with no significant growth expected in the next fiscal year. The capital expenditure of -71,000,000 JPY indicates a reduction in investment, which may signal a focus on cost containment rather than expansion. The company's diluted shares outstanding remain unchanged at 15,289,217, suggesting no immediate dilution pressure.

The risk assessment highlights a medium liquidity risk and a low dilution risk. The company's debt-to-equity ratio of 0.39 is relatively low, but the negative net cash position after subtracting total debt is a concern. The company's risk score is influenced by its liquidity profile and the potential for future capital requirements.

Recent events, including the latest financial filing, show a consistent revenue of 7,242,000,000 JPY and an EPS of 30.54 JPY, aligning with analyst estimates. The company's financial performance has remained stable, with no significant deviations from historical trends.

Key takeaways

SE Holdings and Incubations Co Ltd has a strong current ratio of 3.53, indicating robust short-term liquidity.
The company's return on equity of 5.87% is below the industry median, suggesting moderate profitability.
The company's revenue is concentrated in a single business segment, increasing exposure to market-specific risks.
The company's capital expenditure is negative, indicating a focus on cost containment rather than expansion.
The company's debt-to-equity ratio of 0.39 is relatively low, but the negative net cash position after subtracting total debt is a concern.
**margin_outlook_rationale**: The company's gross profit margin of 48.9% is stable, but there is potential for improvement in cost management.
**rd_outlook_rationale**: The company's R&D spending is not disclosed, making it difficult to assess future innovation potential.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Valuation

Market price

¥510,00

Market cap

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Enterprise valueⓘ

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P/Eⓘ

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Non-GAAP P/Eⓘ

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EV / Revenueⓘ

—

EV / Op incomeⓘ

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EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

¥9.04B

Net cashⓘ

-¥802.0M

Current ratioⓘ

3.5

Debt / equityⓘ

0.4

ROAⓘ

3.4%

ROEⓘ

5.9%

Cash conversionⓘ

-50.0%

CapEx / revenueⓘ

-1.0%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Business relationships

— missing data

Supply chain

— missing data

Peer comparison

— missing data

Market position

Stress test

— missing data

Predictor forecast

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Estimate revisions

consensus EPS · 26-week trend

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Sell-side observations

— missing data

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin11,1 %Above P75

Net Margin7,3 %Above median

ROE5,9 %Above median

Capex / Rev-1,0 %Above P75

D/E0,39Bottom quartile

Cash Conv-0,50Bottom quartile

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

— missing data

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Capex To Revenue
capital_expenditure / revenue
Return On Equity
net_income / total_equity
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Cash Conversion Ratio
operating_cash_flow / net_income

Source documents

SE Holdings and Incubations Co Ltd Market data — financials · 2026-05-27
SE Holdings and Incubations Co Ltd Market data — analyst estimates · 2026-05-27

Ownership & reference

Insider activity

— missing data

Short positioning

— missing data

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

9478.TCanonical

Tokyo Stock Exchange · JPY

Intel & risk

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Evidence & claims

From filings & derived data

— missing data

The Thread

Everything we know, in order

— missing data

Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Actions

Ask Handelsavisen

Ownership & reference

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread