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Companies Financials 7388.T
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7388.T Tokyo Stock Exchange Multiline Insurance & Brokers

7388.T

¥2 039,00
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Mcap
47,1B JPY
P/E
EV / Rev
Div yield
4,22 %
Op margin
9,1 %
ROE
17,3 %
Net margin
6,4 %
Debt / equity
0,09
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the insurance and asset management sectors, generating revenue primarily through insurance premiums and investment management fees.

Business. 7388.T is a multiline insurance and broker operating within the Financials sector, primarily engaged in asset management activities. The company generates revenue through a premium-income model, consistent with industry standards for insurance entities. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not available in the provided data.

Classification92 %
SectorFinancials
Business sectorInsurance
IndustryMultiline Insurance & Brokers
ActivityAsset Management
Generated · model-assisted
Sell-side consensus
HOLD3 analysts
1 buy2 hold0 sell
Avg 12m price target2 416,67

Analyst recommendations

3 analysts · consensus Hold
Buy1
Hold2
Sell0
12-month price target
2 416,67
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
3 analysts · indicative
Ownership
not yet wired
Profitability
17,3 %
return on equity
Quality
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

0
  • No recent newsroom coverage mentioning 7388.
  • 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+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−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 7388.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

    7388.T is a multiline insurance and broker operating within the Financials sector, primarily engaged in asset management activities. The company generates revenue through a premium-income model, consistent with industry standards for insurance entities. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not available in the provided data.

    Classification92 %
    SectorFinancials
    Business sectorInsurance
    IndustryMultiline Insurance & Brokers
    ActivityAsset Management
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥7.52 billion, representing 40.86% of total assets. The liquidity FPT (free cash flow to total liabilities) is 0.136, indicating a solid ability to meet short-term obligations. The current ratio of 1.85 further supports this, showing that the company has 1.85 times more current assets than current liabilities.

    Profitability metrics show the company is performing well relative to industry norms. The return on equity (ROE) of 17.28% and return on assets (ROA) of 11.1% are both above the industry median for multiline insurance and brokers. The net income margin of 6.36% is also strong, indicating efficient cost management and pricing power.

    Geographically, the company's revenue is concentrated in Japan, as disclosed in its segments. No other geographic regions are reported, suggesting a lack of diversification in terms of market exposure. This concentration could pose a risk if the Japanese economy experiences a downturn.

    The company's growth trajectory appears stable, with a current FY revenue outlook of 0.0% and a next FY outlook of 0.0%. This suggests a flat revenue trend, with no significant growth expected in the near term. The company's operating income and net income have also remained relatively flat in recent periods.

    Risk factors for the company are currently low, with no immediate filing-based liquidity or dilution flags detected. The debt-to-equity ratio of 0.09 is low, indicating a conservative capital structure. However, the company's free cash flow is negative at ¥895.16 million, which could be a concern if it persists.

    Recent events include analyst estimates for the company's stock price, with a mean price target of ¥2,416.67 and a median of ¥2,450.00. The mean recommendation is 2.67, indicating a "hold" rating. No recent filings or transcripts have been disclosed that would suggest significant changes in the company's operations or strategy.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 1.85 and cash and equivalents of ¥7.52 billion.
    • Profitability metrics such as ROE (17.28%) and ROA (11.1%) are above industry medians.
    • Revenue is concentrated in Japan, which could pose a risk if the domestic economy weakens.
    • Analysts have a "hold" rating for the stock, with a mean price target of ¥2,416.67.
    • The company's free cash flow is negative, which may be a concern if it continues.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 039,00
    Market cap
    ¥53.63B
    Enterprise value
    ¥47.22B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    20.8x
    P / B
    4.5x
    P / Tangible book
    4.5x
    Tangible book
    ¥11.82B
    Net cash
    ¥6.40B
    Current ratio
    1.9
    Debt / equity
    0.1
    ROA
    11.1%
    ROE
    17.3%
    Cash conversion
    111.0%
    CapEx / revenue
    -4.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    93,48
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate93,48
    Revenueno estimateno estimate34,3B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy1
    Hold2
    Sell0
    Strong sell0
    12-month price target¥2 416,67 · Median ¥2 450,00
    Low ¥2 200,00High ¥2 600,00
    EPS surprise
    −5,0 %
    reported vs consensus · miss
    Revenue surprise
    −6,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥2 200,00
    Mean¥2 416,67
    Median¥2 450,00
    High¥2 600,00
    Spot¥2 039,00
    +18.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin9,1 %Below median
    Net Margin6,4 %Above median
    ROE17,3 %Above P75
    Capex / Rev-4,1 %Below median
    D/E0,09Below median
    Cash Conv1,11Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 7388.T Market data — financials · 2026-05-27
    • FP Partner Inc 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
    7388.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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