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Companies Basic Materials 8104.T
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8104.T Tokyo Stock Exchange Construction Materials

8104.T

¥628,00
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Mcap
9,3B JPY
P/E
EV / Rev
Div yield
3,16 %
Op margin
1,4 %
ROE
4,7 %
Net margin
1,1 %
Debt / equity
0,13
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the construction materials industry, primarily engaged in the production and distribution of building materials and related products.

Business. The company operates in the construction materials industry, primarily engaged in the production and distribution of building materials and related products.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryConstruction Materials
ActivityMineral Resources
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
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
4,7 %
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 8104.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+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−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 8104.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

    The company operates in the construction materials industry, primarily engaged in the production and distribution of building materials and related products.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryConstruction Materials
    ActivityMineral Resources
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥7.51 billion, representing 18.2% of total assets. The liquidity FPT (free cash flow to total liabilities) is 1.89, indicating a robust ability to meet short-term obligations. The current ratio of 1.44 further supports this, showing that the company has sufficient current assets to cover its current liabilities.

    Profitability metrics reveal a modest return on equity (ROE) of 4.68% and a return on assets (ROA) of 1.81%, both below the industry median for construction materials firms. The company's gross profit margin is 14.0%, while the operating margin is 1.4%, suggesting that cost management and pricing power are key areas for improvement.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The absence of segment-specific data limits the ability to assess the performance of individual product lines or geographic regions.

    Looking ahead, the company is projected to experience a 2.5% increase in revenue in the current fiscal year, with a 1.2% growth expected in the following year. This growth trajectory is modest compared to the industry average, which is driven by infrastructure spending and urbanization trends. The company's capital expenditure is currently negative, indicating a reduction in investment in new projects or facilities.

    Risk factors include a low liquidity risk and a low dilution potential, with no immediate filing-based liquidity or dilution flags detected. The company's debt-to-equity ratio of 0.13 is well below the industry median, indicating a conservative capital structure. However, the low ROE and ROA suggest that the company may need to improve operational efficiency to enhance shareholder returns.

    Recent events include the filing of the latest financial report, which disclosed the company's revenue and earnings figures. No significant changes in management or strategic direction were reported in the latest filings. The company's recent performance aligns with analyst estimates, with the last actual EPS of ¥49.67 and revenue of ¥65.41 billion.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 1.44 and a liquidity FPT of 1.89.
    • Profitability metrics are below industry medians, with a ROE of 4.68% and a ROA of 1.81%.
    • Revenue is concentrated in a single business segment, increasing exposure to regional economic fluctuations.
    • The company is projected to experience modest revenue growth in the next two fiscal years.
    • The company has a conservative capital structure with a debt-to-equity ratio of 0.13 and no immediate liquidity or dilution risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥628,00
    Market cap
    ¥9.22B
    Enterprise value
    ¥3.78B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    1.5x
    P / B
    0.6x
    P / Tangible book
    0.6x
    Tangible book
    ¥15.98B
    Net cash
    ¥5.45B
    Current ratio
    1.4
    Debt / equity
    0.1
    ROA
    1.8%
    ROE
    4.7%
    Cash conversion
    343.0%
    CapEx / revenue
    -0.5%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    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 Margin1,4 %Below median
    Net Margin1,1 %Below median
    ROE4,7 %Above median
    Capex / Rev-0,5 %Above P75
    D/E0,13Above median
    Cash Conv3,43Above P75

    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
    • 8104.T Market data — financials · 2026-05-27
    • Kuwazawa Holdings Corp 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
    8104.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    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
    — 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