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Taiyo Holdings Co., Ltd. (JP:4626)
:4626
Japanese Market
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Taiyo Holdings Co., Ltd. (4626) Price & Analysis

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4626 Stock Chart & Stats

¥7540.00
-¥115.00(-2.69%)
At close: 4:00 PM EST
¥7540.00
-¥115.00(-2.69%)

Bulls Say, Bears Say

Bulls Say
Revenue & Margin StrengthConsistent top-line growth with high gross margins and improving net margins indicates durable product pricing power and operational efficiency. Strong EBIT/EBITDA margins show the business can sustain profitability through cycles and reinvestment over the next several months.
Robust Cash GenerationFree cash flow surged from ¥2.4B to ¥17.4B and operating cash conversion (OCF/net income ~2.2) is strong. This durable cash generation provides financial flexibility for R&D, targeted capex, debt management, or shareholder returns without relying on external financing.
Specialized Electronic-materials FranchiseFocus on solder resist and specialty PCB/semiconductor materials creates a niche with high technical barriers, customer qualification processes, and repeat volumes. These structural advantages support long-term, sticky revenue streams and defendable competitive positioning in electronics supply chains.
Bears Say
End-market CyclicalityRevenue and shipment volumes are directly linked to electronics manufacturers’ production cycles. Demand swings in smartphones, PCs, or consumer electronics can materially reduce near-term volumes and pressure utilization, making revenue patterns vulnerable over the coming 2–6 months.
Qualification & Customer Concentration RiskSales depend on maintaining technical qualifications and long-term buyer approvals. Losing qualification or a major customer could cause abrupt revenue loss; long approval cycles and concentrated relationships represent structural execution risk to sustained growth and margins.
FCF Gain Driven By Lower CapexThe sharp FCF improvement was materially driven by cutting capital spending rather than solely higher operations cash. If lower capex persists, the company may underinvest in capacity or product development, risking future competitiveness in high-spec materials markets.

Taiyo Holdings Co., Ltd. News

4626 FAQ

What was Taiyo Holdings Co., Ltd.’s price range in the past 12 months?
Taiyo Holdings Co., Ltd. lowest stock price was ¥2292.50 and its highest was ¥6275.00 in the past 12 months.
    What is Taiyo Holdings Co., Ltd.’s market cap?
    Taiyo Holdings Co., Ltd.’s market cap is ¥550.89B.
      When is Taiyo Holdings Co., Ltd.’s upcoming earnings report date?
      The company’s upcoming earnings report date is not yet available.
      How were Taiyo Holdings Co., Ltd.’s earnings last quarter?
      Currently, no data Available
      Is Taiyo Holdings Co., Ltd. overvalued?
      According to Wall Street analysts Taiyo Holdings Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
        Does Taiyo Holdings Co., Ltd. pay dividends?
        Taiyo Holdings Co., Ltd. pays a Semiannually dividend of ¥72.5 which represents an annual dividend yield of 3.26%. See more information on Taiyo Holdings Co., Ltd. dividends here
          What is Taiyo Holdings Co., Ltd.’s EPS estimate?
          Taiyo Holdings Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
          How many shares outstanding does Taiyo Holdings Co., Ltd. have?
          Taiyo Holdings Co., Ltd. has 116,839,615 shares outstanding.
            What happened to Taiyo Holdings Co., Ltd.’s price movement after its last earnings report?
            Currently, no data Available
            Which hedge fund is a major shareholder of Taiyo Holdings Co., Ltd.?
            Currently, no hedge funds are holding shares in JP:4626
            What is the TipRanks Smart Score and how is it calculated?
            Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

              Company Description

              Taiyo Holdings Co., Ltd.

              Taiyo Holdings Co., Ltd., together with its subsidiaries, engages in the electronics materials business worldwide. The company offers printed wiring boards, such as rigid board materials comprising liquid solder resist, legend ink, plating resist, and etching resist; PKG board materials, including liquid and dry film solder resists; flexible printed circuit board materials comprising liquid and dry film solder resists, and dry film photoimageable coverlay; and build-up materials. The company also provides FPD materials; manufactures and sells prescription drugs and pharmaceuticals; manufactures and markets dyes, pigments, and other chemical products; and operates solar power plants. In addition, it engages in the provision of systems engineering services; developments of systems; and food businesses. Further, it offers anisotropic conductive adhesive, photoimageable interlayer insulating materials, stretchable conductive paste, and photo-imageable white dry film solder products. The company was formerly known as Taiyo Ink Mfg. Co., Ltd. and changed its name to Taiyo Holdings Co., Ltd. in October 2010. Taiyo Holdings Co., Ltd. was incorporated in 1953 and is headquartered in Tokyo, Japan.

              Taiyo Holdings Co., Ltd. (4626) Earnings & Revenues

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