IWAKI & CO chart

Last update: 2021-02-19
Key statistics and financials
Revenue per share 1,538.11
Dividend & Yield18.00¥ (3.99%)
Beta 0.47
Market capitalization 17.62B
Operating cash flow 1.38B
ESG Scores unknown

Company description

Astena Holdings Co., Ltd. manufactures and sells medicine-related products in Japan. The company's Fine Chemical division manufactures and sells active pharmaceutical ingredients and medical supplies for antipyretic, analgesic, anti-inflammatory, and vasoconstrictor areas. Its Medical division is involved in the biotechnology related business, such as the provision of drug development support services; and sale of medical equipment. The company's Health & Beauty Care, and Food division engages in the sale of over-the-counter drugs, food product materials, functional food product materials, and cosmetic ingredients; mail/Internet-ordered sales business; and OEM production of cosmetics. Its Industrial Chemicals division manufactures and sells surface finishing chemicals and other chemical products, such as products for PWBs, electronic devices, general platings, and semiconductors. The company was formerly known as Iwaki & Co., Ltd. and changed its name to Astena Holdings Co.,Ltd. in June 2021. Astena Holdings Co., Ltd. was founded in 1914 and is based in Chuo, Japan.

Sector: Healthcare - Industry: Pharmaceutical Retailers

Financial Ratios
Quick Ratio1.08
Working Capital0.15
Return On Equity0.06
Debt To Equity0.22
Fixed Asset Ratio0.11
Fixed Interest Cover37.86

Financial data

Financial Statements

Cashflow Statement 2018-11-30 2019-11-30 2020-11-30 2021-11-30
Change To Liabilities 535M 1.15B -1.78B -93M
Total Cashflows From Investing Activities -1.97B -1.66B -8.25B -4.38B
Net Borrowings 604M 853M 7.33B 2.93B
Total Cash From Financing Activities 138M 324M 6.77B 6.35B
Change To Operating Activities 213M 284M -170M -323M
Issuance Of Stock 32M 31M 36M 4.2B
Net Income 1.41B 1.53B 1.98B 1.74B
Change In Cash -188M 255M 2.65B 3.36B
Effect Of Exchange Rate -8M -15M -5M 36M
Total Cash From Operating Activities 1.66B 1.6B 4.14B 1.35B
Depreciation 755M 818M 1.37B 1.83B
Change To Account Receivables -705M -1B 3.7B -868M
Other Cashflows From Financing Activities -179M -175M -134M -120M
Change To Netincome -473M -710M -1.19B -1.7B
Capital Expenditures -681M -1.09B -1.31B -2.94B

Income Statement 2018-11-30 2019-11-30 2020-11-30 2021-11-30
Research Development
Income Before Tax 1.98B 2.3B 2.59B 3.08B
Net Income 1.41B 1.53B 1.98B 1.74B
Selling General Administrative 10.56B 11.05B 11.8B 13.48B
Gross Profit 12.61B 13.38B 14.48B 16.6B
Ebit 1.85B 2.12B 2.04B 2.23B
Operating Income 1.85B 2.12B 2.04B 2.23B
Interest Expense -23M -23M -47M -59M
Income Tax Expense 552M 760M 604M 1.34B
Total Revenue 60.08B 61.65B 65.34B 72.32B
Cost Of Revenue 47.47B 48.27B 50.86B 55.72B
Total Other Income ExpenseNet 126M 179M 553M 844M
Net Income From Continuing Ops 1.43B 1.54B 1.98B 1.74B
Net Income Applicable To Common Shares 1.41B 1.53B 1.98B 1.74B

Balance Sheet Statement 2018-11-30 2019-11-30 2020-11-30 2021-11-30
Total Liabilities 22.26B 24.29B 32.67B 36.55B
Total Stockholder Equity 19.19B 20.42B 21.65B 27B
Other Current Liabilities 1.15B 1.19B 1.66B 1.78B
Total Assets 41.48B 44.72B 54.32B 63.55B
Common Stock 2.64B 2.66B 2.69B 4.53B
Other Current Assets 599M 351M 385M 421M
Retained Earnings 11.29B 12.43B 13.94B 15.03B
Treasury Stock 1.01B 1.02B 681M 928M
Cash 4.75B 4.92B 7.57B 10.93B
Total Current Liabilities 19.03B 20.84B 22.93B 26.64B
Other Stockholder Equity 1.61B 1.56B 1.16B 1.18B
Property, Plant, and Equipment 7.38B 7.93B 10.14B 11.95B
Total Current Assets 28.16B 30.38B 31.88B 38.06B
Net Tangible Assets 18.06B 18.96B 14.18B 18.59B
Net Receivables 17.04B 18.42B 15.55B 17.37B
Accounts Payable 12.77B 13.7B 11.73B 12.12B


Insider Transactions

Here are the insider transactions of stock shares related to IWAKI & CO:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to IWAKI & CO. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on IWAKI & CO

Here is the result of two systematic investment strategies applied to IWAKI & CO. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on IWAKI & CO

The following chart shows the equity curve of the two systematic investment strategies applied to IWAKI & CO:

IWAKI & CO automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 36.12% on the backtest period.

Performance at glance

Performance

36.12 %

Latent gain

1677.0 ¥

Invested capital

4643.0 ¥

Annualized return

8.6 %
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Momentum strategy results on IWAKI & CO

This is the result of two momentum investment strategies applied to IWAKI & CO. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on IWAKI & CO

The following chart shows all the entries opened by the momentum investment system on IWAKI & CO:

IWAKI & CO momentum entries
  • The first momentum investment strategy would give 44.04% of return on IWAKI & CO. That represents 4251.0¥ of latent gain with 9653.0¥ of employed capital.
  • The second momentum investment strategy would give 34.15% of return on IWAKI & CO. That represents 2574.0¥ of latent gain with 7538.0¥ of employed capital.
Performance at glance (1Q Momentum)

Performance

44.04 %

Latent gain

4251.0 ¥

Invested capital

9653.0 ¥

Annualized return

18.48 %
Performance at glance (2Q Momentum)

Performance

34.15 %

Latent gain

2574.0 ¥

Invested capital

7538.0 ¥

Annualized return

9.18 %

Momentum equity curve on IWAKI & CO

The following chart shows the equity curve of the two momentum strategies applied to IWAKI & CO:

IWAKI & CO momentum equity

Note: the dividends potentially given by IWAKI & CO are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on IWAKI & CO

The following chart shows the employed capital evolution of the two momentum strategies on IWAKI & CO since the beginning:

IWAKI & CO

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250¥, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000¥.


Buy the dip strategy result on IWAKI & CO

Buy the dip entry openings on IWAKI & CO

IWAKI & CO

The performance achieved by the robo-advisor on IWAKI & CO is 40.65%. That represents 548.0$ of latent gain with 1348.0¥ of employed capital. The following chart shows IWAKI & CO stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of IWAKI & CO, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

40.65 %

Latent gain

548.0 ¥

Invested capital

1348.0 ¥

Annualized return

18.48 %

Equity curve of the strategy applied to IWAKI & CO

The following chart shows the result of the investment strategy applied to IWAKI & CO:

IWAKI & CO

Note: the dividends potentially given by IWAKI & CO are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on IWAKI & CO

The following chart shows the employed capital evolution since the beginning of the investment strategy on IWAKI & CO:

IWAKI & CO

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on IWAKI & CO

In this section, I will compare the three previous investment strategies applied to IWAKI & CO.

Equity curve comparison on IWAKI & CO

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

IWAKI & CO investment strategy comparison

Employed capital comparison on IWAKI & CO

IWAKI & CO investment comparison

Performance comparison on IWAKI & CO

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 36.12% 1677.0¥ 4643.0¥ 8.6%
Momentum 1 quarter 44.04% 4251.0¥ 9653.0¥ 11.12%
Momentum 2 quarters 34.15% 2574.0¥ 7538.0¥ 9.18%
Non-directional 40.65% 548.0¥ 1348.0¥ 18.48%
Annualized return comparison

Automatic investment

8.6 %

Momentum 1Q

9.18 %

Momentum 2Q

9.18 %

Non-directional

18.48 %

Correlated stocks

Here are the most positively and negatively correlated stocks with IWAKI & CO:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between IWAKI & CO and the other stocks. There may be false positives or some missing correlated stocks. If the price of IWAKI & CO does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name IWAKI & CO
Country Japan
City Chuo
Address 4-8-2 Nihonbashihoncho
Phone 81 3 3279 0481
Website www.astena-hd.com
FullTime employees 1368
Industry Pharmaceutical Retailers
Sector Healthcare
Exchange XTKS
Ticker 8095.XTKS
Market www.jpx.co.jp

IWAKI & CO ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown