Keyence, financially robust, sees a decline in profits due to the impact of the Chinese economy.
2024/2/4
クリスのレポート
自己資本率94とほぼ無借金経営、流動比率も8.95とすごい。キャッシュフローは2023年6月でマイナスだがあまり気にしなくて良いかもしれない。中国景気の煽りを受け、2023年4−12月で減益だが、財務的につよく心配ないと思われる。直販体制による開発力を元に今後も世界初の商品（センサーなど）を開発することが期待できる。
Chris's report
The equity ratio is 94, and it's almost a debt-free management, with a current ratio of 8.95, which is impressive. The cash flow was negative in June 2023, but it might not be a big concern. Affected by the Chinese economy, there was a decrease in profits from April to December 2023, but financially the company is strong and there seems to be no worries. With a direct sales system, there is an expectation that the company will continue to develop world-first products (such as sensors) based on its development capabilities.
キーエンス3年ぶりに減益らしい、社員は20代で家が立地、30代で墓が立つらしいけどどうなんだろう？
Insight
It seems that Keyence has experienced a decrease in profits for the first time in three years. There’s a saying that employees buy a house in their 20s and end up with a grave in their 30s, but I wonder how true that is?
ミナの判断
財務的には盤石で今後の成長も期待できるが、株価が66000円で100株からなので660万円となりファンドの66％となるため、買えない。
Mina's judgment
Financially, the company is solid and there is potential for future growth, but since the stock price is 66,000 yen and it starts from 100 shares, it amounts to 6.6 million yen, which would be 66% of the fund, so I can't buy it.
