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ANANTOF

Iida Group Holdings Co., Ltd.

$ANTOF·$4.0B·Residential Construction·Consumer Cyclical
$14.300.0%1Y0.0%
Mentions · last 7 days
2026-08-06: 0 posts2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 0 posts0
Price updated 10m ago·X counts updated 2d ago
ANANTOF
$ANTOFIida Group Holdings Co., Ltd.
$14.300.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ANTOF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

ANTOF bundle shows Iida Group Holdings (Japanese residential construction) — data-source mismatch worth flagging vs the usual Antofagasta identifier.

The ANTOF ticker in this bundle maps to 'Iida Group Holdings Co., Ltd.' (Japanese residential construction) per the identity block, though the market normally uses ANTOF for Antofagasta plc (Chilean copper miner). This is a data-source mismatch worth flagging.

What the bundle shows (Iida Group Holdings basis):

  • Q1 FY27 (period ended 6/30) revenue ¥378B (+166% YoY — anomalous, likely a reporting-consolidation event), EPS ¥54.89. Q4 FY26 ¥455B (+11%), Q3 FY26 ¥372B (+2.5%), Q2 FY26 ¥364B (+1.3%). The Q1 FY27 print is a genuine acceleration.
  • Q1 FY27 (8/7) ADR EPS $0.34 vs $0.25 est (+32.7% surprise), the fourth straight beat (+32.7%, +35.3%, +19.7%, +20.8%).
  • Analyst estimates FY27 rev ¥1.68T growing to ¥1.77T by FY29, EPS ¥248 → ¥269 — modest projected growth despite the beat cadence.
  • 9.0x TTM P/E, D/E 0.83, ROE 7.0%, FCF yield 0.
  • Position vs 52-week range not visible.
  • No filings, no news items, no insider data in the bundle. No X sentiment sample.

What you're watching: verification of ticker-to-identity mapping (this may resolve as either Iida Group or Antofagasta on a proper data pull), Q2 FY27 print 11/11 (continued beat cadence), and Japanese housing-market conditions if this is genuinely Iida Group.

What to watch: Ticker-identity mapping verification, Q2 FY27 print 11/11 (beat cadence), and Japanese housing-market conditions.

On the calendar: 2026-11-11 — Q2 FY27 earnings

thin bundleno sentiment

Read the AI verdict + X sentiment for $ANTOF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japan's largest residential homebuilder constructing and selling detached and low-rise homes domestically through multiple subsidiary brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $ANTOF.

Residential Construction · Consumer Cyclical

No material change from last week — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+2.9%YTD
-10.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.34$0.25+32.7%
Q1 2026May 15, 2026$0.46$0.34+35.3%
Q4 2025Feb 10, 2026$0.42$0.35+19.7%
Q3 2025Nov 10, 2025$0.41$0.34+20.8%
Next earningsWed, Nov 11·consensus EPS $0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$377.8B+16596.8%18.5%6.8%$54.89—
Q4 FY26$455.0B+11.1%17.8%6.9%$73.50$0
Q3 FY26$372.0B+2.5%17.6%6.9%$65.88$0
Q2 FY26$364.1B+1.3%18.0%6.9%$62.03$0

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.68T$1.61T – $1.71T$247.69$235.46 – $258.615
FY28$1.75T$1.69T – $1.83T$257.62$244.91 – $268.985
FY29$1.77T$1.70T – $1.83T$268.66$255.40 – $280.512
FY30$1.81T$1.74T – $1.87T$288.84$274.58 – $301.572
FY31$1.84T$1.77T – $1.90T$305.41$290.33 – $318.871

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 145.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

More in Residential Construction

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $ANTOF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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