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DWDWMNF

Dowa Holdings Co., Ltd.

$DWMNF·$3.7B·Industrial Materials·Basic Materials
$62.000.0%1Y+83.5%
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 5m ago·X counts updated 15h ago
DWDWMNF
$DWMNFDowa Holdings Co., Ltd.
$62.000.00%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 $DWMNF, 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 2026-08-12

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

Dowa Holdings +84% 12m — Japanese materials/recycling name at PE ~8.7 with clean balance sheet.

Dowa Holdings is a Japanese industrial-materials and metal-recycling name in a real cross-cycle rerating.

What the numbers say:

  • Price $62.00, +84% over twelve months — a real trend.
  • PE ~8.7, PS 0.73, op margin ~4.6%, ROIC ~4.3%, FCF yield 0, D/E 0.32 — cheap on earnings with clean balance sheet.
  • No fresh marquee news; the rerating tracks broader Japan-materials strength.

The setup is trend-continuation on the Japan-materials cycle — Nov 11 H1 print is the arbiter.

What to watch: Nov 11 H1 print — metal-price trajectory, recycling-segment margin, and any updated FY guidance.

On the calendar: 2026-11-11 — H1 earnings

thin sentiment

Read the AI verdict + X sentiment for $DWMNF

  • 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
Free, forever. No credit card.

What it does

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

Japanese industrial conglomerate processing non-ferrous metals and offering smelting, electronic materials, and environmental recycling services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $DWMNF.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

Industry benchmark

17-name peer basket
+10.1%YTD
+57.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
8.7How 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
4.3%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
4.6%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
0.7Same 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
15.1%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
12.0%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
0.3Total 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$2.44$1.39+75.5%
Q1 2026May 14, 2026$4.65$4.09+13.7%
Q4 2025Feb 10, 2026$0.53$0.96-44.8%
Q3 2025Nov 10, 2025$0.82$0.94-13.0%
Next earningsWed, Nov 11·consensus EPS $1.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$248.2B+53.8%14.5%8.7%$742.98$0
Q3 FY26$181.7B+10.3%8.6%0.5%$83.13$0
Q2 FY26$159.3B-2.6%11.9%3.3%$123.00$0
Q1 FY26$160.1B-15.3%12.4%4.1%$107.49$0

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$962.5B$942.2B – $997.9B$1017.71$912.55 – $1084.545
FY28$980.1B$844.4B – $1.04T$1036.92$929.78 – $1105.017
FY29$996.0B$916.8B – $1.05T$1049.91$941.42 – $1118.854
FY30$1.00T$921.4B – $1.05T$1217.95$1092.10 – $1297.933
FY31$1.02T$935.2B – $1.07T$1257.15$1127.25 – $1339.704

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.68%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.+16.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.4M 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.β0.845-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 Industrial Materials

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 $DWMNF 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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