TSE:9503
TSE:9503Electric Utilities

Kansai Electric (TSE:9503) Valuation in Focus After Upgraded Earnings Outlook and Dividend Forecast

Kansai Electric Power Company (TSE:9503) just raised its earnings guidance for the fiscal year ending March 2026, citing higher profits from increased electricity demand and reduced costs across its core businesses. See our latest analysis for Kansai Electric Power Company. After a solid 30.3% share price return so far this year, Kansai Electric Power Company’s momentum is attracting attention, especially following revised guidance and a projected dividend increase. While the company’s...
TSE:4956
TSE:4956Chemicals

Konishi (TSE:4956) Margin Improvement Challenges Pessimism Around Profit Quality

Konishi (TSE:4956) delivered net profit margins of 5.9%, edging up from 5.5% a year ago, with annual earnings growth of 10.2% that slightly topped its 5-year average of 10.1% per year. Over the last five years, earnings have grown by 10.1% each year on average, and the company continues to be recognized for high profit quality. While margin improvements and solid growth momentum stand out, investors now look to how these results shape sentiment around profit sustainability and value. See our...
TSE:7269
TSE:7269Auto

Suzuki (TSE:7269) Valuation Spotlight as New SUV Launch Plans Target Indian Market Recovery

Suzuki Motor (TSE:7269) has announced plans to roll out eight new sport utility vehicles in India over the next several years, aiming to win back ground ceded to rivals. The company’s president highlighted intense competition and Suzuki’s focus on regaining its previous market share. See our latest analysis for Suzuki Motor. Momentum around Suzuki Motor has picked up noticeably, with a 35% gain in share price over the past three months and an impressive 51% total shareholder return for the...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002): Evaluating Valuation Following New AEON Solar Power Supply Deal

Marubeni (TSE:8002) has signed a deal to supply solar power to AEON stores across Japan, further expanding its presence in the country’s renewable energy landscape. This move reflects growing momentum for sustainability in the retail sector. See our latest analysis for Marubeni. Momentum around Marubeni has certainly picked up, with shares climbing strongly in recent months as the company pushes into renewables and eyes global expansion, including talks to acquire South Africa’s TiAuto...
TSE:9267
TSE:9267Consumer Retailing

Genky DrugStores (TSE:9267) Earnings Growth Tops 5-Year Trend, Reinforcing Bullish Narratives

Genky DrugStores (TSE:9267) delivered earnings growth of 16.3% over the past year, topping its 5-year average of 12.1% annual growth. Revenue and earnings are forecast to rise 9.8% per year, outpacing the Japanese market’s expected growth rates of 4.5% and 7.9%, respectively. With a net profit margin of 3.6%, up from 3.4% last year, and high quality earnings cited, the company is maintaining both top line expansion and improving profitability. See our full analysis for Genky DrugStores. Now,...
TSE:2664
TSE:2664Consumer Retailing

Cawachi (TSE:2664) Earnings Growth Challenges Years of Decline, Reinforcing Bullish Narratives

Cawachi (TSE:2664) delivered earnings growth of 5.6% over the past year, reversing its five-year average annual earnings decline of 8.7%. Net profit margins inched up to 1.6% from last year's 1.5%, highlighting a modest improvement in profitability. While the company currently commands a Price-to-Earnings Ratio of 14.1x, trading at a premium to the Japanese consumer retailing sector average, it still appears attractively valued relative to peer companies trading at 21.3x. The share price, at...
TSE:2175
TSE:2175Professional Services

SMS (TSE:2175) Profit Margin Gain Reinforces Bullish Narrative on Quality and Valuation

SMS (TSE:2175) delivered earnings growth of 9.7% over the last year, outpacing its five-year average annual growth of 7%. Net profit margins improved from 11.5% to 11.8%, and earnings are set to rise another 11.4% annually according to forecasts, outpacing the projected 7.9% rate for the broader JP market. With revenue growth expected to reach 9.7% per year and the stock trading at ¥1,339.5, below some fair value estimates, investors will be watching as profitability and valuation trends...
TSE:5834
TSE:5834Trade Distributors

SBI Leasing (TSE:5834) Net Margin Climbs to 12.1%, Reinforcing Bullish Profitability Narratives

SBI Leasing Services (TSE:5834) reported net profit margins of 12.1%, up from last year’s 7.6%, with earnings growth of 59.9% over the past year. Over the past five years, annual earnings growth averaged 30.3%, highlighting consistently robust performance. With high-quality earnings and a Price-to-Earnings ratio of 6.9x, which is below both peer (11.9x) and industry (10x) averages, the company looks attractively valued. However, the current share price of ¥5,040 sits above the estimated fair...
TSE:9020
TSE:9020Transportation

A Valuation Check on JR East (TSE:9020) After Upgraded Earnings and Dividend Forecasts

East Japan Railway (TSE:9020) boosted its full-year earnings and dividend forecasts for the fiscal year ending March 2026, citing increased passenger revenues as a key driver behind these upward revisions. See our latest analysis for East Japan Railway. After a brisk climb in 2024, East Japan Railway’s share price has delivered a 30% year-to-date return, reflecting renewed optimism around rising passenger demand and stronger earnings guidance. Over the long term, a total shareholder return of...
TSE:4832
TSE:4832IT

JFE Systems (TSE:4832) Profit Margin Rises to 7.8%, Reinforcing Bullish Valuation Narrative

JFE Systems (TSE:4832) reported net profit margins of 7.8%, a rise from 7.4% last year, signaling improved profitability for shareholders. Over the past five years, the company’s earnings have grown at an average annual rate of 11.5%, though the most recent year came in at 8% growth, slightly trailing that longer-term trend. Investors are likely taking note of the company’s high-quality earnings profile, combined with a price-to-earnings ratio of 12.3x that sits well below both peer and...
TSE:4523
TSE:4523Pharmaceuticals

A Look at Eisai (TSE:4523) Valuation Following Major Oncology and Alzheimer’s Milestones

Eisai (TSE:4523) drew investor attention in late October 2025 following two important announcements. The company, together with Merck, reported key Phase 3 trial results for its oncology pipeline and received Health Canada’s conditional approval for Leqembi in early Alzheimer’s disease. See our latest analysis for Eisai. Eisai’s steady stream of clinical news this autumn has stirred up trading activity, yet the stock’s 1-year total shareholder return stands at -8.7%, reflecting lingering...
TSE:3231
TSE:3231Real Estate

Nomura Real Estate Holdings (TSE:3231): Valuation Insights Following Q2 Earnings and Upbeat Revenue Forecast

Nomura Real Estate Holdings (TSE:3231) just held its Q2 2026 earnings call, reporting revenue growth for the first half of the year, though profits slipped. The company projects operating revenue to rise sharply next year, reflecting management’s positive outlook. See our latest analysis for Nomura Real Estate Holdings. Nomura Real Estate Holdings has seen its share price climb 15.95% year-to-date, while its total shareholder return over the past year stands at an impressive 25.92%. That kind...
TSE:4543
TSE:4543Medical Equipment

Will the Virtue SAB Agreement Reshape Terumo's (TSE:4543) Interventional Cardiology Narrative?

In recent days, Terumo entered into a new agreement with Orchestra BioMed granting Terumo right of first refusal for the Virtue SAB drug-coated balloon for coronary artery disease, with Terumo making upfront and securities purchase payments of US$30 million to support device development and clinical trials. This move enhances Terumo’s pipeline in interventional cardiology and strengthens its foothold in the U.S. market, aligning the company for future commercial opportunities as pivotal...