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TSE:2229
TSE:2229Food

Calbee Q3 2026 Margin Compression Challenges Bullish High Earnings Quality Narrative

Calbee (TSE:2229) reported a busy Q3 2026, with revenue of ¥90.0b and basic EPS of ¥55.25, while trailing twelve month revenue was ¥335.5b and EPS was ¥129.53. The company’s quarterly revenue increased from ¥86.7b in Q3 2025 to ¥90.0b in Q3 2026, with basic EPS moving from ¥61.78 to ¥55.25 over the same period, giving investors a clear view of how the top and bottom lines are tracking through the year. With net profit margins easing over the last 12 months and forecasts calling for EPS...
TSE:6470
TSE:6470Auto Components

Taiho Kogyo (TSE:6470) Return To Profit Tests Justification For 102.1x P/E

Taiho Kogyo (TSE:6470) has reported Q3 2026 results with revenue of ¥29,672 million and basic EPS of ¥16.35, alongside trailing 12 month revenue of ¥117.6 billion and basic EPS of ¥8.33 that reflect a full year of activity. Over recent quarters the company has seen revenue move from ¥27,925 million in Q2 2025 to ¥28,680 million in Q3 2025 and then to ¥29,191 million, ¥29,357 million and ¥29,672 million across the first three quarters of 2026. Quarterly basic EPS ranged from a loss of ¥124.01...
NYSE:PKG
NYSE:PKGPackaging

A Look At Packaging Corporation Of America (PKG) Valuation After Recent Share Price Strength

Why Packaging Corporation of America is on investors’ radar Packaging Corporation of America (PKG) has drawn fresh attention after recent share moves, with the stock closing at $223.72 and showing positive returns over the past month and past 3 months. For investors tracking established US industrials, the company’s mix of containerboard and paper operations, combined with its recent performance profile, raises practical questions about valuation, earnings power and where PKG might fit in a...
TSE:7283
TSE:7283Auto Components

Aisan Industry (TSE:7283) Margin Gains Lift EPS And Support Bullish Narratives

Aisan Industry (TSE:7283) has put up another solid quarter, with Q3 2026 revenue of ¥84.1b and net income of ¥4,383m, translating into basic EPS of ¥76.75. The company has seen revenue move from ¥86.7b in Q3 2025 to ¥84.1b in Q3 2026, while quarterly EPS shifted from ¥59.77 to ¥76.75 over the same period, setting up an earnings story that leans on improving profitability rather than top line expansion. For investors, the key takeaway this season is how those higher margins frame the trade off...
NYSE:NIO
NYSE:NIOAuto

NIO Hits 1 Million Deliveries As Europe Expansion Tests Growth Story

NIO (NYSE:NIO) reports passing 1,000,000 cumulative vehicle deliveries. The company expands its international presence by entering Poland as its 12th European market. NIO plans further rollout across Central and Eastern Europe, supported by local partnerships. NIO, an electric vehicle maker focused on premium models and related services, is now operating with a larger installed base of vehicles on the road after crossing 1,000,000 cumulative deliveries. For investors watching the EV sector,...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Did Mixed Results and New Institutional Backing Just Reframe Casella Waste Systems' (CWST) Acquisition-Driven Story?

Casella Waste Systems recently reported year-on-year revenue growth and an earnings-per-share beat but missed adjusted operating income expectations and issued comparatively weaker full-year guidance. At the same time, institutional investors such as Baron Discovery Fund and ClearBridge Investments added Casella to their portfolios, highlighting its recurring revenue, acquisition-driven expansion, and concentration in less competitive rural markets. With recent results and new institutional...
NYSE:BAC
NYSE:BACBanks

Bank Of America Weighs Stablecoin Rewards Talks And Valuation Upside

Bank of America's CEO is taking part in high level policy talks with Coinbase leadership on stablecoin rewards legislation. The discussions are being mediated by the White House as it works through a standoff between major crypto firms and US banks. The outcome could influence how traditional banks and crypto platforms share or compete for customer rewards tied to stablecoins. For investors watching NYSE:BAC, this places a large US bank directly in the middle of an important policy...
TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters Stock Hit As Anthropic AI Tests Legal Moat

Thomson Reuters (TSX:TRI) shares came under heavy pressure after Anthropic released a new AI tool aimed at legal workflows. The launch raised concerns that more advanced, agentic AI could challenge Thomson Reuters' core legal research and workflow offerings. Legal tech names, including Thomson Reuters, saw sharp share price declines as investors reassessed competitive risk. For a company long associated with entrenched legal research platforms, the market reaction was swift. At a current...