TSE:4204
TSE:4204Industrials

Sekisui Chemical (TSE:4204) Earnings Growth Forecast Tops Market, Dividend Sustainability Remains Key Risk

Sekisui Chemical (TSE:4204) is forecasting earnings growth of 12.1% per year, with revenue expected to rise by 4.3% annually. The company's net profit margin stands at 5.4%, down from 6% last year, and over the past five years, earnings have grown at a 16% annual rate even though the most recent year saw earnings decline. Investors are weighing Sekisui’s high quality of earnings and its projected earnings outperformance against the Japanese market, while taking note of risks to dividend...
TSE:2875
TSE:2875Food

Toyo Suisan Kaisha (TSE:2875) Valuation in Focus After FY2026 Results and Optimistic Sales Forecast

Toyo Suisan Kaisha (TSE:2875) has released its first-half FY2026 financial results, reporting a 1% rise in net sales while operating and ordinary profits edged down. The company is projecting a 4% uptick in sales for the full year, a move that is catching investors’ attention. See our latest analysis for Toyo Suisan Kaisha. Toyo Suisan Kaisha’s stock has been building some impressive momentum, with a recent 8.95% 1-day share price return and a total shareholder return of nearly 30% over the...
TSE:9505
TSE:9505Electric Utilities

Hokuriku Electric Power (TSE:9505) Profit Margin Beat Challenges Cautious Narratives on Sector Valuation

Hokuriku Electric Power (TSE:9505) reported net profit margins of 8.2%, up from 6.1% a year ago. EPS growth over the last five years has averaged an impressive 41.7%. The company’s most recent annual earnings growth came in at 38.6%, slightly below its longer-term average, with future forecasts pointing to revenue and earnings declines of 2.1% and 17.4% per year, respectively, over the next three years. With the stock trading at just 2.6x earnings, well below both industry (17.1x) and peer...
TSE:9686
TSE:9686Commercial Services

Toyo Tec Ltd. (TSE:9686) Profit Margins Surge, Challenging Steady-Performer Narrative

Toyo Tec Ltd. (TSE:9686) reported a sharp leap in profitability this year, with net profit margins reaching 4.9%, up from just 1.5% a year ago. Earnings soared an astonishing 328.3% year over year, and the company has maintained a strong 23.1% annualized earnings growth rate over the past five years. With a Price-to-Earnings ratio at only 7.6x, well below both peer and industry averages, and a share price trading almost exactly at fair value (¥1544 vs. ¥1545), investors are likely to take...
TSE:4062
TSE:4062Electronic

Ibiden (TSE:4062) Profit Margin Dip Challenges Stable Earnings Narrative

Ibiden Ltd. (TSE:4062) delivered earnings growth of 2.5% per year over the past five years, with the most recent annual uptick coming in at 3.3%, a step ahead of the longer-term trend. The net profit margin for the period came in at 9.2%, just below last year’s 9.4%. Looking forward, analysts are projecting substantial expansion, with earnings and revenue forecast to grow at 23.5% and 12.2% per year. Both figures are clear beats on the broader market’s pace; however, investors will be...
TSE:7735
TSE:7735Semiconductor

What Does SCREEN Holdings' (TSE:7735) Dividend Hike Reveal About Its Long-Term Capital Allocation Plan?

SCREEN Holdings Co., Ltd. announced an increase in its second-quarter dividend to ¥123 per share, up from ¥120 a year earlier, payable on December 1, 2025, while maintaining its earnings guidance for the fiscal year ending March 2026 despite reporting weaker financial results for the recent quarter. The company's decision to boost its dividend in the face of a downturn in operating performance reflects a continued prioritization of shareholder returns even amid industry challenges. We'll...
TSE:4503
TSE:4503Pharmaceuticals

Astellas Pharma (TSE:4503) Profit Margins Double, Challenging Bearish Narratives on Earnings Quality

Astellas Pharma (TSE:4503) delivered net profit margins of 6.2%, doubling from 3.1% last year, while posting a 128.1% surge in profit growth over the past year compared to a five-year average decline of 24% per year. Despite this impressive profitability turnaround, revenue is forecast to decline 4.5% per year over the next three years, and the latest financial period included a one-off loss of ¥169.5 billion that has weighed on trailing results. The stock currently trades at ¥1,613.5, below...
TSE:2127
TSE:2127Capital Markets

Nihon M&A Center (TSE:2127) Revenue Growth Surpasses Market, Challenging Cautious Narratives

Nihon M&A Center Holdings (TSE:2127) delivered headline revenue growth of 5.6% per year, exceeding the 4.5% pace forecast for the broader Japanese market. Earnings surged 17.3% over the last year, well above the company’s five-year average growth rate of 0.5%, and net profit margins improved to 26.3% from 24.7% a year ago. With profitability on the rise and no major risks flagged, investors are taking note, even as the company’s future earnings growth is expected to trail the overall market...
TSE:7269
TSE:7269Auto

How Suzuki’s Eight New SUV Launches in India Could Shape Maruti’s Future (TSE:7269)

In late October 2025, Suzuki Motor announced plans to launch eight new sport utility vehicles in India over the next five to six years, aiming to regain its historic 50% market share. This move highlights both the intensifying competition in India’s automotive sector and Suzuki’s renewed commitment to its largest overseas market. Next, we explore how this bold product expansion plan shapes Suzuki's investment narrative amid intensifying competition in India. These 15 companies survived and...
TSE:8624
TSE:8624Capital Markets

Ichiyoshi Securities (TSE:8624) Margin Miss Reinforces Bearish Narrative on Profit Outlook

Ichiyoshi Securities (TSE:8624) reported a net profit margin of 9.2%, down from last year’s 10.9%. The business had previously grown profits by an average of 7.5% per year over the past five years, but now faces negative momentum. Earnings and revenue are forecast to decline by 9.7% and 0.9% per year, respectively, over the next three years. Margins are compressing, so investors will be watching how the company manages through this period of expected contraction. See our full analysis for...
TSE:3891
TSE:3891Electronic

Nippon Kodoshi (TSE:3891) Earnings Acceleration Reinforces Bullish Growth Narrative

Nippon Kodoshi (TSE:3891) reported net profit margins of 10.7%, edging up from 10.2% last year. EPS growth reached 17.8% over the past year, reversing a five-year annual decline of 6.1%. Forecasts show revenue expected to climb 5.2% per year and earnings projected to grow 14.8% annually, both comfortably ahead of the Japanese market’s averages. With accelerating earnings and rising profitability, investors are likely to take notice as results season unfolds. See our full analysis for Nippon...
TSE:4768
TSE:4768IT

Will Strong Nine-Month Results and Higher Dividends Change Otsuka's (TSE:4768) Narrative?

Otsuka Corporation recently issued year-end dividend guidance of ¥40 per share for the fiscal year ending December 31, 2025, and reported strong financial results for the first nine months of this year, including a 22.3% rise in net sales and a 27.5% increase in operating profit compared to the prior period. This combination of increased profitability and updated dividend guidance highlights the company's operational efficiency and its commitment to returning value to shareholders. We'll...
TSE:9506
TSE:9506Electric Utilities

Tohoku Electric Power (TSE:9506) Margins Improve, Challenging Bearish Sentiment on Earnings Sustainability

Tohoku Electric Power Company (TSE:9506) saw its net profit margin improve to 6.6% from 6.4% a year earlier, although the past year brought negative earnings growth. Over the last five years, earnings have grown at a brisk 37% per year, but future prospects appear muted with revenue expected to decline by 1.4% per year and earnings by 8.6% per year over the next three years. Investors face a mix of an attractively low 3.2x P/E ratio and discounted share price (¥1,056 vs. an estimated fair...
TSE:3064
TSE:3064Trade Distributors

MonotaRO (TSE:3064) Margin Expansion Reinforces Bull Case Despite High Valuation

MonotaRO (TSE:3064) delivered earnings growth of 26.1% over the past year, outpacing its five-year average of 15.4% per year. Net profit margins climbed to 9.7% from 8.8% last year, pointing to improved profitability. With revenue and earnings forecast to grow 11.9% and 13.6% per year respectively, both faster than Japan’s broader market outlook, the company’s growth profile stands out. Its price-to-earnings ratio of 34.6x remains notably above industry norms. Investors may see the margin...
TSE:4107
TSE:4107Chemicals

A Look at ISE Chemicals (TSE:4107) Valuation Following the 10-for-1 Share Split Announcement

ISE Chemicals (TSE:4107) just announced a 10-for-1 share split for shareholders on record as of December 15. Moves like this often aim to boost liquidity and broaden the pool of potential investors. See our latest analysis for ISE Chemicals. ISE Chemicals' share split news arrives after a period of strong momentum, with a 1-month share price return of 15.2% and a standout 1-year total shareholder return of 65%. Longer-term holders have seen even bigger gains, as the 3-year total shareholder...
TSE:5444
TSE:5444Metals and Mining

Did Yamato Kogyo's (TSE:5444) New Share Buyback and Cancellation Shift Its Investment Narrative?

Yamato Kogyo Co., Ltd. announced on October 31, 2025, that its Board of Directors approved a new share repurchase program, authorizing the buyback and cancellation of up to 1,000,000 shares, about 1.61% of its share capital, for up to ¥12,000 million, with the program set to expire on March 24, 2026. This program reflects Yamato Kogyo’s emphasis on flexible capital policy and shareholder returns, with all repurchased shares to be cancelled rather than held in treasury. We'll examine how this...
TSE:2768
TSE:2768Trade Distributors

Sojitz (TSE:2768) Delivers 14.9% Earnings Growth, Testing Dividend and Value Narratives

Sojitz (TSE:2768) reported annual earnings growth of 14.9% alongside a five-year compound growth rate of 16%, maintaining its track record of consistent profit expansion. Net profit margins rose to 4.4%, up from 4.0% last year. While earnings and revenue are expected to continue growing at 5.8% and 3.4% per year respectively, both lag broader Japanese market averages. Despite the sector-relative valuation discount and ongoing profitability, investors are weighing these strengths against...
TSE:1949
TSE:1949Construction

Sumitomo Densetsu (TSE:1949) Margin Gains Challenge Bearish Narratives Despite High Valuation

Sumitomo Densetsu Ltd. (TSE:1949) posted net profit margins of 6.8%, up from 6.1% in the prior year, signaling improved efficiency. Earnings climbed 20.2% over the last twelve months, well above the company's five-year average of 10.7% annual growth, and earnings quality remains high. Despite this consistent historic performance, the stock trades at a significant premium, with a Price-to-Earnings Ratio of 23.6x, much higher than both peer and industry averages. The current share price of...
TSE:7185
TSE:7185Capital Markets

Hirose Tusyo (TSE:7185) Margin Decline Undercuts Bullish Value Narrative Despite Discounted Shares

Hirose Tusyo (TSE:7185) posted a net profit margin of 17.7%, down from last year's 25%, with earnings sliding over the past year. Over the longer term, the company’s earnings have declined by an average of 4.1% per year for the past five years. This softer earnings profile, paired with lower margins, gives investors plenty to digest as they assess the company’s recent results. See our full analysis for Hirose Tusyo. The next section puts these numbers head-to-head with the leading market...
TSE:2002
TSE:2002Food

Nisshin Seifun Group (TSE:2002) Margin Decline Challenges Bullish Growth Narrative

Nisshin Seifun Group (TSE:2002) reported a net profit margin of 2.9%, down from 3.9% a year ago. While there was a recent dip in earnings growth, the company’s five-year average earnings growth still stands at 17.7% per year and is now expected to climb at 9.9% annually going forward, comfortably ahead of the Japanese market’s projected 7.9%. Despite lagging revenue growth forecasts, investors may look past the dip in profit margins, focusing on the company’s solid historical earnings...
TSE:9744
TSE:9744Professional Services

MEITEC (TSE:9744) Profit Margin Surpasses Expectations, Reinforcing Positive Market Narratives

MEITEC Group Holdings (TSE:9744) posted a net profit margin of 10.4% for the latest period, up from last year’s 9.3%. Earnings increased 16.5% year-over-year and topped the company’s 5-year average annual growth of 12.9%. Investors may note that forward earnings growth is forecast to slow to 1.58% per year, which is well below the broader Japanese market’s 7.9% per year. However, MEITEC shares currently trade below estimated fair value at ¥3,161. See our full analysis for MEITEC Group...
TSE:4203
TSE:4203Chemicals

Does Sumitomo Bakelite's (TSE:4203) Dividend Strategy Reflect Enduring Strength or a Shift in Priorities?

On October 31, 2025, Sumitomo Bakelite announced an interim dividend payment of ¥50 per share following its board meeting. This move emphasizes the company's approach to balancing ongoing shareholder returns with reinvestment in its future growth initiatives. We'll explore how Sumitomo Bakelite's commitment to stable dividends shapes its investment narrative and outlook for shareholder value. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big...
TSE:8278
TSE:8278Consumer Retailing

Fuji (TSE:8278) Valuation in Focus Following Divestment Move to Boost Capital Efficiency

Fuji (TSE:8278) announced plans to sell its entire stake in Aeon Kyushu. This move is specifically aimed at boosting capital efficiency and reinforcing its financial base. The company will share financial details once pricing is confirmed. See our latest analysis for Fuji. While the upcoming divestment marks a notable shift for Fuji, the market has taken a cautious stance lately. The company’s share price has slipped 4.8% since the start of the year and delivered a modest 1-year total...
TSE:3003
TSE:3003Real Estate

Should Hulic’s (TSE:3003) Upgraded Earnings and Dividend Guidance Prompt a Closer Look by Investors?

Hulic Co., Ltd. recently announced an upward revision to its fiscal 2025 earnings guidance, projecting operating revenue of ¥710 billion and a profit attributable to owners of parent of ¥112 billion, alongside an increase in full-year dividend guidance to ¥31.50 per share from ¥28 per share previously. This move highlights the company's focus on optimizing its property portfolio, booking anticipated record-high profits by selling assets that do not meet its real estate holding...