TSE:1967
TSE:1967Construction

Yamato (TSE:1967) Net Profit Margin More Than Doubles, Challenging Defensive-Only Narrative

Yamato (TSE:1967) posted a net profit margin of 7.7%, significantly higher than last year’s 3.4%, reflecting a sharp upturn in profitability. Earnings soared 149.4% year-over-year, far outpacing the company’s five-year average annual growth rate of 7.5%. With shares trading at ¥1,899, below an estimated fair value of ¥2,367.94, and the price-to-earnings ratio at 11.1x, which is under both the Japanese construction industry average and direct peers, the setup is compelling for investors...
TSE:4042
TSE:4042Chemicals

Tosoh (TSE:4042) Margin Decline Challenges Quality Narrative Despite Strong Profit Growth Forecast

Tosoh (TSE:4042) reported net profit margins of 4.6%, down from 5.9% last year, and has seen earnings decline by 8.5% per year over the past five years. Despite lower profitability, forecasts show earnings are expected to grow at 11.6% annually, outpacing the broader Japanese market's 7.8% growth rate. Investors will be watching the company’s ongoing profit growth and valuation metrics in light of these mixed signals. See our full analysis for Tosoh. The next section puts these latest numbers...
TSE:7537
TSE:7537Electronic

Marubun (TSE:7537) Profit Margins Beat Peers, Undervalued Shares Reinforce Bullish Narratives

Marubun (TSE:7537) posted net profit margins of 2.1% for the latest period, an improvement from last year’s 1.8%. The company has maintained a five-year average earnings growth of 43.3% per year, although the most recent year came in at 5.8%. The company’s strong earnings outlook is highlighted by forecasts of 23.2% annual earnings growth for the next three years, which are expected to outpace both its 5.6% revenue growth forecast and the broader Japanese market averages. With a...
TSE:4534
TSE:4534Pharmaceuticals

Mochida Pharmaceutical (TSE:4534) Net Margin Rebound Reinforces Bullish Quality Earnings Narrative

Mochida Pharmaceutical (TSE:4534) posted a sharp increase in net profit margin to 5.7%, up from 4.3% last year, with earnings surging 36.5% over the past year. This marks a notable turnaround from its five-year average decline of 12.2% per year. The company’s shares are trading at ¥3,035, below their estimated fair value of ¥5,115.43, but the price-to-earnings ratio stands at 17.9x, commanding a premium to both peers and the broader Japanese pharmaceutical industry. Investors are watching the...
TSE:7466
TSE:7466Retail Distributors

SPK (TSE:7466) Profit Growth Slows, High Earnings Quality Underscores Stable-Performer Narrative

SPK (TSE:7466) has maintained an average annual earnings growth of 14.3% over the past five years. However, profit growth slowed to 4.9% in the most recent year. The company’s net profit margin currently stands at 3.5%, just below last year’s 3.6%. Investors looking for multi-year growth and good value may find the company’s latest results compelling, even as dividend sustainability remains a minor risk to monitor. See our full analysis for SPK. Next, we will see how these numbers compare to...
TSE:2937
TSE:2937Food

St.Cousair (TSE:2937): One-Off Loss Drives Margin Miss, Heightening Doubt in Recovery Narratives

St.Cousair (TSE:2937) saw earnings decline by 13.2% annually over the past five years, with net profit margin falling to 1.5% from 2.8% a year earlier. For the latest period through September 30, 2025, the company was hit by a one-off ¥189.1 million loss, which amplified pressure on profitability. Shares currently trade at ¥1708, notably above the estimated fair value of ¥833.33. This results in a price-to-earnings ratio of 53x, much higher than both the Japanese food industry and peer group...
TSE:4203
TSE:4203Chemicals

Sumitomo Bakelite (TSE:4203) Margin Compression Challenges Market Optimism on Quality Earnings Growth

Sumitomo Bakelite (TSE:4203) has posted consistent earnings growth of 11.5% annually over the past five years, while net profit margins currently stand at 6.5%, lower than last year’s 7.7%. Looking ahead, revenue is forecast to rise by 4.1% per year, just behind the Japanese market’s 4.5% average, and EPS is expected to grow at 8.1%, a tick higher than the national average of 7.8%. Investors will likely take note of the company’s quality growth profile and moderate margin compression as they...
TSE:7229
TSE:7229Auto Components

Yutaka Giken (TSE:7229) Margin Decline Challenges High-Quality Growth Narrative

Yutaka Giken (TSE:7229) posted a net profit margin of 2.3% for the most recent period, down from 3.5% last year, as annual earnings growth slipped despite a robust five-year average of 42.4%. Shares are trading at ¥3,045, below an estimated fair value of ¥4,100.05. The company’s price-to-earnings ratio of 11.5x is higher than both the auto components industry and peer group averages. With current profitability under short-term pressure and shares trading at a discount to estimated fair value,...
TSE:4689
TSE:4689Interactive Media and Services

LY (TSE:4689) Margin Expansion Outpaces Narratives, Reinforcing Bullish Operational Momentum

LY (TSE:4689) reported a robust 18.2% jump in earnings over the past year, outpacing its own five-year growth average of 16.2%. Net profit margins rose to 7.7% from last year's 6.9%, while earnings are expected to continue expanding at 7.55% annually and revenue at 5.4% per year. With the stock trading at a Price-to-Earnings ratio below both its peers and the broader JP Interactive Media and Services industry, and shares priced under analysts' fair value target, investors see plenty of room...
TSE:8255
TSE:8255Consumer Retailing

Axial Retailing (TSE:8255) Margin Surge Reinforces Bullish Narratives Despite Muted Growth Outlook

Axial Retailing (TSE:8255) delivered a 22.9% jump in earnings over the past year, surpassing its 5-year average annual growth of just 0.2%. Net profit margin also improved to 3.2% from 2.7% in the prior period, signaling stronger profitability. While expectations call for future revenue to rise 4% and earnings to climb 2.7% per year, both these forecasts trail the broader Japanese market’s averages. This suggests investor attention is likely to stay fixed on the recent margin gains rather...
TSE:3914
TSE:3914IT

JIG-SAW (TSE:3914) Net Margin Drops, Challenging Bullish Valuation Narrative

JIG-SAW (TSE:3914) posted a net profit margin of 10.6%, down from 15.6% last year, with earnings having grown at an average rate of 8.4% per year over the past five years. Despite high-quality earnings, the latest results show earnings declined over the past twelve months, and the stock now trades at 62.2 times earnings, far above both the industry and peer averages. Investors face a cautious backdrop given the significant premium to estimated fair value, the compressed margins, and recent...
TSE:3371
TSE:3371IT

Softcreate Holdings (TSE:3371) Earnings Growth Slows, Undercuts Bullish Five-Year Track Record

Softcreate Holdings (TSE:3371) posted earnings growth of 7.1% over the past year, coming in below its five-year average of 15.9% annual growth. The net profit margin narrowed slightly to 11.1%, compared with 11.6% a year ago. Investors will note the company’s earnings quality remains high, valuation appears attractive on a price-to-earnings basis at 14.2x, and the current share price of ¥2,022 sits below an estimated fair value of ¥2,346.85. This has contributed to positive sentiment around...
TSE:9845
TSE:9845Trade Distributors

Parker (TSE:9845) Margin Jump Reinforces Bullish Narrative on Profitability

Parker (TSE:9845) posted a net profit margin of 4.7%, rising from 3.9% last year, as EPS soared with 21.5% growth over the past year. The company’s five-year record of 10.3% annualized earnings growth underscores its consistent profit expansion. Trading at ¥1187 per share, which is well below the estimated fair value and with a lower Price-to-Earnings Ratio than industry peers, Parker’s latest results offer investors the appealing combination of margin gains and valuation headroom. However,...
TSE:2296
TSE:2296Food

Itoham Yonekyu Holdings (TSE:2296) Earnings Growth Rebounds, Raising Questions on Dividend Reliability

Itoham Yonekyu Holdings (TSE:2296) delivered 9% earnings growth over the past year, a significant turnaround compared to its five-year average annual decline of 8.2%. While earnings are forecast to grow by 1.29% per year and revenue is expected to rise just 0.8% annually, both estimates lag behind the broader Japanese market. Current net profit margins remain steady at 1.6% year on year, and analysts describe recent earnings as high quality. See our full analysis for Itoham Yonekyu...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Is Up 5.4% After Announcing Higher Dividend, Buyback and Profit Guidance - Has The Bull Case Changed?

On November 5, 2025, Mitsui & Co., Ltd. announced an interim dividend increase to ¥55 per share, raised its full-year profit guidance for March 2026 to ¥820 billion, and unveiled a large-scale share buyback and cancellation program worth ¥200 billion. The combination of higher earnings expectations and significant capital returns signals Mitsui's intent to reward shareholders and optimize its capital structure. We'll examine how Mitsui's aggressive buyback program and improved earnings...
TSE:3157
TSE:3157Trade Distributors

GEOLIVE Group (TSE:3157) Margin Decline Challenges Dividend Sustainability Narrative

GEOLIVE Group (TSE:3157) reported a net profit margin of 1%, down from 1.5% last year, indicating a drop in profitability. Over the past five years, earnings have grown at an average of 3.6% per year, with the company recognized for high-quality earnings. Currently, shares are trading above fair value at ¥1417. The Price-To-Earnings ratio of 10.6x sits below the peer average but above the broader industry. Investors may focus on the recent margin compression and signals of pressure on the...
TSE:1301
TSE:1301Food

Kyokuyo (TSE:1301) Margin Decline Undercuts Consensus on Stable Earnings Quality

Kyokuyo (TSE:1301) posted net profit margins of 1.9% for the latest period, down from 2.4% last year, highlighting a year-over-year margin contraction. Over the past five years, average annual earnings growth stood at 11.9%. However, the most recent year saw a negative trend in earnings, breaking from that positive run. While the shares currently trade at a relatively low Price-To-Earnings Ratio of 8.9x compared to an industry average of over 15x, the market remains wary with the share price...
TSE:7480
TSE:7480Electronic

Suzuden (TSE:7480) Margin Dip Challenges Valuation Narrative Despite Five-Year Earnings Growth

Suzuden (TSE:7480) posted net profit margins of 3.7%, coming in just under last year’s 3.9%, and has delivered a 9.1% average annual earnings growth over the past five years. Its shares, which now trade at ¥1,636, remain at a significant discount compared to both the Japanese Electronic industry’s 15.3x and peer average of 21.4x Price-To-Earnings ratios. The stock is also trading well below its estimated fair value of ¥3,738.49. While the most recent results reveal a dip in year-on-year...
TSE:6806
TSE:6806Electronic

Hirose Electric (TSE:6806) Margin Miss Tests Quality-Growth Narrative as Profit Growth Accelerates

Hirose Electric (TSE:6806) posted a net profit margin of 16.5%, just below last year’s 17%, while annual earnings growth hit 10.4%. Over the past five years, the company has maintained an earnings growth rate of 8.3% per year. Looking ahead, earnings are forecast to climb 9.1% annually, outpacing the broader JP market’s 7.8% trajectory. With its net margin holding steady and profit growth picking up steam, investors appear focused on Hirose Electric’s ability to balance value and ongoing...
TSE:7951
TSE:7951Leisure

Yamaha (TSE:7951) Records ¥16.2 Billion One-Off Loss, Testing Bullish Growth Narratives

Yamaha (TSE:7951) posted revenue growth projections of 2.5% per year, coming in below the wider Japanese market’s 4.5% annual pace. Net profit margins softened to 4% from 4.2% last year, and earnings have declined by 10.6% per year over the past five years. Still, with earnings expected to surge 16.2% per year ahead, outpacing the market’s 7.8%, investors are weighing these improving forecasts against a notable one-off loss of ¥16.2 billion in the latest results. See our full analysis for...
TSE:9768
TSE:9768Commercial Services

IDEA Consultants (TSE:9768) Profit Margin Decline Challenges Perceived Earnings Quality

IDEA Consultants (TSE:9768) posted a net profit margin of 8.6%, down from 10.1% last year, as the latest results revealed a year-over-year decline in earnings. While the company’s earnings have averaged an impressive 10.4% annual growth over the past five years, this recent softness draws attention to changes in profitability. Investors will weigh the strong long-term track record against this dip, especially as valuation metrics and peer comparisons frame the numbers. See our full analysis...
TSE:9201
TSE:9201Airlines

The Bull Case For Japan Airlines (TSE:9201) Could Change Following Share Buyback and Dividend Hike Announcement

Japan Airlines announced a share repurchase program of up to 8 million shares worth ¥20,000 million and a second quarter dividend increase to ¥46 per share, reflecting a continued focus on enhancing shareholder returns. This move signals Japan Airlines’ ongoing commitment to balancing capital allocation and shareholder distributions as guided by its medium-term management plan. With both a share buyback and dividend lift, we’ll explore how Japan Airlines’ refreshed payout approach shapes its...
TSE:8593
TSE:8593Diversified Financial

How Investors Are Reacting To Mitsubishi HC Capital (TSE:8593) Expanding Into Indonesia’s Energy Efficiency Services

On October 29, 2025, Mitsubishi HC Capital announced it signed a business alliance agreement with PT. Amerindo Energy Solutions (Synergy Efficiency Solutions) and invested in its Singapore-based holding company to launch Energy Efficiency as a Service (EEaaS) across Indonesia. This collaboration aims to accelerate energy efficiency adoption in a market where energy consumption is rising rapidly but policy support and skilled labor remain limited. We'll explore how Mitsubishi HC Capital's...
TSE:4661
TSE:4661Hospitality

Oriental Land (TSE:4661): Assessing Valuation After New Fiscal 2026 Earnings Outlook and Dividend Confirmation

Oriental Land (TSE:4661) just rolled out new earnings guidance for the coming fiscal year, setting clear expectations for both revenue and profitability. Investors also received confirmation on the company’s second quarter dividend payout. See our latest analysis for Oriental Land. Despite management’s upbeat guidance and steady dividend announcements, Oriental Land’s share price has faced some turbulence this year. After a sharp move down in the past month, the stock is sitting at ¥3,142,...