TSE:9163
TSE:9163Professional Services

Nareru Group (TSE:9163) Margin Decline Tests Bullish Undervaluation Narrative After FY 2025 Results

Nareru Group (TSE:9163) has wrapped up FY 2025 with fourth quarter revenue of ¥6.2 billion and basic EPS of ¥55.8, capping off a year in which trailing 12 month revenue reached ¥24.2 billion and EPS came in at ¥238.7. Over the past six reported quarters, revenue has steadily stepped up from ¥20.7 billion to ¥24.2 billion on a trailing basis, while quarterly EPS has moved around in a relatively tight band. This gives investors a clear view of the top line trajectory even as per share earnings...
TSE:5889
TSE:5889Specialty Retail

Japan Eyewear Holdings (TSE:5889) Margin Expansion Backs Bullish Growth Narrative in Q3 2026

Japan Eyewear Holdings (TSE:5889) has posted its Q3 2026 numbers, with revenue at approximately ¥4.5 billion and basic EPS of ¥37.6, while trailing 12 month EPS stands at ¥175.1 on revenue of about ¥18.0 billion. The company has seen revenue move from roughly ¥15.9 billion to ¥18.0 billion on a trailing 12 month basis, alongside EPS rising from ¥135.5 to ¥175.1. This sets up this quarter as part of a steady earnings run that keeps investor attention squarely on how margins are evolving. See...
TSE:2217
TSE:2217Food

Morozoff (TSE:2217) Posts Q3 Loss as Margin Compression Undercuts Bullish Quality-Earnings Narrative

Morozoff (TSE:2217) has just posted a soft Q3 2026 print, with revenue of ¥6.1 billion and a basic EPS of -¥23.41 as net income slipped to a loss of ¥473 million. Looking across recent quarters, the company has seen revenue move from ¥5.9 billion in Q3 2025 to ¥9.0 billion in Q1 2026, before easing back to ¥7.2 billion in Q2 and ¥6.1 billion in Q3, while EPS swung from -¥6.88 to ¥52.89, then ¥13.06, ¥0.35 and now back into negative territory. For investors, the latest quarter reads as a step...
TSE:4996
TSE:4996Chemicals

Kumiai Chemical Industry (TSE:4996) One‑Off Loss Drives Q4 EPS Slump, Testing Margin‑Recovery Story

Kumiai Chemical Industry (TSE:4996) just posted its FY 2025 fourth quarter numbers with revenue of ¥35.98 billion and a basic EPS of roughly ¥‑38.75, capping off a year where trailing 12 month revenue came in at about ¥170.46 billion and EPS of around ¥36.38. The company has seen quarterly revenue move from ¥31.85 billion in Q4 FY 2024 to ¥35.98 billion in Q4 FY 2025, while basic EPS swung from about ¥6.34 to roughly ¥‑38.75 over the same period. This is likely to lead investors to focus...
TSE:9556
TSE:9556Professional Services

INTLOOP (TSE:9556) Q1: EPS Surge Reinforces Bullish High‑Growth Narrative Despite Rich P/E

INTLOOP (TSE:9556) opened its new fiscal year with Q1 2026 revenue of ¥9.6 billion and basic EPS of ¥39.9, setting a clear marker for how its growth story is carrying into the current year. The company has seen quarterly revenue climb from ¥8.0 billion in Q1 2025 to ¥9.6 billion in Q1 2026, while basic EPS moved from ¥25.8 to ¥39.9 over the same period, and trailing 12 month EPS has advanced from ¥97.2 to ¥160.6 as revenue scaled from ¥27.1 billion to ¥35.2 billion. With net income and...
TSE:6966
TSE:6966Semiconductor

Mitsui High-tec (TSE:6966) Margin Compression Tests Bullish Earnings Growth Narrative After Q3 2026 Results

Mitsui High-tec (TSE:6966) has just posted another steady quarter, with Q3 2026 revenue of ¥54.6 billion and basic EPS of ¥17.64 off net income of ¥3.2 billion, setting the tone for how investors read the latest move in margins. The company has seen quarterly revenue hover in a tight band between roughly ¥53.5 billion and ¥56.7 billion over the past six periods, while basic EPS has moved from around ¥12.43 to ¥17.64 as net income climbed from about ¥2.3 billion to ¥3.2 billion, teeing up this...
TSE:3038
TSE:3038Consumer Retailing

Kobe Bussan (TSE:3038) Margin Surge and 48.7% EPS Growth Challenge Cautious Narratives

Kobe Bussan (TSE:3038) has just posted its FY 2025 second half numbers, with revenue of ¥279,395 million and net income of ¥17,611 million translating into EPS of ¥79.50, while trailing 12 month EPS stands at ¥143.98 on net income of ¥31,878 million from revenue of ¥551,701 million. Over the last year, the company has seen revenue move from ¥259,760 million in FY 2024 H2 to ¥279,395 million in FY 2025 H2, with net income climbing from ¥9,098 million to ¥17,611 million and EPS from ¥41.17 to...
TSE:215A
TSE:215AProfessional Services

Timee (TSE:215A) Margin Expansion Reinforces Bullish High-Growth Narrative After FY 2025 Results

Timee (TSE:215A) has just posted its FY 2025 results, with fourth quarter revenue of ¥9.5 billion and basic EPS of ¥14.9, capping off a trailing twelve month run that saw revenue reach ¥34.3 billion and EPS of ¥53.5. Over the past few quarters the company has seen revenue move from ¥7.9 billion in Q4 FY 2024 to ¥9.5 billion in Q4 FY 2025, while quarterly EPS shifted from ¥13.8 to ¥14.9. This points to a business that is scaling on a wider profit base as margins trend higher. See our full...
TSE:212A
TSE:212AHospitality

FIT EASY (TSE:212A) Net Margin Slip Tests Bullish Growth Narrative After FY 2025 Results

FIT EASY (TSE:212A) has just wrapped up FY 2025 with fourth quarter revenue of ¥2.8 billion and EPS of ¥21.5, capping off a year where trailing twelve month revenue reached ¥9.7 billion and EPS came in at ¥96.1. The company has seen revenue climb from ¥4.5 billion and EPS of ¥48.4 in FY 2023 to ¥6.7 billion and EPS of ¥71.2 in FY 2024, and now to ¥9.7 billion and EPS of ¥96.1 on a trailing basis. This sets the stage for investors to focus on how durable those margins really are as growth...
TSE:8142
TSE:8142Consumer Retailing

Toho (TSE:8142) Q3: Margin Gain to 1.8% Challenges Low-Profitability Narrative

Toho (TSE:8142) has just posted a punchy Q3 2026 update, with revenue of ¥66.2 billion and basic EPS of ¥161.7, setting the tone for a year where reported earnings have grown 28.5% over the last 12 months as net profit margins edged up to 1.8%. The company has seen quarterly revenue move from ¥60.7 billion in Q3 2025 to ¥66.2 billion in Q3 2026, while quarterly EPS has climbed from ¥95.5 to ¥161.7 over the same period, giving investors a clear sense that profitability is tracking higher...
TSE:3921
TSE:3921Software

NEOJAPAN (TSE:3921) Margin Expansion Reinforces Bullish Narratives After 60% Earnings Growth

NEOJAPAN (TSE:3921) has posted another solid set of numbers for Q3 2026, with revenue of ¥2.1 billion and EPS of ¥33.05 anchoring a period that caps off 60.1% earnings growth over the past year and a trailing net profit margin of 22.1% versus 16% a year earlier. The company has seen quarterly revenue move from ¥1.68 billion in Q2 2025 to ¥2.11 billion in Q3 2026, while EPS climbed from ¥20.53 to ¥33.05 over the same stretch, setting up a story of steadily improving profitability that...
TSE:2802
TSE:2802Food

A Look at Ajinomoto (TSE:2802) Valuation After Morgan Stanley’s Upgrade on Long‑Term Growth Prospects

Morgan Stanley’s upgrade of Ajinomoto (TSE:2802) to Overweight, even after recent profit softness, is essentially a vote of confidence in the company’s longer term push into semiconductors, biotech, and global seasonings. See our latest analysis for Ajinomoto. The upgrade lands after a choppy stretch, with a 30 day share price return of minus 12.57 percent and a 90 day share price return of minus 21.02 percent. Yet the 5 year total shareholder return of 212.24 percent shows the longer term...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713): Valuation Check After Leading Japanese Market Gains on Global Optimism

Sumitomo Metal Mining (TSE:5713) jumped 9% on Friday as Asian markets rallied on upbeat Wall Street trading and fresh expectations of China stimulus, putting this materials heavyweight back on many investors watchlists. See our latest analysis for Sumitomo Metal Mining. That one day surge caps a powerful run, with a 30 day share price return of 16.25% and a 90 day gain of 37.43%. The 1 year total shareholder return of 67.38% signals momentum is still building rather than fading. If this rally...
TSE:7936
TSE:7936Luxury

Has the ASICS Share Price Surge Gone Too Far in 2025?

Wondering if ASICS is still a smart buy after a huge run up in recent years, or if the easy money has already been made? You are not alone. The stock has climbed 5.3% over the last week, 27.7% year to date, and 28.1% over the past year, capping a 434.9% gain over three years and 721.2% over five years. Those moves have come as ASICS has steadily rebuilt its brand image worldwide, with momentum in performance running and lifestyle sneakers helping it win back shelf space and attention from...
TSE:5714
TSE:5714Metals and Mining

Dowa Holdings (TSE:5714): Assessing Valuation After Yen-Driven Share Price Strength and Market Outperformance

Dowa Holdings (TSE:5714) jumped after the weaker yen and a record setting Topix backdrop pushed the stock up more than 6%, taking it to 5 year highs as investors positioned ahead of key central bank meetings. See our latest analysis for Dowa Holdings. Zooming out, Dowa’s strong session builds on a clear upswing, with a roughly 51% year to date share price return and a 5 year total shareholder return of about 106%, suggesting momentum is still building rather than fading. If Dowa’s surge has...
TSE:2124
TSE:2124Professional Services

Will JAC Recruitment's (TSE:2124) Modest Buyback and New Coverage Reframe Its Dual-Sided Model Narrative?

In late 2025, JAC Recruitment completed a share buyback of 300,000 shares, about 0.19% of its outstanding stock, for ¥321.6 million, closing the repurchase plan on November 30. Around the same time, Jefferies began covering JAC Recruitment with a positive view, highlighting the firm’s dual focus on both employers and job candidates as a key differentiator in Japan’s white-collar recruitment market. With Jefferies spotlighting JAC Recruitment’s dual-sided recruitment model, we’ll explore how...
TSE:5020
TSE:5020Oil and Gas

Does ENEOS’s Gulf Coast Methanol Bunkering Push Reshape The Bull Case For ENEOS (TSE:5020)?

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...
TSE:3249
TSE:3249Industrial REITs

Does Stronger 2026 Guidance And KKR Partnership Change The Bull Case For Industrial & Infrastructure Fund (TSE:3249)?

Industrial & Infrastructure Fund Investment Corporation recently raised its earnings and dividend guidance for the July 2026 period, announced the acquisition of two income-generating logistics and manufacturing properties, and confirmed new numbers that point to higher expected revenue and profit than previously forecast. At the same time, the company deepened its relationship with KKR Group through a large real estate partnership vehicle holding 10 land parcels, highlighting an expanding...
TSE:6098
TSE:6098Professional Services

Should Recruit’s Expanded Share Buybacks Shape How TSE:6098 Investors View Its AI-Focused Capital Strategy?

In recent months, Recruit Holdings Co., Ltd. has advanced its board-approved share repurchase program, including buying back about 1.2 million shares via the Tokyo Stock Exchange’s ToSTNeT-3 system, under an authorization to repurchase up to 38.00 million shares by April 2026. This incremental buyback activity highlights how Recruit is actively using its balance sheet to adjust its capital structure and potentially lift per-share metrics for investors. Next, we’ll examine how this ongoing...
TSE:6535
TSE:6535Interactive Media and Services

i-mobile (TSE:6535) Q1: Margin Compression Challenges Bullish Earnings-Growth Narrative

i-mobileLtd (TSE:6535) has kicked off Q1 2026 with revenue of ¥10.1 billion and basic EPS of ¥0.75, setting the tone after a volatile run through fiscal 2025. The company has seen quarterly revenue move from ¥4.4 billion in Q1 2025 to ¥11.98 billion in Q2, then ¥2.25 billion and ¥2.88 billion in Q3 and Q4 respectively. Over the same periods, basic EPS swung from ¥12.49 to ¥31.87, then ¥5.95 and ¥0.91, giving investors plenty to consider as they assess how these shifts affect profit...