TSE:4326
TSE:4326Media

INTAGE HOLDINGS (TSE:4326): One-Off Gain Drives Profit Surge, Raising Questions on Earnings Quality

INTAGE HOLDINGS (TSE:4326) posted a net profit margin of 5.3% for the past year, an improvement from 3.9% previously. Year-over-year, earnings jumped 42.7%, reversing the company’s five-year average annual decline of 1.7%. However, results were boosted by a notable one-off gain of ¥1.1 billion, which means the headline growth figure should be viewed with caution. See our full analysis for INTAGE HOLDINGS. Next, we’ll see how these key numbers compare to market narratives. A few perceptions...
TSE:4746
TSE:4746Professional Services

Toukei Computer (TSE:4746) Expanding Profit Margin Reinforces Bullish Narrative on Efficiency and Value

Toukei Computer (TSE:4746) delivered earnings growth of 16% over the last year, outpacing its 5-year average of 14.1% annually. Net profit margin reached 24.5%, up from 21.2% the previous year, and shares are trading at ¥3,880, well below an estimated fair value of ¥5,781.5. With sustained growth, robust profit margins, and a Price-to-Earnings ratio of 14.1x, which is lower than both peers and the industry, the company’s strong operational performance and attractive valuation are likely to...
TSE:1826
TSE:1826Construction

Sata Construction (TSE:1826) Margin Jump Challenges Bearish Narrative Despite High Valuation

Sata Construction (TSE:1826) reported a net profit margin of 1.8%, up from 0.7% last year, with EPS growth of 152.3% over the past year. This contrasts with a 5-year annual decline of 12.5%. Its share price closed at ¥1,140, well above the estimated fair value of ¥803.24. The stock currently trades at a P/E of 31.1x, commanding a sharp premium over both industry and peer averages. While profitability has improved and earnings quality is described as high, investors remain mindful of risks...
TSE:7936
TSE:7936Luxury

Should You Reevaluate ASICS Stock After Its 43.8% Jump in the Past Year?

Ever wondered whether ASICS is actually delivering value for its current stock price? You're not alone. We're about to break down what really matters if you're sizing up an investment. ASICS has seen its price soar 43.8% over the last 12 months and an astonishing 809.8% over five years. However, it slipped a bit recently with a 3.2% drop this week and a 4.4% decrease over the past month. Recent news around the global sportswear market and shifting consumer trends have kept ASICS in the...
TSE:7201
TSE:7201Auto

Nissan (TSE:7201): Weighing the Automaker’s Latest Valuation After Recent Share Price Weakness

Nissan Motor (TSE:7201) shares have been in focus recently as investors digest fresh performance data and weigh the company’s ongoing turnaround efforts. Over the past month, the stock has slipped 8% as sentiment in the automobile sector shifts. See our latest analysis for Nissan Motor. While Nissan Motor’s shares have faced selling pressure with a 1-day share price return of -2.75% and a 30-day decline of 8.1%, the story is bigger than just short-term volatility. The stock’s momentum has...
TSE:2212
TSE:2212Food

Did Yamazaki Baking's (TSE:2212) Upgraded Profit Guidance Just Shift Its Investment Narrative?

Yamazaki Baking Co., Ltd. recently revised its full-year 2025 consolidated earnings guidance, now expecting ¥1.30 trillion in net sales and ¥59 billion in operating profit, citing stronger-than-expected results for the first nine months of the year. This upward revision reflects substantial growth in operating profits and signals management's confidence in the company's operational trajectory and future performance. We'll explore how Yamazaki Baking's upgraded profit outlook strengthens its...
TSE:8601
TSE:8601Capital Markets

Daiwa Securities (TSE:8601) Margin Growth Reinforces Bullish Narratives, Dividend Sustainability Questioned

Daiwa Securities Group (TSE:8601) posted net profit margins of 20.9%, a solid improvement over last year’s 15.8%, with earnings surging 32.6% year-over-year. This result is well above its five-year average annual growth of 13%. Looking forward, annual earnings growth is expected to reach 8.65%, although revenue growth is forecast at just 0.9% per year, trailing the broader Japanese market’s 4.5% pace. Investors will note that Daiwa trades at ¥1212.5 per share, below its estimated fair value...
TSE:6718
TSE:6718Communications

Aiphone (TSE:6718) Net Profit Margin Decline Tests Bullish Growth Narrative

Aiphone Ltd (TSE:6718) reported net profit margins of 4.1%, down from last year’s 7%, with earnings growing at an average annual rate of 2.9% over the past five years. Looking ahead, analysts expect the company’s earnings to climb 12.2% each year, outpacing the broader Japanese market’s 7.8% growth forecast. Projected revenue growth of 4.2% trails just behind market expectations. While recent margin compression will be closely watched, investors are eyeing the company’s robust profit growth...
TSE:1967
TSE:1967Construction

Yamato (TSE:1967) Net Margins Surge to 7.7%, Reinforcing Profit Growth Narrative

Yamato (TSE:1967) delivered headline earnings growth of 149.4% over the past year, building on an already impressive 7.5% annual pace over the past five years. The company’s net profit margin rose sharply to 7.7%, up from 3.4% a year ago, with high-quality earnings driving results. Investors may view these numbers favorably given the track record of strong profit growth, a value-oriented P/E ratio of 11.1x compared to an industry average of 12.4x, and a market price of ¥1,899 sitting below...
TSE:8173
TSE:8173Specialty Retail

Joshin Denki (TSE:8173): One-Off Gain Masks Ongoing Margin Pressure in Latest Earnings

Joshin Denki (TSE:8173) saw its earnings decline by 18.7% per year over the past five years, with the most recent annual figures showing another drop and a net profit margin down to 0.8% from 1.2% a year ago. This latest twelve-month period also included a significant one-off gain of ¥2.6 billion, which substantially affected the results for the period ending September 30, 2025. While valuation signals look mixed given the higher P/E, the shares now trade well below estimated fair value. The...
NSE:2902
NSE:2902Chemicals

Taiyo Kagaku (NSE:2902): Profit Margins Climb, Challenging Past Slow-Growth Narrative

Taiyo Kagaku Ltd (NSE:2902) reported a net profit margin of 9.3%, up from last year’s 5.2%, with annual earnings growth surging 86.5% compared to a five-year average of just 2.5% per year. The company’s price-to-earnings ratio is 8x, well below both the peer average of 29.3x and the JP Chemicals industry average of 13.1x. The share price of ¥2,225 is trading significantly under the estimated fair value of ¥7,508.26. With profitability accelerating and valuation appearing attractive relative...
TSE:2282
TSE:2282Food

NH Foods (TSE:2282) Margin Miss Challenges Defensive Reputation Despite Premium Valuation

NH Foods (TSE:2282) reported a net profit margin of 1.8%, down from 2.2% the year before, with earnings declining by an average of 5.8% per year over the last five years. Despite forecasts signaling revenue growth of just 1% per year and earnings growth of 6.7% per year, both falling short of the broader JP market averages, the company continues to trade at a price-to-earnings ratio of 25.1x, outpacing peers and the industry overall. Investor focus has shifted to NH Foods’ high quality...
TSE:4547
TSE:4547Pharmaceuticals

Kissei Pharmaceutical (TSE:4547): One-Off Gain Inflates Profit, Raising Questions on Recurring Earnings Quality

Kissei Pharmaceutical (TSE:4547) posted a net profit margin of 13.8%, coming in below last year’s 15.5% as annual EPS growth cooled to 3.1%, significantly lower than its robust 15.1% five-year average. The company’s latest results feature a notable one-off gain of ¥8.9 billion, which has boosted reported profitability, while shares currently trade at ¥4,010, below both the estimated fair value of ¥4,665.51 and analyst targets. With annual revenue forecast to outpace the Japanese market at...
TSE:6200
TSE:6200Professional Services

Insource (TSE:6200) Margin Gains Reinforce Bullish Narratives Despite Slower Earnings Growth

Insource (TSE:6200) posted a compound annual earnings growth rate of 29.1% over the last five years. The most recent year saw earnings growth of 19.4%, slightly trailing its long-term average. Net profit margins improved to 27.4%, up from 26.6% a year earlier, reinforcing the company's reputation for high-quality reported earnings. The current price-to-earnings ratio stands at 19.4x, which is above both the industry and peer averages. However, the share price of ¥883 remains below the...
TSE:8081
TSE:8081Trade Distributors

Kanaden (TSE:8081) Earnings Boosted by ¥1.1 Billion One-Off Gain, Pressuring Growth Narrative

Kanaden (TSE:8081) delivered net profit margins of 2.9%, matching last year's level. Earnings grew 17.4% in the latest period, outpacing the company's five-year average growth of 13.1% per year, and benefited from a notable one-off gain of ¥1.1 billion, which boosted recent results above the usual trend. With the share price at ¥2,031, still well below an estimated fair value of ¥4,286.7 but trading at a higher P/E ratio than its peers, investors are weighing historical growth and apparent...
TSE:7723
TSE:7723Electronic

Aichi Tokei Denki (TSE:7723): Earnings Growth Surges, Reinforcing Bullish Narratives on Operational Quality

Aichi Tokei Denki (TSE:7723) delivered earnings growth of 27.2% over the past year, far exceeding its 5-year average pace of 5.2% per year. Profit margins climbed to 6.9% from 5.7% last year, signaling improved net profitability for shareholders. See our full analysis for Aichi Tokei Denki. Now, it’s time to see how these headline results measure up against the current narratives. Are the stories around Aichi Tokei Denki holding up, or do the numbers challenge conventional wisdom? Curious how...
TSE:9104
TSE:9104Shipping

Mitsui O.S.K. Lines (TSE:9104) Earnings Surge 33.8%, Challenging Tepid Growth Narratives

Mitsui O.S.K. Lines (TSE:9104) delivered a 33.8% jump in earnings over the last year, far surpassing its five-year average annual growth of 6.7%. Net profit margins climbed to 21% from last year’s 16.5%, while the company continues to deliver high-quality earnings despite revenue forecasts of only 0.07% growth per year. After another period of steady profit expansion, investors will now weigh these strong historical results and attractive valuation multiples against a more cautious outlook...
TSE:9619
TSE:9619Transportation

Ichinen Holdings (TSE:9619) Margin Halves—Profitability Decline Challenges Resilience Narrative

Ichinen Holdings Ltd. (TSE:9619) reported net profit margins of 4.4%, down from last year’s 8.9%, marking a clear contraction in profitability. While the company has delivered an average yearly earnings growth rate of 22.4% over the past five years, it faced negative earnings growth this year, making it tough to draw comparisons with its historical performance. With forward earnings growth forecast at 4.3% annually and revenue expected to grow at 2% per year, both lagging the wider Japan...
TSE:7729
TSE:7729Semiconductor

Tokyo Seimitsu (TSE:7729): Margin Improvement Surpasses Expectations, Reinforcing Bullish Market Views

Tokyo Seimitsu (TSE:7729) delivered a stellar set of earnings, with profit climbing at an average of 15.2% per year over the last five years and surging 28.6% in the latest period. Net profit margins jumped to 16.7%, up from 14.3% last year. Earnings are forecast to grow 13.6% per year, comfortably beating the broader Japanese market’s projected 7.8% rate. In light of strong revenue and profit momentum, investors may take note of the company’s attractive valuation multiples. However, its...