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: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:9502
TSE:9502Electric Utilities

Is Chubu Electric’s Dividend Hike and Guidance Update Altering the Investment Case for TSE:9502?

Chubu Electric Power Company announced an increase in its second quarter dividend to ¥35.00 per share, up from ¥30.00 last year, alongside updated full-year earnings guidance, with revenue forecasted at ¥3.55 trillion and profit attributable to owners at ¥185 billion for the year ending March 31, 2026. This combination of a dividend hike and clear earnings expectations signals the company's focus on strengthening shareholder returns and transparency. With the dividend increase as a central...
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: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: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:6723
TSE:6723Semiconductor

Renesas Electronics (TSE:6723) Valuation in Focus After Launch of Advanced RA8M2 and RA8D2 Microcontrollers

Renesas Electronics (TSE:6723) just unveiled the RA8M2 and RA8D2 microcontroller groups, designed for advanced graphics, AI, and industrial networking tasks. These MCUs showcase performance gains through Arm Cortex-M85 cores, Helium technology, and embedded MRAM. See our latest analysis for Renesas Electronics. Renesas Electronics has seen its share price retreat 9% so far this year, even as the company rolled out new high-performance MCUs and continued to innovate in both AI and industrial...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Margin Compression Challenges Value Narrative Despite Low P/E Ratio

NTT (TSE:9432) posted a net profit margin of 7.5%, down from 8.6% a year ago. Its Price-To-Earnings ratio of 11.9x remains well below the peer average of 19.2x and the Asian Telecom industry’s 16.3x. Earnings have grown at a 2.7% annual pace over the past five years, with forward estimates pointing to a 5.59% annual earnings increase and 2.8% revenue growth. Investors will see the solid relative value and expectations for steady growth as positives. However, recent margin compression and...
TSE:9021
TSE:9021Transportation

JR West (TSE:9021) Profit Margin Rises to 7.4%, Challenging Bearish Earnings Outlook

West Japan Railway (TSE:9021) posted a net profit margin of 7.4%, up from 6% in the prior period, as annual earnings grew 29.2% year-over-year. Over the last five years, average annual earnings growth reached 66.9%, marking a robust stretch of profit expansion for the company. While revenue is forecast to grow at 2.4% per year, which trails the Japanese market rate of 4.5%, forward estimates project a 2.3% annual decline in earnings over the next three years. This puts the spotlight on both...
TSE:3659
TSE:3659Entertainment

Does NEXON’s 43% Rally Reflect True Value After Global Partnerships News?

Wondering if NEXON is a hidden bargain or already priced for perfection? You're not alone, especially with so much buzz around uncovering value in today's market. After climbing 8.4% in the last week and delivering a strong 43.1% year-to-date return, NEXON's share price has certainly grabbed attention. This performance has also shifted the conversation on growth expectations and risk. Recent headlines highlight NEXON's bold steps into new game launches and strategic global partnerships...
TSE:2222
TSE:2222Food

November 2025's Global Stock Selections Possibly Below Fair Value Estimates

As global markets navigate a complex landscape marked by mixed performances across major indices, investors are closely watching the impact of recent monetary policy decisions and geopolitical developments. With the Federal Reserve's rate cut and a temporary trade truce between the U.S. and China providing some relief, attention turns to identifying stocks that may be trading below their fair value estimates amid these shifting conditions. In such an environment, a good stock is often...
TSE:4005
TSE:4005Chemicals

Sumitomo Chemical (TSE:4005) Profitability Rebounds on ¥109.8B Gain, Raising Questions Over Earnings Quality

Sumitomo Chemical Company (TSE:4005) has reported a return to profitability for the twelve months to September 30, 2025, thanks in large part to a one-off gain of ¥109.8 billion. Although the turnaround boosted its net profit margin, investors will note that earnings have declined by 38.9% per year over the last five years, which complicates straightforward comparisons to previous results. Looking forward, earnings are forecast to grow at 7.1% annually, but this pace is expected to trail both...
TSE:7205
TSE:7205Machinery

Hino Motors (TSE:7205) Profitability Return Reinforces Value Narrative Despite Financial Risk Flag

Hino Motors (TSE:7205) has staged a return to profitability, with earnings now forecast to grow at 18.4% annually, well ahead of the broader Japanese market’s projected 7.8% earnings growth per year. Net profit margins have improved as the company shifts out of a period of negative growth, but revenue is expected to increase at a more subdued pace of 1.2% annually, lagging the Japanese market average of 4.5%. On balance, improved earnings trends and a recovering profit profile are setting the...
TSE:8058
TSE:8058Trade Distributors

Mitsubishi (TSE:8058) Margin Decline Challenges Premium Valuation Narrative

Mitsubishi (TSE:8058) reported current net profit margins of 3.8%, a decline from last year’s 5.8%. While the company’s earnings have averaged 14% growth annually over the past five years, it experienced negative earnings growth in the most recent year. Looking ahead, Mitsubishi’s earnings are forecast to grow by 10.06% per year, outpacing the broader Japanese market’s projected 7.8% annual growth. However, revenue growth is expected to slightly lag the market at 4.3% per year. With high...
TSE:2502
TSE:2502Beverage

Assessing Asahi (TSE:2502) Valuation Following Major Treasury Share Buyback Program

Asahi Group Holdings (TSE:2502) has updated investors on its treasury share acquisition program, revealing the purchase of more than 19 million shares on the Tokyo Stock Exchange. This move is part of the capital management plan set by the Board. See our latest analysis for Asahi Group Holdings. Asahi Group Holdings’ recent treasury share buyback appears to be supporting confidence in the company’s long-term strategy, even as momentum has cooled off lately. The 1-year total shareholder return...
TSE:8002
TSE:8002Trade Distributors

How Investors May Respond To Marubeni (TSE:8002) Strong Earnings, Dividend Hike and Upbeat Full-Year Outlook

Marubeni Corporation reported strong half-year results as of September 2025, posting revenue of ¥4.20 trillion and net income of ¥305.50 billion, and announced a second quarter-end dividend increase to ¥50.00 per share. The company has also issued guidance for robust full-year profits, indicating confidence in continued earnings growth heading into fiscal 2026. We’ll explore what Marubeni’s earnings momentum and higher dividend signal for the company’s broader investment narrative. Uncover...
TSE:7309
TSE:7309Leisure

Is Shimano's (TSE:7309) Buyback and Guidance a Window Into Its Evolving Capital Allocation Strategy?

Shimano has completed its share buyback program, acquiring 2,603,300 shares for ¥49.99 billion, and has issued new consolidated earnings guidance for the year ending December 31, 2025, projecting net sales of ¥460 billion and net income of ¥30.5 billion. This combination of capital allocation and operational forecasts indicates management’s ongoing efforts to balance shareholder returns with transparency on business performance. We'll explore how Shimano’s recently completed share repurchase...
TSE:9984
TSE:9984Wireless Telecom

Should Investors Rethink SoftBank After a 182% Surge and Bold AI Moves in 2025?

Wondering if SoftBank Group is a bargain right now? You are not alone, especially with so many investors curious about what is driving its market value these days. The stock has had a wild ride, dropping 4.3% in the past week but surging 25.9% over the last month and an incredible 182.3% in the past year. These moves certainly grab attention for its growth story and shifting investor sentiment. Recent headlines have centered on SoftBank’s bold moves in the artificial intelligence and tech...
TSE:6201
TSE:6201Machinery

Toyota Industries (TSE:6201): Valuation in Focus After Earnings Cut and Dividend Suspension

Toyota Industries (TSE:6201) just announced a downward revision to its full-year earnings forecast, largely driven by costs from a U.S. class-action lawsuit and new tariffs. The company also suspended its interim dividend. See our latest analysis for Toyota Industries. Toyota Industries’ surprise earnings cut and dividend suspension followed a year of strong positive momentum, with the 1-year total shareholder return still an impressive 61.8%. While recent headline risks sparked some nerves,...
TSE:6920
TSE:6920Semiconductor

Lasertec (TSE:6920): Reviewing Valuation After New 2026 Financial Projections Boost Investor Optimism

Lasertec (TSE:6920) just released its financial projections for the year ending June 2026, giving investors an early look at what the company expects in terms of revenue and profitability for the coming period. See our latest analysis for Lasertec. Lasertec’s latest guidance sparked strong momentum, with the 1-week share price return hitting an impressive 40.6% and a 30-day return of 53.8% as investors digested upbeat forecasts and the recently announced share buyback proposal. Looking at the...