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: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: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:3635
TSE:3635Entertainment

Koei Tecmo (TSE:3635): Assessing Valuation After Major Earnings Guidance Upgrade for FY2026

Koei Tecmo Holdings (TSE:3635) just issued a substantial increase to its earnings guidance for the fiscal year ending March 2026, raising projections for net sales, operating profit, and profit attributable to owners. This update is likely to draw fresh attention from investors. See our latest analysis for Koei Tecmo Holdings. Koei Tecmo Holdings has caught fresh momentum this year after the sharp upgrade to its earnings guidance, pushing its latest share price to ¥2,080.5. While the 1-year...
TSE:6141
TSE:6141Machinery

DMG Mori (TSE:6141) Profit Margin Drops to 1.9%, Challenging Bullish Growth Narrative

DMG Mori (TSE:6141) is forecast to deliver earnings growth of 41.4% per year, with revenue expected to rise at 6.6% annually. This pace is set to outpace the broader Japanese market’s 4.5% forecast. Over the past five years, earnings have risen at an annualized rate of 20%, supported by high-quality profits. However, the net profit margin has slipped to 1.9% from 4.5% the year prior. Investors are weighing a compelling growth outlook and current valuation against recent margin pressure and...
TSE:2737
TSE:2737Electronic

Tomen Devices (TSE:2737) Margins Contract, Challenging Bullish Undervaluation Narrative

Tomen Devices (TSE:2737) posted EPS of ¥9,440, with shares trading below a discounted cash flow estimated fair value of ¥17,621.35. This positions the stock as potentially undervalued, while earnings grew at 3% annually over five years and ticked up 3.6% in the most recent year. Despite this acceleration, net profit margins fell from 1.6% to 1.4%, adding a note of caution on recent profitability trends. See our full analysis for Tomen Devices. Next, we will see how these earnings numbers...
TSE:6988
TSE:6988Chemicals

How Investors May Respond To Nitto Denko (TSE:6988) Raising Dividend and Earnings Outlook Amid Lower Sales

Nitto Denko Corporation recently announced a JPY 30.00 per share interim dividend for the second quarter ended September 30, 2025, up from JPY 28.00 a year earlier, alongside raised full-year earnings guidance despite lower half-year sales and net profit compared to the previous year. The simultaneous dividend increase and upward revision of earnings guidance signal management’s positive outlook on the company’s future cash flow and financial stability. We’ll explore how the increased...