TSE:277A
TSE:277AProfessional Services

Globe-ing (TSE:277A) Net Margin Jumps to 22.3%, Reinforcing High-Quality Earnings Narrative

Globe-ing (TSE:277A) recorded a net profit margin of 22.3%, up from 12.3% last year, reflecting a notable jump in profitability. Both revenue and earnings are forecast to grow rapidly, with projections of 21% and 20.3% per year respectively, outpacing the broader Japanese market. Investors are weighing these strong growth drivers against recent share price volatility as the company enters earnings season. See our full analysis for Globe-ing. Next, we will see how the numbers compare to the...
TSE:2685
TSE:2685Specialty Retail

ST HD Ltd (TSE:2685) Margin Decline Challenges Bullish Earnings Momentum Narrative

ST HD Ltd (TSE:2685) delivered high-quality earnings, with profitability maintained over the past five years and an impressive average annual earnings growth rate of 33.9%. Looking ahead, analysts forecast the company’s earnings to climb 11.4% per year, outpacing the broader Japanese market. Revenue is expected to grow more slowly at 3.3% annually. Net profit margins are slimmer at 2.9%, down from last year's 4.7%, keeping the focus on how the company manages profitability amid these...
TSE:9602
TSE:9602Entertainment

Toho (TSE:9602) Margin Compression Raises Questions for Premium Valuation

Toho (TSE:9602) posted revenue and earnings growth this year, with earnings forecast to climb 5.53% annually and revenue expected to grow 3.7% per year. Over the past five years, earnings rose by an average of 19.9% per year, but growth in the latest year was just 0.6%, paired with a net profit margin of 14.8% compared to 16.3% previously. This points to some margin compression. Investors may focus on the company’s steady historical performance and premium valuation as they weigh the outlook...
TSE:4324
TSE:4324Media

Dentsu's India Sports and Entertainment Launch Might Change The Case For Investing In Dentsu Group (TSE:4324)

Dentsu Group has launched its Sports & Entertainment network in India, appointing Yosuke Murai to lead this first dedicated practice as part of the company’s global expansion efforts. This initiative marks a move to help brands tap into India's fast-evolving sports, culture, and entertainment sectors, specifically aiming to engage younger, digitally native audiences through immersive experiences. We'll explore how Dentsu's entry into India's sports and entertainment market could influence...
TSE:1887
TSE:1887Construction

JDC (TSE:1887) Returns to Profit, Valuation Surges Above Sector Norms

JDC (TSE:1887) returned to profitability over the past year after weathering five years of steep earnings declines averaging 47.9% annually. Its net profit margin also improved, according to the latest statements. Despite management emphasizing the quality of the turnaround, JDC now trades at a price-to-earnings ratio of 46.1x, which is far above both the Japanese construction industry average of 12.2x and direct peers at 10.6x. Shares are trading above the estimated fair value of ¥36.11...
TSE:6506
TSE:6506Machinery

YASKAWA Electric (TSE:6506) Is Up 6.4% After Upgrading Earnings Guidance for FY2026 Has The Bull Case Changed?

On October 3, 2025, YASKAWA Electric Corporation raised its consolidated earnings guidance for the year ending February 28, 2026, with revenue now expected at ¥525 billion, operating profit at ¥48 billion, and profit attributable to owners at ¥37 billion. This upward revision reflects the company's strengthened outlook for profitability and signals confidence in its operational performance heading into the next fiscal period. With upgraded guidance for revenue and profit, we'll consider how...
TSE:414A
TSE:414AMedia

OVERLAP Holdings (TSE:414A) Profit Margin Jump Reinforces Bullish Narrative on Earnings Quality

OVERLAP HoldingsInc (TSE:414A) reported net profit margins of 24.2%, a notable increase from last year’s 13.6%, and is currently trading at ¥1,366, which is below its estimated fair value of ¥1,713.22. The company’s Price-to-Earnings Ratio sits at 13.2x, lower than both the peer average of 19.3x and the JP Media industry average of 17.3x, reinforcing its relative value. As the market weighs improved earnings quality against recent share price volatility and a less than robust financial...
TSE:6224
TSE:6224Machinery

JRCLtd (TSE:6224) Profit Margin Decline Challenges Bullish Growth Narrative

JRC Ltd (TSE:6224) reported a net profit margin of 9.5%, down from 10.7% last year, and the company’s earnings are forecast to grow by 14.49% per year. Over the past five years, profits have risen at a 19.4% annual pace, while future revenue is projected to expand at 12.5% per year, comfortably outpacing the broader Japanese market’s expected 4.4% growth. Although recent profit growth of 10% trails the five-year average and margins have slipped, investors are likely to focus on the strong...
TSE:7818
TSE:7818Household Products

TRANSACTIONLtd (TSE:7818) Valuation Discount Reinforces Bull Narrative Despite Slower Earnings Growth

TRANSACTIONLtd (TSE:7818) reported annual earnings growth of 8.4%, below its strong five-year average of 19%. Looking ahead, analysts forecast EPS will rise 10.7% per year and revenue is set to grow 8.6% annually, both outpacing the JP market average growth rates. Investors will note a net profit margin of 14.9%, just below last year’s 15%, and a price-to-earnings ratio of 14.2x, which looks attractive relative to peers and the industry at large. The current share price of ¥1026 trades at a...