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...
TSE:9501
TSE:9501Electric Utilities

Did Mounting Nuclear Recovery Costs and Sales Decline Just Shift TEPCO (TSE:9501) Investment Narrative?

Tokyo Electric Power Company Holdings recently reported a 6.1% decline in net sales for the six months ending September 30, 2025, while also disclosing an extraordinary loss totaling ¥966.2 billion for expenses related to the Great East Japan Earthquake and additional nuclear damage compensation. This significant financial impact highlights the continued challenges posed by unresolved past nuclear incidents and the undetermined restart timeline of the Kashiwazaki-Kariwa Nuclear Power...
TSE:3580
TSE:3580Luxury

Komatsu Materia (TSE:3580) Margin Miss Raises Questions Over Premium Valuation

Komatsu Materia (TSE:3580) reported net profit margins of 3.7% over the past twelve months, down from 6.8% a year ago. The results reflected the impact of a notable one-off loss of ¥706.0 million. While the company’s average earnings have grown by 7.9% per year over the past five years, earnings declined in the most recent period, making direct comparisons with previous years less meaningful. Investors now face a mixed picture, as weakened profitability and narrower margins shape expectations...
TSE:6196
TSE:6196Capital Markets

Strike Company Limited (TSE:6196) Profit Margin Decline Challenges Bullish Growth Narrative

Strike Company Limited (TSE:6196) reported net profit margins of 23.2%, a step down from 27.3% last year, with recent financials showing negative EPS growth over the latest period. Over the past five years, earnings have grown at an average rate of 18.7% per year. Looking ahead, earnings are forecast to rise 17.9% annually, which is well ahead of the broader JP market’s 7.9% yearly estimate. With shares trading below estimated fair value, investors are balancing high-quality past growth,...