TSE:9842
TSE:9842Specialty Retail

Arclands (TSE:9842) Margin Compression To 2.1% Challenges Earnings Growth Narratives

Arclands (TSE:9842) has reported Q3 2026 results, with revenue of ¥89.5b and basic EPS of ¥22.21, providing a clear reference point for a year that has been characterized by modest top line progress and tighter profitability. The company’s quarterly revenue moved from ¥82.0b in Q4 2025 to ¥93.2b in Q2 2026, before coming in at ¥89.5b in Q3 2026. Over the same period, basic EPS ranged from ¥6.15 in Q4 2025 to ¥45.59 in Q1 2026 and ¥44.87 in Q2 2026, ahead of the latest ¥22.21 figure. With net...
TSE:7679
TSE:7679Consumer Retailing

YAKUODO HOLDINGS (TSE:7679) Q3 EPS Drop Tests Defensive Drugstore Growth Narrative

YAKUODO HOLDINGS (TSE:7679) has released its Q3 2026 numbers, with revenue at ¥40.8b and basic EPS of ¥44.06, set against trailing 12 month EPS growth of 11.3% and five year annualized EPS growth of 6.9%. The company has seen revenue move from ¥37.7b in Q3 2025 to ¥40.8b in Q3 2026. Over the same period, quarterly basic EPS shifted from ¥51.80 to ¥44.06. Investors will be weighing these figures alongside a net profit margin that sits at 2.7% versus 2.6% a year earlier as they judge how...
TSE:6146
TSE:6146Semiconductor

Assessing Disco (TSE:6146) Valuation After Strong Capital Inflows And AI Supply Chain Tailwinds

Why Disco drew fresh capital on the Tokyo market Disco (TSE:6146) saw a net inflow of ¥16.08b on 6 January, putting it alongside Toyota Motor and Mitsubishi UFJ Financial Group among the most heavily bought names on the TSE Main Market. The move comes as investors focus on Disco’s role supplying precision cutting, grinding, and polishing systems to chip makers linked to AI, data centers, and advanced semiconductor manufacturing trends. See our latest analysis for Disco. The strong 7 day share...