TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries (TSE:7011) Is Up 5.1% After U.S.-Japan Clean Energy Project Announcement - Has The Bull Case Changed?

In recent days, Japan and the United States agreed to prepare a joint fact sheet detailing potential investment projects in the U.S. involving Japanese firms such as Mitsubishi Heavy Industries, with a strong focus on power generation and automobile-related products. This development signals increasing government-level cooperation on cross-border industrial projects, highlighting a potentially important role for Mitsubishi Heavy Industries in the growing U.S. clean energy market. We'll...
TSE:6504
TSE:6504Electrical

Fuji Electric (TSE:6504) Margin Decline Challenges Bullish Narratives Despite Higher Earnings Growth Forecast

Fuji Electric (TSE:6504) reported revenue that is forecast to grow at 3.6% per year, trailing the broader Japanese market’s expected 4.5% annual growth. Earnings are projected to rise at 8.6% per year, which is a step ahead of the market average of 7.9%. However, the past year delivered negative earnings growth compared to the impressive 18.6% per year over the previous five years. Meanwhile, profit margins narrowed to 7.1% from 7.8% last year, signaling some pressure despite the company’s...
TSE:1944
TSE:1944Construction

Kinden (TSE:1944) Valuation in Focus After Strong Earnings, Upgraded Forecast, and Dividend Boost

Kinden (TSE:1944) made headlines after announcing strong financial results for the first half of the fiscal year, outpacing earlier expectations. The company also raised its full-year forecast and increased both interim and year-end dividends. See our latest analysis for Kinden. Kinden’s impressive run has caught the market’s attention, with the share price climbing over 22% in the past month and delivering a remarkable 106% year-to-date share price return. The latest rally appears driven by...
TSE:2914
TSE:2914Tobacco

Japan Tobacco (TSE:2914) Earnings Growth Outpaces Five-Year Trend, But Dividend Sustainability in Focus

Japan Tobacco (TSE:2914) delivered another solid set of earnings, posting net profit growth of 11.2%, which is well above its 4.7% annual average over the last five years. With earnings forecast to grow at 8.5% per year, outpacing the Japanese market’s 7.9% projection, investors may take note even as the company’s net profit margin dipped slightly to 15.5% from last year’s 15.7%. Relative valuation remains compelling, but caution is warranted around the flagged risk of dividend...
TSE:9502
TSE:9502Electric Utilities

Chubu Electric Power (TSE:9502) Valuation After Dividend Boost and Earnings Outlook Update

Chubu Electric Power Company (TSE:9502) shared two key updates this week, revealing a higher quarterly dividend and new earnings guidance for the next fiscal year. Both moves reflect management’s outlook on future performance. See our latest analysis for Chubu Electric Power Company. Momentum is clearly building for Chubu Electric Power Company. The stock’s 29.8% year-to-date share price return signals renewed confidence among investors, following fresh earnings guidance and a higher...
TSE:6419
TSE:6419Leisure

Mars Group Holdings (TSE:6419) Margins Improve to 21.6%, Reinforcing Strong Efficiency Narrative

Mars Group Holdings (TSE:6419) reported net profit margins of 21.6%, up from 20.9% last year. EPS pulled back alongside negative earnings growth over the past year. Over the past five years, earnings have grown at an impressive annualized rate of 40.8%. Investors will note that the shares currently trade at ¥3,070, well below the estimated fair value of ¥12,139.18. The company’s Price-to-Earnings Ratio sits at just 7.8x, undercutting both the Japan Leisure industry average of 14.5x and the...
TSE:7984
TSE:7984Commercial Services

Kokuyo (TSE:7984) One-Off Gain Raises Questions Around Earnings Quality, Challenges Bullish Narratives

Kokuyo (TSE:7984) posted a net profit margin of 6.3%, up slightly from last year's 6.2%, with profit climbing 7.6% over the past year. Over the last five years, the company’s earnings have grown at an average annual rate of 16.7%. However, both projected revenue growth of 2.6% and expected earnings growth of 2.19% per year trail the broader Japanese market. The most recent results included a one-off gain of ¥7.2 billion, which adds another factor for investors to consider as they assess the...
TSE:9507
TSE:9507Electric Utilities

Shikoku Electric Power (TSE:9507) Margin Improvement Reinforces Value Narrative Despite Negative Outlook

Shikoku Electric Power Company (TSE:9507) posted net profit margins of 9.4%, up from 6.6% last year, marking a solid improvement in profitability. Over the past five years, annual earnings have surged by 61.6%. Although the latest year’s 44.5% earnings growth was still strong, it fell short of the longer-term pace. Looking ahead, the company faces forecasts of a 15.1% annual decline in earnings and a mild 0.7% contraction in revenue per year. For now, the numbers highlight historically robust...
TSE:4368
TSE:4368Chemicals

Fuso Chemical (TSE:4368): Assessing Valuation Following Raised Dividend Forecasts for FY3/2026

Fuso ChemicalLtd (TSE:4368) has just announced a revision to its dividend forecasts for FY3/2026, raising both the interim and year-end dividends. This decision typically indicates management’s optimism about future performance and company stability. See our latest analysis for Fuso ChemicalLtd. Fuso ChemicalLtd’s announcement of higher dividend forecasts has fueled positive momentum, with the share price climbing 46.3% year-to-date and a robust one-year total shareholder return of 41.5%...
TSE:4204
TSE:4204Industrials

Sekisui Chemical (TSE:4204) Earnings Growth Forecast Tops Market, Dividend Sustainability Remains Key Risk

Sekisui Chemical (TSE:4204) is forecasting earnings growth of 12.1% per year, with revenue expected to rise by 4.3% annually. The company's net profit margin stands at 5.4%, down from 6% last year, and over the past five years, earnings have grown at a 16% annual rate even though the most recent year saw earnings decline. Investors are weighing Sekisui’s high quality of earnings and its projected earnings outperformance against the Japanese market, while taking note of risks to dividend...
TSE:2875
TSE:2875Food

Toyo Suisan Kaisha (TSE:2875) Valuation in Focus After FY2026 Results and Optimistic Sales Forecast

Toyo Suisan Kaisha (TSE:2875) has released its first-half FY2026 financial results, reporting a 1% rise in net sales while operating and ordinary profits edged down. The company is projecting a 4% uptick in sales for the full year, a move that is catching investors’ attention. See our latest analysis for Toyo Suisan Kaisha. Toyo Suisan Kaisha’s stock has been building some impressive momentum, with a recent 8.95% 1-day share price return and a total shareholder return of nearly 30% over the...
TSE:9505
TSE:9505Electric Utilities

Hokuriku Electric Power (TSE:9505) Profit Margin Beat Challenges Cautious Narratives on Sector Valuation

Hokuriku Electric Power (TSE:9505) reported net profit margins of 8.2%, up from 6.1% a year ago. EPS growth over the last five years has averaged an impressive 41.7%. The company’s most recent annual earnings growth came in at 38.6%, slightly below its longer-term average, with future forecasts pointing to revenue and earnings declines of 2.1% and 17.4% per year, respectively, over the next three years. With the stock trading at just 2.6x earnings, well below both industry (17.1x) and peer...
TSE:9686
TSE:9686Commercial Services

Toyo Tec Ltd. (TSE:9686) Profit Margins Surge, Challenging Steady-Performer Narrative

Toyo Tec Ltd. (TSE:9686) reported a sharp leap in profitability this year, with net profit margins reaching 4.9%, up from just 1.5% a year ago. Earnings soared an astonishing 328.3% year over year, and the company has maintained a strong 23.1% annualized earnings growth rate over the past five years. With a Price-to-Earnings ratio at only 7.6x, well below both peer and industry averages, and a share price trading almost exactly at fair value (¥1544 vs. ¥1545), investors are likely to take...
TSE:4062
TSE:4062Electronic

Ibiden (TSE:4062) Profit Margin Dip Challenges Stable Earnings Narrative

Ibiden Ltd. (TSE:4062) delivered earnings growth of 2.5% per year over the past five years, with the most recent annual uptick coming in at 3.3%, a step ahead of the longer-term trend. The net profit margin for the period came in at 9.2%, just below last year’s 9.4%. Looking forward, analysts are projecting substantial expansion, with earnings and revenue forecast to grow at 23.5% and 12.2% per year. Both figures are clear beats on the broader market’s pace; however, investors will be...
TSE:7735
TSE:7735Semiconductor

What Does SCREEN Holdings' (TSE:7735) Dividend Hike Reveal About Its Long-Term Capital Allocation Plan?

SCREEN Holdings Co., Ltd. announced an increase in its second-quarter dividend to ¥123 per share, up from ¥120 a year earlier, payable on December 1, 2025, while maintaining its earnings guidance for the fiscal year ending March 2026 despite reporting weaker financial results for the recent quarter. The company's decision to boost its dividend in the face of a downturn in operating performance reflects a continued prioritization of shareholder returns even amid industry challenges. We'll...
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:2127
TSE:2127Capital Markets

Nihon M&A Center (TSE:2127) Revenue Growth Surpasses Market, Challenging Cautious Narratives

Nihon M&A Center Holdings (TSE:2127) delivered headline revenue growth of 5.6% per year, exceeding the 4.5% pace forecast for the broader Japanese market. Earnings surged 17.3% over the last year, well above the company’s five-year average growth rate of 0.5%, and net profit margins improved to 26.3% from 24.7% a year ago. With profitability on the rise and no major risks flagged, investors are taking note, even as the company’s future earnings growth is expected to trail the overall market...
TSE:7269
TSE:7269Auto

How Suzuki’s Eight New SUV Launches in India Could Shape Maruti’s Future (TSE:7269)

In late October 2025, Suzuki Motor announced plans to launch eight new sport utility vehicles in India over the next five to six years, aiming to regain its historic 50% market share. This move highlights both the intensifying competition in India’s automotive sector and Suzuki’s renewed commitment to its largest overseas market. Next, we explore how this bold product expansion plan shapes Suzuki's investment narrative amid intensifying competition in India. These 15 companies survived and...
TSE:8624
TSE:8624Capital Markets

Ichiyoshi Securities (TSE:8624) Margin Miss Reinforces Bearish Narrative on Profit Outlook

Ichiyoshi Securities (TSE:8624) reported a net profit margin of 9.2%, down from last year’s 10.9%. The business had previously grown profits by an average of 7.5% per year over the past five years, but now faces negative momentum. Earnings and revenue are forecast to decline by 9.7% and 0.9% per year, respectively, over the next three years. Margins are compressing, so investors will be watching how the company manages through this period of expected contraction. See our full analysis for...
TSE:3891
TSE:3891Electronic

Nippon Kodoshi (TSE:3891) Earnings Acceleration Reinforces Bullish Growth Narrative

Nippon Kodoshi (TSE:3891) reported net profit margins of 10.7%, edging up from 10.2% last year. EPS growth reached 17.8% over the past year, reversing a five-year annual decline of 6.1%. Forecasts show revenue expected to climb 5.2% per year and earnings projected to grow 14.8% annually, both comfortably ahead of the Japanese market’s averages. With accelerating earnings and rising profitability, investors are likely to take notice as results season unfolds. See our full analysis for Nippon...
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:9506
TSE:9506Electric Utilities

Tohoku Electric Power (TSE:9506) Margins Improve, Challenging Bearish Sentiment on Earnings Sustainability

Tohoku Electric Power Company (TSE:9506) saw its net profit margin improve to 6.6% from 6.4% a year earlier, although the past year brought negative earnings growth. Over the last five years, earnings have grown at a brisk 37% per year, but future prospects appear muted with revenue expected to decline by 1.4% per year and earnings by 8.6% per year over the next three years. Investors face a mix of an attractively low 3.2x P/E ratio and discounted share price (¥1,056 vs. an estimated fair...
TSE:3064
TSE:3064Trade Distributors

MonotaRO (TSE:3064) Margin Expansion Reinforces Bull Case Despite High Valuation

MonotaRO (TSE:3064) delivered earnings growth of 26.1% over the past year, outpacing its five-year average of 15.4% per year. Net profit margins climbed to 9.7% from 8.8% last year, pointing to improved profitability. With revenue and earnings forecast to grow 11.9% and 13.6% per year respectively, both faster than Japan’s broader market outlook, the company’s growth profile stands out. Its price-to-earnings ratio of 34.6x remains notably above industry norms. Investors may see the margin...
TSE:4107
TSE:4107Chemicals

A Look at ISE Chemicals (TSE:4107) Valuation Following the 10-for-1 Share Split Announcement

ISE Chemicals (TSE:4107) just announced a 10-for-1 share split for shareholders on record as of December 15. Moves like this often aim to boost liquidity and broaden the pool of potential investors. See our latest analysis for ISE Chemicals. ISE Chemicals' share split news arrives after a period of strong momentum, with a 1-month share price return of 15.2% and a standout 1-year total shareholder return of 65%. Longer-term holders have seen even bigger gains, as the 3-year total shareholder...