TSE:4091
TSE:4091Chemicals

Nippon Sanso Holdings (TSE:4091): Assessing Valuation After Earnings Beat, Higher Dividends, and European Growth

Nippon Sanso Holdings (TSE:4091) just delivered its first-half earnings update, announcing higher revenue and a notable jump in net income. Following this performance, the company has raised both its interim and annual dividend forecasts. See our latest analysis for Nippon Sanso Holdings. Momentum around Nippon Sanso Holdings has been mixed this year. While the company’s upbeat earnings and higher dividends helped maintain a supportive narrative, recent months saw the share price soften, with...
TSE:4498
TSE:4498IT

Cybertrust Japan (TSE:4498) Margin Improvement Reinforces Bullish Narratives Despite Valuation Premium

Cybertrust Japan (TSE:4498) posted a net profit margin of 12.6%, up sharply from 7.8% last year, as its earnings growth rate soared to 96% year-over-year. This figure is well above its five-year average of 14.9% per year. The company forecasts continued momentum with earnings expected to grow 12.3% annually and revenue expanding at 8.4% per year, outpacing the Japanese market’s averages. With profitability and growth trends gaining steam, investors are keeping a close eye on the company’s...
TSE:2211
TSE:2211Food

Fujiya (TSE:2211) Profit Margin Decrease Challenges High Valuation Narrative

Fujiya (TSE:2211) posted net profit margins of 1.5%, edging down from 1.6% a year ago. This marks another year of slimming profitability for the company. Over the last five years, earnings have slipped at a 7.2% annual rate, and with shares trading well above the estimated fair value of ¥714.29 and a steep 39.5x P/E ratio, the market is pricing in high expectations. With profit margins moving lower and no signs of an earnings turnaround, these numbers suggest a tougher environment ahead for...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Soars 14.1% After Bitcoin-Backed Share Buyback Plan Announcement – Has the Bull Case Changed?

On October 28, 2025, Metaplanet Inc. announced a share repurchase program to buy back up to 150,000,000 shares, about 13% of its outstanding stock, funded by a ¥75,000 million facility secured against Bitcoin holdings and set to run until October 2026. This move marks a significant shift in Metaplanet's capital allocation policy, integrating Bitcoin financing for both business operations and shareholder returns as it expands its digital asset strategy. Next, we’ll explore how the...
TSE:3626
TSE:3626IT

TIS (TSE:3626): Assessing Valuation After Sustained Share Price Momentum

TIS (TSE:3626) shares caught some attention today, as the stock posted a modest daily gain and extended its steady upward momentum over the past month. Investors remain focused on the company’s performance as it gradually edges higher. See our latest analysis for TIS. TIS’s share price has been gaining real traction lately, building on a steady climb that has delivered a 42.8% year-to-date share price return and a stellar 161.6% total shareholder return over five years. Recent momentum...
TSE:3778
TSE:3778IT

SAKURA Internet (TSE:3778) Earnings Soar 340%, Outpacing Bullish Growth Expectations

SAKURA Internet (TSE:3778) posted a stunning 340% earnings growth over the last year, far outpacing its five-year average growth rate of 41.3%. Revenues are forecast to climb at 9.9% annually, outstripping Japan’s broader market trend of 4.5%, while net profit margins improved to 7.8% from 2.6% a year ago. With forward guidance pointing to 56.2% earnings growth per year over the next three years and a proven track record of expanding both profit and revenue, the company’s strong momentum is...
TSE:9502
TSE:9502Electric Utilities

Chubu Electric (TSE:9502) Net Margin Drops to 5.1%, Challenging Case for Premium Valuation

Chubu Electric Power Company (TSE:9502) reported a net profit margin of 5.1%, down from last year’s margin of 8.5%. Despite averaging 27.7% earnings growth per year over the past five years, the latest results point to a year of negative earnings growth. Forecasts see annual earnings rising just 0.93% in the near term, well below the Japanese market average of 7.9%. With revenue expected to slip by 2% per year over the next three years, investors face a picture of pressured margins, steady...
TSE:3591
TSE:3591Luxury

Wacoal Holdings (TSE:3591): Assessing Valuation After Earnings Forecast Revision and U.S. Sales Challenges

Wacoal Holdings (TSE:3591) has updated its consolidated earnings forecast for the second quarter, pointing to a 9% drop in revenue as sluggish sales in major markets continue, including softness in women’s innerwear and persistent challenges in the U.S. retail landscape. The company’s full-year outlook is now under review, raising questions about the path forward for this established name in apparel. See our latest analysis for Wacoal Holdings. Wacoal’s shares have seen modest gains over the...
TSE:4733
TSE:4733Software

OBIC Business Consultants (TSE:4733): Valuation Insights After Strong Half-Year Growth and Upgraded Dividend Outlook

OBIC Business Consultants (TSE:4733) drew market attention after reporting higher revenue and profits for the half-year ended September 2025 compared to the previous year. The company also announced an improved dividend outlook. See our latest analysis for OBIC Business Consultants. OBIC Business Consultants has picked up strong momentum this year, with a year-to-date share price return of 29.44% and a 1-year total shareholder return of 29.92%. Recent profit growth and an improved dividend...
TSE:6952
TSE:6952Consumer Durables

Will Casio’s (TSE:6952) Design Push Reshape Its Brand Narrative or Just Broaden Its Market Appeal?

In recent weeks, Casio Computer Co. Ltd. launched two innovative G-SHOCK additions: the GST-B1000D, a Bluetooth-enabled, solar-powered metal watch with a minimalist design, and the DWN-5600, a ring-sized G-SHOCK touted as the smallest in the brand’s history. Both releases emphasize Casio’s push for advanced design, miniaturization, and broadened appeal, from business professionals to tech-forward gadget enthusiasts, highlighting its commitment to combining heritage with new technology. We’ll...
TSE:8218
TSE:8218Specialty Retail

Komeri (TSE:8218) Valuation Debate Grows as Forecasted Growth Trails Japanese Market

Komeri Ltd (TSE:8218) is forecasting revenue growth of 2.4% per year and EPS growth of 4.6% per year, both lagging behind the broader Japanese market’s expected rates of 4.5% and 7.9%, respectively. The company’s net profit margin has edged down to 3.8% from last year’s 3.9%, and over the past five years, earnings have declined at an annual rate of 8.2%, with negative earnings growth most recently reported. Investors are weighing the company’s good relative value, highlighted by its...
TSE:4063
TSE:4063Chemicals

Is Shin-Etsu Chemical’s (TSE:4063) Dividend Policy Shaping a New Capital Allocation Strategy?

Shin-Etsu Chemical recently announced a dividend of ¥53.00 per share for the period April 2025 to March 2026, payable on November 18, 2025, and provided guidance for the 2026 fiscal year including expected net sales of ¥2.4 trillion and net income of ¥470 billion. This combination of updated dividend and forward earnings guidance offers fresh insights into Shin-Etsu Chemical’s anticipated capital returns and operational outlook. We’ll consider how the company’s clear dividend policy features...
TSE:4043
TSE:4043Chemicals

Tokuyama (TSE:4043) Profit Growth Rebound Challenges Prolonged Earnings Decline Narrative

Tokuyama (TSE:4043) reported earnings with a forecasted annual growth rate of 11.07% and revenue projected to climb 5.6% per year, both ahead of the Japanese market’s pace. Net profit margins held steady at 6.1%, while profit growth reversed a previous decline and rose 0.2% over the past year. This follows a five-year average earnings decline of 4.2% annually. With shares trading below estimated fair value and no major risks flagged, investors are likely to note the company’s return to profit...
TSE:7299
TSE:7299Auto Components

Fuji Oozx (TSE:7299) Margin Decline Sparks Fresh Scrutiny on Dividend Sustainability

Fuji Oozx (TSE:7299) has delivered a solid performance over the last five years, with earnings growing at an impressive 22.5% per year. In the most recent period, earnings growth came in at 8.4%, a slower pace than its five-year trend, while net profit margin dipped slightly to 7.3% from last year’s 7.4%. At a Price-To-Earnings ratio of 9.2x, the stock trades below both the industry average of 11.6x and the peer average of 10x, and its share price of ¥1,750 is notably below the estimated fair...
TSE:9081
TSE:9081Transportation

Kanagawa Chuo Kotsu (TSE:9081) Margin Decline Reinforces Concerns Over Valuation and Dividend Stability

Kanagawa Chuo Kotsu (TSE:9081) posted a net profit margin of 2.9%, down from last year's 4.1%. The company’s earnings have turned positive over the past five years, with a substantial historical annual earnings growth rate of 66.9%. However, recent trends show negative earnings growth compared to its five-year average. Despite reporting high-quality profits, investors are likely to weigh the declining margin and higher current valuation, with shares trading at ¥3,500 versus an estimated fair...
TSE:9533
TSE:9533Gas Utilities

Toho Gas (TSE:9533) Earnings Growth Surpasses 5-Year Trend, Challenging Concerns Over Utility Margins

Toho Gas (TSE:9533) reported an impressive 27% earnings growth over the past year, surpassing its already strong five-year compound annual growth rate of 24.6%. Net profit margins climbed to 4.2% from 3.6%, with management highlighting the recent earnings as high quality. However, looking ahead, both revenue and earnings are forecast to decline, with revenue expected to decrease by 0.09% annually and earnings by 11.1% per year over the next three years. The company trades at a...
TSE:8174
TSE:8174Gas Utilities

Nippon Gas (TSE:8174) Margin Gains Reinforce “Safe Harbor” Narrative Despite Slower Growth Outlook

Nippon Gas (TSE:8174) delivered a headline earnings growth of 32.3% over the past year, outpacing its five-year average of 5.5% per year. Net profit margins improved to 6.3%, up from 5% the previous year, highlighting a clear uptick in profitability. Despite these strong results, projected annual earnings and revenue growth are expected to lag the wider Japanese market, which may temper market enthusiasm in the near term. See our full analysis for Nippon Gas. Next, we will see how these...
TSE:7276
TSE:7276Auto Components

Koito Manufacturing (TSE:7276) Net Margin Surge Driven by ¥16.2B One-Off Gain Spurs Sustainability Debate

Koito Manufacturing (TSE:7276) delivered a net profit margin of 5.4%, up from 3.5% last year, and grew earnings by 46.1% year over year. This far outpaces its five-year average of 0.4% per year, driven in part by a one-off gain of ¥16.2 billion. Despite this surge, revenue is forecast to rise at just 3% per year compared to the broader Japanese market's 4.5% annual pace, with shares currently trading at ¥2,337, above an estimated fair value of ¥1,594.9. Investors are weighing the improved...
TSE:3771
TSE:3771Software

System Research Ltd (TSE:3771) Net Profit Margin Improves, Reinforcing Bullish Investor Narratives

System Research Ltd (TSE:3771) reported net profit margins of 8.6%, improving from 8.2% a year ago. Over the past five years, earnings have grown at an annual rate of 16.2%, and the latest earnings growth reached 16.9%, marking another strong period of expansion. Investors are likely to take notice of this ongoing trajectory of consistent earnings growth and expanding profitability as earnings season heats up. See our full analysis for System ResearchLtd. Next, we will see how these headline...
TSE:5108
TSE:5108Auto Components

Leadership Transition to Yasuhiro Morita Might Change the Case for Investing in Bridgestone (TSE:5108)

Bridgestone Corporation recently announced that Shuichi Ishibashi retired as Representative Executive Officer at the end of 2025 and was succeeded by Yasuhiro Morita as Global CEO effective January 1, 2026. This planned transition brings a leader with extensive experience in global tire markets and cross-functional management into the company's top executive role. We’ll explore how Yasuhiro Morita’s international leadership experience influences Bridgestone’s investment narrative and...
TSE:4528
TSE:4528Pharmaceuticals

Ono Pharmaceutical (TSE:4528): Assessing Valuation Following New Phase 3 Data on Vimseltinib in TGCT

Ono Pharmaceutical (TSE:4528) is in the spotlight after sharing two-year results from its MOTION Phase 3 study of vimseltinib in TGCT patients at the ESMO Congress. The company highlighted new data on efficacy and safety. See our latest analysis for Ono Pharmaceutical. Fresh trial results appear to have caught investors’ attention, with Ono Pharmaceutical’s share price climbing over 10% in the past month and more than 14% over the last 90 days. While this momentum signals renewed optimism, it...
TSE:4180
TSE:4180Software

High Growth Tech Stocks To Watch In October 2025

As global markets navigate a landscape of easing inflation and robust business activity, small-cap indices like the Russell 2000 have shown notable resilience, outperforming their larger counterparts amid ongoing geopolitical tensions and fluctuating oil prices. With the technology sector leading gains within major indices such as the S&P 500, investors may find it worthwhile to focus on high-growth tech stocks that are poised to benefit from favorable market conditions and strong sector...
TSE:5191
TSE:5191Auto Components

Undiscovered Global Gems to Watch in October 2025

As global markets navigate through a landscape marked by lower-than-expected U.S. inflation and robust business activity, small-cap indices like the Russell 2000 and S&P MidCap 400 have notably outperformed their large-cap peers. In such an environment, identifying promising stocks often involves looking for companies that can capitalize on economic trends while maintaining resilience amid market volatility.
TSE:2359
TSE:2359IT

Core (TSE:2359) Margin Dip Challenges Bullish View on Earnings Quality

Core (TSE:2359) delivered average earnings growth of 11.9% per year over the last five years, accompanied by current net profit margins of 9.2%, slightly under last year's 9.7%. The company’s shares trade at ¥2,039, a notable discount to the estimated fair value of ¥2,545.65. The Price-To-Earnings Ratio of 12.8x sits well below both the JP IT industry and peer group averages. With steady five-year profit expansion, high-quality earnings, and a value-oriented market position, the latest...