TSE:2768
TSE:2768Trade Distributors

How Investors May Respond To Sojitz (TSE:2768) Raising Its Interim Dividend for March 2026

Sojitz Corporation recently announced an increase in its interim dividend for the second quarter, declaring a payout of ¥82.50 per share for the period ending March 31, 2026, payable on December 1, 2025, compared to ¥75.00 per share a year earlier. This decision to raise the dividend payout is often seen as a sign of management's confidence in the company's earnings and financial stability, potentially boosting investor sentiment. We will now consider how this higher dividend payout could...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Profit Margins Reach 31.2%, Reinforcing Consensus on Earnings Quality

Capcom (TSE:9697) delivered an impressive year, with earnings growing 81.9% over the last twelve months and driving profit margins to 31.2%, up from 24.9% a year ago. Over the past five years, the company has achieved a solid 15.3% annual earnings growth rate. Forward guidance projects revenue growth of 6.5% per year and annual earnings expansion of 7.7%. These results highlight Capcom’s robust quality of earnings, improving profitability, and steady growth outlook. Together, these factors...
TSE:6301
TSE:6301Machinery

Komatsu (TSE:6301) Margins Rise to 10.3%, Reinforcing Value Narrative Despite Slowing Growth

Komatsu (TSE:6301) posted earnings growth of 6.2% over the past year and now maintains a net profit margin of 10.3%, up from 9.7% previously. Looking ahead, earnings are forecast to grow at 4.3% annually, with revenue projected to increase by 2.8% per year, which is below the Japanese market’s 4.5% average. Despite slightly slowing growth, Komatsu’s high quality earnings and expanding margins, along with its below-average Price-to-Earnings ratio and current value discount, keep sentiment...
TSE:3850
TSE:3850Software

NTT Data Intramart (TSE:3850) Margin Gains Reinforce Bullish Narrative Despite Premium Valuation

NTT Data Intramart (TSE:3850) reported net profit margins of 5.4%, up from 3.8% a year earlier, and earnings surged by 60.7% in the most recent year. Annual earnings growth over the past five years stands at 9.5%, while revenue is set to grow 6.5% a year, outpacing the JP market’s 4.5% average. With robust forecasts of 27.6% annual earnings growth ahead and margins improving, the balance of signals currently favors rewards for investors. See our full analysis for NTT Data Intramart. Next up,...
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: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: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: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: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...