TSE:2114
TSE:2114Food

Fuji Nihon (TSE:2114) Margin Stability Reinforces Value Narrative Despite Slower EPS Growth

Fuji Nihon (TSE:2114) reported EPS growth of 6.7% over the past year, a pace slower than its five-year annual average of 19%. The company maintained a net profit margin of 9.5%, matching last year's level, with high-quality earnings reported once again. While earnings growth moderated this time around, investors will note that Fuji Nihon's shares trade at ¥1,051, which is well below an estimated fair value, supported by strong historical earnings consistency and attractive valuation metrics...
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902) Net Profit Margin Improves, Reinforcing Bullish Profitability Narrative

DENSO (TSE:6902) posted a net profit margin of 4.9%, edging above last year’s 4.7% and signaling solid profitability for the quarter. EPS is forecast to grow at 12.11% per year, outpacing the Japanese market average of 7.8%. This is despite a more subdued revenue growth outlook of 2.8% yearly, compared to the market’s 4.5%. While the company’s average annual earnings growth was a robust 23.3% over the past five years, the most recent year came in at 7.4%, representing a step down from its...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503) EPS Jumps 39%—Profit Surge Challenges Cautious Valuation Narratives

Mitsubishi Electric (TSE:6503) posted standout annual earnings, with EPS up 39.3% over the last year, outpacing its five-year average growth of 14.4%. Margins improved as net profit margin advanced to 7% from 5.3% the previous year. With a forecasted earnings growth of 5.64% and revenue expected to climb by 3.4% each year, investors see a mix of high-quality recent performance and steadier growth ahead. The share price is trading above discounted cash flow estimates. See our full analysis for...
TSE:4901
TSE:4901Tech

Will Fujifilm’s (TSE:4901) Focus on AI Cameras Define Its Competitive Edge in Digital Imaging?

B&H recently announced the launch of the Fujifilm X-T30 III camera, the latest generation of one of the brand’s most popular models, featuring upgraded AI-driven autofocus and improved app compatibility. This release highlights FUJIFILM Holdings' commitment to innovating within the competitive digital imaging market while catering to both new and loyal users. We'll explore how the introduction of advanced autofocus in the X-T30 III impacts FUJIFILM Holdings' broader investment...
TSE:6371
TSE:6371Machinery

Tsubakimoto Chain (TSE:6371) Net Margin Lift From ¥5.5B One-Off Challenges Bullish Narrative

Tsubakimoto Chain (TSE:6371) posted a net profit margin of 7.9% for the last twelve months, an improvement over last year’s 7.7%. Over the past five years, annual earnings have climbed by 18.3%, though earnings growth slowed to 3.6% in the most recent period. Results were significantly influenced by a one-off gain of ¥5.5 billion, while revenue is expected to grow at just 2.8% per year, which lags the broader Japanese market’s 4.5% pace. Investors will note that although margins and...
TSE:7259
TSE:7259Auto Components

Aisin (TSE:7259) Net Margin Jumps to 3.4%, Reinforcing Profitability Narrative

Aisin (TSE:7259) delivered a net profit margin of 3.4%, up sharply from 0.6% the prior year, with current-year earnings growth coming in at a staggering 479.2% versus the five-year average of 1.4%. Looking forward, earnings are forecast to grow at 6.7% per year, which trails both the broader Japanese market and revenue growth expectations. The stock trades at a 12.1x P/E, which is below peer averages but slightly above its industry benchmark. With improving profitability and a share price...
TSE:8818
TSE:8818Real Estate

Keihanshin Building (TSE:8818) Margin Surge Driven by ¥1.9B One-Off Gain Challenges Core Growth Narrative

Keihanshin Building (TSE:8818) posted a net profit margin of 24.6% for the period ending September 30, 2025, significantly higher than last year’s 17.5%. Full-year earnings jumped 46.9%, marking a sharp turnaround from the negative 11.1% average decline over the previous five years, bolstered by a one-off gain of ¥1.9 billion. Despite this headline growth, shares are trading at ¥1,733, which is well above the estimated fair value of ¥560.96. The company’s price-to-earnings ratio of 17.1x...
TSE:1942
TSE:1942Construction

Kandenko (TSE:1942) Margin Jump Reinforces Bullish Narratives Despite Premium Valuation Concerns

Kandenko Ltd. (TSE:1942) posted net profit margins of 7.1%, an increase from 5.4% in the previous year, and reported a year-over-year EPS growth of 53.8%, significantly higher than its five-year average growth rate of 19.6% per year. However, forecasts indicate a much slower annual revenue growth of 2.6% and EPS growth of 2.5%, both below the broader Japanese market averages. These results reflect a strong history of earnings quality and upward momentum, but also highlight more modest growth...
TSE:7510
TSE:7510Electronic

Takebishi (TSE:7510) Margins Tick Higher, Reinforcing Stable but Capped Growth Narrative

Takebishi (TSE:7510) delivered 13.3% earnings growth in the most recent year, continuing a 12.9% annualized trend over the past five years. Net profit margins ticked up to 2.6% from 2.5% a year earlier, while revenue is forecast to grow at 4% per year, slightly below the 4.5% expected for the broader Japanese market. The company’s 11.7x Price-to-Earnings Ratio stands out as a value proposition compared to the industry average of 15.6x, but the shares currently trade at a modest premium to...
TSE:9023
TSE:9023Transportation

Tokyo Metro (TSE:9023) Margins Rise, Challenging Cautious Market Narrative on Profit Quality

Tokyo Metro (TSE:9023) posted net profit margins of 13.9%, up from 13.2% last year, with earnings expected to grow at 2.29% per year. Over the past five years, the company delivered a remarkable 51.8% annual growth in earnings. However, in the most recent year, that pace slowed to 10%. Looking ahead, both revenue and earnings are forecast to rise at a slower pace than Japan's overall market. Margins are maintaining their upward trend, and earnings quality remains high. See our full analysis...
TSE:8739
TSE:8739Capital Markets

SPARX Group (TSE:8739) Net Profit Margin Improves, Reinforcing Bullish Valuation Narratives

SPARX Group (TSE:8739) reported a net profit margin of 32.7%, up from 31.7% previously, reflecting improved profitability. Over the last five years, the company has delivered 12.8% per year earnings growth, while the most recent annual growth rate was a more modest 6.9%. With high-quality earnings and no material risks highlighted, SPARX Group’s attractive valuation, long-term growth record, and solid dividend continue to make it an appealing proposition for investors this earnings...
TSE:6268
TSE:6268Machinery

Nabtesco (TSE:6268) Earnings Growth Surges 105.5%, Reinforcing Bullish Market Narratives

Nabtesco (TSE:6268) reported a dramatic turnaround in earnings, posting 105.5% growth over the past year after a five-year period that saw an average annual decline of 34.8%. Net profit margins also rose to 4.5%, up from 2.2% a year ago. Forecasts call for earnings to grow 12.6% annually compared to the Japanese market’s 7.8% pace. With these gains, Nabtesco’s high-quality earnings profile and improving profitability are likely to put the company’s ongoing momentum front and center for...
TSE:2492
TSE:2492Professional Services

Infomart (TSE:2492) Earnings Soar 255%; Profit Surge Reinforces Bullish Investor Narratives

Infomart (TSE:2492) reported standout figures this quarter, with earnings jumping 255.2% from last year. This was a pace much faster than its 5-year average annual growth of 1.6%. Net profit margins also climbed to 8.9%, compared to 3.1% a year ago. Analysts expect continued momentum, with annual earnings growth forecast at 36.6%. The combination of robust revenue trends, improving margins, and a share price far below the estimated fair value is setting a bullish tone among investors. See our...
TSE:4463
TSE:4463Chemicals

Nicca Chemical (TSE:4463) Margin Slide Challenges Bullish Earnings Narratives

Nicca Chemical Ltd. (TSE:4463) posted net profit margins of 4.5% this period, slightly down from 4.8% previously. Annual earnings growth averaged 8.1% over the past five years but turned negative in the most recent year. The company’s price-to-earnings ratio sits at 9.1x, a discount to both the Japanese chemicals industry at 13x and peers at 32.4x. Shares at ¥1,451 trade well below an estimated fair value of ¥2,834.4. The market sees a mix of attractive valuation signals and short-term profit...
TSE:9832
TSE:9832Specialty Retail

Autobacs Seven (TSE:9832) Margin Jump Reinforces Value Narrative Despite Dividend Concerns

Autobacs Seven (TSE:9832) reported a net profit margin of 3.7%, a notable climb from 1.3% last year. Earnings soared by 250.2% compared to a five-year average annual growth of 5.7%. While revenue is expected to grow 3.1% per year and future earnings at just 0.6%, both metrics lag the broader Japanese market’s growth outlook. Even with these improvements, there is an ongoing debate around the sustainability of the company's dividend. Investors may take comfort in the relative value and...
TSE:6752
TSE:6752Consumer Durables

Panasonic (TSE:6752) Dividend Sustainability Faces Scrutiny Despite Resilient Margins, Challenging Bullish Narratives

Panasonic Holdings (TSE:6752) held its net profit margin steady at 4%, matching last year’s level, even as the company experienced negative earnings growth over the latest period. However, over the last five years, average annual earnings growth reached 14.6%, and the outlook remains strong with earnings forecast to accelerate by 18.3% per year. Investors will note that this pace easily outstrips the broader Japanese market’s expected 7.8% annual growth, while revenue growth projections...
TSE:2148
TSE:2148Interactive Media and Services

ITmedia (TSE:2148) Margin Decline Challenges Bullish Growth Narratives

ITmedia (TSE:2148) posted a mixed set of earnings, with net profit margins slipping from 17.6% to 17%. The latest year showed negative earnings growth, even as earnings grew at an average rate of 1.5% per year over the past five years. Looking forward, revenue is projected to grow at 8% per annum and earnings are expected to rise by 12.1% each year. Both figures are anticipated to outpace the Japanese market, though investors may view the dip in margins with caution. See our full analysis for...
TSE:9600
TSE:9600IT

I-Net (TSE:9600) Margin Decline Undermines Bullish Narrative Despite Premium Valuation

I-Net (TSE:9600) has achieved average annual earnings growth of 9.8% over the past five years, supported by its high quality earnings. Despite this solid track record, the company’s net profit margin slipped to 5% from 5.7% last year, and most recently, earnings turned negative year-over-year. Investors may take note that the stock currently trades at a price-to-earnings ratio of 19x, which is well above both the Japanese IT industry average of 17.3x and the peer average of 14.4x. This could...