TSE:3640
TSE:3640Professional Services

Densan (TSE:3640) Profit Margin Doubles, Challenging Cautious Market Sentiment

Densan (TSE:3640) delivered a breakout year, with earnings growing 26.6% annually over the last five years and accelerating to a massive 159.9% in the most recent year. Net profit margin more than doubled to 12.6% from 6.6%, and the company is now recognized for its high-quality earnings. With strong profit expansion and a discounted valuation versus industry peers, investors are likely to see plenty of upside. However, recent share price volatility could weigh on sentiment for now. See our...
TSE:7974
TSE:7974Entertainment

Does Animal Crossing’s Switch 2 Upgrade Deepen Nintendo’s Engagement Strategy for TSE:7974?

Nintendo has announced that Animal Crossing: New Horizons will launch in an enhanced edition for the Nintendo Switch 2 on January 15, 2026, featuring 4K visuals, expanded multiplayer capability, mouse controls, and new interactive features, alongside a substantial free update for existing Switch users introducing new gameplay content and collaborations. The addition of a paid upgrade pack for current owners and pre-order availability suggests Nintendo's ongoing focus on deepening player...
TSE:3835
TSE:3835Software

eBASE Ltd. (TSE:3835) Margin Decline Challenges Dividend Narrative Despite Strong Valuation

eBASE Ltd. (TSE:3835) reported net profit margins of 21.4%, slightly lower than the 22.4% recorded last year. Over the past five years, the company’s earnings have grown at an average annual rate of 9.5%, though the most recent year saw negative earnings, breaking from that upward trend. Investors are watching the interplay between margin pressure and the company’s history of high-quality returns as they weigh the current results. See our full analysis for eBASELtd. Next up, we will see how...
TSE:8001
TSE:8001Trade Distributors

What ITOCHU (TSE:8001)'s Non-Resource Earnings Surge Means For Shareholders

Earlier in 2025, Itochu reported a very large 137% year-on-year increase in consolidated net profit for the first quarter, reaching ¥283.9 billion, citing strong non-resource business performance and ongoing shareholder-friendly actions such as investments and share buybacks. This shift in focus means non-resource businesses now make up 90% of Itochu's operations, highlighting a significant transformation in its profit and growth structure. With non-resource sectors driving earnings...
TSE:6454
TSE:6454Machinery

Max (TSE:6454) Margin Expansion Reinforces Bullish Narratives Despite Premium Valuation

Max (TSE:6454) reported a net profit margin of 13.7%, up from 11.6% the previous year. EPS jumped 26.8% over the past year and outpaced the company’s five-year average growth rate of 19.9% per year. Looking ahead, earnings are forecast to grow by 5.6% per year, while revenue is projected to rise by 2.8% per year. The company’s stock is trading at ¥5,590, which is below its fair value estimate of ¥5,842.76. Investors are likely to welcome these results given the margin improvement and...
TSE:3092
TSE:3092Specialty Retail

ZOZO (TSE:3092): Fresh Perspectives on Valuation as Investor Sentiment Shifts

ZOZO (TSE:3092) has caught the attention of investors lately as the stock continues to show some price movement this week. With a track record of steady revenue and net income growth, market watchers are eyeing upcoming trends. See our latest analysis for ZOZO. After a steady run, ZOZO's share price has pulled back over the past quarter but remains well ahead over the longer term. A 57% five-year total shareholder return signals sustained value creation and growing investor confidence. If you...
TSE:4722
TSE:4722IT

Did Lower Project Orders and Revised Results at Future Artisan Just Shift Future’s (TSE:4722) Investment Narrative?

In late October 2025, Future Corporation announced corrections to its previously released financial results for the nine months ended September 30, revealing lower revenue and profit at its subsidiary Future Artisan, Inc. due to fewer project orders and higher software amortization expenses. This revision to the financials indicates ongoing operational challenges even as the company secured new projects in PLM and DX consulting. We’ll explore how the disclosed decrease in project orders for...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Earnings Jump 26.8%, Challenging Bearish Margin Narratives

Murata Manufacturing (TSE:6981) delivered a notable earnings report, with earnings for the latest period jumping 26.8%, reversing a prior five-year average decline of 5% annually. Net profit margins advanced to 13.4% from 10.9% a year ago, while both earnings and revenue growth projections for the coming year outpace broader market expectations at 12.05% and 5.1% per year, respectively. These results signal improving profitability and stronger margins, positioning the company ahead of the...
TSE:3064
TSE:3064Trade Distributors

A Look at MonotaRO (TSE:3064) Valuation as Strong Earnings and Dividend Hike Spark Investor Interest

MonotaRO (TSE:3064) is drawing fresh investor interest after announcing a double-digit rise in net sales and net income for the first nine months of the year. In addition to these results, the company has revealed plans for a dividend increase, highlighting a focus on rewarding shareholders. See our latest analysis for MonotaRO. MonotaRO’s upbeat results have clearly caught the market’s eye, with the share price jumping nearly 8% in a single day and notching a 5.8% gain over the past week...
TSE:3774
TSE:3774Telecom

A Look at Internet Initiative Japan (TSE:3774) Valuation After Starlink Reseller Partnership Announcement

Internet Initiative Japan (TSE:3774) just announced it will become an authorized reseller of Starlink services in Japan, starting December 2025. The company will focus on corporate clients and supporting disaster response efforts. See our latest analysis for Internet Initiative Japan. IIJ’s Starlink partnership comes as the stock regains momentum, with a 1-month share price return of 9.4%, reversing earlier softness this year. Despite a modest 1-year total shareholder return of -1.2%, the...
TSE:2806
TSE:2806Food

Yutaka Foods (TSE:2806) Margin Rebound Reinforces Bulls Despite Valuation Concerns

Yutaka Foods (TSE:2806) posted a notable turnaround in its latest results, with net profit margins climbing to 4.3% from 3.6% last year and annual earnings growing 21.2% compared to a five-year average annual decline of 18.3%. While recent numbers highlight a meaningful rebound and improved profitability, the company's longer-term track record still reflects sustained earnings pressure. Investors will be weighing these profit gains against a premium valuation, as the stock trades at 29.8x...
TSE:9934
TSE:9934Trade Distributors

Inaba Denki Sangyo (TSE:9934) Margin Expansion Reinforces Bullish Case Despite Dividend Concerns

Inaba Denki Sangyo Ltd. (TSE:9934) posted net profit margins of 5.3%, up from 4.5% last year, with earnings climbing 26.5% this period. Looking back, the company has averaged 12.2% annual earnings growth over the last five years, and ongoing profit momentum has outpaced historical trends. Investors will note that profit and revenue growth remain strong drivers this season, though the mixed valuation and a flagged risk on dividend sustainability add nuance to the overall picture. See our full...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735) Net Margin Holds Steady, Dividend Stability Questioned

SCREEN Holdings (TSE:7735) delivered a net profit margin of 14.9%, matching last year’s figure, while earnings are projected to rise 7.4% per year. Revenue is forecast to grow at 5.1% annually, just ahead of the 4.5% pace set by the broader Japanese market. However, earnings growth is expected to lag slightly behind the national rate of 7.8%. Investors will note the company has enjoyed remarkable annual earnings growth of 32.7% over the past five years, slowing to 11.3% in the most recent...