TSE:4324
TSE:4324Media

Dentsu's India Sports and Entertainment Launch Might Change The Case For Investing In Dentsu Group (TSE:4324)

Dentsu Group has launched its Sports & Entertainment network in India, appointing Yosuke Murai to lead this first dedicated practice as part of the company’s global expansion efforts. This initiative marks a move to help brands tap into India's fast-evolving sports, culture, and entertainment sectors, specifically aiming to engage younger, digitally native audiences through immersive experiences. We'll explore how Dentsu's entry into India's sports and entertainment market could influence...
TSE:1887
TSE:1887Construction

JDC (TSE:1887) Returns to Profit, Valuation Surges Above Sector Norms

JDC (TSE:1887) returned to profitability over the past year after weathering five years of steep earnings declines averaging 47.9% annually. Its net profit margin also improved, according to the latest statements. Despite management emphasizing the quality of the turnaround, JDC now trades at a price-to-earnings ratio of 46.1x, which is far above both the Japanese construction industry average of 12.2x and direct peers at 10.6x. Shares are trading above the estimated fair value of ¥36.11...
TSE:9434
TSE:9434Wireless Telecom

Examining The Valuation of SoftBank's Stock After Investor Debate

If you’ve been thinking about whether to stick with SoftBank or add it to your portfolio, you’re definitely not alone. With a storied reputation for bold bets and big swings, SoftBank’s stock has just as many admirers as skeptics. The numbers tell quite a story: over the past year, the stock has gained an impressive 18.8%, and if you zoom out further, the five-year return stands tall at 128.9%. But lately, there have been some headwinds. The stock dipped 6.1% in the past month and is barely...
TSE:6506
TSE:6506Machinery

YASKAWA Electric (TSE:6506) Is Up 6.4% After Upgrading Earnings Guidance for FY2026 Has The Bull Case Changed?

On October 3, 2025, YASKAWA Electric Corporation raised its consolidated earnings guidance for the year ending February 28, 2026, with revenue now expected at ¥525 billion, operating profit at ¥48 billion, and profit attributable to owners at ¥37 billion. This upward revision reflects the company's strengthened outlook for profitability and signals confidence in its operational performance heading into the next fiscal period. With upgraded guidance for revenue and profit, we'll consider how...
TSE:7272
TSE:7272Auto

How Investors May Respond To Yamaha Motor (TSE:7272) Equipping Its Electric Boat With Toshiba Battery

Toshiba announced that its SCiB™ 24V lithium-ion battery pack has been equipped in Yamaha Motor's electric boat "e-Float Terrace," which began offering cruise experiences in Yokohama, Japan, this October. This collaboration reflects Yamaha Motor's increasing embrace of next-generation battery technologies as part of its push toward more sustainable and advanced marine solutions. We'll examine how Yamaha Motor's adoption of the SCiB battery technology could strengthen its positioning in the...
TSE:414A
TSE:414AMedia

OVERLAP Holdings (TSE:414A) Profit Margin Jump Reinforces Bullish Narrative on Earnings Quality

OVERLAP HoldingsInc (TSE:414A) reported net profit margins of 24.2%, a notable increase from last year’s 13.6%, and is currently trading at ¥1,366, which is below its estimated fair value of ¥1,713.22. The company’s Price-to-Earnings Ratio sits at 13.2x, lower than both the peer average of 19.3x and the JP Media industry average of 17.3x, reinforcing its relative value. As the market weighs improved earnings quality against recent share price volatility and a less than robust financial...
TSE:6224
TSE:6224Machinery

JRCLtd (TSE:6224) Profit Margin Decline Challenges Bullish Growth Narrative

JRC Ltd (TSE:6224) reported a net profit margin of 9.5%, down from 10.7% last year, and the company’s earnings are forecast to grow by 14.49% per year. Over the past five years, profits have risen at a 19.4% annual pace, while future revenue is projected to expand at 12.5% per year, comfortably outpacing the broader Japanese market’s expected 4.4% growth. Although recent profit growth of 10% trails the five-year average and margins have slipped, investors are likely to focus on the strong...
TSE:7818
TSE:7818Household Products

TRANSACTIONLtd (TSE:7818) Valuation Discount Reinforces Bull Narrative Despite Slower Earnings Growth

TRANSACTIONLtd (TSE:7818) reported annual earnings growth of 8.4%, below its strong five-year average of 19%. Looking ahead, analysts forecast EPS will rise 10.7% per year and revenue is set to grow 8.6% annually, both outpacing the JP market average growth rates. Investors will note a net profit margin of 14.9%, just below last year’s 15%, and a price-to-earnings ratio of 14.2x, which looks attractive relative to peers and the industry at large. The current share price of ¥1026 trades at a...
TSE:3791
TSE:3791Entertainment

IG Port (TSE:3791) Margin Decline Challenges Bullish Growth Narrative Despite Earnings Outlook

IG Port (TSE:3791) posted profit margins of 6%, down from 7.6% a year ago, signaling a decline in profitability. Despite this, the company’s earnings are forecast to grow sharply at 27.7% per year, far surpassing the Japanese market’s expected 8.1% annual growth, while revenue is projected to increase 12.7% annually. The current share price of ¥1535 sits well below the discounted cash flow estimate of fair value at ¥3371.01. However, the stock appears expensive on price-to-earnings multiples...
TSE:6532
TSE:6532Professional Services

BayCurrent (TSE:6532) Edges Net Margin Higher, Reinforcing Bullish Growth Narrative

Baycurrent (TSE:6532) posted a net profit margin of 26.5%, just edging out last year's margin of 26.3%. Earnings are forecast to grow at an impressive 20.65% per year, with revenue expected to rise at a 20.3% clip, both setting a faster pace than the broader Japanese market’s projected growth. Analysts are calling for annual earnings growth of 20.7%, far outstripping the JP market's 8.1% forecast, which underlines Baycurrent’s robust growth profile and superior margin performance. See our...
TSE:6058
TSE:6058Media

Vector (TSE:6058) Margin Dip Reinforces Concerns Over Profit Resilience Despite Low Valuation

Vector (TSE:6058) reported earnings growth of just 1.3% over the past year, a notable slowdown from its impressive 5-year average of 32.8% per year. Looking ahead, analysts expect annual earnings and revenue growth to come in at 3.7% and 3.2% respectively, both of which fall short of the broader Japanese market averages. For investors, the high earnings quality, history of profit expansion, and price-to-earnings ratio of 11.4x, which is well below industry peers, stand out even as profit...
TSE:6702
TSE:6702IT

Fujitsu (TSE:6702) Valuation in Focus Following New AI and Communications Partnership Announcements

Fujitsu (TSE:6702) is making waves with a series of partnership announcements focused on shaping the next phase of AI and communications technology. The company has expanded collaborations in AI, wireless infrastructure, and server innovation. See our latest analysis for Fujitsu. Fujitsu’s recent run of partnerships and product updates has kept momentum strong, with the share price climbing over 36% year-to-date and delivering an impressive one-year total shareholder return of 24.5%...