TSE:1930
TSE:1930Construction

Hokuriku Electrical Construction (TSE:1930) Margin Growth Reinforces Bullish Narratives Despite Dividend Sustainability Concerns

Hokuriku Electrical Construction Ltd. (TSE:1930) posted net profit margins of 5.6%, up from 5% the previous year, while earnings climbed 5.6% over the same period. That annual earnings uptick far surpasses its five-year compound average of 1.2% per year, reflecting a notable improvement in profitability quality. With a trading price of ¥1,394 against a discounted cash flow value of ¥4,294.92, investors are weighing strong recent profit growth and margin gains alongside questions about...
TSE:9719
TSE:9719IT

SCSK (TSE:9719) Earnings Surge 48.9%, Reinforcing Bullish Momentum Despite Slower Forward Guidance

SCSK (TSE:9719) posted standout numbers this year, with earnings jumping 48.9% after maintaining a robust 9.9% average annual growth over the past five years. Net profit margins improved to 8.6% from last year’s 8.2%, while revenue is projected to rise by 6.9% per year, significantly ahead of the broader Japanese market’s 4.5% pace. With profitability on an upward trajectory and margins showing steady improvement, the latest results paint a picture of strong earnings momentum, even as the...
TSE:6141
TSE:6141Machinery

DMG Mori (TSE:6141) Valuation Spotlight Following Share Buyback and Latest Quarterly Results

DMG Mori (TSE:6141) just announced a new share repurchase program alongside its latest quarterly results. The buyback, covering 1.8% of its share capital, reflects a focus on shareholder returns and capital flexibility. See our latest analysis for DMG Mori. DMG Mori’s announcement comes after a strong run in 2024, with a 22.9% year-to-date share price return signaling confidence among investors and momentum building around recent events such as the buyback and Q3 results. While short-term...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Margin Expansion Reinforces Bullish Narrative Despite Premium Valuation

NEC (TSE:6701) posted a striking 56.3% earnings growth over the past year, far outpacing its five-year average of 10.6% and highlighting a surge in momentum. Net profit margins improved to 6.7% from 4.4% year-over-year, underscoring a significant boost in profitability as the bottom line expanded. With forward earnings expected to grow at 9.29% per year, ahead of the Japanese market’s 7.9% average, recent results position NEC as a growth leader even as its price-to-earnings ratio sits above...
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,...