TSE:2153
TSE:2153Professional Services

E J Holdings (TSE:2153) Margin Decline Challenges Value Narrative Despite Profit Growth

E J Holdings (TSE:2153) reported profit growth accelerating to 4.4% over the past year, building on a steady 2.4% annual earnings pace from the last five years. Net profit margins sit at 6.7%, down compared to last year's 7.6%, while shares currently trade at ¥1,688, well below the estimated fair value of ¥3,535.98. The combination of high-quality earnings and a price-to-earnings ratio under industry averages highlights solid value for investors, even as margin pressure and dividend risks...
TSE:4577
TSE:4577Pharmaceuticals

Daito Pharmaceutical (TSE:4577) Profit Margin Drop Challenges Growth Story

Daito Pharmaceutical (TSE:4577) reported a forecasted earnings growth of 17.2% per year and projected revenue growth of 4.5% per year, just outpacing the broader Japanese market’s 4.4% expectation. However, its net profit margin slipped to 3.9% from last year’s 6.8%, marking a noticeable decrease in profitability. Shares are trading at ¥1,184, below the estimated fair value, but its P/E ratio of 17.9x is higher than the peer and industry averages. While high quality earnings and promising...
TSE:8951
TSE:8951Office REITs

Nippon Building Fund (TSE:8951) Valuation in Focus After Latest Dividend Reduction

Nippon Building Fund (TSE:8951) just announced a lower semi-annual dividend of ¥2,420 per share, scheduled for payment in March 2026. Dividend adjustments like this often influence how investors gauge future cash flows from real estate trusts. See our latest analysis for Nippon Building Fund. The market seems to be recalibrating expectations after Nippon Building Fund’s recent dividend cut, with the share price slipping 2.5% over the past month but still up 10.8% year-to-date. Long-term...
TSE:4612
TSE:4612Chemicals

Should Nippon Paint Holdings' (TSE:4612) ¥30 Billion Buyback Reinforce Investor Confidence in Its Capital Efficiency?

Nippon Paint Holdings Co., Ltd. recently announced a share repurchase program, authorizing the buyback of up to 35,000,000 shares, about 1.49% of its issued share capital, for ¥30,000 million, valid through February 28, 2026. This move signals the Board’s confidence in the company’s outlook and provides an example of capital allocation that may influence investor sentiment. We'll now assess how this newly authorized buyback could impact Nippon Paint Holdings' investment narrative, especially...
TSE:4714
TSE:4714Consumer Services

Riso Kyoiku Group (TSE:4714) Margin Pressure Challenges Bullish Growth Narrative in Latest Earnings

Riso Kyoiku Group (TSE:4714) is forecasting robust expansion, with earnings projected to grow 15.88% per year and revenue expected to rise 5.9% annually, both outpacing Japan’s broader market trends. Still, net profit margin slipped to 4.2% from 5.3% last year, snapping the five-year stretch of 6% annual earnings growth and introducing some near-term margin pressure. As growth forecasts stay positive and the stock’s valuation signals both premium pricing and discounted cash flow upside,...
TSE:8203
TSE:8203Multiline Retail

Mr Max Holdings (TSE:8203) Profit Rebound Challenges Bearish Narrative on Growth Durability

Mr Max Holdings (TSE:8203) posted a 7.9% rise in profits for the past year, a notable reversal from its 5-year average annual decline of 4%. Net profit margins inched up to 2.1%, just above last year’s 2%, and the quality of reported earnings remains high. With shares trading at a price-to-earnings ratio of 9.1x, well below both peer and industry averages, investors will be weighing these attractively priced results against a number of flagged risks, including ongoing financial and dividend...
TSE:9414
TSE:9414Media

Nippon BS Broadcasting (TSE:9414) Profit Margins Slip, Reinforcing Bearish Growth Narratives

Nippon BS Broadcasting (TSE:9414) reported a net profit margin of 11.4%, just below last year’s 11.9%, while earnings have been on a downward trend, falling 4.9% per year over the past five years and showing another decline in the most recent period. Despite these headwinds, the stock’s Price-To-Earnings ratio is 13x, which stands lower than peers (15.7x) and the broader Japanese media sector (17.7x), with shares trading at ¥981, well under the fair value estimate of ¥2,616.13. The results...
TSE:4530
TSE:4530Pharmaceuticals

Hisamitsu Pharmaceutical (TSE:4530) Margin Improvement Challenges Cautious Narrative After 34% Earnings Jump

Hisamitsu Pharmaceutical (TSE:4530) delivered a notable earnings performance, with net income rising 34.3% over the past year and five-year average earnings growth running at 14% annually. Net profit margins improved to 12.7% from 9.8%, and while revenue is forecast to grow 4.6% per year, future earnings growth is expected to be modest at just 0.3% annually. The company's current share price of ¥4,104 is below one discounted cash flow estimate of fair value at ¥9,258.81, which adds to a...
TSE:6432
TSE:6432Machinery

Is Takeuchi Mfg (TSE:6432) Still Undervalued After Upgraded Sales and Profit Outlook?

Takeuchi Mfg (TSE:6432) has just updated its guidance for the fiscal year ending February 2026, now expecting higher net sales and stronger profits. This upward revision is largely credited to sales growth in North America and Europe, even as some markets faced headwinds. See our latest analysis for Takeuchi Mfg. Takeuchi Mfg’s latest upward earnings revision comes after a year of sustained momentum, with its share price now at ¥5,240 and a total shareholder return of 15.6% over the past...
TSE:9716
TSE:9716Professional Services

Nomura (TSE:9716) Margin Surge Challenges Optimism as Guidance Signals Three-Year Profit Decline

Nomura (TSE:9716) posted a sharp improvement in net profit margins to 6%, up from 2.3% last year, while delivering a massive 241.4% jump in earnings over the same period. The company has averaged 18.4% annual earnings growth over the past five years. However, management now expects revenue and earnings to decline by 1.3% and 3.7% per year, respectively, for the next three years. With a Price-To-Earnings ratio of 11.1x, which is well below industry and peer averages, and a share price...