TSE:3309
TSE:3309REITs

Sekisui House Reit (TSE:3309) H1 Net Income Slide Tests Bullish Margin Narrative

H1 2026 Earnings Snapshot Sekisui House Reit (TSE:3309) has posted its H1 2026 numbers with revenue of ¥19.4 billion and basic EPS of ¥2,199.20, setting the stage for investors to reassess the story around this residential REIT. Over the last three half year periods, revenue has moved from ¥21.6 billion in H1 2025 to ¥19.7 billion in H2 2025 and now ¥19.4 billion in H1 2026, while basic EPS tracked from ¥2,698.69 to ¥2,320.43 and then ¥2,199.20. This frames a steady reset that puts the focus...
TSE:4666
TSE:4666Commercial Services

PARK24 (TSE:4666) Margin Compression Tests Bullish Growth Narrative After FY 2025 Results

PARK24 (TSE:4666) has wrapped up FY 2025 with fourth quarter revenue of ¥110.3 billion and net income of ¥6.0 billion, translating to EPS of ¥34.93, while trailing twelve month revenue and net income came in at ¥406.2 billion and ¥15.9 billion respectively. The company has seen quarterly revenue move from ¥100.7 billion in FY 2024 Q4 to ¥110.3 billion in FY 2025 Q4, with EPS shifting from ¥23.27 to ¥34.93 over the same period, as margins softened from a 5% net profit level a year ago to 3.9%...
TSE:3665
TSE:3665Specialty Retail

Enigmo (TSE:3665) Quarterly Losses Challenge Bullish Growth Narrative Despite 7.9% Revenue Expansion

Enigmo (TSE:3665) just posted its Q3 2026 numbers, with revenue of ¥1.4 billion and a basic EPS of -¥1.21, setting up a mixed snapshot of topline resilience against bottom line pressure. The company has seen quarterly revenue move from ¥1.3 billion in Q3 2025 to ¥2.0 billion in Q4 2025, then to ¥1.5 billion in Q1 2026, ¥1.4 billion in Q2 2026 and ¥1.4 billion in Q3 2026, while EPS swung from ¥0.38 in Q3 2025 to ¥7.23 in Q4 2025 before sliding into negative territory at -¥3.18 in Q2 2026 and...
TSE:9251
TSE:9251Consumer Services

AB&Company (TSE:9251) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results

AB&CompanyLtd (TSE:9251) just wrapped up FY 2025 with fourth quarter revenue of ¥5.2 billion and basic EPS of ¥6.67, capping a year in which trailing 12 month revenue reached ¥19.4 billion and EPS came in at ¥62.86. Over the last six reported quarters, the company has seen revenue move from ¥4.7 billion in Q4 FY 2024 to ¥5.2 billion in Q4 FY 2025, while quarterly EPS shifted from ¥14.91 to ¥6.67, creating a mixed picture for profitability and margins heading into the new fiscal year. See our...
TSE:8979
TSE:8979Residential REITs

Starts Proceed Investment (TSE:8979) Margin Decline Tests Bullish Valuation Narrative After H1 2026 Results

Starts Proceed Investment (TSE:8979) has just posted its H1 2026 numbers, with revenue of ¥3.6 billion and basic EPS of ¥4,430.7, while trailing twelve month revenue came in at ¥7.3 billion alongside EPS of ¥9,337.1. Over the last year, the REIT has seen revenue hover around the ¥7.2 billion to ¥7.3 billion mark on a trailing basis, with EPS similarly tracking in a tight band just under the ¥10,000 level. This sets a steady backdrop for today’s release. With trailing net margins easing from...
TSE:8917
TSE:8917Consumer Durables

First Juken (TSE:8917) Margin Compression Reinforces Bearish Narrative Despite DCF Valuation Upside

First Juken (TSE:8917) has just closed out FY 2025 with fourth quarter revenue of ¥11.7 billion and basic EPS of ¥32.3, capping a year in which trailing 12 month revenue reached ¥42.9 billion and EPS came in at ¥103.2. Over the last few quarters the company has seen revenue move from ¥10.3 billion and EPS of ¥118.6 in Q4 FY 2024 to a range of roughly ¥9.0 billion to ¥12.3 billion per quarter in FY 2025, with EPS fluctuating between ¥13.6 and ¥32.4, leaving investors focused on how...
TSE:7683
TSE:7683Specialty Retail

WA (TSE:7683) Margin Squeeze and Net Profit Drop Challenge Bullish Growth Narrative

WA (TSE:7683) has put out its Q3 2026 scorecard, reporting revenue of ¥5.1 billion and Basic EPS of ¥1.31, alongside trailing 12 month revenue of ¥23.2 billion and EPS of ¥46.76 that reflects a 20.1% annualized earnings growth rate over the past five years but a weaker most recent year. Over recent quarters the company has seen revenue move from ¥6.6 billion in Q2 2025 to ¥6.4 billion in Q4 2025 and then ¥7.0 billion in Q2 2026 before landing at ¥5.1 billion in Q3 2026, while net income...
TSE:4917
TSE:4917Personal Products

Global Market's Trio Of Stocks Estimated Below Intrinsic Value

As global markets navigate a period of mixed performance, with U.S. indices hitting all-time highs amid interest rate cuts and European markets showing varied results, investors are increasingly focused on identifying opportunities that may be undervalued. In this context, understanding the intrinsic value of stocks becomes crucial, as it allows investors to potentially capitalize on discrepancies between market price and fundamental worth amidst evolving economic conditions.
TSE:3475
TSE:3475Real Estate

3 Global Dividend Stocks Yielding Over 3.4%

As global markets navigate a complex landscape marked by interest rate adjustments and economic uncertainties, investors are increasingly seeking stability through dividend stocks. In this environment, selecting stocks that offer consistent income potential while yielding over 3.4% can provide a buffer against market volatility and support long-term financial goals.
TSE:4088
TSE:4088Chemicals

Air Water (TSE:4088) Valuation Check as Leadership Transitions to New Sole Representative Director and CEO

Air Water (TSE:4088) just announced a leadership reshuffle, with longtime Chairman and Representative Director Kikuo Toyoda stepping down to become Senior Advisor as of December 3, 2025, while Ryosuke Matsubayashi assumes sole representative authority. See our latest analysis for Air Water. The leadership reshuffle lands after a mixed stretch for investors, with a 1 day share price return of 1.50 percent but a weaker 90 day share price return of negative 17.18 percent, even as the 3 year...
TSE:1963
TSE:1963Construction

JGC Holdings (TSE:1963) Valuation Check After LNG Canada Train 2 Milestone with Fluor

JGC Holdings (TSE:1963) just cleared a major milestone with partner Fluor, finishing Train 2 of the LNG Canada Project and effectively wrapping up phase one of Canada’s first LNG mega development. See our latest analysis for JGC Holdings. The milestone in Canada comes as momentum in JGC Holdings’ shares has been building, with a 90 day share price return of 26.19 percent and a year to date share price return of 42.05 percent, alongside a robust 1 year total shareholder return of 51.75...
TSE:9048
TSE:9048Transportation

Nagoya Railroad (TSE:9048) Valuation After Major Nagoya Station Redevelopment Delays and Project Reassessment

Nagoya Railroad (TSE:9048) has hit the brakes on its flagship Nagoya Station District Redevelopment and Meitetsu Nagoya Station Renovation projects, after a board meeting revealed delays tied to higher construction costs and contractor shortages. See our latest analysis for Nagoya Railroad. The news lands after a softer stretch for investors, with the share price at ¥1,626 and a negative 1 year total shareholder return contrasting with modest recent share price gains. This suggests sentiment...
TSE:6952
TSE:6952Consumer Durables

Casio (TSE:6952) Valuation Check After AI‑Engineered Full‑Metal G‑SHOCK GMWBZ5000 Launch

Casio Computer Ltd (TSE:6952) just leaned into its G SHOCK heritage with the new GMWBZ5000 full metal lineup, an AI engineered evolution of the classic 5000 series launched ahead of the holiday season. See our latest analysis for Casio ComputerLtd. Despite this high profile G SHOCK launch, Casio ComputerLtd’s share price return has been modest, with a roughly low single digit gain over the past quarter and year to date. Multi year total shareholder returns remain subdued, which hints that...
TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...
TSE:4523
TSE:4523Pharmaceuticals

Evaluating Eisai (TSE:4523) After New CTAD Alzheimer’s Data and Pipeline Updates

Eisai (TSE:4523) just put its Alzheimer’s program back in the spotlight at the CTAD conference, with fresh lecanemab and etalanetug data that sharpen the long term commercial picture around its neurology pipeline. See our latest analysis for Eisai. Those CTAD updates land after a choppy stretch for investors, with the 1 year total shareholder return at 10.27% but a 3 year total shareholder return still deeply negative, so near term momentum looks tentative while the long term rebuilds. If...
TSE:9101
TSE:9101Shipping

U.S. Gulf Coast Methanol Bunkering Push Could Be A Game Changer For Nippon Yusen Kabushiki Kaisha (TSE:9101)

In December 2025, American Bureau of Shipping, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR Holdings began a joint study to develop a low‑carbon methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting the first commercial-scale ship-to-ship methanol bunkering operations in the country. The collaboration positions NYK Line to apply its LNG bunkering experience to emerging methanol fuel infrastructure, aligning its shipping operations with the International Maritime...
TSE:3064
TSE:3064Trade Distributors

Does MonotaRO (TSE:3064)'s November Sales Drop Hint At Deeper Questions About Demand Resilience?

MonotaRO Co., Ltd. reported that its non-consolidated sales for November 2025 fell to ¥23,952 million from ¥28,724 million in the same month a year earlier, signaling a clear year-on-year contraction in activity. This sharp monthly sales drop may prompt investors to reassess how resilient MonotaRO’s demand base and growth ambitions are in a softer operating backdrop. Next, we will examine how this abrupt November sales slowdown could reshape MonotaRO’s investment narrative and investors’...
TSE:4631
TSE:4631Chemicals

Is DIC (TSE:4631) Still Undervalued After Its Recent Share Price Momentum?

DIC (TSE:4631) has quietly outperformed the market this year, and that steady climb has investors asking whether the specialty materials maker still offers value or if expectations are already baked into the price. See our latest analysis for DIC. At ¥3,786 per share, DIC’s steady year to date share price return of roughly low teens, supported by a three year total shareholder return above 70 percent, suggests momentum is still building as investors reassess its growth and earnings...