TSE:8963
TSE:8963Hotel and Resort REITs

A Look at Invincible Investment’s (TSE:8963) Valuation After New Dividend Declaration

Invincible Investment (TSE:8963) just declared a semi-annual dividend of JPY 2,127 per share, which reinforces its financial strength and commitment to rewarding shareholders. The payout date is set for March 25, 2026. See our latest analysis for Invincible Investment. The announcement of a new semi-annual dividend has come at a time when Invincible Investment’s momentum has been steadily building. The share price has climbed 4.1% over the past month and 6.6% in the last quarter, adding to an...
TSE:9765
TSE:9765Construction

Ohba (TSE:9765) Margin Decline Undercuts Bullish Profitability Narratives

Ohba (TSE:9765) posted a net profit margin of 7.4%, down from 8.5% in the prior year, while its Price-to-Earnings Ratio is 13.6x. Over the last five years, the company recorded an average annual earnings growth of 9.3%, but the most recent earnings growth has turned negative, breaking the positive multi-year trend. Investors will see high-quality earnings and solid long-term growth as key strengths, even as they keep an eye on compressed margins and recent short-term headwinds. See our full...
TSE:4443
TSE:4443Software

Sansan (TSE:4443) Profit Margin Improvement Challenges Earnings Quality Concerns After Non-Recurring Loss

Sansan (TSE:4443) delivered headline earnings growth of 36.9% per year with revenue forecast to rise by 16% annually, handily beating JP market averages of 8.1% and 4.4% respectively. Profit margins improved to 2.4% from last year’s 1.5%, while one-year earnings growth reached a remarkable 98.9%, well above the five-year annual average of 14.4%. Although valuation looks mixed, trading below DCF fair value and in line with peers on price-to-sales, but at a premium to the broader industry, the...
TSE:4502
TSE:4502Pharmaceuticals

Takeda Pharmaceutical (TSE:4502) Valuation in Focus as Strategic Shift and VYVANSE Headwinds Ease

Takeda Pharmaceutical (TSE:4502) has found itself in the spotlight after announcing a strategic pivot away from cell therapy and refocusing on programs with near-term commercial potential. As VYVANSE generic erosion is expected to moderate, investors are watching for signs of earnings recovery. See our latest analysis for Takeda Pharmaceutical. Takeda’s shares have seen renewed interest, with the stock moving broadly in step with the market over recent months as investors warm to its...
TSE:6289
TSE:6289Machinery

Giken (TSE:6289) Margin Miss Raises Questions On Valuation Premium And Recovery Narratives

Giken (TSE:6289) posted earnings forecasted to grow at 14.4% annually, well ahead of the Japanese market’s projected 8.1% rate. Revenue is set to expand by 3.7% per year, a bit slower than the market’s 4.4%, and current net profit margins have slipped to 5.6% from 8.3% last year. Over the past five years, average annual earnings have declined by 8.6%, and the latest twelve months included a notable one-off loss of ¥853.0 million. The stock trades at 24.6x price-to-earnings, significantly...
TSE:2809
TSE:2809Food

Kewpie (TSE:2809) Valuation in Focus After Upbeat Earnings and Dividend Guidance Update

Kewpie (TSE:2809) just raised its earnings guidance for the fiscal year ending November 2025, largely because the Food Service segment is outpacing expectations as egg prices remain high. The company also increased its year-end dividend forecast. See our latest analysis for Kewpie. This upbeat guidance and a dividend bump have kept investor sentiment positive. Kewpie’s 26% year-to-date share price return stands out, with three- and five-year total shareholder returns of 83% and 109% showing...
TSE:3350
TSE:3350Hospitality

Why Metaplanet (TSE:3350) Is Down 11.6% After Suspending Acquisition Rights and Boosting Bitcoin Holdings

In early October 2025, Metaplanet announced the temporary suspension of its 20th to 22nd stock acquisition rights, a significant increase in Bitcoin holdings to 30,823 BTC, and the creation of a U.S. subsidiary focused on Bitcoin income activities. This combination of capital management moves and business expansion highlights Metaplanet’s intensified commitment to growing its digital asset operations while controlling shareholder dilution. We’ll explore how Metaplanet’s significant Bitcoin...
TSE:3048
TSE:3048Specialty Retail

Bic Camera (TSE:3048) Margin Improvement Reinforces Income Narrative Despite Slower Growth Forecasts

Bic Camera (TSE:3048) posted a net profit margin of 1.8%, up from last year’s 1.5%, and delivered 25.7% earnings growth over the past year, surpassing its 5-year average of 22.3% annually. While earnings are forecast to grow at 5.25% per year and revenue at 2% per year, both figures lag behind the broader Japanese market’s forecasts. Steady earnings, margin progress, and a share price of ¥1581.5, which remains notably below the company’s estimated fair value, set the stage for a nuanced...