TSE:3994
TSE:3994Software

Money Forward (TSE:3994) Losses Rise 19.4% Annually, Highlighting Ongoing Profitability Challenge

Money Forward (TSE:3994) remains unprofitable, with losses rising at a pace of 19.4% per year over the past five years. Looking ahead, analysts forecast a rapid earnings turnaround, with profits expected to grow 67.72% annually and the company reaching profitability within three years. While revenue is set to climb 19.5% per year and outpace the broader Japanese market, the stock is trading at a premium. Shares currently sit at ¥5,242, well above the ¥1,503.48 estimated fair value, and the...
TSE:9601
TSE:9601Entertainment

Shochiku (TSE:9601) Turns Profitable, Challenging Narrative as Forward Earnings Forecasts Decline

Shochiku (TSE:9601) turned profitable in the most recent year, with an impressive net profit margin shift and standout earnings growth, averaging 47.7% per year over the last five years. However, forecasts now point to annual earnings declining at 7.7% and revenue slipping slightly by 0.3% per year over the next three years. With its shares trading at a price-to-earnings ratio of 43.7x, well above peer and industry averages, investors face the task of weighing recent profitability against...
TSE:6324
TSE:6324Machinery

Harmonic Drive Systems (TSE:6324): Assessing Valuation in Light of Jefferies Downgrade and Rising Chinese Competition

Harmonic Drive Systems (TSE:6324) is in focus after Jefferies downgraded the stock, flagging growing competitive pressure from Chinese firms and fresh strategic hurdles in key robotics markets. The announcement highlights how the company’s current valuation compares with these challenges. See our latest analysis for Harmonic Drive Systems. Shares of Harmonic Drive Systems have seen notable swings this year, with a recent 17.2% jump over the past month followed by a sharp pullback. The stock...
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:4114
TSE:4114Chemicals

How Nippon Shokubai’s Recent Share Buyback (TSE:4114) Has Changed Its Investment Story

Between July 30, 2025, and September 30, 2025, Nippon Shokubai completed its share buyback program, repurchasing 2,824,200 shares, amounting to 1.86% of the company, for ¥5,218.58 million. This completed buyback may reflect management’s confidence in the company’s outlook and could influence shareholder value by reducing the outstanding share count. As we explore the investment narrative, we'll consider how the completed buyback signals management's outlook and future capital allocation...
TSE:4432
TSE:4432Software

WingArc1st (TSE:4432) Margin Miss Challenges Bullish Community Narratives

WingArc1st (TSE:4432) reported forecasted annual earnings growth of 16.5% and revenue growth estimates of 10.1%, outpacing the Japanese market averages of 8.1% and 4.4%, respectively. While the company recorded a robust 14% earnings growth rate per year over the last five years, the most recent year saw negative earnings growth and margins slipped to 18.5% from 20.7%. Investors will likely focus on WingArc1st’s high quality earnings, strong forward growth outlook, and attractive valuation...
TSE:2884
TSE:2884Food

Yoshimura Food Holdings (TSE:2884) Earnings Growth Accelerates, Reinforcing Bullish Narratives on Profit Quality

Yoshimura Food Holdings K.K. (TSE:2884) accelerated its earnings trajectory with profits surging 53.4% over the past year, outpacing the already impressive 36.5% annual growth seen over the prior five years. Net profit margins rose to 2.7% from last year’s 1.9%, underscoring the company’s improving profitability. Meanwhile, its Price-to-Earnings ratio of 11.1x stands out as attractive within the Japan Food sector, offering considerable value even as investors keep a close eye on the financial...
TSE:4587
TSE:4587Biotechs

How Investors May Respond To PeptiDream (TSE:4587) Advancing Prostate Cancer Radiopharmaceutical Trial in Japan

Curium Group, together with PeptiDream Inc. and PDRadiopharma Inc., recently initiated a registrational Phase 2 clinical trial in Japan for 64Cu-PSMA-I&T, a PET radiopharmaceutical aimed at prostate cancer diagnosis. This move highlights the collaboration's ambition to advance both diagnostic and therapeutic radiopharmaceutical solutions for prostate cancer, leveraging global clinical data and developing a companion therapeutic candidate, 177Lu-PSMA-I&T. We'll explore how the advancement of...
TSE:367A
TSE:367ASpecialty Retail

Primo Global Holdings (TSE:367A) Margin Expansion Challenges Bearish Narratives

Primo Global Holdings (TSE:367A) posted a current net profit margin of 6.4%, up from 4.6% last year, highlighting improved profitability. The company's price-to-earnings ratio of 10.3x is well below the peer average of 23.4x and the JP Specialty Retail industry average of 14.4x. Shares currently trade at ¥2,097, which is notably under an estimated fair value of ¥7,092.09. With high-quality earnings, a favorable valuation, and only one minor risk identified in its financial position, investors...
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:4439
TSE:4439Telecom

ToumeiLtd (TSE:4439) Margin Gains Reinforce Bullish Narratives as Profitability Surges

ToumeiLtd (TSE:4439) delivered standout earnings this year, with net profit margins rising to 8.4% from 6.5% and EPS growth hitting an impressive 56.7% over the past twelve months. The company’s five-year average earnings growth of 44.2% per year outpaces the broader market. Revenue is forecast to climb at 9.9% per year, more than doubling the Japanese market’s 4.4% outlook. With a price-to-earnings ratio of 11.7x and shares trading below estimated fair value, investors are closely watching...
TSE:7388
TSE:7388Insurance

FP Partner (TSE:7388) Margin Decline Challenges Bullish Growth Narratives Despite Strong Forecasts

FP Partner (TSE:7388) posted a mixed set of results. Earnings are forecast to grow at 16.2% per year, noticeably ahead of the Japanese market’s 8.1% expectation and outpacing the company’s own anticipated revenue growth of 9.3% per year, versus a 4.4% market average. Over the last five years, earnings have climbed by 19.7% per year, but recent net profit margins have declined to 7% from last year’s 11.3%, with annual earnings growth turning negative relative to its strong past average. With...
TSE:6521
TSE:6521Electronic

OXIDE (TSE:6521): Revenue Forecasts Outpace Market as Profitability Expected in Three Years

OXIDE (TSE:6521) remains unprofitable, and with a short public history, there is no solid data to confirm year-on-year profit growth or improved net profit margins. Investors, however, have a clear view on growth prospects: revenue is forecast to climb 5.8% per year, surpassing the broader Japanese market’s 4.4% annual pace. Earnings are projected to increase by 110.19% each year and cross into profitability within three years. With visible growth drivers in both revenue and earnings on the...
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%...
TSE:8750
TSE:8750Insurance

Dai-ichi Life (TSE:8750): Assessing Valuation After Major Capital Boost to Strengthen Regulatory Position

Dai-ichi Life Holdings (TSE:8750) has secured a substantial subordinated loan from a syndicate of 32 Japanese financial institutions. This move aims to strengthen its capital base in preparation for regulatory changes under Japan's Economic Value-based Solvency Framework. See our latest analysis for Dai-ichi Life Holdings. Following this latest capital move, Dai-ichi Life Holdings has seen its momentum cool off a bit in recent weeks. However, long-term investors remain well rewarded: the...
TSE:3922
TSE:3922Interactive Media and Services

PR TIMES (TSE:3922) Earnings Surge 47% YoY, Reinforcing Bullish Growth Narrative

PR TIMES (TSE:3922) posted robust earnings with 8.4% annual growth over the past five years. Net profit margins climbed to 20% from last year's 16.1%. EPS jumped by 47% year-over-year, a clear acceleration compared to the company’s longer-term pace. With forecasts calling for revenue to grow 12.6% per year and earnings by 15.1% annually, both measures are set to outpace the broader Japanese market. This underscores a period of high-quality expansion for the business. See our full analysis for...
TSE:6866
TSE:6866Electronic

Hioki E.E (TSE:6866) Net Profit Margin Declines to 14.1%, Underscoring Durable Growth Narrative

Hioki E.E (TSE:6866) has seen its earnings grow by an impressive 15.5% per year over the past five years, though the most recent profit growth came in at 3.4%, lagging the longer-term average. The company’s earnings are forecast to grow at 9.7% per year, ahead of the Japanese market’s 8.1%. Revenue is expected to rise 7.5% annually, also outpacing the market. Although the net profit margin slipped to 14.1% from last year’s 14.7%, Hioki E.E’s high quality earnings and attractive valuation...
TSE:2930
TSE:2930Personal Products

Kitanotatsujin (TSE:2930) Margin Miss Reinforces Debate on Growth Versus Profitability

Kitanotatsujin (TSE:2930) posted 8% annual earnings growth over the past five years, but saw earnings contract in the most recent period, with profit margins easing to 9% from last year’s 9.8%. That said, forecasts call for annual EPS growth of 19.44% and revenue to rise 11.6% per year, both trends well ahead of the broader Japanese market. With robust outlooks but some recent margin pressure, investors are weighing potential long-term rewards alongside premium pricing and evolving...
TSE:6489
TSE:6489Machinery

Maezawa Industries (TSE:6489) Margin Miss Raises Dividend Sustainability Concerns Despite High Growth Forecasts

Maezawa Industries (TSE:6489) is projected to grow earnings at 16.8% per year, outpacing the broader Japanese market, while revenue is forecast to rise 5.8% annually. Current net profit margins are 8%, down from last year’s 10%, and recent earnings growth has turned negative even as the five-year average pace sits at 12.5% per year. While these headline numbers set a mixed backdrop for the period, investor attention is likely to focus on the robust profit and revenue growth forecasts. This is...
TSE:7352
TSE:7352Professional Services

TWOSTONE&Sons (TSE:7352) Earnings Surge 162.8%, Challenging Valuation Concerns

TWOSTONE&Sons (TSE:7352) delivered earnings growth that far outpaced its historical trend, with profits surging 162.8% over the past year compared to a 53.1% average annual gain over the previous five years. Net profit margins improved to 2.7%, up from 1.3% one year ago, and revenue is forecast to climb 16.5% annually, easily overtaking the broader Japanese market’s projected pace. Expectations remain high for continued growth, but the current price of ¥755, well above an estimated fair value...
TSE:4401
TSE:4401Chemicals

Adeka (TSE:4401) Valuation in Focus Following Share Buyback Completion

Adeka (TSE:4401) has just wrapped up a share buyback, purchasing 1,406,300 shares or about 1.4% of its outstanding stock for ¥4.6 billion. Buybacks like this can prompt investors to re-evaluate the stock’s value proposition. See our latest analysis for Adeka. Adeka’s share price has posted a solid gain recently, with a 19.2% increase year-to-date, while the total return over the past year stands at an impressive 24.7%. This momentum suggests investors have noticed both the buyback and the...
TSE:1407
TSE:1407Construction

West Holdings (TSE:1407) Profit Margin Decline Challenges Bullish Growth Narrative

West Holdings (TSE:1407) reported a net profit margin of 11.3%, which is below last year's 13.4%. Earnings experienced an average annual growth of 3.9% over the past five years but turned negative in the most recent period. Looking ahead, analysts forecast robust earnings growth of 20.2% per year and revenue growth of 13.7% per year. Both figures outpace the Japanese market average of 4.4%. While the forward outlook is strong, the combination of softer current margins and last year's negative...
TSE:3290
TSE:3290Office REITs

One REIT (TSE:3290) Margin Expansion Surpasses Market Expectations, Reinforcing Bullish Valuation Narratives

One REIT (TSE:3290) delivered standout earnings growth of 26.8% over the past year, easily surpassing its five-year average pace of 2.7% per year. Net profit margins climbed to 44.6%, up from 39.3% the previous year, and the company is assessed as generating high-quality earnings. Shares trade at a price-to-earnings ratio of 15.4x, well below both the Asian Office REITs sector average of 20.4x and peers at 20.9x. The current price of ¥88,100 sits beneath an internal fair value estimate of...