TSE:2001
TSE:2001Food

Nippn (TSE:2001): Assessing Valuation After Secondary Offering and Buyback Announcement

Nippn (TSE:2001) caught investor attention after announcing a sizable secondary share offering. In addition, the company introduced a new buyback program aimed at counteracting any impact from increased share supply and supporting shareholder value. See our latest analysis for Nippn. Nippn’s recent secondary offering and buyback announcement have come amid a year of steady progress, with the shares now trading at ¥2,256. After a brisk run-up earlier this year, short-term momentum has...
TSE:2305
TSE:2305Commercial Services

STUDIO ALICE (TSE:2305) Margin Improvement Challenges Persistent Bearish Narratives on Turnaround Prospects

STUDIO ALICELtd (TSE:2305) posted a net profit margin of 4.6%, improving over last year’s 3.3%, while earnings grew 31.5% this year compared to a five-year average annual decline of 16.7%. The stock trades at a Price-To-Earnings Ratio of 21.8x, which is notably above both immediate peers (12.5x) and the broader JP Commercial Services industry (12.6x). Margin improvement and a return to earnings growth distinguish this release as a positive step for the company, even as the multi-year earnings...
TSE:2791
TSE:2791Consumer Retailing

Daikokutenbussan (TSE:2791) Margin Decline Challenges Bullish Growth Narrative

Daikokutenbussan (TSE:2791) reported net profit margins of 2.1%, down from 2.5% last year, as the company’s profit growth turned negative despite a five-year average annual earnings growth rate of 5.2%. Looking forward, management is guiding for earnings to grow at 10.1% per year and revenue at 7.6% per year, both outpacing the Japanese market’s expected rates. However, the recent margin compression and a price-to-earnings ratio of 13.8x, which is above peers and industry averages, suggest...
TSE:3387
TSE:3387Hospitality

Create Restaurants Holdings (TSE:3387) Annual Earnings Growth Slows Sharply, Challenging Bullish Narratives

Create Restaurants Holdings (TSE:3387) reported annual earnings growth of 7.6%, coming in well below its five-year average annual rate of 53.8%. The company’s net profit margins stand at 3.4%, a slight dip from last year’s 3.5%, and is expected to grow earnings by 7.69% per year with revenues forecast to increase at 4% annually. Investors are likely to weigh these trends against the company's ongoing profitability, good value on some metrics, and a high-quality earnings profile as they...
TSE:8198
TSE:8198Consumer Retailing

Maxvalu Tokai (TSE:8198) Net Margins Rise, Reinforcing Strength Narrative Over Industry Peers

Maxvalu Tokai (TSE:8198) posted net profit margins of 2.9%, up from 2.3% the previous year, underscoring improved profitability. Earnings climbed 26.6% year over year, beating the five-year average growth rate of 13.4% annually. The company’s price-to-earnings ratio of 10.4x is lower than both the peer average (12.1x) and the JP Consumer Retailing industry average (13.1x). Investors are likely to view these results in a positive light, given the clear track record of profit growth, high...
TSE:8233
TSE:8233Multiline Retail

Takashimaya (TSE:8233) Profit Margin Jumps on ¥10.6bn One-Off, Raising Quality of Earnings Debate

Takashimaya (TSE:8233) posted a net profit margin of 10.3%, a jump from last year’s 7.3%, with average annual earnings growth of 53.9% over the past five years. Revenue is projected to rise 8.6% per year, outpacing the broader Japanese market’s 4.4%. However, earnings are forecast to decline at an average 3.1% per year for the next three years. For investors, the company’s strong past profitability, relatively low price-to-earnings ratio, and attractive dividend are balanced by concerns about...
TSE:2462
TSE:2462Professional Services

LIKE (TSE:2462) Margin Decline Raises Doubts on Earnings Quality Despite Valuation Appeal

LIKE (TSE:2462) has seen its earnings shrink by an average of 4.9% per year over the last five years, with net profit margins falling to 3.4% from 4.1% a year ago. Earnings growth stayed negative through the past year, showing no sign of momentum picking up. Despite this, the market sees potential in the stock’s current level, given attractive valuation measures and a compelling dividend yield even as profit margins come under pressure. See our full analysis for LIKE. Next, we will put these...
TSE:7420
TSE:7420Electronic

Satori Electric (TSE:7420) Net Profit Margins Rise, Reinforcing Bullish View on Operational Strength

Satori Electric (TSE:7420) delivered high quality earnings, with net profit margins reaching 1.8% compared to 1.4% last year and annual earnings growth accelerating to 31.3%. This outpaced its five-year average of 27.1% per year. The stock trades at a Price-To-Earnings Ratio of 9.3x, which is lower than both its peer group and the broader Japanese electronics industry. However, its current share price of ¥1,844 stands above the estimated fair value of ¥965.75. Investors are likely to see the...
TSE:5885
TSE:5885Electronic

GDEP ADVANCEInc (TSE:5885) Margin Decline Challenges Bullish Growth Narrative

GDEP ADVANCEInc (TSE:5885) reported a net profit margin of 8.8%, down from 9.7% previously, as annual earnings growth reached 16.7% for the year. While that pace is a step down from the company’s 5-year annualized growth of 19.6%, profits have advanced at a brisk multi-year clip and are classified as high quality by headline metrics. Investors will note the consistent track record of earnings expansion, set against some recent margin compression, and a share price that currently stands at...
TSE:2936
TSE:2936Food

BASE FOOD (TSE:2936) Turns Profitable, Profitability Challenges Concerns on Premium Valuation

BASE FOOD (TSE:2936) has achieved profitability for the first time this year, backed by high quality earnings and an impressive annual earnings growth rate of 20.8% over the past five years. The company currently trades at ¥370 per share, which represents a Price-To-Earnings Ratio of 34.8x. This is more than double the JP Food industry average of 16.1x and well above the peer average of 14.8x. However, with the share price above an estimated fair value of ¥25.77 and some recent price...
TSE:9168
TSE:9168Professional Services

Rise Consulting Group (TSE:9168) Margin Decline Challenges Bullish Narratives Despite Strong Growth Forecasts

Rise Consulting Group (TSE:9168) is forecasting robust growth, with revenue expected to climb 24.8% per year and EPS projected to rise by 24.4% annually. These figures are both well ahead of the Japanese market averages of 4.4% and 8.1%, respectively. Despite this, net profit margin slipped to 18.2% from last year's 19.7%, and last year's earnings growth of 13.9% came in below the five-year average of 19%. However, the company's strong future growth outlook and continued profitability remain...
TSE:3697
TSE:3697IT

SHIFT (TSE:3697) Profit Margin Improvement Reinforces Bullish Narrative on Growth and Valuation

SHIFT (TSE:3697) posted a net profit margin of 6.9%, up from last year's 4.6%, with earnings leaping 74.3% over the past year and averaging 24.7% annual growth over five years. Revenue is expected to increase 15.7% per year, beating the broader Japanese market’s 4.4% forecast. Earnings are anticipated to grow at 20.5%, well ahead of the industry’s 8.1% target. With recent data showing improving profitability, robust growth momentum, and no significant risks flagged, investors are likely to...
TSE:8167
TSE:8167Consumer Retailing

Retail Partners (TSE:8167) Margin Expansion Reinforces Bullish Efficiency Narrative

Retail Partners (TSE:8167) delivered earnings growth of 19.7% over the past year, well surpassing its five-year average trend of 6.5% per year. Net profit margins also improved to 2.1% from 1.8% a year earlier. With a price-to-earnings ratio of 10.7x now sitting below both peer and industry averages, the results highlight high-quality earnings and rising profitability. The favorable risk-reward profile, including strong value, earnings growth, and an attractive dividend, may leave investors...
TSE:9418
TSE:9418Telecom

U-NEXT (TSE:9418) Earnings Growth Trails 5-Year Average, Testing Bullish Valuation Narrative

U-NEXT HOLDINGS Ltd (TSE:9418) delivered earnings growth of 19.8% over the past year, coming in below its 5-year average growth rate of 22.7% per year. With revenue projected to rise 7.5% annually, outpacing Japan’s wider 4.4% market growth, and net profit margins steady at 4.7%, the company continues to signal stable profitability and a positive earnings outlook. Investors are weighing this track record of consistent profit growth against a premium share price of ¥2,122, trading well above...
TSE:9278
TSE:9278Specialty Retail

Bookoff (TSE:9278) Margin Miss Challenges Bullish Growth Narrative Despite Forecasted Earnings Strength

Bookoff Group Holdings (TSE:9278) posted forecasted earnings growth of 18.6% per year, outpacing both the Japanese market’s 8.1% earnings outlook and the sector’s 4.4% revenue growth expectation. Revenue is set to climb 5.8% annually, although the company’s current net profit margin slid to 1.4% from last year’s 1.7%. After five years of rapid, 30.3% annual earnings growth that turned the business profitable, investors now have to weigh these promising growth rates against emerging pressures...
TSE:2379
TSE:2379Professional Services

DIP (TSE:2379) Margin Decline Challenges Bullish Valuation Narrative Despite Strong Growth Forecasts

DIP (TSE:2379) delivered clear growth signals in its latest earnings, with net profits forecast to rise 13.4% per year, well ahead of the JP market's expected 8.1% pace. Revenue is projected to grow 4.7% annually, outpacing the market’s 4.4% average. Its five-year track record shows a significant 26.8% annual earnings growth. However, net profit margins narrowed to 13.4% from last year's 17.5%, bringing a more measured note to the strong topline picture. See our full analysis for DIP. The...
TSE:2471
TSE:2471Professional Services

S-Pool (TSE:2471) Earnings Growth Surges, Challenging Valuation Concerns on Premium Price

S-Pool (TSE:2471) delivered standout results in its latest disclosure, with earnings growth accelerating to 29.9% over the past year compared to its 5-year average of 1.4% per year. The company’s net profit margin also improved to 6.9% from 5.7%, and forecasts point to EPS climbing at a 13.6% annual rate while revenue is expected to rise by 7.7% per year, eclipsing growth expectations for the broader Japanese market. With high-quality earnings and widening margins backing this progress,...
TSE:7599
TSE:7599Specialty Retail

IDOM (TSE:7599) Margin Miss Reinforces Investor Caution Despite Double-Digit Growth Forecast

IDOM (TSE:7599) reported annual earnings growth forecasts of 12.7% and revenue growth of 5.7%, both pacing ahead of the Japanese market averages of 8.1% and 4.4%. While the company’s earnings averaged a robust 20.1% annual growth over the last five years, the latest results reveal negative earnings growth over the past year and a slight dip in net profit margins to 2.3% from 2.8% a year ago. With shares sitting at ¥1,142 and trading below an estimated fair value of ¥2,339.97, investors are...
TSE:276A
TSE:276AReal Estate

CCReB Advisors (TSE:276A) Net Margin Decline Raises Profit Quality Concerns

CCReB Advisors (TSE:276A) posted a net profit margin of 17.4%, down from 22.7% last year, with a high level of non-cash earnings making up a notable portion of reported results. Despite achieving growth in profit or revenue, the company’s Price-to-Earnings Ratio now stands at 61.8x, well above the peer average of 16.3x and the JP Real Estate industry’s 11x. Shares currently trade at ¥6,440, far surpassing the estimated fair value of ¥331.8. Investors are likely to weigh the impact of...
TSE:3608
TSE:3608Luxury

TSI Holdings (TSE:3608): Net Margin Surge Driven by One-Off Gain Challenges Sustainability Narrative

TSI Holdings Ltd. (TSE:3608) saw net profit margins climb to 11.7% for the year, a major leap from 1.6% previously, as EPS growth exploded by 570.3% and outpaced its five-year average of 26.6% per year. Recent profitability was boosted by a one-off gain of ¥21.8 billion, which may not reflect the company’s ongoing earnings power. With revenue growth forecast at 3% per year and the shares trading at just ¥976, well below an estimated fair value, the market seems cautious about whether these...
TSE:4205
TSE:4205Chemicals

Is Zeon (TSE:4205) Undervalued? Analyzing Recent Valuation After Share Price Dip

Zeon (TSE:4205) has seen recent shifts in its stock as investors digest the latest updates. This has prompted many to watch closely. Over the past month, shares have moved lower, drawing attention to its valuation and long-term outlook. See our latest analysis for Zeon. While Zeon's share price has slipped 7% over the past month, its total shareholder return is still an impressive 22% over the past year, with momentum building steadily since the start of 2024. Investors seem to be weighing...
TSE:2222
TSE:2222Food

A Fresh Look at Kotobuki Spirits (TSE:2222) Valuation After Strong First-Half Sales Growth

Kotobuki Spirits (TSE:2222) just posted an 8.7% increase in first-half net sales, showing that its approach to boosting product value and sales is paying off even as tourism slows and inflation pressures remain. See our latest analysis for Kotobuki Spirits. Investors have seen Kotobuki Spirits’ share price slide by over 11% so far this year, reflecting some caution around tourism headwinds and inflation. However, the longer-term story remains compelling with a five-year total shareholder...
TSE:8976
TSE:8976Office REITs

Daiwa Office Investment (TSE:8976) Updates Guidance—How Do Shares Stack Up on Valuation Now?

Daiwa Office Investment (TSE:8976) just raised its distribution and earnings guidance for the period ending November 2025, signaling that management now expects stronger operating revenue, net income, and an increase in distribution per unit for investors. See our latest analysis for Daiwa Office Investment. Momentum has been building for Daiwa Office Investment this year, with a 24.1% year-to-date share price return and a 25.3% total return over the past twelve months. The recent boost in...