TSE:2222
TSE:2222Food

Kotobuki Spirits (TSE:2222) Margin Decline Tests Stable Dividend Narrative Despite Ongoing Earnings Growth

Kotobuki Spirits (TSE:2222) posted earnings growth of 6.9% over the past year, with net profit margins currently at 16.1%, slightly lower than last year’s 16.7%. Over the last five years, the company’s earnings have climbed at an average rate of 48.5% per year. Looking ahead, forecast earnings growth of 10.8% annually surpasses the broader Japanese market’s outlook of 7.9%. Revenue is expected to increase by 7.6% per year, outpacing the 4.4% rate for the broader market. Investors are also...
TSE:6471
TSE:6471Machinery

NSK (TSE:6471) Earnings Growth Jumps 57%, Reinforcing Bullish Narratives

NSK (TSE:6471) posted a standout year with earnings growth of 57.2%, outstripping its 5-year average of 14.8% per year. Net profit margins also climbed to 2.2% from last year's 1.4%, while shares are changing hands at ¥896.8, slightly above the estimated fair value of ¥866.03. Consistent profit and revenue growth remain the key rewards for investors, but some may keep an eye on dividend sustainability as a minor risk. See our full analysis for NSK. Next, we will break down how these results...
TSE:5401
TSE:5401Metals and Mining

Nippon Steel (TSE:5401) Cuts Losses by 20.4% Annually, Testing Turnaround Narrative

Nippon Steel (TSE:5401) remains unprofitable, but over the past five years, the company has narrowed its losses at an annual rate of 20.4%. While revenue is forecast to grow at 3.1% per year, trailing the broader Japanese market’s 4.4% projection, earnings are expected to accelerate at 28.94% per year with profitability anticipated within the next three years. Shares are trading at ¥594.6, significantly below an estimated fair value of ¥1,055.76. This has investors weighing the company’s path...
TSE:7203
TSE:7203Auto

Toyota (TSE:7203) Margin Decline Challenges Optimistic Narratives Despite Strong Five-Year Earnings Growth

Toyota Motor (TSE:7203) posted an impressive 20.1% annual earnings growth rate over the past five years, with its latest net profit margin at 8.8%, down from 10.7% in the prior year. Looking forward, the company's earnings are forecast to grow 6.1% annually, outpacing projected revenue growth of 2.7% per year. However, both figures trail behind broader Japanese market expectations. Despite robust historical profitability, recent declines in margins and earnings growth add nuance to the...
TSE:8001
TSE:8001Trade Distributors

Itochu (TSE:8001) Margin Gains Challenge Narrative on Profit Sustainability

Itochu (TSE:8001) delivered annual earnings growth of 20.4% in its most recent report, outpacing its five-year average of 11.8% per year. Net profit margins rose to 6.5%, compared to 5.6% the year before, marking a solid improvement in profitability. Looking ahead, earnings and revenue growth are forecast to trail the broader Japanese market. However, the latest results stand out for consistently high-quality earnings and an attractive dividend profile. See our full analysis for ITOCHU. Next...
TSE:4307
TSE:4307IT

Is Nomura Research Institute Fairly Priced After Digital Transformation Projects Boost Shares 28%?

Thinking about whether Nomura Research Institute is a good value right now? You are not alone in asking if the current price reflects the company's true potential. This stock may have slipped by 0.4% in the past week and 1.1% over the past month, but it is still up an impressive 23.8% year-to-date and a hefty 28.2% over the past 12 months. Recent headlines have spotlighted Nomura Research Institute’s ongoing digital transformation projects for major clients in Japan, which reinforces its...
TSE:5201
TSE:5201Building

AGC (TSE:5201) Returns to Profit, but ¥176.1bn One-Off Loss Clouds Recovery Narrative

AGC (TSE:5201) has returned to profitability after years of steep earnings decline, with its earnings forecast to grow 18.9% per year, outpacing the Japanese market’s 7.9% annual growth expectation. Revenue is set to grow just 2.5% per year, behind the JP market average of 4.4%, while a significant one-off loss of ¥176.1 billion weighed on the most recent twelve-month results through September 30, 2025. Against this backdrop, investors are paying close attention to the sustainability of the...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation Discount Persists as Losses Deepen and Profitability Path Drives Debate

Teijin (TSE:3401) is currently running at a loss, with net losses worsening at an average rate of 64.2% per year in the last five years. Revenue is projected to increase just 1.4% annually, lagging the Japanese market’s 4.4% growth forecast. Shares trade at ¥1226.5, which is below the company’s internally estimated fair value of ¥1309.79. Despite the slow revenue outlook, analysts expect earnings to grow 17.39% annually, setting the stage for profitability within three years. This makes...
TSE:3407
TSE:3407Chemicals

Asahi Kasei (TSE:3407) Profit Margin Rebound Reinforces Positive Narrative on Earnings Turnaround

Asahi Kasei (TSE:3407) posted net profit margins of 4%, a notable rise from 2.4% a year ago. EPS growth for the past year reached 76.6%, reversing a prior five-year average annual decline of 11.9%. Revenue is expected to climb 4.5% per year, marginally ahead of the Japanese market average. Earnings are forecast to grow at 13.3%, outpacing broader market expectations. Investors may see the improvement in both margins and bottom-line growth as a constructive shift after years of declining...
TSE:4523
TSE:4523Pharmaceuticals

Eisai (TSE:4523) Profit Soars 54%—Earnings Turnaround Reinforces Bullish Narrative

Eisai (TSE:4523) delivered a striking turnaround in its latest earnings report, with profits jumping 54.1% over the past year after having declined at an annualized rate of 14.1% for five years straight. Net profit margin climbed from 4.4% to 6.3% year on year, and the company now projects earnings growth of 13.7% annually, well ahead of the broader Japanese market forecast of 7.9% per year. Revenue is expected to grow slightly below the market rate at 4.1% per year. Despite the premium...
TSE:6724
TSE:6724Tech

Epson (TSE:6724) Margin Miss Challenges Bullish Narratives on Earnings Quality and Growth Outlook

Seiko Epson (TSE:6724) posted 5.9% average annual earnings growth over the past five years. However, the latest results reflect a year-over-year drop in earnings and a tighter net profit margin at 3.2%, down from 3.9% last year. Looking ahead, longer-term earnings are forecast to accelerate at 9.5% per year, which is higher than Japan’s broader market outlook of 7.9% annual growth, although revenue is expected to trail the market. With shares currently trading below the estimated fair value,...
TSE:6869
TSE:6869Medical Equipment

Sysmex (TSE:6869) Net Profit Margin Miss Reinforces Valuation Debate Despite Strong Growth Forecasts

Sysmex (TSE:6869) is forecasting earnings growth of 11.2% per year, easily ahead of the broader Japanese market’s expected 7.9% pace. Revenue is projected to grow at 6.7% annually, also above the market’s 4.4% rate. The company’s current net profit margin of 9.4% is a step down from last year’s 10.9%. Over the last five years, Sysmex’s earnings have increased at an average of 9.7% per year, signaling steady underlying momentum despite the recent dip in profit margins. See our full analysis...
TSE:4902
TSE:4902Tech

Konica Minolta (TSE:4902): Losses Compound at 26.3%, Testing Turnaround Narrative Ahead of Earnings

Konica Minolta (TSE:4902) remains unprofitable, with losses deepening at an average rate of 26.3% per year over the last five years. While management expects revenue to decline by around 1% per year through the next three years and net margins have not shown improvement, current forecasts anticipate earnings growth of 7.14% annually and a potential return to profitability within three years. The shares are currently trading at ¥609.7, which is below the estimated fair value of ¥805.17. The...
TSE:9531
TSE:9531Gas Utilities

Tokyo Gas (TSE:9531): Valuation in Focus as Shareholder Returns Get Major Boost with Buybacks and Higher Dividends

Tokyo Gas Ltd (TSE:9531) just unveiled a major package of shareholder-focused measures. On October 29, the company announced a significant share buyback, raised its dividend, and updated its shareholder return policy to boost capital efficiency. See our latest analysis for Tokyo GasLtd. Momentum has been building for Tokyo GasLtd, with a 30.5% year-to-date share price return and an impressive 51.3% total shareholder return over the past year. The recent surge in price, likely fueled by the...
TSE:2768
TSE:2768Trade Distributors

Sojitz (TSE:2768) Dividend Increase Puts Spotlight on Valuation and Growth Prospects

Sojitz (TSE:2768) just revealed it will raise its second quarter dividend to JPY 82.50 per share for the year ending March 2026, up from last year’s JPY 75.00. The payout, set for December 1, highlights management’s confidence in the company’s current trajectory. See our latest analysis for Sojitz. After a stellar year for shareholders, Sojitz's decision to boost its dividend only underscores the momentum building behind the stock. The share price has soared nearly 31% so far this year, while...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) Margin Gain Reinforces Bullish Community Narrative Despite Forward Growth Concerns

Marubeni (TSE:8002) posted a net profit margin of 7%, up from 6.2% previously, and delivered year-on-year earnings growth of 24.7%, outstripping its five-year average of 23% per year. While the company’s revenue is forecast to climb 4.99% annually, beating the broader Japanese market projection of 4.4%, expected forward earnings growth of just 0.2% per year may underwhelm in light of the market’s 7.9% outlook. The recent profit margin gains and a strong run of historical earnings growth are...
TSE:1802
TSE:1802Construction

Why Obayashi (TSE:1802) Is Up 10.9% After Upgrading Earnings Guidance on Overseas Profitability Momentum

On November 5, 2025, Obayashi Corporation announced an upward revision to its consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026, citing strong progress in construction projects and higher profitability in overseas subsidiaries. The forecast now anticipates operating income of ¥165 billion and profit attributable to owners of parent at ¥149 billion, reflecting increased gross margins from both domestic and international construction activity. We'll...
TSE:2326
TSE:2326Software

High Growth Tech Stocks In Asia For November 2025

As the global economic landscape shifts, Asia's tech sector is capturing attention with its potential for high growth, particularly amidst easing U.S.-China trade tensions and Japan's record stock market highs. In this dynamic environment, identifying promising tech stocks involves assessing their innovation capabilities and adaptability to changing geopolitical and economic conditions.
TSE:9934
TSE:9934Trade Distributors

Discovering Undiscovered Gems in Asia This November 2025

As global markets navigate a mixed landscape, with U.S. small-cap indexes declining and Asia's economic dynamics shifting, investors are keenly observing opportunities in the region. In this context, identifying promising stocks involves seeking companies that can capitalize on local market trends and demonstrate resilience amid broader economic fluctuations.
TSE:8053
TSE:8053Trade Distributors

Dividend Hike and Profit Guidance Could Be a Game Changer for Sumitomo (TSE:8053)

Sumitomo Corporation recently announced earnings guidance for the year ending March 31, 2026, projecting profit attributable to owners of the parent at ¥570 billion and earnings per share at ¥471.75, alongside a second-quarter cash dividend increase to ¥70.00 per share from ¥65.00 a year ago, with dividend payments starting December 1, 2025. This guidance, combined with the dividend hike, signals management’s confidence in the company’s future earnings capacity and shareholder returns. We’ll...