TSE:3835
TSE:3835Software

eBASE Ltd. (TSE:3835) Margin Decline Challenges Dividend Narrative Despite Strong Valuation

eBASE Ltd. (TSE:3835) reported net profit margins of 21.4%, slightly lower than the 22.4% recorded last year. Over the past five years, the company’s earnings have grown at an average annual rate of 9.5%, though the most recent year saw negative earnings, breaking from that upward trend. Investors are watching the interplay between margin pressure and the company’s history of high-quality returns as they weigh the current results. See our full analysis for eBASELtd. Next up, we will see how...
TSE:8001
TSE:8001Trade Distributors

What ITOCHU (TSE:8001)'s Non-Resource Earnings Surge Means For Shareholders

Earlier in 2025, Itochu reported a very large 137% year-on-year increase in consolidated net profit for the first quarter, reaching ¥283.9 billion, citing strong non-resource business performance and ongoing shareholder-friendly actions such as investments and share buybacks. This shift in focus means non-resource businesses now make up 90% of Itochu's operations, highlighting a significant transformation in its profit and growth structure. With non-resource sectors driving earnings...
TSE:6454
TSE:6454Machinery

Max (TSE:6454) Margin Expansion Reinforces Bullish Narratives Despite Premium Valuation

Max (TSE:6454) reported a net profit margin of 13.7%, up from 11.6% the previous year. EPS jumped 26.8% over the past year and outpaced the company’s five-year average growth rate of 19.9% per year. Looking ahead, earnings are forecast to grow by 5.6% per year, while revenue is projected to rise by 2.8% per year. The company’s stock is trading at ¥5,590, which is below its fair value estimate of ¥5,842.76. Investors are likely to welcome these results given the margin improvement and...
TSE:3092
TSE:3092Specialty Retail

ZOZO (TSE:3092): Fresh Perspectives on Valuation as Investor Sentiment Shifts

ZOZO (TSE:3092) has caught the attention of investors lately as the stock continues to show some price movement this week. With a track record of steady revenue and net income growth, market watchers are eyeing upcoming trends. See our latest analysis for ZOZO. After a steady run, ZOZO's share price has pulled back over the past quarter but remains well ahead over the longer term. A 57% five-year total shareholder return signals sustained value creation and growing investor confidence. If you...
TSE:4722
TSE:4722IT

Did Lower Project Orders and Revised Results at Future Artisan Just Shift Future’s (TSE:4722) Investment Narrative?

In late October 2025, Future Corporation announced corrections to its previously released financial results for the nine months ended September 30, revealing lower revenue and profit at its subsidiary Future Artisan, Inc. due to fewer project orders and higher software amortization expenses. This revision to the financials indicates ongoing operational challenges even as the company secured new projects in PLM and DX consulting. We’ll explore how the disclosed decrease in project orders for...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Earnings Jump 26.8%, Challenging Bearish Margin Narratives

Murata Manufacturing (TSE:6981) delivered a notable earnings report, with earnings for the latest period jumping 26.8%, reversing a prior five-year average decline of 5% annually. Net profit margins advanced to 13.4% from 10.9% a year ago, while both earnings and revenue growth projections for the coming year outpace broader market expectations at 12.05% and 5.1% per year, respectively. These results signal improving profitability and stronger margins, positioning the company ahead of the...
TSE:3064
TSE:3064Trade Distributors

A Look at MonotaRO (TSE:3064) Valuation as Strong Earnings and Dividend Hike Spark Investor Interest

MonotaRO (TSE:3064) is drawing fresh investor interest after announcing a double-digit rise in net sales and net income for the first nine months of the year. In addition to these results, the company has revealed plans for a dividend increase, highlighting a focus on rewarding shareholders. See our latest analysis for MonotaRO. MonotaRO’s upbeat results have clearly caught the market’s eye, with the share price jumping nearly 8% in a single day and notching a 5.8% gain over the past week...
TSE:4208
TSE:4208Chemicals

Assessing UBE (TSE:4208) Valuation After Recent Share Price Decline

UBE (TSE:4208) shares have edged lower over the past week, with the stock down around 3%. Investors may be looking for fresh catalysts as recent trading has seen modest shifts in sentiment and valuation. See our latest analysis for UBE. While UBE's share price has slipped by 3% over the past week, this follows a modest 1.8% gain in the last month, showing how investor sentiment can shift quickly. Looking at the bigger picture, the one-year total shareholder return sits at -4.1%. However,...
TSE:3774
TSE:3774Telecom

A Look at Internet Initiative Japan (TSE:3774) Valuation After Starlink Reseller Partnership Announcement

Internet Initiative Japan (TSE:3774) just announced it will become an authorized reseller of Starlink services in Japan, starting December 2025. The company will focus on corporate clients and supporting disaster response efforts. See our latest analysis for Internet Initiative Japan. IIJ’s Starlink partnership comes as the stock regains momentum, with a 1-month share price return of 9.4%, reversing earlier softness this year. Despite a modest 1-year total shareholder return of -1.2%, the...
TSE:2806
TSE:2806Food

Yutaka Foods (TSE:2806) Margin Rebound Reinforces Bulls Despite Valuation Concerns

Yutaka Foods (TSE:2806) posted a notable turnaround in its latest results, with net profit margins climbing to 4.3% from 3.6% last year and annual earnings growing 21.2% compared to a five-year average annual decline of 18.3%. While recent numbers highlight a meaningful rebound and improved profitability, the company's longer-term track record still reflects sustained earnings pressure. Investors will be weighing these profit gains against a premium valuation, as the stock trades at 29.8x...
TSE:9934
TSE:9934Trade Distributors

Inaba Denki Sangyo (TSE:9934) Margin Expansion Reinforces Bullish Case Despite Dividend Concerns

Inaba Denki Sangyo Ltd. (TSE:9934) posted net profit margins of 5.3%, up from 4.5% last year, with earnings climbing 26.5% this period. Looking back, the company has averaged 12.2% annual earnings growth over the last five years, and ongoing profit momentum has outpaced historical trends. Investors will note that profit and revenue growth remain strong drivers this season, though the mixed valuation and a flagged risk on dividend sustainability add nuance to the overall picture. See our full...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735) Net Margin Holds Steady, Dividend Stability Questioned

SCREEN Holdings (TSE:7735) delivered a net profit margin of 14.9%, matching last year’s figure, while earnings are projected to rise 7.4% per year. Revenue is forecast to grow at 5.1% annually, just ahead of the 4.5% pace set by the broader Japanese market. However, earnings growth is expected to lag slightly behind the national rate of 7.8%. Investors will note the company has enjoyed remarkable annual earnings growth of 32.7% over the past five years, slowing to 11.3% in the most recent...
TSE:6976
TSE:6976Electronic

Does Taiyo Yuden (TSE:6976) Hold a Competitive Edge in the Next Wave of AI Hardware?

Taiyo Yuden has commercialized and begun mass production of an embeddable multilayer ceramic capacitor (MLCC) achieving 22-mF capacitance in a compact 1005M size, engineered for decoupling applications in AI servers and advanced information devices. This innovation leverages advanced external electrode formation technology, meeting the increasing demand for small, high-capacity MLCCs placed closer to ICs in power-intensive, next-generation electronics. We’ll explore how Taiyo Yuden’s...
TSE:4768
TSE:4768IT

Otsuka (TSE:4768): Strong 24.4% Annual Earnings Growth Reinforces Quality, Despite Slower Long-Term Outlook

Otsuka (TSE:4768) reported earnings growth of 24.4% over the past year, outpacing its five-year average of 9.1% per year. Future expectations show earnings are forecast to grow 3.88% annually, while revenue is seen rising 1.9% per year; both rates trail the broader Japanese market. Net profit margins ticked up to 4.9% from last year’s 4.8%, and the current Price-To-Earnings ratio of 18.2x is below its peer average but above the industry mean, with shares trading at ¥3,050. See our full...
TSE:5334
TSE:5334Auto Components

A Look at Niterra (TSE:5334) Valuation Following Share Buyback and Dividend Hike

Niterra (TSE:5334) has just approved a share repurchase plan, set to buy back up to 7.2 million shares. This represents about 4% of its outstanding shares. This move comes alongside an upward revision of its interim dividend. See our latest analysis for Niterra. Niterra’s confidence shows in more than just boardroom decisions. The company’s shares have rallied lately, with a 29% share price return in the past 90 days and a remarkable 43.75% total shareholder return over the last year. Moves...
TSE:7272
TSE:7272Auto

Yamaha Motor (TSE:7272): Assessing Value as Share Price Moves Mirror Analyst Targets

Yamaha Motor (TSE:7272) shares have seen some subtle movement in recent weeks, piquing interest among investors who follow the company’s valuation. With a mix of modest short-term dips and gains, market participants are weighing the long-term prospects. See our latest analysis for Yamaha Motor. This recent stretch of share price volatility sits against a longer backdrop of cooling investor sentiment, as Yamaha Motor’s 1-year total shareholder return now stands at -12.3%, despite a strong 168%...
TSE:4506
TSE:4506Pharmaceuticals

Sumitomo Pharma (TSE:4506) Turns Profitable, Raising Questions on Sustainability of Positive Margins

Sumitomo Pharma (TSE:4506) has returned to profitability over the past year, with a marked improvement in net profit margins following a stretch of negative earnings. Revenue is forecast to grow at 5.3% per year, outpacing the Japanese pharmaceuticals market’s 4.5% average. However, EPS is expected to trend lower at an average rate of -21.2% per year over the next three years. This turn to positive margins and a low Price-To-Earnings Ratio of 4.3x compared to industry and peer averages...
TSE:4568
TSE:4568Pharmaceuticals

Daiichi Sankyo (TSE:4568) Earnings Growth Reinforces Bullish Narratives on Consistent Outperformance and Valuation

Daiichi Sankyo (TSE:4568) posted a 32.7% annual earnings growth over the last five years, with the most recent period showing an 11.8% rise in earnings. Looking ahead, earnings are forecast to grow by 14.05% per year alongside an expected 9.6% increase in revenue. This would notably outpace the broader Japanese market’s 4.5% annual revenue growth rate. With current net profit margins at 14.1% and a price-to-earnings ratio of 24.3x, investors find themselves weighing healthy profit growth...