TSE:6473
TSE:6473Auto Components

Is JTEKT’s 95.2% Profit Surge and Upgraded Outlook Shifting the Investment Case for TSE:6473?

JTEKT Corporation recently reported a very large 95.2% year-on-year increase in profit attributable to owners for the half-year ended September 30, 2025, and revised its full-year guidance to reflect changes in revenue expectations and profitability. This update highlights the company’s ability to adjust its financial outlook amid market opportunities and shifting foreign exchange rates. We'll assess how JTEKT’s significant profit surge and updated guidance influence its investment narrative...
TSE:8035
TSE:8035Semiconductor

Tokyo Electron (TSE:8035) Is Up 12.9% After Raising Dividend and Earnings Outlook Has The Bull Case Changed?

Tokyo Electron’s Board of Directors announced on October 31, 2025, that it would pay an increased interim dividend of ¥264 per share for the first half of FY2026, up from ¥245 previously, and raised its full-year earnings guidance following an improved financial performance in the July-September period. The company’s upward revision of both dividend and profit forecasts signals strengthened business momentum and highlights management’s commitment to linking shareholder returns directly with...
TSE:6960
TSE:6960Medical Equipment

Fukuda Denshi (TSE:6960) Net Earnings Growth Exceeds 5-Year Trend, Reinforcing Value Investor Sentiment

Fukuda Denshi (TSE:6960) reported net earnings growth of 11.4% over the last year, beating its 5-year average growth rate of 6.8% per year, while net profit margin climbed to 13.2% from 12% a year ago. Looking ahead, earnings are forecast to increase at 4.33% per year, with revenue expected to grow 2.3% per year, both of which lag behind the broader Japanese market averages. With a price-to-earnings ratio of 10.3x, well below industry and peer benchmarks, and profit metrics trending...
TSE:5332
TSE:5332Building

TOTO (TSE:5332) Reports ¥38.8B One-Off Loss, Testing Bullish Earnings Recovery Narratives

TOTO (TSE:5332) posted a one-off loss of ¥38.8 billion for the twelve months ending September 30, 2025, driving its net profit margin down to 0.6% from last year’s 5.2%. Over the last five years, the company’s earnings have declined by an average of 5.5% per year. Looking ahead, forecasts point to revenue growth of 2.6% each year, which trails the broader Japanese market, while consensus estimates signal robust annual earnings growth of 30.9%. With a recent dip in margins and questions about...
TSE:8053
TSE:8053Trade Distributors

Sumitomo (TSE:8053) Profit Margins Surge, Challenging Bearish Narratives on Earnings Quality

Sumitomo (TSE:8053) reported net profit margins of 8.3%, up from 5% a year earlier, with EPS rising sharply as earnings surged 71.4% year-over-year, which is more than double the company’s five-year average annual earnings growth of 30.1%. While the company’s profitability and high-quality earnings have drawn attention, management is signaling caution, as revenue is forecast to rise 4.5% annually in line with the broader Japanese market but earnings are expected to edge down slightly at...
TSE:4771
TSE:4771Commercial Services

F&MLtd (TSE:4771) Margin Expansion Surpasses Bullish Narratives, Puts Spotlight on Valuation Premium

F&MLtd (TSE:4771) delivered a net profit margin of 10.9% this year, up from 9% last year, with annual earnings surging 49.2%. This growth rate is well ahead of its five-year compound annual rate of 13.3%. Over the past five years, earnings have grown at 13.3% per year, with the latest results highlighting a track record of high-quality profitability. See our full analysis for F&MLtd. Next, we will measure these headline numbers against the prevailing narratives for F&MLtd. Some expectations...
TSE:2060
TSE:2060Food

Feed One Ltd. (TSE:2060) Margin Decline Challenges Bullish Growth Narratives Despite Low Valuation

Feed One Ltd. (TSE:2060) posted steady earnings growth at an annual rate of 8.5% over the past five years; however, the latest filing reveals recent momentum has slowed, with earnings growth declining over the past year and net profit margin contracting to 1.8% from 2% a year ago. Against this softer near-term result, the market sees a valuation opportunity: shares trade at just 7.5 times earnings, well below the Japanese food industry average of 16.3 times and a peer group average of 25.7...
TSE:5938
TSE:5938Building

LIXIL (TSE:5938) Earnings Forecast Surge Challenges Mixed Sentiment on Weak Revenue Outlook

LIXIL (TSE:5938) has swung to profitability over the past year, now forecasting earnings growth of 30.7% per year, significantly outpacing the Japanese market's 7.8% annual forecast. Revenue growth, however, is expected to lag at just 2.5% per year compared to the market average of 4.5%. With earnings having declined by 37.6% annually over the past five years, these new growth projections mark a major shift for the business. This sets the stage for a sharply improved net profit margin and...
TSE:4188
TSE:4188Chemicals

Mitsubishi Chemical (TSE:4188): Margin Decline Challenges Bullish Earnings Growth Narratives

Mitsubishi Chemical Group (TSE:4188) reported a revenue growth forecast of just 0.04% per year, far lower than the broader Japanese market’s 4.5% expectation. Net profit margin has narrowed to 0.9% from last year’s 2.1%, yet over the past five years, the company has managed to return to profitability and has grown earnings at a healthy 10.7% annually. Looking ahead, earnings are projected to jump 21.9% per year, nearly triple the Japanese market average of 7.8%, with shares trading at ¥806.1,...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Deepens AI and Energy Ties—Does This Signal a New Strategic Focus?

In the past week, Hitachi announced a Memorandum of Understanding with the U.S. Department of Commerce to promote investment in energy infrastructure and expanded its AI sector involvement through partnerships with Google Cloud, OpenAI, and the acquisition of a German AI services firm. These developments uniquely position Hitachi at the intersection of digital and energy technology, aiming to bridge industrial operations with advanced AI and next-generation power infrastructure. We'll...
TSE:2114
TSE:2114Food

Fuji Nihon (TSE:2114) Margin Stability Reinforces Value Narrative Despite Slower EPS Growth

Fuji Nihon (TSE:2114) reported EPS growth of 6.7% over the past year, a pace slower than its five-year annual average of 19%. The company maintained a net profit margin of 9.5%, matching last year's level, with high-quality earnings reported once again. While earnings growth moderated this time around, investors will note that Fuji Nihon's shares trade at ¥1,051, which is well below an estimated fair value, supported by strong historical earnings consistency and attractive valuation metrics...
TSE:8766
TSE:8766Insurance

Assessing Tokio Marine Holdings (TSE:8766) Valuation After Recent Downward Trend in Share Price

Tokio Marine Holdings (TSE:8766) shares have edged slightly lower over the past week, continuing a moderate downward trend that investors have seen since early spring. The stock’s recent moves invite a closer look at its valuation and long-term prospects. See our latest analysis for Tokio Marine Holdings. Despite a steady, moderate slide since spring, Tokio Marine Holdings still boasts a 12-month total shareholder return of nearly 10%, reflecting the impact of dividends and buybacks. This...
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902) Net Profit Margin Improves, Reinforcing Bullish Profitability Narrative

DENSO (TSE:6902) posted a net profit margin of 4.9%, edging above last year’s 4.7% and signaling solid profitability for the quarter. EPS is forecast to grow at 12.11% per year, outpacing the Japanese market average of 7.8%. This is despite a more subdued revenue growth outlook of 2.8% yearly, compared to the market’s 4.5%. While the company’s average annual earnings growth was a robust 23.3% over the past five years, the most recent year came in at 7.4%, representing a step down from its...