TSE:5484
TSE:5484Metals and Mining

Tohoku Steel (TSE:5484) Margin Improvement Supports Bullish Earnings Quality Narrative

Q3 2026 earnings snapshot Tohoku Steel (TSE:5484) has reported Q3 2026 revenue of ¥5,223 million, Basic EPS of ¥50.22 and net income of ¥373 million, with the latest twelve month figures showing Basic EPS of ¥157.07 and net income of ¥1,168 million on revenue of ¥20.38 billion. The company has seen quarterly revenue move between ¥5,028 million and ¥5,349 million over the past six reported periods, while quarterly Basic EPS has ranged from ¥24.57 to ¥50.22. This places margin quality and...
TSE:2664
TSE:2664Consumer Retailing

Cawachi (TSE:2664) Q3 EPS Compression Reinforces Bearish Earnings Narrative

Cawachi (TSE:2664) has posted Q3 2026 results with revenue of ¥69.6 billion and basic EPS of ¥45.13, giving investors fresh data points on how the business is tracking through the fiscal year. The company has seen quarterly revenue move between ¥69.6 billion and ¥76.0 billion since Q2 2025, while basic EPS has ranged from ¥40.21 to ¥68.73 over the same stretch, setting a clear backdrop for how current earnings sit within its recent history. With a trailing net profit margin of 1.5% and...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Q3 Net Margin Strength Reinforces Bullish Profitability Narratives

Capcom (TSE:9697) has released its Q3 2026 numbers, with revenue at ¥34,163 million and basic EPS of ¥27.18, set against a trailing 12 month EPS of ¥153.66 that reflects a 102.1% earnings increase over the past year. Over recent quarters, revenue has moved from ¥32,451 million in Q3 2025 to ¥80,751 million in Q4 2025, then ¥45,502 million in Q1 2026, ¥35,650 million in Q2 2026, and now ¥34,163 million in Q3 2026, while quarterly EPS has ranged from ¥18.63 to ¥60.70 over that period. With...
TSE:7203
TSE:7203Auto

Is It Too Late To Consider Toyota Motor (TSE:7203) After Strong Five Year Gains?

If you are wondering whether Toyota Motor's current share price still makes sense for a long term position, it starts with understanding what you are actually paying for each unit of earnings and assets. The stock recently closed at ¥3,347, with returns of 18.1% over 1 year and 148.0% over 5 years, even as the 7 day return of a 5.8% decline and 30 day return of a 0.5% decline suggest some short term hesitation and shifting risk appetite. Recent discussion around Toyota Motor has focused on...
TSE:4631
TSE:4631Chemicals

Assessing DIC (TSE:4631) Valuation After Recent Share Price Pullback And Long Term Returns

Why DIC (TSE:4631) is on investors’ radar today DIC (TSE:4631) has caught investor attention recently, with its shares last closing at ¥3,726 and showing mixed short term moves, including a 1.2% decline over the past day and modest gains over the past week. For a company generating ¥1,049,335 in revenue and ¥32,413 in net income, these price moves give investors a fresh chance to reassess how the market is pricing its printing inks, pigments, and synthetic resins business. See our latest...
TSE:8795
TSE:8795Insurance

Assessing T&D Holdings (TSE:8795) Valuation After Farallon’s Push For Faster Transformation

Farallon’s push for change at T&D Holdings Farallon Capital Management has released a presentation urging T&D Holdings (TSE:8795) to speed up its transformation, calling for bold reforms around Taiyo Life’s business model, EV-based management, and group governance. For investors, this kind of shareholder pressure can spotlight how management allocates capital, prioritises profitability, and structures oversight across the insurance group. See our latest analysis for T&D Holdings. Farallon’s...
TSE:6798
TSE:6798Electronic

SMK (TSE:6798) Q3 Profit Of ¥931m Tests Bearish Earnings Narratives

SMK (TSE:6798) has reported Q3 2026 revenue of ¥12.0 billion and basic EPS of ¥147.08, with net income of ¥931 million, putting the spotlight back on how its earnings power is evolving after a volatile run of quarters. Over the past year, the company has seen quarterly revenue move between ¥11.0 billion and ¥13.4 billion, while basic EPS has swung from a loss of ¥404.86 to a profit of ¥152.55 in prior periods, underlining how sensitive margins have been. Against that backdrop, the latest...
TSE:6723
TSE:6723Semiconductor

Renesas Electronics (TSE:6723) Valuation Check After New MIKROE Remote Debug Partnership

Event driven interest in Renesas Electronics Renesas Electronics (TSE:6723) is back on investor radars after signing a multi year agreement with MIKROE to support 500 microcontrollers and future releases through dedicated development tools and a remote Planet Debug system. This setup lets engineers worldwide test and debug Renesas based designs without owning hardware. This development may influence how you think about the company’s ecosystem strength and potential long term demand for its...
TSE:268A
TSE:268AElectronic

Rigaku Holdings (TSE:268A) Valuation Check As Board Weighs Treasury Share Cancellation

Rigaku Holdings board meeting puts treasury share cancellation on the table Rigaku Holdings (TSE:268A) has called a board meeting for January 28, 2026, to consider cancelling its treasury shares, a move that often raises questions about capital allocation and shareholder value. See our latest analysis for Rigaku Holdings. The planned treasury share cancellation comes after a mixed stretch for Rigaku Holdings, with a 1-day share price return of a 1% decline and a 7-day share price return of a...
TSE:7269
TSE:7269Auto

India EU Trade Deal Tests Suzuki Motor India Growth Story

India and the European Union are working toward a trade deal expected to cut tariffs on EU made cars. The agreement is anticipated to open India’s car market to more European brands and higher priced imports. Suzuki Motor (TSE:7269) currently holds a strong position in India through its focus on compact, affordable vehicles. The talks raise questions about how Suzuki will respond to fresh competition if the deal is finalized. Suzuki Motor, via its presence in India’s mass market car...