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: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: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: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:9468
TSE:9468Media

Kadokawa (TSE:9468) Valuation in Focus After Global Animation Expansion with iQIYI

Kadokawa (TSE:9468) is making waves with news of its collaboration with iQIYI to distribute Chinese animated series like "The Fated Magical Princess" globally. This step highlights Kadokawa's interest in expanding its reach to international animation audiences. See our latest analysis for Kadokawa. After a strong start to the year, Kadokawa’s share price has gained 12.6% year-to-date. While momentum softened over the past three months, its longer-term story looks impressive with a 36.4% total...
TSE:6702
TSE:6702IT

Did Fujitsu’s £80 Million Post Office Payout Reshape Its (TSE:6702) Investment Narrative?

In October 2025, Fujitsu injected £80 million into its UK operations as it addressed compensation obligations stemming from the Post Office Horizon scandal, signaling an increased commitment to government engagement on remediation and compensation efforts. This substantial financial move not only highlights the company's resolve to address reputational risks but also introduces uncertainty around future cash flows due to its evolving involvement with compensation schemes in the UK. We will...
TSE:4088
TSE:4088Chemicals

A Look at Air Water (TSE:4088) Valuation as Special Committee Probes Accounting Concerns

Air Water (TSE:4088) has set up a Special Investigating Committee to look into concerns about deferred loss recognition in its accounting, involving about 2.5 billion yen. This move raises questions regarding the company’s recent financial disclosures. See our latest analysis for Air Water. Air Water’s latest accounting probe comes after a sharp pullback in its share price. The stock dropped nearly 19% over the past month but is still up about 10% for the year to date. Looking at the longer...
TSE:3099
TSE:3099Multiline Retail

Isetan Mitsukoshi (TSE:3099): Assessing Valuation Following Completion of Share Buyback Program

Isetan Mitsukoshi Holdings (TSE:3099) has just completed a share buyback, purchasing 3.45% of its outstanding shares. This move is often seen as a sign of management’s confidence and can shift investor sentiment. See our latest analysis for Isetan Mitsukoshi Holdings. Recent price action for Isetan Mitsukoshi Holdings has been lively, with the share price surging 21.5% over the past 90 days before a 12.4% drop this month. While these short-term shifts may reflect mixed reactions to the...
TSE:7747
TSE:7747Medical Equipment

Did Asahi Intecc's Share Buyback Completion Just Shift Its (TSE:7747) Investment Narrative?

Asahi Intecc announced the completion of its share repurchase program, having bought back 5,094,500 shares, 1.88% of shares outstanding, for ¥12,150.05 million as of September 30, 2025. This move underscores the company’s commitment to capital allocation and returning value to shareholders through buybacks over multiple tranches. We’ll explore how the completed share buyback could factor into Asahi Intecc’s investment narrative around shareholder returns. Rare earth metals are the new gold...
TSE:4901
TSE:4901Tech

Is FUJIFILM (TSE:4901) Fairly Valued? A Fresh Look After Recent Share Price Pullback

FUJIFILM Holdings (TSE:4901) shares have moved lower over the past week, with investors weighing recent price swings against the company’s steady annual revenue and net income growth. The stock’s long-term performance continues to draw attention from those focused on valuation. See our latest analysis for FUJIFILM Holdings. FUJIFILM Holdings’ share price has seen a pullback this week, and while momentum has faded slightly in recent sessions, the company’s strong three- and five-year total...