TSE:7545
TSE:7545Specialty Retail

Nishimatsuya Chain (TSE:7545) Margins Dip to 4.4%, Reinforcing Narrative of Steady Profitability

Nishimatsuya Chain (TSE:7545) reported a net profit margin of 4.4%, a slight dip from last year’s 4.5%, with earnings growing by 2.8% in the past twelve months, just ahead of its five-year average of 2.7% per year. Looking ahead, analysts forecast revenue to rise 4.7% annually, outpacing the broader Japanese market. Earnings are expected to grow 6.2% per year, trailing the market average. Consistent profit and revenue growth, along with the absence of newly identified risks, set the stage for...
TSE:8016
TSE:8016Luxury

Onward Holdings (TSE:8016) Margin Improvement Reinforces Bullish Narratives Despite Ongoing Dividend Concerns

Onward Holdings (TSE:8016) posted a net profit margin of 4.1%, up from 4% last year, as earnings surged 17.5% year-over-year. The company’s earnings growth over the past five years has averaged an impressive 73% per year; however, the most recent pace is now moderating. With high quality earnings and a price-to-earnings ratio of 9.9x, notably lower than both industry and peer group averages, investors see a solid track record of profitability and strong margins at a discount to peers. See our...
TSE:2830
TSE:2830Food

Aohata (TSE:2830) Profit Recovery Challenges Bearish Narratives, But Valuation Premium Raises Concerns

Aohata (TSE:2830) posted a net profit margin of 1.3%, a slight uptick from last year’s 1.2%, with EPS reflecting a notable 13.5% earnings growth over the past year. This marks a stark contrast to the company’s five-year average earnings decline of 24.4% per year. Despite this sharp turnaround, shares trade at an elevated ¥3,695, resulting in a lofty 110.2x Price-To-Earnings Ratio. This is far above the peer and industry averages, raising questions about valuation sustainability in light of...