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:9307
TSE:9307Commercial Services

Sugimura Warehouse (TSE:9307) Undervaluation Challenges Cautious Narrative Despite Flat Growth and Margins

Sugimura Warehouse (TSE:9307) reported net profit margins of 8.1%, just below last year’s 8.2%, with EPS growth of 0.2% over the past year. This result outpaces the company’s five-year average annual earnings change of -0.03%. However, the longer-term trend still points to earnings declining by 0.03% per year on average. Shares currently trade at a Price-To-Earnings Ratio of 17.7x, above both peer and industry averages. At ¥988 per share, the company is priced below an estimated fair value of...
TSE:6262
TSE:6262Machinery

Pegasus (TSE:6262) Returns to Profitability, Challenging Bearish Narratives on Growth Sustainability

Pegasus (TSE:6262) reported a return to profitability in its latest results, posting an improved net profit margin over the past year. Over the last five years, the company achieved profitability despite earnings declining at an average rate of 5.3% per year. It is now expected to grow earnings at 19.88% per year, with revenue forecast to rise 8.1% per year. Both are set to outpace the Japanese market. At a current share price of ¥825, Pegasus trades at a 17.9x price-to-earnings multiple and...
TSE:9513
TSE:9513Renewable Energy

Electric Power Development (TSE:9513) Margin Tops 8%, Challenging Stability Narrative as Growth Outlook Turns Negative

Electric Power Development (TSE:9513) posted a net profit margin of 8.6%, up from 7.8% the previous year, while EPS climbed 9% for the period. Over the past five years, annual earnings growth averaged 21%, but both revenue and earnings are forecast to decline in the years ahead, with earnings expected to fall 13.1% per year and revenue by 1% per year. Investors now face a mix of attractive valuation metrics, such as a price-to-earnings ratio of 4.9x, well below industry benchmarks, set...
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:2579
TSE:2579Beverage

Coca-Cola Bottlers Japan (TSE:2579): Forecast 90% Annual Earnings Growth Sets Up Profit Turnaround Narrative

Coca-Cola Bottlers Japan Holdings (TSE:2579) remains in the red, with losses deepening by an average of 10.5% per year over the past five years. That said, the company’s earnings are forecast to surge 90.05% annually, which could put it on track to return to profitability within three years. Investors are weighing this sharp expected recovery and current undervaluation against slow revenue growth of just 0.6% per year and persistent concerns about dividend sustainability. See our full...
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:4107
TSE:4107Chemicals

ISE Chemicals (TSE:4107) Margin Expansion Reinforces Bull Case Despite Valuation Premium and Volatile Shares

ISE Chemicals (TSE:4107) delivered average annual earnings growth of 32.6% over the past five years, with the latest year coming in at 30.9%. Net profit margins rose to 16.6% from last year’s 15.3%, reflecting improved profitability amid a stable trend of high-quality earnings. While profit trends look robust, the stock’s 25x Price-To-Earnings Ratio marks a clear premium to both its peers and the broader Japanese chemicals industry, and shares have been volatile in recent months, giving...
TSE:7173
TSE:7173Banks

Tokyo Kiraboshi Financial Group (TSE:7173) Net Profit Margin Surges, Reinforces Bullish Narratives

Tokyo Kiraboshi Financial Group (TSE:7173) posted a net profit margin of 24% for the latest period, up from 18.5% the previous year. Annual earnings surged by 51.3%, far outpacing the company’s five-year average annual earnings growth rate of 29.7%. Over the last five years, earnings have grown significantly at an average rate of 29.7% per year, supporting a consistent expansion in profitability. Investors are likely to focus on the accelerating earnings, a minimal risk profile, and ongoing...
TSE:9110
TSE:9110Shipping

NS United Kaiun (TSE:9110) One-Off Gain Lifts Margins, Casting Doubt on Earnings Quality Narrative

NS United Kaiun Kaisha (TSE:9110) posted net profit margins of 8.9%, up from 6.5% the prior year, with earnings growing 27% this year and averaging 10.5% per year across the past five years. The most recent results were boosted by a one-off gain of ¥6.9 billion, affecting the quality of reported earnings. Even so, investors are likely to take notice of the company’s consistently improving profit margins and a price-to-earnings ratio of just 6.3x, well below industry peers, creating a...
TSE:6382
TSE:6382Machinery

Trinity Industrial (TSE:6382) Profit Margin Outperformance Reinforces Earnings Quality Narrative

Trinity Industrial (TSE:6382) posted a net profit margin of 6.7%, up from 5.4% previously, while delivering 28.1% earnings growth over the last year, well ahead of its five-year average of 11.4% per year. At a price-to-earnings ratio of 6.9x, the company trades at a notable discount to both the Japanese machinery industry and peer averages, suggesting the stock’s valuation remains attractive. With consistently rising profits and strong historical growth trends, these results continue to...
TSE:8585
TSE:8585Consumer Finance

Orient (TSE:8585) Margin Surge Reinforces Bull Case, But One-Off Gain Clouds Profit Quality

Orient (TSE:8585) posted standout earnings this year, with EPS up 165.9% and a net profit margin jumping to 6.7% from 2.6% last year. Much of this spike can be traced back to a hefty one-off gain of ¥9.2 billion, so headline profits may overstate the company’s repeatable earnings power. With shares trading at ¥964, below an estimated fair value of ¥1026.37 and attractive price-to-earnings multiples compared to industry peers, investors are weighing the positive momentum against the underlying...
TSE:5802
TSE:5802Auto Components

Sumitomo Electric (TSE:5802) Margin Gains Defy Slowing Growth, Challenge Valuation Concerns

Sumitomo Electric Industries (TSE:5802) posted net profit margins of 4.5% for the latest period, up from last year’s 4.3%, as earnings grew by 8.6%. Analyst forecasts now see annual earnings growth holding at 6.78%, while revenue is expected to rise by 1.4% per year. After years of strong growth, averaging an impressive 26.8% per year over the last five years, investors are watching to see how a recent slowdown in momentum and valuation above fair value shape expectations for the next...
TSE:4684
TSE:4684IT

Does OBIC (TSE:4684) Boosting Dividends Reveal a Longer-Term Capital Strategy Shift?

OBIC Co.,Ltd. announced an upcoming dividend of ¥37 per share for the second quarter-end of the fiscal year ending March 31, 2026, compared to ¥32 per share (after stock split) a year earlier, with dividend payments scheduled to start on November 25, 2025. This increase in shareholder returns highlights OBIC's commitment to distributing profits and may signal management's confidence in the company's performance. We’ll now explore how OBIC’s decision to raise its dividend informs its...
TSE:3553
TSE:3553Chemicals

Kyowa Leather Cloth (TSE:3553) Net Profit Margin Drops to 1%, Undermining High-Quality Earnings Narrative

Kyowa Leather Cloth (TSE:3553) reported that profits have slipped by an average of 3.7% per year over the past five years, with its net profit margin dropping to 1% from 3.4% a year earlier. Despite this contraction in profitability, management still describes the company’s earnings as high quality. The shares are trading at ¥873, which is below the estimated discounted cash flow fair value of ¥956.65. While value investors may see an opening, the company’s price-to-earnings ratio at 38.4x...
TSE:9508
TSE:9508Electric Utilities

Kyushu Electric Power (TSE:9508) Net Margin Nearly Doubles, Reinforcing Profitability Narrative

Kyushu Electric Power Company (TSE:9508) delivered a net profit margin of 7.5%, up from 3.9% previously, and achieved a remarkable 105.4% earnings growth over the past year. This far surpasses its 5-year average growth of 37% per year. The company’s track record is marked by high-quality earnings and sustained profit expansion. However, forecasts now signal pressure ahead, with revenue and earnings expected to trend lower over the coming three years. Despite these headwinds, the stock trades...
TSE:9533
TSE:9533Gas Utilities

Toho Gas (TSE:9533): Assessing Valuation Following Strong Half-Year Results and Dividend Increase

Toho Gas (TSE:9533) just shared its half-year results showing clear gains in both operating and net profit, along with an increased interim dividend. This highlights management’s focus on rewarding shareholders after a strong period. See our latest analysis for Toho Gas. Investor interest in Toho Gas has picked up recently, with the share price gaining over 4% this month and about 9% year-to-date. The upbeat earnings and dividend boost appear to have fueled positive sentiment. Looking further...
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:7203
TSE:7203Auto

Is Toyota's Tech-Driven RAV4 Refresh Shaping Its Competitive Edge and Profitability Story (TSE:7203)?

In recent days, Ammaar's Toyota Vacaville launched the 2026 Toyota Grand Hybrid SUV, and Toyota detailed major upgrades for the 2026 RAV4, including advanced safety systems and 5G connectivity, reinforcing the brand's commitment to family-friendly design and next-generation tech across its vehicle lineup. An important aspect is Toyota's rollout of an all-new software platform in the RAV4, reflecting how the automaker is blending U.S.-sourced innovation and connected technology to...
TSE:2908
TSE:2908Food

Fujicco (TSE:2908) Net Margin Jump Challenges Persistent Bearish Narratives

Fujicco (TSE:2908) delivered standout earnings growth of 47% over the past year, in sharp contrast to a five-year average earnings decline of 28.1% per year. Net profit margins improved to 2.4% from 1.6% a year ago, even as the latest results were dented by a one-off loss of ¥364.0 million. Despite the market pricing in a lofty Price-to-Earnings Ratio of 34.1x, which is well above the industry average, the stock still trades below its estimated fair value. This sets up a nuanced story for...
TSE:7844
TSE:7844Entertainment

Marvelous (TSE:7844) Profit Return Challenges Bearish Narratives on Earnings Sustainability

Marvelous (TSE:7844) has turned a corner, moving from five straight years of average annual earnings declines of 40.7% to finally posting a profit. The company is now forecasting a robust 37.3% per year earnings growth, outpacing the broader Japanese market’s expected 7.8%. Revenue is projected to rise at 4.2% annually, just under the market’s 4.5% pace, and margins have improved with this shift back to profitability. See our full analysis for Marvelous. Next, we'll take a look at how these...
TSE:9503
TSE:9503Electric Utilities

Kansai Electric Power (TSE:9503) Is Up 5.7% After Upgrading Earnings and Dividend Guidance – What's Changed

The Kansai Electric Power Company recently raised its consolidated earnings and dividend guidance for the fiscal year ending March 31, 2026, citing improved profits in its Energy and Transmission & Distribution segments driven by higher electricity demand and reduced costs. An interesting aspect is that the upgraded forecast also reflects contributions from its fuel trading unit, highlighting diversification beyond core power operations. We'll now explore how Kansai Electric's enhanced...
TSE:6455
TSE:6455Machinery

Morita Holdings (TSE:6455) Earnings Growth Surges 32.7%, Reinforcing Bullish Valuation Narratives

Morita Holdings (TSE:6455) reported net profit margins of 8.8%, an increase from 7.4% a year earlier, while earnings soared 32.7% year over year, well above its five-year average annual growth of 11.3%. The company’s shares trade at a price-to-earnings ratio of 9.8x, which stands below both peer and industry averages, and the stock is currently priced under its estimated fair value based on discounted cash flow analysis. With consistent profit growth, a reputation for high-quality earnings,...
TSE:9532
TSE:9532Gas Utilities

Osaka Gas (TSE:9532): Assessing Valuation After Dividend Hike Signals Renewed Shareholder Focus

Osaka Gas (TSE:9532) is drawing investor focus after its board approved a significant increase to both its interim and full-year dividend payouts for the fiscal year ending March 2026. This move signals confidence in ongoing financial strength. See our latest analysis for Osaka Gas. Backed by strong dividend news, Osaka Gas has seen real momentum build as its share price jumped 8.75% in just one day and has climbed an impressive 40.16% year-to-date. The company’s long-term track record is...