TSE:9984
TSE:9984Wireless Telecom

Does SoftBank’s US$1 Billion AI Data Center Bet With OpenAI Change The Bull Case For SoftBank Group (TSE:9984)?

In late 2025, OpenAI and SoftBank Group jointly committed US$500 million each to SB Energy to fund a 1.2‑gigawatt AI data center campus in Texas as part of OpenAI’s Stargate infrastructure push. This move links SoftBank’s capital and SB Energy’s development capabilities directly to the build‑out of large‑scale AI computing capacity, deepening its exposure to AI infrastructure rather than only AI software and chips. Next, we’ll examine how SoftBank’s US$1 billion co‑investment with OpenAI in...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Valuation Check After Recent Share Price Momentum And Analyst Fair Value Gap

Nissan Motor (TSE:7201) has drawn fresh attention after recent share price moves, with the stock up over the past week, month, and past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Nissan Motor. At a share price of ¥408.0, Nissan Motor’s recent 2.46% 1 day and 13.93% 90 day share price returns point to building short term momentum, even as the 1 year total shareholder return of a 10.01% decline reflects a weaker longer term journey. If you are...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735) Valuation Check After Strong Recent Share Price Momentum

Why SCREEN Holdings is on investors’ radar today SCREEN Holdings (TSE:7735) has attracted fresh attention after recent trading left the shares at ¥15,850, prompting investors to reassess how its semiconductor equipment and related businesses align with their broader portfolio goals. See our latest analysis for SCREEN Holdings. The latest 1 month share price return of 20.12%, supported by a 4.00% 7 day gain and 3.09% move in the last session, sits against a year to date share price return of a...
TSE:7701
TSE:7701Electronic

Assessing Shimadzu (TSE:7701) Valuation As Shares Trade Above DCF And Earnings Benchmarks

Why Shimadzu Is On Investors’ Radar Today Shimadzu (TSE:7701) has attracted fresh attention after recent share price moves contrasted with its mixed short term performance, including a 1.5% decline over the past month and a 10.9% gain in the past 3 months. See our latest analysis for Shimadzu. While that short term share price softness contrasts with a stronger 90 day share price return of 10.9%, the 1 year total shareholder return of 1.9% and 3 year total shareholder return of 21.1% suggest...
TSE:8515
TSE:8515Consumer Finance

Assessing Aiful (TSE:8515) Valuation After Strong Recent Share Price Momentum

Event context and recent share performance Aiful (TSE:8515) has recently drawn attention after a strong stretch in its share performance, with the stock showing gains over the past week, month, past 3 months, year, and multi year periods. See our latest analysis for Aiful. With the share price at ¥562.0, Aiful’s recent 19.32% 3 month share price return sits alongside a 1 year total shareholder return of 83.38%. This suggests momentum has been building over both shorter and longer horizons. If...
TSE:4714
TSE:4714Consumer Services

Riso Kyoiku Group Q3 2026 Margin Compression Reinforces Skeptical Valuation Narratives

Riso Kyoiku Group (TSE:4714) has posted its Q3 2026 numbers, with revenue of ¥8,504 million, basic EPS of ¥3.35 and net income of ¥571 million setting the tone for this update. The company has seen quarterly revenue move from ¥8,143 million in Q3 2025 to ¥8,504 million in Q3 2026, while basic EPS shifted from ¥2.66 to ¥3.35 over the same period, and trailing 12 month EPS now sits at ¥8.94 on net income of ¥1,520 million against revenue of ¥33,930 million. Overall, the results put the focus...
TSE:9270
TSE:9270Specialty Retail

Valuence Holdings Q1 EPS Rebound Challenges Bearish Earnings Narratives

Valuence Holdings (TSE:9270) opened its 2026 financial year with Q1 revenue of ¥24.5b and basic EPS of ¥72.50, setting a clear marker for how margins are tracking as the new year gets underway. The company has seen quarterly revenue move from ¥18.8b in Q1 2025 and ¥20.1b in Q4 2024 to ¥24.5b in Q1 2026, while basic EPS has swung from a loss of ¥20.05 in Q1 2025 and a loss of ¥80.61 in Q4 2024 to ¥72.50 this quarter. This puts profitability and margin resilience firmly in focus for...
TSE:6503
TSE:6503Electrical

Is It Too Late To Consider Mitsubishi Electric (TSE:6503) After An 87% One Year Jump?

If you are wondering whether Mitsubishi Electric's current share price still offers value after a strong run, this article will walk you through what the numbers are saying. The stock last closed at ¥4,735, with returns of 3.3% over the past week, 2.9% over the past month, an 87.3% return over the past year, 292.7% over three years and 224.4% over five years. This naturally raises questions about future risk and reward. Recent coverage around Mitsubishi Electric has focused on its position...
TSE:8008
TSE:8008Luxury

Yondoshi Holdings (TSE:8008) Margin Decline Tests Bullish Earnings Momentum Narrative

Yondoshi Holdings (TSE:8008) has put up a solid set of headline numbers for Q3 2026, with revenue of ¥18.3 billion and net income of ¥465 million translating into basic EPS of ¥21.65. Trailing twelve month EPS stands at ¥75.22 on revenue of ¥67.5 billion and net income of ¥1.62 billion. The company has seen quarterly revenue move from ¥9.7 billion in Q2 2025 to ¥16.8 billion in Q4 2025, then to ¥15.7 billion, ¥16.8 billion and now ¥18.3 billion. Basic EPS has shifted from ¥6.80 to ¥15.70,...
TSE:9216
TSE:9216Professional Services

Bewith (TSE:9216) Q2 EPS Recovery Tests Bearish Earnings Narratives

Bewith (TSE:9216) has released its Q2 2026 results, reporting revenue of ¥9,009 million and basic EPS of ¥10.48, while trailing 12-month figures show revenue of ¥35.97 billion and EPS of ¥9.71. Over the last few quarters, revenue has remained in a tight band around ¥9,000 million per quarter and quarterly EPS has moved from a loss of ¥21.00 in Q4 2025 to ¥6.87 in Q1 2026 and ¥10.48 in the latest period. This points to a situation where the headline recovery in earnings is supported by thin...
TSE:3046
TSE:3046Specialty Retail

JINS Holdings (TSE:3046) Margin Improvement To 8.5% Tests Valuation Concerns

JINS HOLDINGS (TSE:3046) opened its new fiscal year with Q1 2026 revenue of ¥23,987 million and basic EPS of ¥62.67, alongside trailing twelve month revenue of ¥100.1 billion and EPS of ¥363.12 that illustrate a very different scale than a single quarter snapshot. The company reported quarterly revenue of ¥21,056 million in Q1 2025 and ¥23,987 million in Q1 2026, while basic EPS moved from ¥56.43 to ¥62.67 as trailing twelve month EPS increased from ¥231.75 to ¥363.12 over the same period...
TSE:8185
TSE:8185Specialty Retail

Chiyoda (TSE:8185) Margin Improvement To 2.8% Tests Cautious Earnings Narratives

Chiyoda (TSE:8185) has put up a mixed Q3 2026 scorecard, with revenue of ¥20.3b and basic EPS of ¥20.72, set against trailing 12 month EPS of ¥66.41 and a net profit margin of 2.8% compared with 2.2% a year earlier. Over recent quarters the company has seen revenue move from ¥23.8b in Q3 2025 to ¥19.2b in Q4 2025, ¥22.0b in Q1 2026, ¥19.9b in Q2 2026 and now ¥20.3b in Q3 2026, while quarterly EPS has ranged from ¥7.22 to ¥37.15 through that stretch. For investors, this mix of current earnings...
TSE:6312
TSE:6312Machinery

Freund (TSE:6312) Margin Rebound To 7.2% Challenges Earnings Decline Narrative

Freund (TSE:6312) has posted its Q3 2026 numbers with revenue of ¥6.8 billion and basic EPS of ¥33.85, while the trailing twelve months show revenue of ¥27.9 billion and basic EPS of ¥117.74. The company has seen revenue move from ¥22.6 billion and basic EPS of ¥31.42 over the trailing period ending Q2 2025 to ¥27.9 billion and EPS of ¥117.74 by Q3 2026, alongside net income rising from ¥531 million to ¥1,992 million. With margins now sitting above last year, investors can assess how durable...
TSE:8200
TSE:8200Hospitality

Ringer Hut (TSE:8200) Margin Compression Challenges Bullish Recovery Narrative In Q3 2026

Ringer HutLtd (TSE:8200) has posted Q3 2026 revenue of ¥11.1b and basic EPS of ¥11.11, with net income excluding extra items at ¥288m setting the tone for its latest update. The company has seen quarterly revenue move around the ¥11.1b to ¥11.6b range since Q2 2025, while basic EPS has shifted between ¥4.75 and ¥13.93 over that stretch. This provides a clear view of how earnings per share have tracked alongside relatively steady sales. With trailing twelve month net margins easing from 2.8%...