Profit down 35%, yet backlog and cash rose—Meisei's soft year or a trough?September 25, 2026 6 min readCash RichOwner EarningsMargin Of Safety
Record net income, owner earnings down ~30%: will Nichirei's reinvestment pay off?September 25, 2026 6 min readGrowth InvestmentOwner EarningsDividend On Equity
Bandai Namco at Record Profits—With a Lower Guidance. Peak Cycle or Investment Dip?September 19, 2026 5 min readIp StrategyCash RichGrowth Investment
It looks like a SoftBank shop chain. The profit engine is leveraged FIT solar.September 19, 2026 5 min readValue TrapOwner EarningsShare Buybacks
Record Operating Profit, Net Income Down 25%: Is Create Corporation's (3024) Materials-Plus-Labor Pivot Real?September 19, 2026 6 min readBusiness TransformationInventory RiskConsecutive Dividend Increases
Iida Group HD (3291): ¥63.3bn Net Income, Yet Net Cash of −¥461bn. What the Balance Sheet Says About the Earnings ReboundSeptember 19, 2026 5 min readInventory RiskRising Interest RatesCash Distortion
Sakae Electronics (7567): Profits Rebounded, but Owner Earnings Still Lag the Market CapSeptember 19, 2026 6 min readSilicon CycleCash RichAsset Light
Profits Rebound Hard, Valuation Still Doesn't. Is Sanso Electric a Cycle Trade or a Real Turnaround?September 9, 2026 5 min readSilicon CycleCash RichOwner Earnings
Record sales, stuck margins: Can Mr Max turn defensive demand into profit?September 9, 2026 4 min readGrowth InvestmentValue TrapDominant Strategy
Teikoku Tsushin Kogyo Is Not Just a Cash-Rich Parts Stock—Why Peak Revenue Came With Falling ProfitSeptember 9, 2026 5 min readCash RichDividend On EquityValue Trap
