Food and Beverage Production

Yamami Co.

2820

Yamami (TSE:2820) reported Q3 2026 results with revenue of ¥5,952 million and EPS of ¥73.34, reflecting a net margin of 7.4%. Despite mixed quarterly performance, the company shows a 16.8% earnings growth over the past year, supported by a five-year growth rate of 23.7%. The stock trades at ¥3,810, 26.5% below its DCF fair value of ¥5,185.77, with a P/E of 15.8x compared to industry peers. Analysts expect continued growth, but caution remains due to the stock's valuation relative to earnings forecasts.

Simplywall

Yamami (TSE:2820) Margin At 7.4% Supports Defensive Narrative Despite Mixed Quarterly EPS

The yen surged against the dollar during Asian trading on May 4, prompting traders to be vigilant for potential intervention by Tokyo, which had previously acted to support the currency. The dollar was down 0.68% at 156.05 yen, having experienced a decline of over 0.7% at one point.

Fidelity

Currencyshares JPY Trust

Pro Ultr Yen

Pro Ultrshrt Yen

Yen suddenly jumps, markets on alert for intervention

3023

2806

3189

2809

3069

3167

1346

1369

Asian equities reached new highs, with Japan's Nikkei surpassing 60,000 for the first time, driven by strong US earnings and investor confidence despite rising oil prices. South Korea's Kospi and Taiwan's main index also hit record levels. Brent crude prices rose following Iran's seizure of vessels, raising concerns over potential supply disruptions. However, analysts believe the current geopolitical tensions do not pose an immediate threat to global oil supply. US stock futures indicate a softer market open, as investors assess the balance between strong earnings and accumulating risks.

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Mitsubishi UFJ Financial Group, Inc.

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Nikkei breaks 60,000 as Asian markets climb on strong earnings

2525

1357

Asian stock indices, including Japan's Nikkei 225 and Hong Kong's Hang Seng, are experiencing significant gains, reflecting a bullish trend in global markets. The Nikkei 225 reached ¥58,350, while the Hang Seng Index climbed to $26,100. This surge occurs despite geopolitical tensions, as investors remain optimistic about potential negotiations between the US and Iran. Technical analysis suggests continued upward momentum for both indices, with targets set at year-to-date highs for the Hang Seng and all-time highs for the Nikkei. The overall sentiment is risk-on, benefiting equities and cryptocurrencies alike.

Invezz

Japan Agricultural Cooperatives Group

Nomura Holdings, Inc.

Nikkei 225 and Hang Seng indices rally explained: what next?

3110

3040

3067

Asian stocks surged on Wednesday, led by a 1.2% rise in Japan's Nikkei 225, nearing its record peak, following President Trump's announcement of potential talks with Iran. The MSCI Asia-Pacific index rose 1.5%, reflecting improved investor sentiment amid easing oil prices and inflation fears. Despite ongoing geopolitical tensions, analysts suggest that renewed diplomacy could stabilize markets. However, risks remain, including the standoff between Washington and Tehran and a downgraded global growth outlook from the IMF, which may affect the sustainability of this rally.

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Tokyo Ichiban Foods Co., Ltd.

Nikkei 225 jumps near record as Asian Markets rally on Iran talk hopes

3175

Japanese and South Korean stock markets rose over 1% on Monday amid reports of U.S.-Iran ceasefire talks. The Nikkei 225 climbed 1.4%, and the KOSPI advanced 1.1%, while trading volumes were low due to holidays in Hong Kong, China, and Australia. U.S. stock futures remained stable as investors reacted to the potential 45-day ceasefire discussions. However, President Trump set a deadline for Iran to reopen the Strait of Hormuz, warning of possible attacks on infrastructure. Oil prices increased, raising concerns about import costs for Asian economies reliant on energy imports.

Investing

AP Holdings Co., Ltd.

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Asia stocks: Nikkei, KOSPI rise over 1% on report of  Iran ceasefire talks

Nikkei 225 index expands its decline to 1.1%, MSCI Asia Pacific index falls 1%

Wallstreetcn

Yamami Co.(2820.JP)

Yamami (TSE:2820) Margin At 7.4% Supports Defensive Narrative Despite Mixed Quarterly EPS

Yen suddenly jumps, markets on alert for intervention

Nikkei breaks 60,000 as Asian markets climb on strong earnings

Nikkei 225 and Hang Seng indices rally explained: what next?

Nikkei 225 jumps near record as Asian Markets rally on Iran talk hopes