Tsuruha Holdings (3391.T) market closed 06 Jan 2026: earnings in focus, JPY 3,200 target
Tsuruha Holdings Inc. (3391.T stock) closed at JPY 2,875.00 on JPX on 06 Jan 2026 as investors turn to upcoming earnings. Recent quarter prints show mixed outcomes: EPS held near estimates while revenue missed. We lead with the earnings fact because it frames near-term catalysts. Traders should weigh a solid cash position and high free cash flow against stretched valuation. This earnings spotlight outlines what moved the price, how the market reacted, and what Meyka AI’s models and analysts expect next for Tsuruha Holdings.
3391.T stock: latest earnings snapshot
Tsuruha reported a July quarter EPS of 45.66 versus an estimate of 45.63, and revenue of JPY 272,530,000,000 versus estimate JPY 278,963,500,000. The EPS beat was marginal while revenue missed by 2.32%. This mix helps explain muted intraday moves after the report. Management flagged stable same-store sales but softer wholesale volumes, which pressured top-line growth.
Market reaction and price action after the report
On JPX the stock closed at JPY 2,875.00, down JPY 3.00 or -0.10% on volume 1,764,900. Year high is JPY 2,924.00, year low JPY 1,700.20. The small decline reflects investor focus on revenue momentum rather than profit margins, since EPS stayed near expectation. Short-term momentum indicators (RSI 64.00) show room to run, but MACD histogram is slightly negative.
Fundamentals, valuation and Meyka grade
Tsuruha’s trailing EPS is 67.35, with a market price of JPY 2,875.00 implying a reported PE of 42.69. Key ratios show price/book 2.36, free cash flow yield strong at 31.76%, and debt/equity 0.21. Meyka AI rates 3391.T with a score out of 100: Meyka AI rates 3391.T with a score out of 100 — 76.13 (B+), suggestion: BUY. This grade factors S&P 500 and sector comparisons, growth, metrics, and analyst consensus. Grades are informational and not investment advice.
Meyka AI forecast and analyst price targets
Meyka AI’s forecast model projects a monthly target of JPY 3,535.11, which implies an upside of 22.96% from the current JPY 2,875.00. We also model a near-term analyst median target of JPY 3,200.00 and a 12-month aggressive target of JPY 3,600.00. Forecasts are model-based projections and not guarantees. Investors should balance these levels with the company’s P/E premium and sector peers.
Sector context, risks and catalysts for 3391.T stock
Tsuruha sits in the Healthcare sector on JPX where peers trade at an average PE around 23.8. Key catalysts include same-store sales recovery, margin expansion from private label products, and overseas store rollouts. Risks include slower consumer spending, inventory pressure, and regulatory changes to drug pricing. Watch upcoming earnings announcement on 2026-01-08 and retail traffic trends for clear near-term direction.
Technical setup and trading considerations
Technicals show a buy bias: 50-day average JPY 2,776.88, 200-day average JPY 2,401.53, ADX 29.12 indicating a strong trend. Bollinger Bands middle JPY 2,840.00 and upper JPY 2,897.40 suggest current price is near the upper band. Volume is slightly below average (rel vol 0.89). Traders may use JPY 2,700.00 as a tactical support and JPY 3,200.00 as a first target.
Final Thoughts
Tsuruha Holdings (3391.T stock) delivered a small EPS beat but missed revenue, leaving markets cautious ahead of the formal earnings season. The stock closed at JPY 2,875.00 on JPX, trading above both the 50-day (JPY 2,776.88) and 200-day (JPY 2,401.53) averages. Meyka AI’s forecast model projects a monthly target of JPY 3,535.11, an implied upside of 22.96% versus today’s price. Our short-term view: upside to JPY 3,200.00 is realistic if same-store sales stabilise and margins hold; a failure to reaccelerate revenue could push the share price toward JPY 2,500.00. Remember, forecasts are model-based projections and not guarantees. Use earnings outcomes, retail traffic data, and margin trends to update position sizing and targets. Meyka AI provides this as an AI-powered market analysis platform insight, not financial advice.
FAQs
EPS held near estimates due to margin support from cost controls. Revenue missed as wholesale and promotional volumes softened. Same-store sales were mixed, affecting top-line growth despite stable profits.
Meyka AI’s forecast model projects a monthly target of JPY 3,535.11, implying **22.96%** upside from the current JPY 2,875.00. Forecasts are model projections and not guarantees.
Key risks include weaker consumer spending, drug price regulation, inventory missteps and slower store expansion. A persistent revenue shortfall would pressure the premium valuation.
Investors should watch the scheduled earnings announcement on **2026-01-08** and any management guidance updates for sales, margins and store rollout plans.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
