Japanese Aerospace & Defense Stock News

TSE:6988
TSE:6988Chemicals

Why Nitto Denko (TSE:6988) Is Down 5.5% After Trimming Full-Year Profit Guidance And What's Next

Nitto Denko Corporation recently reported results for the nine months ended December 31, 2025, with sales of ¥786,195 million and net income of ¥105,703 million, and also issued revised earnings guidance for the year ending March 31, 2026, including expected revenue of ¥1,027,000 million and basic earnings per share of ¥200.56. The combination of slightly higher year-on-year sales with lower net income, alongside refreshed full-year profit expectations, gives investors a clearer view of how...
TSE:9766
TSE:9766Entertainment

How Strong eFootball Results And Higher Payouts At Konami Group (TSE:9766) Have Changed Its Investment Story

Konami Group Corporation recently reported past nine-month results to December 31, 2025, showing higher revenue and net income year on year, alongside raising its full-year 2026 earnings guidance on the back of strong performance in digital entertainment titles such as eFootball. At the same time, Konami lifted its year-end dividend forecast to ¥107.50 per share, taking total expected annual dividends to ¥190.50 per share and underlining its focus on maintaining a payout ratio above 30%...
TSE:1860
TSE:1860Construction

Assessing Toda (TSE:1860) Valuation After Recent Share Price Momentum

Toda stock: what recent performance tells you now Toda (TSE:1860) has drawn fresh attention after a 0.1% one day move, against a 1.7% decline over the past week, while the share price shows a 6.7% gain over the past month. See our latest analysis for Toda. For Toda, the recent 30 day share price return of 6.7% sits within a stronger 90 day share price gain of 28.7%, while the 1 year total shareholder return of 53.2% points to momentum that has been building rather than fading. If you are...
TSE:1878
TSE:1878Real Estate

A Look At Daito Trust Construction (TSE:1878) Valuation After Upgraded Earnings And Dividend Guidance

Daito Trust Construction Ltd (TSE:1878) raised its full year earnings and dividend guidance, pointing to stronger profit expectations supported by high occupancy in leasing, progress in development projects, cost reductions, and higher dividend income from subsidiaries. See our latest analysis for Daito Trust ConstructionLtd. The guidance update and higher planned dividend arrived alongside a 1 day share price return of 4.22%, while the 90 day share price return of 8.99% sits against a 5 year...
TSE:8309
TSE:8309Banks

What Sumitomo Mitsui Trust Group (TSE:8309)'s Rising EPS Amid Net Interest Loss Means For Shareholders

Sumitomo Mitsui Trust Group, Inc. reported past nine‑month results to December 31, 2025, showing net interest loss of ¥38,032 million but net income of ¥266,673 million, with basic earnings per share from continuing operations rising to ¥378.37. The combination of reduced net interest loss and higher earnings per share points to more efficient operations despite continued pressure on interest income. Next, we’ll examine how this stronger earnings performance, particularly the rise in basic...
TSE:9531
TSE:9531Gas Utilities

Tokyo Gas (TSE:9531) Valuation After Strong Results And Upgraded Earnings Guidance

Tokyo GasLtd (TSE:9531) is back in focus after reporting nine month sales of ¥2,039,636 million and net income of ¥166,268 million, along with higher full year earnings guidance that has sharpened investor attention. See our latest analysis for Tokyo GasLtd. The strong nine month results and higher full year guidance have come alongside a 30 day share price return of 10.33% and a 90 day share price return of 26.73%. Meanwhile, the 1 year total shareholder return of 58.81% and 5 year total...
TSE:5332
TSE:5332Building

Why TOTO (TSE:5332) Is Down 5.4% After Profit Margins Tighten Despite Higher Sales – And What's Next

TOTO LTD. has reported past earnings for the nine months ended December 31, 2025, with sales rising slightly to ¥547,099 million from ¥542,304 million, while net income declined to ¥28,540 million from ¥36,402 million. Despite higher revenue, the drop in basic earnings per share from continuing operations to ¥171.85 from ¥214.58 highlights pressure on profitability. We will now examine how TOTO’s weaker earnings and margin pressure shape the company’s investment narrative over the coming...
TSE:8381
TSE:8381Banks

A Look At San-in Godo Bank (TSE:8381) Valuation After Robust Nine-Month Results And Increased Shareholder Returns

San-in Godo BankLtd (TSE:8381) has drawn investor attention after reporting robust nine-month results with double digit growth in income, profit and earnings per share, alongside a higher dividend and ongoing share buybacks. See our latest analysis for San-in Godo BankLtd. The latest nine month results appear to sit against a backdrop of firm long term interest in the shares, with a 30 day share price return of 5.98% and a 90 day share price return of 16.46% contributing to a 1 year total...
TSE:1959
TSE:1959Construction

Assessing Kraftia (TSE:1959) Valuation After Higher Earnings And Dividend Guidance

Kraftia (TSE:1959) drew fresh attention after its board approved higher full year earnings guidance and a richer dividend outlook. This is a material move that can reshape how income focused investors view the stock. See our latest analysis for Kraftia. Even with the upgraded earnings and dividend guidance, Kraftia’s 1 day share price return of a 3.23% decline and 7 day share price return of a 5.12% decline show some near term profit taking, while its 1 year total shareholder return of 57.02%...
TSE:6367
TSE:6367Building

Is Daikin (TSE:6367) Using Cloud-Enabled HVAC Innovation To Deepen Its Commercial Moat?

Daikin Industries in Japan has announced its Multijet air conditioner for large spaces, capable of delivering air up to 20m and compatible with VRV7 and other multi-split systems, with flexible installation options and cloud-based control via DK-Connect. The Multijet’s combination of long-range airflow, centralized and cloud connectivity, and outlet temperature control positions it as a tailored solution for factories, gymnasiums, and other large commercial environments. We’ll now examine...
TSE:9513
TSE:9513Renewable Energy

A Look At Electric Power Development (TSE:9513) Valuation After CEO Resignation And Planned Leadership Change

Electric Power Development (TSE:9513) is entering a leadership transition after President and CEO Hitoshi Kanno resigned for health reasons, with long time insider Hideaki Kato scheduled to assume the top role in April 2026. See our latest analysis for Electric Power Development. The CEO succession news comes after a period of strong share performance, with a 12.06% 90 day share price return and a 38.95% 1 year total shareholder return. However, the 7 day share price return of negative 2.29%...
TSE:9301
TSE:9301Infrastructure

Assessing Mitsubishi Logistics (TSE:9301) Valuation After Revised 2026 Guidance And U.S. Impairment News

Mitsubishi Logistics (TSE:9301) drew fresh attention after raising its earnings guidance for the fiscal year to March 2026, while also flagging gains from security sales and impairment charges related to its U.S. subsidiary. See our latest analysis for Mitsubishi Logistics. The revised guidance and plans to reduce cross shareholdings come after a 30 day share price return of 10.19% and a 90 day gain of 17.92%. The 1 year total shareholder return of 22.39% sits alongside a very large 3 year...
TSE:4186
TSE:4186Chemicals

Assessing Tokyo Ohka Kogyo (TSE:4186) Valuation After Upgraded AI-Driven Semiconductor Outlook

Tokyo Ohka Kogyo (TSE:4186) raised its FY2025 sales and profit forecasts, linking the guidance upgrade to stronger semiconductor demand related to generative AI applications and support from favorable currency movements. See our latest analysis for Tokyo Ohka Kogyo. The upgraded guidance sits alongside strong recent market momentum, with a 1 month share price return of 25.38% and year to date share price return of 21.18%. The 1 year total shareholder return of 111.38% and 3 year total...
TSE:8066
TSE:8066Trade Distributors

Asian Dividend Stocks To Consider In February 2026

As global markets navigate a complex landscape of steady interest rates and mixed economic signals, Asian markets remain a focal point for investors seeking stability and growth. In this context, dividend stocks in Asia offer an appealing option for those looking to balance potential income with market resilience.
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Regains Rocatinlimab Control Is Its R&D Strategy Entering a New Phase?

On January 30, 2026, Amgen announced a termination agreement with Kyowa Kirin that will end their 2021 license and collaboration for eczema drug rocatinlimab, returning development and commercialization control to Kyowa Kirin once regulatory approvals to terminate take effect. This move means Kyowa Kirin alone will decide whether and how to advance rocatinlimab, including planned regulatory submissions, after Amgen exited over portfolio and dosing concerns. We’ll now examine how Kyowa Kirin...
TSE:6503
TSE:6503Electrical

Should Mitsubishi Electric’s Grid Edge AI Push with Landis+Gyr Reshape TSE:6503 Investors’ Thesis?

In January 2026, Mitsubishi Electric announced a collaboration with Landis+Gyr to advance grid edge intelligence in North America, alongside breakthroughs in MEMS materials and multi-agent AI for expert decision-making. Together, these initiatives highlight how Mitsubishi Electric is pairing energy-transition technologies with advanced materials and AI to address increasingly complex industrial and utility challenges. We’ll now examine how this push into grid edge intelligence, combined with...
TSE:8060
TSE:8060Electronic

Will Canon Marketing Japan's (TSE:8060) Higher ¥170 Dividend and 40% Payout Target Change Its Narrative

Canon Marketing Japan Inc. recently reported full-year 2025 results, with sales of ¥679,799 million and net income of ¥41,458 million, while approving a higher year-end dividend of ¥100 per share, bringing the total annual dividend to ¥170. The company also issued 2026 earnings guidance and reaffirmed a dividend policy targeting a consolidated payout ratio of around 40% or above, underscoring how profit distribution is being balanced against future investment needs and cash flow...
TSE:6702
TSE:6702IT

Did Stronger Results, Higher Dividend And New AI Role Just Shift Fujitsu's (TSE:6702) Investment Narrative?

Fujitsu Limited reported significantly stronger results for the nine months to December 31, 2025, raised its full-year earnings guidance, and announced a planned increase in its annual dividend forecast from JPY 15.00 to JPY 35.00 per share, following Board discussions on January 29, 2026. Alongside the financial updates, a new U.S. Department of Energy Argonne National Laboratory partnership with RIKEN, Fujitsu and NVIDIA highlights Fujitsu’s role in next-generation AI and high-performance...
TSE:8233
TSE:8233Multiline Retail

Takashimaya Company (TSE:8233) Valuation After Earnings Forecast Cut From Extraordinary Bond Cancellation Loss

Takashimaya Company (TSE:8233) cut its earnings guidance for the fiscal year ending February 28, 2026, after flagging an extraordinary loss tied to bond cancellation, sharply reducing projected profit attributable to owners. See our latest analysis for Takashimaya Company. The guidance cut comes after a strong stretch for investors, with a 30 day share price return of 17.58% and a 1 year total shareholder return of 49.65%. The very large 5 year total shareholder return of almost 3x suggests...
TSE:4099
TSE:4099Chemicals

Assessing Shikoku Kasei Holdings (TSE:4099) Valuation After Planned Review Of Takeover Defenses

Shikoku Kasei Holdings (TSE:4099) has called a board meeting for January 29, 2026 to consider abolishing its takeover defense measures and partially amending its articles of incorporation. This represents a governance shift investors will watch closely. See our latest analysis for Shikoku Kasei Holdings. The planned review of takeover defenses comes as the share price has moved sharply higher, with a 30 day share price return of 56.47% and year to date share price return of 57.56%, while the...