Japanese Aerospace & Defense Stock News

TSE:6723
TSE:6723Semiconductor

Renesas Electronics (TSE:6723) Valuation After R-Car V4H ADAS Win In Toyota’s New RAV4

Renesas Electronics (TSE:6723) is back in focus after Toyota selected its R-Car V4H ADAS system-on-chip for the latest RAV4, integrating Renesas technology into the Denso supplied TSS(LSS) safety control unit. See our latest analysis for Renesas Electronics. The Toyota RAV4 win comes after a busy February for Renesas, with new automotive SoC and memory technologies showcased at ISSCC and DesignCon, along with a GaN licensing agreement with Efficient Power Conversion that broadens its power...
TSE:4523
TSE:4523Pharmaceuticals

Assessing Eisai (TSE:4523) Valuation After Recent Share Price Momentum And Alzheimer’s Franchise Expectations

Why Eisai stock is back on investor radars Eisai (TSE:4523) has attracted fresh attention after a recent move in its share price, with the stock showing double digit returns over the past month and the past year. See our latest analysis for Eisai. The 14.89% 1 month share price return, alongside a 20.48% 1 year total shareholder return, points to momentum building again after weaker multi year total returns, as investors reassess Eisai's growth prospects and risk profile. If this move has you...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining Drives Nikkei High And Sparks Fresh Risk Debate

Sumitomo Metal Mining (TSE:5713) was one of the key drivers of a fresh all time high in the Nikkei 225 during a strong rally in Asian stock markets. The company’s share price recently closed at ¥11,650.0 as part of a broader upswing in Japanese equities. The news highlights investor focus on Sumitomo Metal Mining during a period of heightened trading interest in cyclical and resource related names. For investors watching Japanese equities, Sumitomo Metal Mining’s role in lifting the Nikkei...
TSE:5803
TSE:5803Electrical

Fujikura (TSE:5803) Valuation Check After Stock Split And Governance Changes

What triggered the recent focus on Fujikura stock? Fujikura (TSE:5803) is back in focus after its board approved a stock split tied to a major increase in authorized shares, alongside several management and board changes scheduled to take effect on April 1, 2026. See our latest analysis for Fujikura. The stock split and governance reshuffle come on top of very strong momentum, with a 1 month share price return of 49.36% and year to date share price return of 45.43%. The 1 year total...
TSE:6758
TSE:6758Consumer Durables

Is Sony Group (TSE:6758) Fairly Priced After Recent Share Price Weakness?

If you are wondering whether Sony Group's current share price lines up with its underlying worth, you are not alone. This article is designed to help you assess that gap. Sony Group's stock closed at ¥3,292, with a 5.2% decline over 7 days, a 7.2% decline over 30 days, a 19.3% decline year to date, but a 53.9% gain over 3 years and 57.1% over 5 years. Recent headlines around Sony have focused on its role in gaming and entertainment, including ongoing interest in its PlayStation ecosystem and...
TSE:8053
TSE:8053Trade Distributors

Is It Too Late To Reassess Sumitomo (TSE:8053) After A 96% One-Year Rally?

If you are wondering whether Sumitomo is still attractively priced after a strong run, this article will walk you through what the current share price might be implying about its value. The stock last closed at ¥6,427, with returns of 6.1% over 30 days, 15.4% year to date and 96.4% over 1 year. Recent moves may have changed how much upside or downside some investors see in the shares. Recent news around Sumitomo has focused on its position as a diversified trading and investment group and...
TSE:6702
TSE:6702IT

Fujitsu (TSE:6702) Valuation Check After Launch Of AI Driven Software Development Platform

Fujitsu (TSE:6702) has launched an AI Driven Software Development Platform that automates work from requirements to testing, using its Takane LLM and multiple AI agents to handle complex enterprise and public sector systems. See our latest analysis for Fujitsu. Despite the launch of its AI Driven Software Development Platform and related briefings in February 2026, Fujitsu’s share price has recently been under pressure, with a 30 day share price return of 17.14% and a year to date share price...
TSE:1333
TSE:1333Food

Maruha Nichiro (TSE:1333) Valuation In Focus As Board Plans Leadership Change

Board meeting puts Maruha Nichiro’s leadership and valuation in focus Maruha Nichiro (TSE:1333) has called a board meeting on February 24, 2026 to resolve changes to its Representative Director, putting potential leadership shifts at the center of investors’ attention. With the company involved in fishing, aquaculture, processed foods and cold storage, any adjustment at the top could influence capital allocation priorities, risk appetite and how management pursues growth in its core seafood...
TSE:8316
TSE:8316Banks

Sumitomo Mitsui Financial Group Q3 2026 Margin Compression Challenges Premium P E Narrative

Sumitomo Mitsui Financial Group (TSE:8316) has released its Q3 2026 numbers, reporting total revenue of ¥1.6b and basic EPS of ¥120.16, alongside trailing 12 month revenue of ¥3.7b and EPS of ¥191.08. Over recent periods, the group’s quarterly revenue has moved between ¥1.4b and ¥1.6b, while basic EPS has ranged from ¥97.46 to ¥144.69, set against a trailing 12 month net profit margin that has slipped from 28.7% to 19.9%. For investors, the latest figures put the focus on how durable earnings...
TSE:4324
TSE:4324Media

Goodwill Hit, Dividend Halt and CEO Exit Could Be A Game Changer For Dentsu Group (TSE:4324)

In February 2026, Dentsu Group Inc. reported a very large goodwill impairment of ¥310.10 billion, booked a full-year 2025 net loss of ¥327,601 million, resolved to pay no year-end dividend because of a significant negative distributable amount, and announced CEO Hiroshi Igarashi will resign to be succeeded by Takeshi Sano after the March 27 shareholder meeting. Alongside these measures, Dentsu outlined sweeping management reshuffles, proposed issuing Series 1 bond-type class shares through...
TSE:8058
TSE:8058Trade Distributors

Is It Too Late To Consider Mitsubishi (TSE:8058) After A 111.6% One-Year Surge?

If you are wondering whether Mitsubishi’s share price still offers value after a strong run, or if you may be looking at it a bit late, this article is designed to unpack that question in plain terms. Mitsubishi’s stock has seen very strong returns, including 5.3% over the past week, 32.0% over the past month, 41.3% year to date and 111.6% over the past year, with a very large 5 year return that is close to 5x. Recent attention on Japanese trading houses and capital goods companies, along...
TSE:7832
TSE:7832Leisure

A Look At BANDAI NAMCO Holdings (TSE:7832) Valuation After The Dividend Cut For Fiscal 2026

BANDAI NAMCO Holdings (TSE:7832) has cut its dividend guidance for the year ending March 31, 2026, to ¥50 per share, down from ¥60 a year earlier, narrowing expected cash returns to shareholders. See our latest analysis for BANDAI NAMCO Holdings. The dividend cut lands after a softer patch for the shares, with a 90 day share price return of an 11.07% decline and a 1 year total shareholder return of a 17.92% decline. However, the 3 and 5 year total shareholder returns of 55.24% and 62.01%...
TSE:7716
TSE:7716Medical Equipment

Assessing Nakanishi (TSE:7716) Valuation After New Share Buyback And Swing To Full Year Net Loss

Nakanishi (TSE:7716) is in focus after announcing a new share repurchase program alongside full year 2025 results, combining capital return plans with a shift from net income to a net loss. See our latest analysis for Nakanishi. The latest moves come after a strong run in the share price, with a 30 day share price return of 22.85% and a year to date share price return of 34.49%. The 1 year total shareholder return of 29.26% and 5 year total shareholder return of 32.29% indicate momentum that...
TSE:3287
TSE:3287Hotel and Resort REITs

Assessing Hoshino Resorts REIT (TSE:3287) Valuation After Its Upcoming Semi Annual Dividend Announcement

Hoshino Resorts REIT (TSE:3287) has set its next semi annual dividend at ¥6,500 per share, payable on July 27, 2026, with an ex dividend date of April 28 and a record date of April 30. See our latest analysis for Hoshino Resorts REIT. The upcoming semi annual dividend details land as the unit price has been firming, with a 30 day share price return of 6.89% and a 1 year total shareholder return of 40.19% contrasting with a 16.78% total shareholder return decline over three years. This...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Valuation Check As Rail Control Milestone Highlights Growing Digital And Infrastructure Story

Hitachi (TSE:6501) is back in focus after Hitachi Rail began revenue service of its Communications-Based Train Control system on the Media Sharon Hill Line, highlighting the group’s role in the modernization of US light rail. See our latest analysis for Hitachi. At a share price of ¥4,880, Hitachi’s recent short-term share price returns have been slightly soft, with a 30-day share price return decline of 4.44%. However, its 1-year total shareholder return of 29.02% and very large 5-year total...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric Reshapes Leadership And Expands India Research Partnership

Mitsubishi Electric has combined its corporate human resources and cultural transformation functions, aiming to strengthen internal culture reform. The company has appointed new executive officers to key global and business area roles as part of a broader leadership reshuffle. It has signed a memorandum of understanding with IIT Hyderabad in India to promote joint research in areas including AI and quantum technologies. Mitsubishi Electric (TSE:6503) is making these moves while its shares...
TSE:6301
TSE:6301Machinery

Komatsu Elevates CTO Taisuke Kusaba to Representative Director Might Change The Case For Investing In Komatsu (TSE:6301)

On February 16, 2026, Komatsu’s board approved changes to its top leadership, appointing Chief Technology Officer Taisuke Kusaba as Representative Director and Senior Executive Officer, while long-time executive Takeshi Horikoshi begins transitioning toward an advisory role. This shift elevates a technology-focused leader with deep global and R&D experience to a central governance position, potentially influencing how Komatsu aligns product development with customer and regulatory...
TSE:8136
TSE:8136Specialty Retail

Assessing Sanrio Company (TSE:8136) Valuation After Upbeat Earnings And Higher Guidance

Sanrio Company (TSE:8136) has drawn fresh attention after reporting nine month earnings, raising full year guidance for sales and profit, and lifting its dividend forecast following strong character driven performance. See our latest analysis for Sanrio Company. The raised guidance and higher dividend forecast come after a mixed price pattern, with a 12.99% 1 month share price return and 8.90% year to date share price return, but a 20.07% decline in 1 year total shareholder return following a...
TSE:2270
TSE:2270Food

How Investors May Respond To MEGMILK SNOW BRAND (TSE:2270) Profit Surge Amid Slight Sales Decline

In February 2026, MEGMILK SNOW BRAND Co., Ltd. reported nine‑month results showing slightly lower sales of ¥465,761 million but a much higher net income of ¥22,142 million compared with the prior year. On the same day, the company revised its full‑year guidance, trimming expected net sales to ¥615,000 million while keeping operating profit and profit attributable to owners of parent unchanged and slightly lifting forecast earnings per share to ¥478.62. We will now examine how the sharply...
TSE:8306
TSE:8306Banks

A Look At Mitsubishi UFJ Financial Group’s Valuation After Recent Share Price Pullback

Why Mitsubishi UFJ Financial Group is on investors’ radar today Mitsubishi UFJ Financial Group (TSE:8306) is drawing attention after recent share price moves, including a 1 day decline and a 7 day pullback, despite gains over the month and past 3 months. See our latest analysis for Mitsubishi UFJ Financial Group. Zooming out, the recent 1 day and 7 day share price declines sit against a stronger backdrop. The 90 day share price return of 17.52% and 1 year total shareholder return of 52.74%...
TSE:7267
TSE:7267Auto

Is Honda Motor (TSE:7267) Fairly Priced After Strong Multi Year Share Gains

If you are wondering whether Honda Motor's current share price fairly reflects its long term potential, you are not alone. This article is here to unpack what the market might be pricing in. With Honda Motor shares last closing at ¥1,553.5 and showing returns of 15.9% over 1 year, 47.0% over 3 years, and 81.7% over 5 years, longer term holders have seen meaningful moves even though the 7 day return of a 1.8% decline and year to date return of a 0.3% decline are more muted. Recent headlines...
TSE:5110
TSE:5110Auto Components

A Look At Sumitomo Rubber Industries (TSE:5110) Valuation After Strong Earnings And Higher Dividend Guidance

Sumitomo Rubber Industries (TSE:5110) drew fresh attention after reporting full year 2025 results with net income of ¥50,379 million and basic earnings per share of ¥191.62, alongside higher dividend guidance and new earnings targets. See our latest analysis for Sumitomo Rubber Industries. The recent guidance for 2025 and 2026, together with higher dividend plans and board changes, appears to sit alongside firm short term momentum, with a 30 day share price return of 8.74% and a 1 year total...
TSE:5108
TSE:5108Auto Components

Assessing Bridgestone (TSE:5108) Valuation After Recent Share Price Momentum

Why Bridgestone Stock Is On Investors’ Radar Bridgestone (TSE:5108) is drawing attention after a solid recent run, with the share price up about 1.7% over the past day, 2.1% over the week, and 7.1% over the past month. See our latest analysis for Bridgestone. That recent momentum sits on top of a 1-year total shareholder return of 30.1% and a 5-year total shareholder return of 106.1%, suggesting investors have been gradually pricing in a stronger long term outlook while reassessing risk. If...
TSE:6324
TSE:6324Machinery

Harmonic Drive Systems (TSE:6324) Is Up 21.9% After TSE Prime Transfer and TOPIX Inclusion Plan

On February 20, 2026, Harmonic Drive Systems Inc. held a board meeting that approved director and audit & supervisory board member changes, while the company is also transferring its listing from the Tokyo Stock Exchange Standard Market to the Prime Market with anticipated TOPIX index inclusion by the end of March. Beyond routine leadership transitions, the move to the TSE Prime Market and potential TOPIX inclusion positions Harmonic Drive Systems within a broader universe of index-tracked...