Japanese Aerospace & Defense Stock News

TSE:6902
TSE:6902Auto Components

DENSO Rethinks ROHM Deal And Future Power Semiconductor Positioning

DENSO, ticker TSE:6902, is reportedly considering withdrawing its acquisition proposal for power semiconductor maker ROHM. The potential withdrawal follows ROHM’s move to explore an integration with Toshiba and Mitsubishi Electric. This development affects earlier expectations around consolidation in Japan’s power semiconductor sector. DENSO is a major auto parts supplier with a growing focus on power semiconductors, which are used in electric vehicles, advanced driver assistance systems...
TSE:7261
TSE:7261Auto

Is Mazda Motor (TSE:7261) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Mazda Motor's current share price still offers value, it helps to step back and look at what the recent returns and fundamentals are really telling you. The stock last closed at ¥1,008.5, with a 1.5% decline over the past week and a 3.5% decline over the past month, while still showing a 21.4% return over the past year and 40.4% over five years. Recent coverage has focused on Mazda Motor's share price performance over different time frames, highlighting the...
TSE:7201
TSE:7201Auto

Nissan Rethinks U.S. EV SUVs And Leans On Hybrid Xterra Plan

Nissan Motor cancelled plans for two electric SUVs in the U.S., shifting its North American product roadmap. The company plans to refocus its regional manufacturing toward hybrids and adjust to slower EV adoption. This change affects Nissan’s future product mix, plant utilization, and EV positioning in the U.S. market. Nissan Motor (TSE:7201) is making this shift while its share price stands at ¥350.7 and its longer term returns remain mixed. The stock is down 27.6% over 3 years and 33.1%...
TSE:1803
TSE:1803Construction

Shimizu (TSE:1803) Is Up 6.4% After Upgrading FY2026 Guidance And Dividend Outlook – Has The Bull Case Changed?

Shimizu Corporation recently raised its consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting net sales of ¥2.06 billion and higher operating and net income, supported by stronger domestic construction activity and an expected special gain from acquiring Aomi Construction as a subsidiary. The company also lifted its full-year dividend forecast to ¥50.00 per share, signaling management’s confidence in the improved profitability of its...
TSE:4503
TSE:4503Pharmaceuticals

Astellas Pharma (TSE:4503) Is Down 10.6% After Earnings Rebound And PADCEV Milestone – Has The Bull Case Changed?

Astellas Pharma Inc. recently reported full-year results to March 31, 2026, with sales rising to ¥2.14 trillion and net income to ¥291.54 billion, alongside an FDA Priority Review for a broader PADCEV plus Keytruda indication in muscle-invasive bladder cancer. Together with upcoming retinal-disease data presentations and board-level changes under consideration, these developments underscore how oncology and ophthalmology innovation are increasingly central to Astellas’ business mix. We’ll...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Valuation Check As Roze AI Venture And OpenAI Funding Plan Draw Investor Focus

SoftBank Group (TSE:9984) is back in focus after outlining Roze, a new AI and robotics venture planned for a high profile U.S. IPO, alongside securing a US$40b loan earmarked for OpenAI investment. See our latest analysis for SoftBank Group. Those Roze and OpenAI moves come after a sharp 50.5% 30 day share price return, helping SoftBank Group reach a ¥5,424 share price, while the 1 year total shareholder return of 193.7% signals strong longer term momentum. If the AI theme around Roze has...
TSE:6724
TSE:6724Tech

Seiko Epson (TSE:6724) Margin Compression Reinforces Bearish Profitability Narratives

Seiko Epson (TSE:6724) has put out a solidly detailed FY 2026 update, with third quarter revenue at ¥376.5 billion and basic EPS at ¥52.37, while trailing 12 month figures show revenue at about ¥1.38 trillion and EPS at ¥134.84. Over recent periods the company has seen revenue move from ¥339.1 billion in Q4 FY 2025 to ¥376.5 billion in Q3 FY 2026, with quarterly EPS shifting from ¥24.56 to ¥52.37 as net income moved from ¥7,798 million to ¥16,781 million over the same stretch. For investors,...
TSE:5803
TSE:5803Electrical

3 Stocks With High ROE And Solid Balance Sheets Trading At Surprising Multiples

With inflation pressures, tighter central bank policy and mixed growth signals across major economies, many investors are looking for companies that can keep compounding value without depending on easy money or booming demand. A focus on high return on equity, solid past performance and strong balance sheets can help concentrate on businesses that have already shown they can turn every dollar of capital into meaningful profits while keeping debt in check. This article highlights 3 stocks from...
TSE:8053
TSE:8053Trade Distributors

Sumitomo (TSE:8053) Margin Improvement Challenges Cautious Earnings Narratives

Sumitomo (TSE:8053) has laid out its FY 2026 scorecard with third quarter revenue of about ¥1.8 trillion and basic EPS of ¥89.49, set against a trailing twelve month revenue base of roughly ¥7.4 trillion and EPS of ¥458.92 that highlight how much earnings power it has put together over the past year. The company has seen quarterly revenue range from around ¥1.75 trillion to ¥1.98 trillion since FY 2025 Q2, while EPS has moved between ¥89.49 and ¥141.26, giving investors a clear view of how...
TSE:3407
TSE:3407Chemicals

A Look At Asahi Kasei (TSE:3407) Valuation After AK1940 Autoimmune Trial Progress

Asahi Kasei (TSE:3407) has drawn fresh attention after starting a Phase I clinical trial for AK1940, a peptide-based autoimmune drug candidate that management links to its medium-term pharmaceutical growth plans. See our latest analysis for Asahi Kasei. The AK1940 trial and recent bond shelf registration activity come as Asahi Kasei’s share price trades at ¥1,524.5, with a 1-year total shareholder return of 55.53% and 3-year total shareholder return of 75.92%. This suggests momentum has been...
TSE:3292
TSE:3292Retail REITs

A Look At AEON REIT Investment (TSE:3292) Valuation As Leadership Changes Signal Governance Continuity

AEON REIT Investment (TSE:3292) has scheduled a board meeting for April 30, 2026, to approve a planned leadership reshuffle at its asset manager, including the appointment of veteran executive Muneaki Yamamoto as director. See our latest analysis for AEON REIT Investment. At a share price of ¥125,400, AEON REIT Investment has seen a 1 day share price return close to flat. Its year to date share price return of a 9% decline contrasts with a 1 year total shareholder return of 3.52%, suggesting...
TSE:7203
TSE:7203Auto

How Investors Are Reacting To Toyota (TSE:7203) Expanding India Plants And Fuel-Cell Truck Partnership

Toyota Motor has recently outlined plans to build three new vehicle assembly plants in Maharashtra, India, investing about ¥300.00 billion (US$1.90 billion) to lift capacity toward one million units by the 2030s and support exports to the Middle East and Africa, while also partnering with Isuzu to mass-produce a light-duty fuel-cell electric truck using Toyota’s third-generation fuel cell system from fiscal 2027. Together, these moves signal Toyota’s effort to deepen its manufacturing...
TSE:8473
TSE:8473Capital Markets

SBI Holdings (TSE:8473) Margin Surge To 21.4% Challenges Cautious Earnings Narratives

SBI Holdings (TSE:8473) has put solid numbers on the board for FY 2026 so far, with third quarter revenue of ¥587.1 billion and basic EPS of ¥278.09, alongside trailing twelve month revenue of ¥1.9 trillion and EPS of ¥650.41 that reflect a very large 218.4% earnings increase over the past year and a net profit margin moving from 9.5% to 21.4%. The company has seen revenue lift from ¥337.4 billion in the third quarter of FY 2025 to ¥587.1 billion in the third quarter of FY 2026, while...
TSE:6141
TSE:6141Machinery

DMG Mori (TSE:6141) Margin Compression To 0.9% Tests High P/E Growth Narrative

DMG Mori (TSE:6141) has entered its Q1 2026 reporting season with recent quarterly numbers that include Q4 2025 revenue of ¥173,645 million and basic EPS of ¥4.51, set against trailing twelve month EPS figures that range from ¥33.68 to ¥153.31 on revenue between ¥524,261 million and ¥550,498 million. The company has seen revenue move from ¥154,190 million in Q4 2024 to ¥173,645 million in Q4 2025, while quarterly EPS shifted from ¥37.77 to ¥4.51 over the same period. This sets up a results...