Japanese Auto Stock News

TSE:6806
TSE:6806Electronic

Hirose Electric (TSE:6806) Margin Decline To 15% Tests Bullish Earnings Narratives

Hirose Electric (TSE:6806) has released its Q3 2026 numbers, reporting revenue of ¥54.5b and basic EPS of ¥279.56, supported by net income of ¥9,289m for the quarter. The company’s quarterly revenue increased from ¥49.9b in Q3 2025 to ¥54.5b in Q3 2026, while basic EPS moved from ¥297.09 to ¥279.56 over the same period. This sets up an earnings narrative in which growth expectations and a softer net profit margin profile sit side by side for investors assessing the latest results. See our...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503) Net Margin Improvement Reinforces Bullish Efficiency Narrative

Mitsubishi Electric (TSE:6503) has posted Q3 2026 revenue of about ¥1.4 trillion and net income of ¥108.9 billion, with the latest figures landing against a backdrop of five year earnings growth of 14.8% per year and forecast earnings growth of about 9.8% per year. Over recent quarters the company has seen revenue range from roughly ¥1.3 trillion in Q1 2026 to ¥1.5 trillion in Q4 2025, while trailing twelve month net income sits at ¥374.3 billion and the net profit margin has edged up to 6.6%...
TSE:6758
TSE:6758Consumer Durables

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

If you are wondering whether Sony Group's current share price offers good value or not, you are not alone, and this article is built to help you weigh that up clearly. The stock recently closed at ¥3,345, with returns of a 1.7% decline over the last 7 days, an 18.0% decline over the last 30 days, and an 18.0% decline year to date, while the 1 year and 5 year returns sit at 0.4% and 50.8% respectively. These moves come as investors continue to react to company specific and broader market...
TSE:6471
TSE:6471Machinery

NSK (TSE:6471) Earnings Growth Of 57.2% Tests Cautious Valuation Narratives

NSK (TSE:6471) has put out its Q3 2026 scorecard, with revenue of ¥246.2b and basic EPS of ¥8.63, while trailing twelve month figures sit at ¥858.2b of revenue and EPS of ¥41.43. Over recent quarters the company has seen revenue move from ¥197.1b in Q2 2025 to ¥199.3b in Q3 2025, then to ¥199.7b in Q4 2025 and ¥195.8b in Q1 2026, before reaching ¥216.5b in Q2 2026 and ¥246.2b this quarter, alongside quarterly EPS that ranged from ¥3.84 in Q2 2025 to ¥16.83 in Q2 2026. With trailing net margin...
TSE:7270
TSE:7270Auto

Subaru Forester Record Sales Test Lofty Valuation And Margin Concerns

Subaru Forester achieved record January sales in the US, setting a new high for the model. The sales milestone came shortly after Subaru shifted Forester production fully to its Indiana plant. US operations kept Forester volumes strong despite major winter storms and an overall decline in total Subaru sales. For investors watching Subaru, TSE:7270, the Forester result offers a clear operational data point to track alongside the current share price of ¥3,530.0. The model specific strength...
TSE:8303
TSE:8303Banks

Assessing SBI Shinsei Bank’s Valuation After Earnings Growth And Reaffirmed Profit Target

What Sparked Fresh Attention on SBI Shinsei Bank SBI Shinsei Bank (TSE:8303) has drawn fresh interest after reporting a 23.4% rise in nine-month ordinary income and a 46.5% increase in ordinary profit, while reaffirming its ¥100b full-year profit target. See our latest analysis for SBI Shinsei Bank. The latest results seem to have caught the market’s attention, with a 1-day share price return of 3.55% and a 30-day share price return of 11.03% taking the stock to ¥1,942. Over a longer stretch,...
TSE:5020
TSE:5020Oil and Gas

Is ENEOS (TSE:5020) Using Global Oil-Derivatives Trading to Quietly Redefine Its Profit Engine?

ENEOS Holdings recently outlined plans to expand its oil-derivatives trading operations at overseas hubs such as Singapore and to pursue additional overseas assets, including a potential bid for Chevron’s stake in a Singapore refinery. This push into more complex paper market instruments and international refining capacity marks a wider effort to reshape how the company creates value across its business lines. Next, we’ll examine how ENEOS Holdings’ expansion of oil-derivatives trading...
TSE:2282
TSE:2282Food

NH Foods (TSE:2282) Margin Recovery To 2.2% Challenges Premium Valuation Concerns

NH Foods (TSE:2282) has released its Q3 2026 scorecard, reporting revenue of about ¥386.0b and basic EPS of ¥107.80. Trailing twelve month EPS is ¥316.05 on revenue of roughly ¥1.4t, with earnings growth of 11.9% year on year. Over recent quarters the company’s revenue and earnings have moved from ¥371.2b and EPS of ¥112.63 in Q3 2025 to ¥315.5b and a loss per share of ¥25.95 in Q4 2025, then to revenue of ¥354.1b and EPS of ¥115.39 in Q1 2026 and ¥368.5b and EPS of ¥119.82 in Q2 2026. This...
TSE:2802
TSE:2802Food

Why Ajinomoto (TSE:2802) Is Up 5.6% After Major Leadership Reshuffle And Strategic Reorganization

Ajinomoto Co., Inc. held a Board of Directors meeting on January 29, 2026, approving extensive executive personnel changes including new representative executive officers, a new Chief Human Resources Officer, and a new Chief Innovation Officer while several senior leaders retired. The reshuffle places long-serving regional heads into top global roles and elevates functions such as R&D, brand strategy, and green business development, signaling a recalibration of how Ajinomoto organizes its...
TSE:3231
TSE:3231Real Estate

Nomura Real Estate Holdings (TSE:3231) Valuation After Raised Earnings Guidance And Dividend Outlook

Nomura Real Estate Holdings (TSE:3231) has attracted fresh attention after releasing nine month results, raising its full year earnings forecast and lifting its planned dividend for the year ending March 31, 2026. See our latest analysis for Nomura Real Estate Holdings. The raised earnings and dividend guidance have arrived alongside a strong run in the shares, with a 10.19% 1 month share price return, a 22.09% 3 month share price return and a 32.68% 1 year total shareholder return suggesting...
TSE:4768
TSE:4768IT

Otsuka (TSE:4768) Tweaks Dividend Amid Strong Earnings Guidance: What Is Its Capital Return Signal?

Otsuka Corporation recently held a board meeting and reported past full-year 2025 results, highlighting higher sales of ¥1.32 trillion and net income of ¥64.30 billion, while also setting dividends and new earnings guidance for 2026. An interesting twist is that Otsuka cut its full-year 2025 dividend to ¥45.00 per share yet plans a higher interim payout for the 2026 fiscal year, signalling a recalibration of its shareholder return profile. We will now examine how Otsuka’s stronger earnings...
TSE:6504
TSE:6504Electrical

Fuji Electric (TSE:6504) Is Down 9.5% After Cutting Full-Year Profit Outlook Is The Bull Case Changed?

Fuji Electric Co., Ltd. recently reported results for the nine months ended December 31, 2025, with sales of ¥851,055 million and net income of ¥48,506 million, and also issued revised consolidated earnings guidance for the fiscal year ending March 31, 2026, including expected net sales of ¥1,185,000 million and profit attributable to owners of parent of ¥89,000 million. The combination of higher sales alongside lower net income for the period, together with updated full-year profit...
TSE:7259
TSE:7259Auto Components

Aisin (TSE:7259) Margin Rebound To 3.4% Challenges Bearish Earnings Narratives

Aisin (TSE:7259) has just posted its Q3 2026 scorecard, with recent quarters showing revenue running at about ¥1.25t and EPS of ¥40.77 in Q2 2026, alongside earlier quarters of ¥1.22t revenue and EPS of ¥52.31 in Q1 2026. Over the last year, trailing twelve month figures show revenue at about ¥5.02t and EPS of ¥223.95, giving investors a fuller view of how the recent quarters sit within a larger earnings run rate. With a reported net profit margin of 3.4% over the past year compared with 0.6%...