TSE:8308
TSE:8308Banks

Resona Holdings (TSE:8308) Valuation After Strong Nine Month Earnings And Higher EPS

Resona Holdings earnings trigger fresh look at the stock Resona Holdings (TSE:8308) has just reported nine month results to December 31, 2025, with higher net interest income, net income and earnings per share, giving investors fresh information to reassess the bank’s shares. See our latest analysis for Resona Holdings. The latest earnings update comes after a strong run in the shares, with a 30 day share price return of 19.86% and a 1 year total shareholder return of 57.37%. Multi year total...
TSE:6988
TSE:6988Chemicals

Assessing Nitto Denko (TSE:6988) Valuation After Revised Guidance And Nine Month Results

Why Nitto Denko (TSE:6988) Is Back on Investors’ Radar Nitto Denko (TSE:6988) is drawing fresh attention after revising full year guidance to revenue of ¥1,027,000m and net profit of ¥136,000m, alongside nine month results showing sales of ¥786,195m and slightly lower net income year on year. See our latest analysis for Nitto Denko. The updated guidance and nine month sales figure seem to have landed in a market that has recently turned cautious, with a 30 day share price return of 7.78% and...
TSE:8593
TSE:8593Diversified Financial

Mitsubishi HC Capital (TSE:8593) Valuation Check After Space BD Alliance And Space Finance Expansion

Mitsubishi HC Capital (TSE:8593) has taken a fresh step into the space sector by leading Space BD’s Series C funding round, forming a capital and business alliance focused on new service models and financing solutions. See our latest analysis for Mitsubishi HC Capital. The Space BD alliance comes as Mitsubishi HC Capital’s share price has recorded an 11.86% 90 day share price return and a 35.30% 1 year total shareholder return, pointing to momentum that has built steadily rather than in a...
TSE:3923
TSE:3923Software

Assessing Rakus (TSE:3923) Valuation After Strong December 2025 Sales Update

December sales update and why it matters for Rakus shareholders Rakus (TSE:3923) reported preliminary unaudited consolidated sales of ¥5,239 million for December 2025, equal to 124.2% year on year, a data point that naturally puts recent share price moves in context for investors. See our latest analysis for Rakus. The December sales update arrives after a weak stretch for the share price, with a 30 day share price return of 15.33% decline and a 1 year total shareholder return of 9.25%...
TSE:9962
TSE:9962Machinery

Will MISUMI’s AI Manufacturing Push and Fictiv Integration Shift MISUMI Group's (TSE:9962) Narrative

MISUMI Group Inc. recently held a board meeting on January 30, 2026 to review its consolidated business and dividend forecasts, and earlier in the month appointed Fictiv co-founder Dave Evans as President of MISUMI Americas to lead integration efforts. This leadership change and planned unification of MISUMI and Fictiv into an AI-powered manufacturing platform mark a meaningful shift in how the company aims to deliver both standard and custom solutions across the Americas. Next, we will...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434) Valuation Check After Infrinia AI Cloud OS And V2X Expansion News

SoftBank (TSE:9434) is drawing fresh attention after its Infrinia team introduced Infrinia AI Cloud OS for GPU based AI data centers, alongside a deeper collaboration with Eye Net Mobile on V2X safety solutions in Japan. See our latest analysis for SoftBank. These AI and V2X announcements arrive after a mixed period for the stock. The 1 year total shareholder return of 8.54% contrasts with softer year to date and 90 day share price returns, which suggests momentum has cooled recently despite...
TSE:8609
TSE:8609Capital Markets

Okasan Securities Group (TSE:8609) Margin Improvement Challenges Bearish Earnings Narratives

Okasan Securities Group (TSE:8609) has posted Q3 2026 revenue of ¥25,351 million and basic EPS of ¥27.88, with trailing 12 month EPS at ¥69.41 and net income of ¥13,920 million reflecting its recent earnings run rate. The company has seen revenue move from ¥19,971 million and EPS of ¥16.64 in Q2 2025 to ¥25,351 million and EPS of ¥27.88 in Q3 2026, while trailing 12 month revenue sits at ¥85,667 million. With net profit margin on the trailing numbers at 16.2%, the latest quarter keeps the...
TSE:6645
TSE:6645Electronic

Assessing OMRON (TSE:6645) Valuation After Weak 1 Year Returns And A Higher P/E Multiple

Event context and recent share performance OMRON (TSE:6645) has recently drawn investor attention after a period of weaker share performance, with the stock showing a 1.1% gain over the past day but declines over the past week, month, and past 3 months. That mixed picture, combined with the current share price of ¥3,917 and recent annual revenue and net income figures, is prompting some investors to reassess how the market is currently valuing OMRON’s broad automation and healthcare...
TSE:9107
TSE:9107Shipping

Did Northern Lights CO2 Carrier Charter Just Shift Kawasaki Kisen Kaisha's (TSE:9107) Investment Narrative?

On 29 January 2026, MISC Berhad announced that Kawasaki Kisen Kaisha, in a 50:50 joint venture with MISC, had signed a ten-year time charter for a new 12,000-cubic-metre liquefied carbon dioxide carrier with Norway’s Northern Lights JV, with a second similar charter expected in April 2026. This agreement anchors Kawasaki Kisen Kaisha in the emerging carbon capture and storage shipping value chain, connecting European CO2 emitters with permanent offshore storage in Norway. We’ll now examine...
TSE:6305
TSE:6305Machinery

Hitachi Construction Machinery (TSE:6305) Margin Compression Challenges Bullish Earnings Growth Narratives

Hitachi Construction Machinery (TSE:6305) has put fresh numbers on the table for Q3 2026, reporting revenue of ¥325.3 billion and basic EPS of ¥86.76, with net income excluding extraordinary items at ¥18,456 million. The company has seen quarterly revenue move between ¥325.3 billion and ¥380.0 billion over the last six reported periods, while basic EPS has ranged from ¥31.96 to ¥140.12. This gives investors a broad view of how earnings power tracks against a relatively steady top line and...
TSE:4523
TSE:4523Pharmaceuticals

Eisai (TSE:4523) Is Down 5.9% After Leqembi Subcutaneous Priority Review News - Has The Bull Case Changed?

In late January 2026, BioArctic’s partner Eisai reported regulatory progress for Leqembi (lecanemab), including an EMA filing for less frequent IV maintenance dosing and a US FDA Priority Review for a weekly subcutaneous autoinjector starting regimen in early Alzheimer’s disease. This shift toward at-home, less resource-intensive administration could materially influence how Leqembi is used across the treatment journey, potentially reshaping Eisai’s Alzheimer’s franchise profile. We will now...
TSE:285A
TSE:285ASemiconductor

Kioxia Holdings (TSE:285A) Valuation Check As CEO Transition To Hiroo Oota Draws Closer

Kioxia Holdings (TSE:285A) is in focus after announcing a CEO transition, with Nobuo Hayasaka set to step down and Hiroo Oota scheduled to assume the top role on April 1, 2026. See our latest analysis for Kioxia Holdings. That leadership news has landed alongside strong recent momentum, with a 1 month share price return of 104.7% and year to date share price return of 88.2% at a last close of ¥21,360. The 1 year total shareholder return is very large at around 11x, suggesting investors have...
TSE:4188
TSE:4188Chemicals

Japan Ethylene Decarbonization Alliance Could Be A Game Changer For Mitsubishi Chemical Group (TSE:4188)

Asahi Kasei, Mitsui Chemicals, and Mitsubishi Chemical Group have formed a joint operating entity to decarbonize and consolidate ethylene production in western Japan, backed by selection for METI’s Fiscal 2025 HtA Support Program and a ¥21.20 billion investment plan including subsidies. A particularly interesting aspect is the planned use of Asahi Kasei’s Revolefin™ technology to produce bioethanol-based, lower-carbon ethylene and propylene, potentially reshaping how basic chemicals are...
TSE:6912
TSE:6912Electrical

Kikusui Holdings Q3 EPS Jump Tests Market Caution Around Slower Trailing Earnings Growth

Fresh off its Q3 2026 release, Kikusui Holdings (TSE:6912) reported revenue of ¥3.8b and basic EPS of ¥65.33, with trailing twelve month revenue at ¥14.5b and EPS at ¥193.33, giving investors a clear read on both quarterly and full year earnings power. The company has seen quarterly revenue move from ¥3.4b in Q3 2025 to ¥3.8b in Q3 2026, while basic EPS shifted from ¥48.27 to ¥65.33 over the same periods. This helps set the scene for how you read this latest update against its recent history...
TSE:7951
TSE:7951Leisure

Yamaha Finance Leaders Spotlighted As New Creator Tech Fund Opens Opportunities

Yamaha Music Innovations executives have been recognized on Billboard’s 2026 Finance 50 list. The company has launched a major venture capital fund focused on music and creative technologies. These developments highlight Yamaha’s role in supporting the broader creator ecosystem across music and related fields. For investors tracking TSE:7951, this combination of leadership recognition and a new fund illustrates how Yamaha is positioning itself within the music and creator technology space...
TSE:1723
TSE:1723Building

Nihon Dengi (TSE:1723) Valuation Check After Strong Nine Month Sales And Profit Growth

Earnings surprise puts Nihon Dengi (TSE:1723) in focus Nihon Dengi (TSE:1723) is on investors’ radar after reporting nine month sales of ¥29,874 million and net income of ¥5,668 million, both higher than the previous year’s figures. See our latest analysis for Nihon Dengi. The market reaction has been strong, with a 5.48% 1 day share price return and a 33.75% 30 day share price return, while the 1 year total shareholder return is very large. This suggests momentum has been building around the...
TSE:6923
TSE:6923Auto Components

Stanley Electric (TSE:6923) EPS Jump To ¥87.21 Tests Modest Growth Concerns

Stanley Electric (TSE:6923) has put up a solid Q3 2026 print, with revenue at ¥131.8 billion and basic EPS of ¥87.21 as the company continues to generate steady profits from its core operations. The company has seen revenue hold around the ¥130 billion mark over recent quarters, from ¥131.9 billion in Q3 2025 to ¥131.8 billion in the latest quarter, while basic EPS moved from ¥49.31 to ¥87.21 over the same period as net income shifted from ¥7,589 million to ¥11,204 million. With trailing...
TSE:9534
TSE:9534Gas Utilities

Hokkaido Gas (TSE:9534) Margin Improvement Reinforces Bullish Earnings Narrative In Q3 2026

Hokkaido Gas (TSE:9534) has posted its Q3 2026 numbers with total revenue of ¥43,385 million and basic EPS of ¥9.98, alongside trailing twelve month EPS of ¥141.26 that reflects earnings compounding across recent periods. The company has seen quarterly revenue move from ¥43,094 million in Q3 2025 to ¥43,385 million in Q3 2026, while EPS shifted from ¥2.72 to ¥9.98 over the same quarters, setting up this latest report against a backdrop of steadily building earnings power. With a 7.2% net...
TSE:8766
TSE:8766Insurance

Tokio Marine Backs Igloo As Digital Push Meets Valuation Discount

Tokio Marine Holdings (TSE:8766) has invested in InsurTech firm Igloo to support the growth of digital insurance solutions in Southeast Asia. The partnership is aimed at widening access to insurance products across the region, with particular focus on markets such as Indonesia. The move reflects Tokio Marine's interest in expanding its digital distribution and presence in insurance markets that are experiencing rapid development. Tokio Marine Holdings, trading at around ¥5,727.0, has...
TSE:9640
TSE:9640IT

Saison Technology (TSE:9640) Posts Q3 Loss Challenging Bullish Earnings Narratives

Saison Technology (TSE:9640) turned in a softer Q3 2026, with revenue of ¥5,402 million and a basic EPS loss of ¥1.61, compared with Q3 2025 revenue of ¥6,897 million and EPS of ¥26.61. Over the past six quarters, quarterly revenue has ranged from ¥5,402 million to ¥6,897 million, while EPS has moved between a loss of ¥1.61 and a profit of ¥29.51. This sets the backdrop for how you might read this latest dip in profitability and the pressure it puts on margins. See our full analysis for...
TSE:9436
TSE:9436Wireless Telecom

Okinawa Cellular Telephone (TSE:9436) Margin Improvement Reinforces Income Focused Narratives

Okinawa Cellular Telephone (TSE:9436) has put up another solid quarter, with Q3 2026 revenue of ¥22,292 million and basic EPS of ¥38.44, underpinned by net income of ¥3,563 million. The company has seen revenue trend from ¥21,262 million in Q3 2025 to ¥22,292 million in Q3 2026, while basic EPS moved from ¥35.44 to ¥38.44 over the same period. This sets the stage for a margin story that increasingly matters for investors looking at the durability of its cash generation. See our full analysis...
TSE:3529
TSE:3529Luxury

Atsugi (TSE:3529) Returns To Q3 Loss As ¥22.16 EPS Challenges Turnaround Narrative

Atsugi (TSE:3529) posted Q3 2026 revenue of ¥5,539 million with a basic EPS loss of ¥22.16, keeping the focus firmly on how quickly the business can move its margins toward break even. The company has seen quarterly revenue move within a fairly tight band over recent periods, from ¥5,561 million in Q3 2025 to ¥5,863 million in Q2 2026 and ¥5,086.5 million in Q1 2026, while EPS has swung between a profit of ¥30.84 and losses of up to ¥73.00 as profitability pressure persists. Against that...
TSE:8960
TSE:8960REITs

Assessing United Urban Investment (TSE:8960) Valuation After Full-Year Results And Higher Semi Annual Dividend

United Urban Investment (TSE:8960) just reported its full year 2025 results, posting revenue of ¥55,560.7 million and net income of ¥24,123.64 million, alongside a newly announced semi annual dividend of ¥4,550 per share. See our latest analysis for United Urban Investment. Despite the fresh earnings and dividend announcement, United Urban Investment’s recent share price return has been soft, with the stock slipping 4.18% over the past 90 days. Its 1 year total shareholder return of 24.71%...
TSE:7419
TSE:7419Specialty Retail

Nojima (TSE:7419) Earnings Rebound And 33.2% Growth Challenge Long Term Bearish Narrative

Nojima (TSE:7419) has released its Q3 2026 results, reporting revenue of ¥251.2 billion and basic EPS of ¥33.63. This comes in a year where earnings over the last 12 months grew 33.2% after several years of an average 5.9% annual decline. The company’s revenue increased from ¥223.2 billion in Q3 2025 to ¥251.2 billion in Q3 2026, while trailing 12-month EPS rose from ¥85.31 to ¥133.10. This points to healthier profitability and a net margin profile that now stands at 4% compared with 3.5% a...