TSE:9501
TSE:9501Electric Utilities

Tokyo Electric Power (TSE:9501) Quarterly Profit Of ¥145b Tests Bearish Loss Narratives

Tokyo Electric Power Company Holdings (TSE:9501) has put up a mixed scorecard for Q3 2026, with quarterly revenue of ¥1.73t and Basic EPS of ¥90.69, while its trailing twelve month figures still show a net loss of ¥744.53b and Basic EPS of ¥464.72 in the red. The company has seen quarterly revenue move between about ¥1.49t and ¥1.86t over the past six reported periods, with Basic EPS swinging from a loss of ¥535.36 to a profit of ¥90.69 as net income excluding extraordinary items ranged from...
TSE:7181
TSE:7181Insurance

How a Large Unrealized Bond Loss and Stock Split At Japan Post Insurance (TSE:7181) Has Changed Its Investment Story

In late January 2026, Japan Post Insurance Co., Ltd. approved a stock split and related amendments to its Articles of Incorporation while disclosing approximately ¥3.48 trillion in unrealized losses on certain bond holdings as of December 31, 2025. Despite these very large valuation losses relative to prior-year profit levels, management is maintaining its earnings and dividend forecasts for the fiscal year ending March 31, 2026, signaling confidence in its current outlook. We’ll now examine...
TSE:5831
TSE:5831Banks

A Look At Shizuoka Financial Group (TSE:5831) Valuation After Completing Its Share Buyback Program

Share buyback completion and what it means for investors Shizuoka Financial Group Inc (TSE:5831) has completed its share repurchase program, buying back 8,406,200 shares, or 1.55% of outstanding stock, for ¥19,999.88 million under the plan announced in November 2025. See our latest analysis for Shizuoka Financial GroupInc. The completion of the buyback comes after a strong run in the shares, with the latest price at ¥2,529.5 and a 90 day share price return of 21.9%, alongside a 1 year total...
TSE:6305
TSE:6305Machinery

The Bull Case For Hitachi Construction Machinery (TSE:6305) Could Change Following Upgraded 2026 Earnings Guidance – Learn Why

Hitachi Construction Machinery Co., Ltd. recently raised its consolidated earnings guidance for the year ending March 31, 2026, lifting expected revenue to ¥1.37 trillion, operating income to ¥137,000 million, and net income attributable to owners of the parent to ¥78,000 million. This upward revision, including a higher earnings-per-share forecast of ¥366.66, signals improved internal expectations for the company’s full-year performance. Next, we will examine how Hitachi Construction...
TSE:7270
TSE:7270Auto

Subaru (TSE:7270) Valuation Check As UVeye Partnership Expands AI Inspections Across U.S. Retailers

Subaru (TSE:7270) is back in focus after expanding its collaboration with UVeye by rolling out AI-powered vehicle inspection support to more than 600 U.S. retailers. This move puts its dealership service model under closer investor scrutiny. See our latest analysis for Subaru. While Subaru's latest AI-supported inspection roll out has drawn attention, the share price tells a mixed short term story, with a 1 day share price return of 2.18%, a 7 day share price return of 2.64% and a 30 day...
TSE:7205
TSE:7205Machinery

Hino Motors (TSE:7205) One Off Gain Lifts EPS And Tests Bearish Narratives

Hino Motors (TSE:7205) has reported Q3 2026 revenue of ¥398,378 million with basic EPS of ¥14.07, while trailing twelve month EPS sits at ¥136.21 on revenue of ¥1.56 trillion, shaped in part by a ¥33.6 billion one off gain. The company has seen quarterly revenue move from ¥436,486 million in Q2 2025 to ¥432,661 million in Q3 2025, then to ¥417,022 million in Q4 2025 and ¥398,378 million in Q3 2026. Basic EPS has ranged from a loss of ¥382.17 in Q2 2025 to ¥82.94 in Q4 2025 and ¥14.07 in the...
TSE:6367
TSE:6367Building

Daikin Targets Data Centers And Large Venues With New Cooling Systems

Daikin Industries (TSE:6367) has introduced new HVAC technologies aimed at hyperscale data centers and AI-driven workloads, scheduled to feature at the 2026 AHR Expo. The company has also announced the Multijet air conditioner, designed to provide highly targeted airflow for large venues and other large scale cooling needs. These product launches focus on energy efficiency and tailored cooling performance for commercial and mission critical environments. Daikin Industries, known for its air...
TSE:6954
TSE:6954Machinery

Is Fanuc’s Upgraded Net Income Outlook With Softer Margins Altering The Investment Case For Fanuc (TSE:6954)?

Fanuc Corporation recently reported nine-month results to December 31, 2025, with sales rising to ¥623,312 million and net income to ¥116,862 million, and also updated its full-year fiscal 2026 guidance with higher projected net sales but slightly lower operating income than previously indicated. An interesting detail is that Fanuc lifted its full-year net income forecast to ¥158,000 million while trimming expected operating income, hinting at shifts in costs, mix or non-operating items...
TSE:3350
TSE:3350Hospitality

Is Metaplanet (TSE:3350) Share Price Outrunning Its Cash Flow Estimates?

Are you wondering whether Metaplanet's share price reflects its true value, or if the story behind the stock is more complicated than the recent headlines suggest? Metaplanet's share price recently closed at ¥456, with returns of 12.6% over the last 30 days, a 7.0% decline over the past year and a very large gain over three years. Together, these figures may point to shifting views on its potential and risk. Recent news around Metaplanet has focused on its profile as a listed company and the...
TSE:8316
TSE:8316Banks

How Investors May Respond To Sumitomo Mitsui Financial Group (TSE:8316) Earnings And Margin Guidance

Sumitomo Mitsui Financial Group recently reported earnings for the period including 30 January 2026, with investor attention centered on net interest margin, fee income trends, and credit cost expectations. A key focus for the market is the bank’s guidance on loan growth and trading revenue, alongside the potential impact of regulatory changes on its profitability mix. With recent share price moves in mind, we’ll explore how concerns over net interest margin shape Sumitomo Mitsui Financial...
TSE:7733
TSE:7733Medical Equipment

Should Olympus’ New HR and Manufacturing Chiefs Mark a Deeper Shift in Strategy for (TSE:7733)?

Olympus Corporation has announced board-approved changes to its executive lineup, appointing Simone Berger as Executive Officer and Chief Human Resources Officer and David Shan as Executive Officer and Chief Manufacturing and Supply Officer, with both appointments scheduled to take effect on April 1, 2026, while current incumbents step down after completing major transformation milestones. The move brings in leaders with extensive global MedTech, HR, and operations experience, underlining...
TSE:7685
TSE:7685Multiline Retail

Asian Stocks Estimated To Trade Below Intrinsic Value By Up To 26.4%

As global markets grapple with volatility and geopolitical uncertainties, Asian indices have shown mixed performance amid varying economic indicators. In this environment, identifying stocks that are trading below their intrinsic value can present opportunities for investors seeking to capitalize on potential market inefficiencies. By focusing on fundamental analysis and market conditions, investors can better assess which stocks might offer value relative to their current price levels.
TSE:4461
TSE:4461Chemicals

DKS (TSE:4461) Q3 EPS Surge Challenges Concerns Over Rich Valuation Multiples

DKS (TSE:4461) has just posted its Q3 2026 scorecard, reporting revenue of ¥22,598 million and basic EPS of ¥193.37, set against a trailing twelve month EPS figure of ¥489.08 supported by net income of ¥4,850 million. The company’s revenue has moved from ¥18,840 million in Q3 2025 to ¥18,984 million in Q4 2025, and then into the ¥18,565 million to ¥22,598 million range across the first three quarters of 2026. Over the same period, quarterly EPS shifted from ¥74.25 to ¥64.55 and then to...
TSE:6857
TSE:6857Semiconductor

Advantest (TSE:6857) Q3 2026 Margins Near 28% Test Lofty Valuation Narrative

Advantest (TSE:6857) has put up another busy quarter, with Q3 2026 revenue at ¥273,804 million and basic EPS of ¥108.38, set against trailing twelve month EPS of ¥394.82 and revenue of roughly ¥1.0 trillion. The company has seen revenue move from ¥683,121 million to ¥1,032,886 million over the last few trailing twelve month periods, while EPS has shifted from ¥184.75 to ¥394.82. This frames a business where profit and top line are both running at a much higher level than a year ago. With...
TSE:7970
TSE:7970Chemicals

Is Shin-Etsu Polymer (TSE:7970) Turning Rising EPS Into a Stronger Long-Term Shareholder Story?

Shin-Etsu Polymer Co., Ltd. recently reported results for the nine months ended December 31, 2025, with sales rising to ¥86,568 million and net income increasing to ¥8,210 million, both up from the same period a year earlier. The company also lifted basic earnings per share from continuing operations to ¥102.1, suggesting improved profitability and more efficient earnings generation for shareholders over the period. Next, we will examine how this improvement in earnings per share shapes...