Japanese Auto Components Stock News

TSE:3110
TSE:3110Building

Nitto Boseki (TSE:3110) Is Up 14.6% After Goldman Coverage Highlights Glass Cloth Dominance – Has The Bull Case Changed?

In January 2026, Goldman Sachs initiated coverage on Nitto Boseki with a Neutral rating, spotlighting its roughly 90% global share in low thermal expansion glass cloth for semiconductor package substrates. Analysts also raised ordinary profit expectations for the year ending March 2026 amid an Apple-linked shortage of high-grade glass fiber substrate, putting Nitto Boseki’s electronic materials pricing power and upcoming February 5 guidance in sharp focus. We’ll now examine how Nitto...
TSE:3401
TSE:3401Chemicals

Assessing Teijin (TSE:3401) Valuation After Recent Share Price Strength

Why Teijin (TSE:3401) is on investors’ radar today Teijin (TSE:3401) has attracted attention after recent share price moves, with the stock up over the past week, month and past 3 months, while longer term returns show a mixed picture. See our latest analysis for Teijin. With the share price at ¥1,456 and a 30 day share price return of 11.91% alongside a 1 year total shareholder return of 17.27%, momentum appears to be building despite a weaker 5 year total shareholder return of 12.17%. If...
TSE:3279
TSE:3279REITs

Activia Properties (TSE:3279) EPS Momentum Tests Rich Valuation Narrative

Activia Properties (TSE:3279) has posted its FY 2025 results with second half revenue of ¥16.5b and basic EPS of ¥3,111.54, backed by trailing twelve month revenue of ¥32.4b and EPS of ¥6,021.32, alongside a 1% earnings growth over the last year. The company has seen revenue move from ¥15.7b in the second half of FY 2024 to ¥15.9b in the first half of FY 2025 and then ¥16.5b in the second half of FY 2025, with basic EPS shifting from ¥2,838.69 to ¥2,909.78 and then ¥3,111.54 over the same...