Japanese Building Stock News

TSE:7751
TSE:7751Tech

How Canon’s Leadership Reset And ¥200 Billion Buyback At Canon (TSE:7751) Has Changed Its Investment Story

Canon Inc. recently announced a series of moves, including the promotion of Executive Vice President Kazuto Ogawa to president and chief operating officer in March 2026, a new share repurchase program of up to ¥200,000 million for as many as 54,000,000 shares by January 2027, and updated guidance alongside its 2025 results. The company’s shift in leadership, combined with a return to quarterly profitability and a commitment to ongoing ¥80-per-share dividends, underscores a broad reset of...
TSE:1885
TSE:1885Construction

Assessing TOA (TSE:1885) Valuation After Strong Nine Month Earnings Results

Earnings trigger renewed focus on TOA (TSE:1885) TOA (TSE:1885) has moved into focus after reporting nine month earnings to 31 December 2025, with sales of ¥256,720 million and net income of ¥14,302 million compared with the prior year period. Basic earnings per share from continuing operations came in at ¥183, versus ¥147.73 a year earlier. This gives investors fresh numbers to reassess how the stock’s recent share price performance lines up with underlying results. See our latest analysis...
TSE:4719
TSE:4719Software

Alpha Systems (TSE:4719) EPS Acceleration Tests Cautious Growth Narratives

Alpha Systems (TSE:4719) has posted its Q3 2026 numbers with revenue of ¥10.3b and basic EPS of ¥78.63, putting fresh figures on the table for investors watching its recent momentum. The company has seen quarterly revenue move from ¥9.65b in Q3 2025 to ¥10.3b in Q3 2026, while basic EPS shifted from ¥72.01 to ¥78.63 over the same period, providing a clear view of how the top and bottom lines have tracked together. With trailing net profit margins at 8.7% and earnings growth running ahead of...
TSE:6146
TSE:6146Semiconductor

Disco (TSE:6146) Is Up 12.6% After Japan Election Spurs AI Chip Optimism Has The Bull Case Changed?

In the days following Japan’s recent House of Representatives election, Disco drew investor interest as AI and semiconductor shares advanced alongside a broader market rebound supported by gains in the US. This episode highlights how shifts in Japan’s political landscape and global risk appetite can quickly influence sentiment toward specialized chip-equipment makers like Disco. With Disco’s recent performance in focus, we’ll now examine how election-driven optimism for AI and semiconductor...
TSE:8591
TSE:8591Diversified Financial

Is It Too Late To Consider ORIX (TSE:8591) After Its Strong Share Price Run?

If you are wondering whether ORIX is still attractively priced after its recent run, or if the easy money has already been made, this article walks you through what the current share price might be implying. ORIX shares last closed at ¥5,429, with returns of 13.3% over 7 days, 15.5% over 30 days, 17.6% year to date and 79.3% over the past year, plus 156.9% over 3 years and 266.5% over 5 years. Recent price moves have been accompanied by ongoing attention on ORIX's position in Japan's...
TSE:8035
TSE:8035Semiconductor

Assessing Tokyo Electron (TSE:8035) Valuation After Buyback, Upgraded Guidance And Higher Dividend

Tokyo Electron (TSE:8035) just put several shareholder focused decisions on the table at once, unveiling a sizeable share buyback plan, lifting full year earnings guidance and raising its year end dividend forecast. See our latest analysis for Tokyo Electron. These announcements come after a strong run, with a 30 day share price return of 9.47% and a 90 day share price return of 23.29%. The 1 year total shareholder return of 65.95% and 3 year total shareholder return of about 2.8x suggest...
TSE:7269
TSE:7269Auto

Assessing Suzuki Motor (TSE:7269) Valuation After India’s Small Car Fuel Efficiency Concession Is Dropped

India’s decision to drop special fuel efficiency concessions for small cars, a move closely watched for its implications on Maruti Suzuki, has sharpened investor focus on Suzuki Motor (TSE:7269) and its India dependent earnings mix. See our latest analysis for Suzuki Motor. Investors have reacted quickly to the India policy shift and the February board meeting to consider a higher year end dividend forecast, with Suzuki Motor’s share price gaining 5.53% over the last day and 10.51% over the...
TSE:4206
TSE:4206Chemicals

A Look At Aica Kogyo Company (TSE:4206) Valuation After Record Results And Higher Dividend Forecast

Earnings and dividend revision set the stage for investors Aica Kogyo Company (TSE:4206) has paired record third quarter financial metrics with a higher full year dividend forecast, after reporting nine month sales of ¥186,239 million and net income of ¥15,391 million. See our latest analysis for Aica Kogyo Company. The earnings and dividend revision appear to have fed into stronger momentum, with a 7 day share price return of 8.00% and a 90 day share price return of 9.84%. The 1 year total...
TSE:7994
TSE:7994Commercial Services

Okamura (TSE:7994) Valuation Check After Nine Month Earnings Spark Investor Interest

Earnings snapshot and why it matters for investors Okamura (TSE:7994) has drawn fresh attention after reporting nine month earnings to December 31, 2025, with sales of ¥233,462 million and net income of ¥13,451 million versus ¥220,845 million and ¥11,175 million a year earlier. Basic earnings per share from continuing operations came in at ¥142.11 compared with ¥118.08 a year ago, giving investors updated context for assessing the stock following recent share price gains. See our latest...
TSE:8304
TSE:8304Banks

A Look At Aozora Bank (TSE:8304) Valuation After Stronger Earnings And New Quarterly Dividend

Aozora Bank (TSE:8304) drew fresh attention after reporting nine-month 2025 results alongside steady dividend guidance and a new quarterly dividend, a combination that income-focused investors often pay close attention to. See our latest analysis for Aozora Bank. The latest nine month earnings update and reaffirmed dividend guidance have coincided with a strong run in the shares, with a 90 day share price return of 28.31% and a 1 year total shareholder return of 33.92%. This suggests that...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Is Up 6.8% After Raising 2026 Profit Guidance And Renewed Buffett Focus - Has The Bull Case Changed?

Mitsui & Co., Ltd. reported nine‑month results to December 31, 2025, with sales of ¥10,356,267 million and net income of ¥611,950 million, and issued full‑year 2026 profit guidance of ¥820,000 million, or ¥286.26 per basic share. At the same time, renewed attention on Warren Buffett’s sizeable Berkshire Hathaway stake in Japan’s trading houses has drawn fresh focus to Mitsui’s role in this group. Next, we’ll examine how Mitsui’s new profit guidance and Buffett‑linked investor interest may...
TSE:1946
TSE:1946Construction

Assessing Toenec (TSE:1946) Valuation After Upgraded Profit Guidance And Strong Nine Month Results

Toenec (TSE:1946) is back on investors’ radar after reporting nine month results to December 31, 2025, together with fresh full year guidance that points to higher operating and attributable profit expectations. See our latest analysis for Toenec. The latest guidance and nine month results seem to have shifted sentiment, with the share price at ¥2,191 and recent momentum strong, including a 30 day share price return of 9.5% and a 1 year total shareholder return of 130.56%, on top of a very...
TSE:8309
TSE:8309Banks

Does Sumitomo Mitsui Trust (TSE:8309) Profit Growth With Narrower Net Interest Loss Reshape Its Earnings Mix?

In January 2026, Sumitomo Mitsui Trust Group, Inc. reported results for the nine months ended December 31, 2025, with net income rising to ¥266,673 million and basic earnings per share from continuing operations increasing to ¥378.37. An interesting aspect of this update is that net interest loss narrowed to ¥38,032 million, highlighting improved earnings despite ongoing pressure on interest income. With earnings and per-share profitability higher over the nine-month period, we will now...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation Reassessed After Swing From Profit To Net Loss

Teijin earnings trigger fresh look at the stock Teijin (TSE:3401) just posted nine month results to December 31, 2025, reporting sales of ¥659,878 million and a shift from prior year profit to a net loss of ¥58,970 million. The report included basic and diluted loss per share of ¥305.81 from continuing operations, compared with basic and diluted earnings per share of ¥264.66 in the same period a year earlier. See our latest analysis for Teijin. Despite the swing to a net loss, Teijin’s recent...
TSE:6098
TSE:6098Professional Services

A Look At Recruit Holdings (TSE:6098) Valuation After Upgraded 2026 Outlook And Record EPS Guidance

Guidance upgrade and record EPS expectations put Recruit in focus Recruit Holdings (TSE:6098) raised its 2026 revenue outlook by ¥66.1b to ¥3,664.7b and now expects full year revenue, profit and basic EPS to all reach record levels, with EPS guidance of ¥335, up 23.4% year over year. See our latest analysis for Recruit Holdings. Despite the upgraded guidance and the ongoing share buyback completed on February 4, Recruit’s recent share price performance has been weak. The 30 day share price...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group Deepens AI Ties As New Partnerships Reshape Growth Story

SoftBank Group is deepening its involvement with OpenAI, with expectations of a healthy profit from its existing exposure and ongoing talks around a sizable new investment. The company is expanding its technology services through new partnerships, including a cyber defense collaboration with Blackpanda and a travel eSIM rollout in Japan with ZIM Connections. These moves increase SoftBank Group’s visibility in AI and broaden its service offerings beyond its traditional investment...
TSE:4186
TSE:4186Chemicals

Tokyo Ohka Kogyo (TSE:4186) Margin Expansion Reinforces Bullish Earnings Narratives

Tokyo Ohka Kogyo (TSE:4186) closed FY 2025 with fourth quarter revenue of ¥64.3b and basic EPS of ¥94.10, capping off a twelve month stretch that produced trailing revenue of ¥237.0b and EPS of ¥278.42. Over the past year, the company has seen quarterly revenue move from ¥54.4b and EPS of ¥58.22 in FY 2024 Q4 to ¥64.3b and EPS of ¥94.10 in FY 2025 Q4, while trailing twelve month revenue rose from ¥201.0b and EPS of ¥187.30 in FY 2024 Q4 to ¥237.0b and EPS of ¥278.42 in the latest period. With...
TSE:7270
TSE:7270Auto

Subaru (TSE:7270) Valuation Check After Forecast Cut And Operating Loss From Tariffs And Cost Pressures

Subaru (TSE:7270) moved into focus after revising its full year forecast, cutting operating profit guidance while pointing to tariffs, higher environmental compliance costs, and currency shifts following an operating loss in the latest quarter. See our latest analysis for Subaru. Subaru's revised guidance and recent operating loss have come against a weaker near term trend. The 7 day and 30 day share price returns of 8.09% and 6.95% declines contrast with a 1 year total shareholder return of...
TSE:2670
TSE:2670Specialty Retail

ABC-Mart (TSE:2670) Valuation Check After Solid January 2026 Sales Update

ABC-MartInc (TSE:2670) drew fresh attention after its January 2026 sales update, with all stores sales up 7.0% year on year and existing stores posting 5.9% growth versus the prior year period. See our latest analysis for ABC-MartInc. The January sales update seems to have contributed to a pick up in momentum, with a 7 day share price return of 6.3% and a 30 day share price return of 5.1%, even though the 1 year total shareholder return is a decline of 11.5% compared with a 50.5% total...
TSE:1721
TSE:1721Construction

A Look At COMSYS Holdings (TSE:1721) Valuation After Earnings Update And Treasury Share Disposal Plan

COMSYS Holdings (TSE:1721) has drawn fresh attention after reporting nine month earnings to December 31, 2025, alongside a board meeting to consider disposing of treasury shares through a new share delivery system. See our latest analysis for COMSYS Holdings. The earnings update and planned disposal of treasury shares come after a strong run, with a 90 day share price return of 32.33% and a 1 year total shareholder return of 66.22%. This suggests that momentum has been building rather than...
TSE:7460
TSE:7460Retail Distributors

YagiLtd (TSE:7460) Margin Strength In Q3 2026 Reinforces Bullish Earnings Narratives

YagiLtd (TSE:7460) has put up a punchy Q3 2026 scorecard, with revenue at ¥23.8b and basic EPS of ¥233.56, anchored by net income of ¥1,904m as the latest print in a year that has seen earnings grow 88.8% and compound at 34% per year over five years. The company has seen quarterly revenue move from ¥19.4b in Q2 2025 to ¥23.8b in Q3 2026, while basic EPS has ranged from ¥27.75 to ¥233.56 over that stretch, giving investors a clear view of how the income line has scaled alongside the top line...
TSE:8844
TSE:8844Real Estate

Cosmos Initia Q3 2026 EPS Collapse Challenges Bullish Growth Narratives

Cosmos Initia (TSE:8844) Q3 2026 Earnings Snapshot Cosmos Initia (TSE:8844) has put out a mixed Q3 2026 update, with revenue of ¥21.2b and basic EPS of ¥0.35 alongside net income of ¥12m, setting a very different tone from earlier in the fiscal year. The company has seen quarterly revenue move from ¥35.3b in Q2 2025 and ¥43.6b in Q4 2025 to ¥38.0b in Q2 2026 before landing at ¥21.2b in Q3 2026. Basic EPS shifted from ¥52.0 in Q2 2025 and ¥40.7 in Q4 2025 to ¥80.7 in Q1 2026 and ¥40.7 in Q2...
TSE:4994
TSE:4994Packaging

Taisei Lamick Group Head Quarter & InnovationLtd (TSE:4994) Margin Compression Tests High Earnings Quality Narrative

Taisei Lamick Group Head Quarter & InnovationLtd Q3 2026 Earnings Snapshot Taisei Lamick Group Head Quarter & InnovationLtd (TSE:4994) has released its Q3 2026 figures, reporting revenue of ¥7,979 million, basic EPS of ¥60.26, and net income of ¥371 million. Revenue increased from ¥7,516 million in Q3 2025 to ¥7,979 million in Q3 2026, while basic EPS moved from ¥52.30 to ¥60.26 and net income from ¥330 million to ¥371 million. These figures provide a basis for assessing how margins and...
TSE:6758
TSE:6758Consumer Durables

What Sony Group (TSE:6758)'s Loss‑Making Quarter, Bigger Buyback and Super Bowl Tech Push Mean For Shareholders

In early February 2026, Sony Group reported third-quarter and nine‑month results showing higher sales of ¥3,713,681 million for the quarter and ¥9,443,203 million year‑to‑date, but a net loss of ¥1,008,612 million in the quarter and ¥409,735 million over nine months, while also expanding its share buyback authorization to 55,000,000 shares for ¥150,000 million and considering changes in its Representative Corporate Executive Officers at a board meeting. Alongside these financial and...