Japanese Building Stock News

TSE:6503
TSE:6503Electrical

Should Mitsubishi Electric’s Grid Edge AI Push with Landis+Gyr Reshape TSE:6503 Investors’ Thesis?

In January 2026, Mitsubishi Electric announced a collaboration with Landis+Gyr to advance grid edge intelligence in North America, alongside breakthroughs in MEMS materials and multi-agent AI for expert decision-making. Together, these initiatives highlight how Mitsubishi Electric is pairing energy-transition technologies with advanced materials and AI to address increasingly complex industrial and utility challenges. We’ll now examine how this push into grid edge intelligence, combined with...
TSE:8060
TSE:8060Electronic

Will Canon Marketing Japan's (TSE:8060) Higher ¥170 Dividend and 40% Payout Target Change Its Narrative

Canon Marketing Japan Inc. recently reported full-year 2025 results, with sales of ¥679,799 million and net income of ¥41,458 million, while approving a higher year-end dividend of ¥100 per share, bringing the total annual dividend to ¥170. The company also issued 2026 earnings guidance and reaffirmed a dividend policy targeting a consolidated payout ratio of around 40% or above, underscoring how profit distribution is being balanced against future investment needs and cash flow...
TSE:6702
TSE:6702IT

Did Stronger Results, Higher Dividend And New AI Role Just Shift Fujitsu's (TSE:6702) Investment Narrative?

Fujitsu Limited reported significantly stronger results for the nine months to December 31, 2025, raised its full-year earnings guidance, and announced a planned increase in its annual dividend forecast from JPY 15.00 to JPY 35.00 per share, following Board discussions on January 29, 2026. Alongside the financial updates, a new U.S. Department of Energy Argonne National Laboratory partnership with RIKEN, Fujitsu and NVIDIA highlights Fujitsu’s role in next-generation AI and high-performance...
TSE:8233
TSE:8233Multiline Retail

Takashimaya Company (TSE:8233) Valuation After Earnings Forecast Cut From Extraordinary Bond Cancellation Loss

Takashimaya Company (TSE:8233) cut its earnings guidance for the fiscal year ending February 28, 2026, after flagging an extraordinary loss tied to bond cancellation, sharply reducing projected profit attributable to owners. See our latest analysis for Takashimaya Company. The guidance cut comes after a strong stretch for investors, with a 30 day share price return of 17.58% and a 1 year total shareholder return of 49.65%. The very large 5 year total shareholder return of almost 3x suggests...
TSE:4099
TSE:4099Chemicals

Assessing Shikoku Kasei Holdings (TSE:4099) Valuation After Planned Review Of Takeover Defenses

Shikoku Kasei Holdings (TSE:4099) has called a board meeting for January 29, 2026 to consider abolishing its takeover defense measures and partially amending its articles of incorporation. This represents a governance shift investors will watch closely. See our latest analysis for Shikoku Kasei Holdings. The planned review of takeover defenses comes as the share price has moved sharply higher, with a 30 day share price return of 56.47% and year to date share price return of 57.56%, while the...
TSE:4204
TSE:4204Industrials

A Look At Sekisui Chemical (TSE:4204) Valuation After Mixed Earnings And Updated Full Year Outlook

Sekisui Chemical (TSE:4204) has just reported third quarter and nine month results, pairing slightly higher sales with lower net income, and backed this up with updated full year earnings guidance for investors to assess. See our latest analysis for Sekisui Chemical. The earnings update seems to have cooled sentiment slightly in the short term, with a 7 day share price return of 3.17% and a modest 1 month share price gain of 3.72%. At the same time, the 1 year total shareholder return of...
TSE:9533
TSE:9533Gas Utilities

A Look At Toho Gas (TSE:9533) Valuation As Board Weighs Stock Split And Shareholder Benefit Changes

Board meeting puts Toho Gas in focus Toho Gas (TSE:9533) is drawing attention after scheduling a January 30, 2026 board meeting to consider a stock split, amendments to its Articles of Incorporation, and changes to its shareholder benefit program. See our latest analysis for Toho Gas. Despite a 2.31% one day share price decline and a 3.55% seven day share price pullback to ¥5,115, Toho Gas still sits on a 9.69% 30 day and 11.22% 90 day share price return. Its 33.85% one year and very large...
TSE:6305
TSE:6305Machinery

A Look At Hitachi Construction Machinery (TSE:6305) Valuation After Raised Full Year Revenue And Profit Guidance

Raised guidance and regional demand drivers Hitachi Construction Machinery (TSE:6305) lifted its full year revenue and profit guidance after seeing stronger than expected replacement demand in Europe and Asia, ongoing infrastructure projects, and a resilient mining business. The company now forecasts full year revenue of ¥1,370,000 million, operating income of ¥137,000 million, and net income attributable to owners of the parent of ¥78,000 million, with projected earnings per share of...
TSE:9936
TSE:9936Hospitality

Ohsho Food Service (TSE:9936) Margin Holds Near 7% And Tests Cautious Growth Narratives

Ohsho Food Service (TSE:9936) has posted its Q3 2026 numbers with revenue of ¥28.8b and basic EPS of ¥29.57, while trailing twelve month EPS sits at ¥149.44 on revenue of ¥116.9b. The company has seen revenue move from ¥107.3b to ¥116.9b and trailing EPS climb from ¥132.57 to ¥149.44 over the last year, alongside 7.8% earnings growth and a net margin of 6.9% that is close to last year’s 7.0%. These results keep the focus firmly on how efficiently the business can hold its margins. See our...