Japanese Capital Markets Stock News

TSE:6479
TSE:6479Machinery

MINEBEA MITSUMI (TSE:6479) Is Up 6.9% After Upgrading Its FY26 Outlook And Earnings Guidance

MINEBEA MITSUMI Inc. has reported past nine‑month results to December 31, 2025, with sales rising to ¥1,232,235 million and net income to ¥49,385 million, alongside higher basic earnings per share from continuing operations. The company also lifted its full‑year March 2026 outlook, nudging up projected net sales and operating income while keeping profit attributable to owners unchanged, signaling management confidence in current business momentum. We’ll now examine how this firmer full‑year...
TSE:2270
TSE:2270Food

What MEGMILK SNOW BRAND (TSE:2270)'s Nine-Month 2026 Earnings Call Commentary Means For Shareholders

MEGMILK SNOW BRAND Co., Ltd. recently held its nine months 2026 earnings call on February 13, 2026, updating investors on the company’s latest financial and operational performance. The call offered fresh detail on how management is executing its current business plan and responding to recent industry conditions, providing investors with new context for assessing the company. We’ll now examine how the earnings call’s updated management commentary may influence MEGMILK SNOW BRAND’s broader...
TSE:8725
TSE:8725Insurance

A Look At MS&AD Insurance Group Holdings (TSE:8725) Valuation After New 2026 Earnings Guidance

MS&AD Insurance Group Holdings (TSE:8725) has issued new consolidated earnings guidance for the year ending March 31, 2026, projecting net income of ¥590,000 million, or ¥394.71 per share, which gives investors fresh visibility. See our latest analysis for MS&AD Insurance Group Holdings. The latest guidance lands after a strong run in the share price, with a 30 day share price return of 5.86% and a 90 day share price return of 25.16%. At the same time, the 1 year total shareholder return of...
TSE:4612
TSE:4612Chemicals

A Look At Nippon Paint Holdings (TSE:4612) Valuation After Buybacks And Updated Earnings And Dividend Guidance

Nippon Paint Holdings (TSE:4612) is back in focus after a fresh mix of buybacks, earnings guidance and dividend plans, giving investors new information on shareholder returns and expected profitability. See our latest analysis for Nippon Paint Holdings. The latest buybacks and dividend guidance come after a 7.5% 90 day share price return and a 14.56% 1 year total shareholder return, suggesting momentum has picked up recently despite weaker multi year total shareholder returns. If this focus...
TSE:5332
TSE:5332Building

Is Rising Revenue But Softer Earnings Altering The Investment Case For TOTO (TSE:5332)?

TOTO LTD. recently reported results for the nine months ended December 31, 2025, with sales rising to ¥547,099 million from ¥542,304 million a year earlier, while net income decreased to ¥28,540 million from ¥36,402 million. This combination of higher revenue but weaker earnings, reflected in lower basic earnings per share from continuing operations, highlights growing pressure on TOTO’s profitability profile. We’ll now explore how this contrast between rising sales and softer earnings...
TSE:4385
TSE:4385Multiline Retail

Mercari (TSE:4385) Valuation Check After Upgraded Guidance And Strong Half Year Results

Mercari (TSE:4385) has drawn fresh attention after reporting half year sales of ¥106,255 million and net income of ¥10,586 million, along with higher full year revenue and core operating profit guidance for the year to June 30, 2026. See our latest analysis for Mercari. The raised guidance and solid half year result arrive after a strong 90 day share price return of 32% and a 1 year total shareholder return of 45.43%. The recent 5.26% 1 day share price decline and 8.39% 30 day share price...
TSE:6201
TSE:6201Machinery

Elliott Challenge To Toyota Industries Tender Puts Valuation In Spotlight

Elliott Investment Management, the largest independent shareholder in Toyota Industries (TSE:6201), has publicly opposed Toyota Fudosan's extended tender offer. The fund argues the offer is significantly undervalued and urges shareholders to reject or withdraw tenders. Only a fraction of shares have reportedly been tendered, highlighting resistance among minority shareholders. The dispute is drawing attention to broader questions around Japanese corporate governance and treatment of minority...
TSE:7276
TSE:7276Auto Components

Is Koito’s Profit‑Focused Global Restructuring Altering The Investment Case For Koito Manufacturing (TSE:7276)?

Koito Manufacturing Co., Ltd. recently reported nine‑month results to December 31, 2025, with higher sales of ¥690,005 million but lower net income of ¥23,056 million compared with the prior year. At the same time, the company issued guidance for the fiscal year ending March 31, 2026 that combines an expected decline in net sales with higher operating profit driven by productivity gains, cost reductions, and a global restructuring of its production system. We will now examine how Koito’s...
TSE:5830
TSE:5830Banks

Iyogin Holdings (TSE:5830) Share Buyback Plan Tests How Far Its Capital Efficiency Story Can Go

On February 10, 2026, Iyogin Holdings,Inc. announced a share repurchase program authorizing the buyback of up to 5,000,000 shares, or 1.72% of its issued share capital, for ¥10,000 million by April 17, 2026, aiming to enhance corporate value by improving capital efficiency. This new program could lift the proportion of treasury shares beyond the 22,542,360 already held at December 31, 2025, tightening the effective free float. We will now examine how this capital-efficient share repurchase...
TSE:7731
TSE:7731Consumer Durables

Assessing Nikon (TSE:7731) Valuation After Guidance Cuts And A Swing To Net Loss

Nikon (TSE:7731) cut its earnings and dividend guidance for the year to March 2026 after reporting a net loss for the nine months to December 2025, prompting investors to reassess the stock. See our latest analysis for Nikon. The guidance cut and reported loss follow a strong run, with a year to date share price return of 12.68% and a 1 year total shareholder return of 30.60%. The latest 7 day and 90 day share price returns of 6.25% and 9.11% respectively suggest momentum has been building...
TSE:6508
TSE:6508Machinery

Assessing Meidensha (TSE:6508) Valuation After Fresh Earnings Guidance And Recent Share Price Moves

Meidensha (TSE:6508) has updated its earnings guidance for the fiscal year ending March 31, 2026. The company now expects ¥325,000 million in net sales and ¥20,500 million in net income attributable to shareholders. See our latest analysis for Meidensha. The guidance update comes after a recent 1 day share price decline of 5.59% to ¥6,760. However, the 30 day share price return of 11.74% and 1 year total shareholder return of 53.57% suggest that longer term momentum remains strong. If you are...
TSE:1950
TSE:1950Construction

A Look At Nippon Densetsu Kogyo’s Valuation After Upgraded Earnings And Dividend Guidance

Nippon Densetsu Kogyo (TSE:1950) drew fresh investor attention after its January 30 board meeting, where management approved higher earnings forecasts and a richer dividend outlook for the fiscal year ending March 31, 2026. See our latest analysis for Nippon Densetsu Kogyo. The January 30 guidance upgrade and dividend increase come after a sharp run in the shares, with a 30 day share price return of 25.17% and a 1 year total shareholder return of 120.24%. This suggests momentum has been...
TSE:4922
TSE:4922Personal Products

Assessing KOSE Holdings (TSE:4922) Valuation After New Share Buyback Announcement

Buyback announcement puts KOSE Holdings (TSE:4922) in focus KOSE Holdings (TSE:4922) has announced a new share repurchase program of up to 650,000 shares, or 1.14% of issued shares, with a ¥3,000 million ceiling. The program will run through April 20, 2026. See our latest analysis for KOSE Holdings. At a share price of ¥6,044.0, KOSE Holdings has logged a 16.05% 1 month share price return and an 18.07% 3 month share price return, yet its 1 year total shareholder return of 2.97% decline and 3...
TSE:1861
TSE:1861Construction

A Look At Kumagai Gumi (TSE:1861) Valuation As Leadership Changes Are Considered

Kumagai Gumi Ltd (TSE:1861) has called a board meeting for February 13, 2026, to decide on changes to its Representative Directors, putting leadership continuity and future direction in sharper focus for shareholders. See our latest analysis for Kumagai GumiLtd. That leadership news follows a strong run, with Kumagai GumiLtd’s 30 day share price return of 16.41% and 90 day share price return of 35.14%, contributing to a 1 year total shareholder return of 102.69%. If this kind of momentum has...
TSE:9003
TSE:9003Transportation

A Look At Sotetsu Holdings (TSE:9003) Valuation After Softer Nine Month Earnings

Sotetsu Holdings (TSE:9003) drew fresh attention after reporting nine month results to December 31, 2025, with sales, net income and basic earnings per share all lower than the previous year. See our latest analysis for Sotetsu Holdings. Despite the weaker nine month results and the upcoming board meeting to consider an absorption type merger by a consolidated subsidiary, Sotetsu Holdings’ share price has a 90 day return of 10.79% and a 1 year total shareholder return of 22.65%. This suggests...
TSE:7936
TSE:7936Luxury

Assessing ASICS (TSE:7936) Valuation After Earnings Call And Performance-Linked Share Plan

Why ASICS stock is back in focus ASICS (TSE:7936) is in the spotlight after its 2025 earnings call and a board meeting on February 13, 2026, to consider performance linked restricted share compensation using treasury shares. See our latest analysis for ASICS. The latest 7.97% 1 day share price return, with the stock at ¥4,375, caps a year where momentum has picked up, reflected in a 13.67% year to date share price return and a 25.30% 1 year total shareholder return. The earnings call and...
TSE:5715
TSE:5715Machinery

Furukawa Ltd (TSE:5715) Valuation Check After Upgraded Guidance Buyback Completion And Higher Dividend Forecast

FurukawaLtd (TSE:5715) has just completed a sizeable share buyback, revised its full year earnings guidance upward, and lifted its year end dividend forecast, giving investors fresh information on capital allocation priorities. See our latest analysis for FurukawaLtd. The recent buyback completion, dividend uplift, and upgraded earnings guidance come after a sharp rerating in FurukawaLtd’s shares, with a 90 day share price return of 70.51% and a year to date gain of 56.58%, alongside a very...
TSE:9432
TSE:9432Telecom

A Look At NTT (TSE:9432) Valuation After Recent Share Price Moves

Event context and recent share performance NTT (TSE:9432) has been on investors’ radar after recent price moves, with the share price last closing at ¥154.6 and short term returns showing mixed signals over the past week, month and past 3 months. See our latest analysis for NTT. Looking beyond the latest move, NTT’s share price return over the past quarter has been modest. The 1 year total shareholder return of 8.91% and 5 year total shareholder return of 59.33% point to stronger longer term...
TSE:8012
TSE:8012Trade Distributors

Higher Buybacks And Dividends Might Change The Case For Investing In Nagase (TSE:8012)

Nagase & Co., Ltd. recently approved a share repurchase program of up to 1,100,000 shares for ¥3,000 million through March 31, 2026, alongside lifting its forecast year-end dividend to ¥55 per share and issuing earnings guidance for the fiscal year ending March 2026. By pairing higher cash returns to shareholders with updated earnings guidance and improved nine-month results, Nagase is clarifying how its ACE 2 plan translates into concrete capital allocation decisions. Next, we’ll examine...
TSE:285A
TSE:285ASemiconductor

Assessing Kioxia Holdings (TSE:285A) Valuation After Strong Earnings And Optimistic NAND Demand Outlook

Kioxia Holdings (TSE:285A) is back in focus after reporting third quarter earnings with higher sales and net income year on year, along with fresh guidance and commentary tied to NAND memory demand. See our latest analysis for Kioxia Holdings. The latest earnings update and guidance arrived alongside very strong recent momentum, with a 1 day share price return of 7.75% and a 30 day share price return of 71.8%. The 1 year total shareholder return is extremely high, suggesting sentiment around...
TSE:8035
TSE:8035Semiconductor

What Tokyo Electron (TSE:8035)'s Upgraded Guidance and New Buyback Program Means For Shareholders

Tokyo Electron recently announced a share repurchase program of up to 7,500,000 shares for ¥150,000 million and raised its full-year earnings and dividend guidance for the fiscal year ending March 31, 2026. The combination of higher profit and dividend forecasts, alongside a new buyback, signals management’s confidence in cash generation and mid- to long-term profit potential. We’ll now examine how Tokyo Electron’s upgraded earnings outlook and enhanced shareholder returns reshape its...
TSE:9024
TSE:9024Transportation

Seibu Holdings (TSE:9024) Margin Expansion Reinforces Bullish Earnings Narrative

Seibu Holdings (TSE:9024) has just reported its Q3 2026 results, with recent quarterly figures showing Q2 2026 revenue of ¥127,188 million and basic EPS of ¥24.87, alongside trailing twelve month EPS of ¥756.17 on revenue of ¥908,449 million and very large year over year earnings growth of 162.7%. Over the past few reporting periods, the company has seen quarterly revenue move from ¥126,857 million in Q2 2025 to ¥128,813 million in Q3 2025 and then ¥127,188 million in Q2 2026. Over the same...
TSE:5838
TSE:5838Banks

Rakuten Bank (TSE:5838) Is Up 10.2% After Lifting Earnings Guidance But Holding Dividend At Zero

Rakuten Bank, Ltd. reported past earnings for the nine months ended December 31, 2025, with net interest income rising to ¥102,843 million and net income increasing to ¥53,119 million, driving higher basic and diluted earnings per share year on year. Alongside this strong interim performance, Rakuten Bank raised its full-year earnings forecast while still opting to pay no dividends to prioritize capital retention and business expansion. We will now examine how Rakuten Bank’s upgraded...
TSE:9708
TSE:9708Hospitality

A Look At Imperial Hotel (TSE:9708) Valuation After Updated 2026 Earnings Guidance

Updated earnings guidance and why it matters for Imperial Hotel shares Imperial Hotel (TSE:9708) has updated its earnings guidance for the fiscal year ending March 31, 2026, flagging expected net sales of ¥56,100 million, operating profit of ¥1,600 million and profit attributable to owners of ¥2,050 million. See our latest analysis for Imperial Hotel. The updated guidance lands after a strong run in the share price, with a 30 day share price return of 6.87% and a 90 day gain of 25.70%...