TSE:9616
TSE:9616Hospitality

Kyoritsu Maintenance (TSE:9616) Valuation After December Sales Update And 2026 Reorganization Plan

Kyoritsu Maintenance (TSE:9616) is back in focus after reporting preliminary unaudited sales for December 2025 and the year to date, alongside a wide reorganization and personnel reshuffle set for April 2026. See our latest analysis for Kyoritsu Maintenance. At a share price of ¥2,812.5, Kyoritsu Maintenance has a 1 day share price return of 1.92%, while the 90 day share price return of a 6.34% decline and 1 year total shareholder return of a 7.49% decline suggest recent momentum has cooled...
TSE:6594
TSE:6594Electrical

Why Nidec (TSE:6594) Is Down 7.3% After Governance Scrutiny And Culture Overhaul Moves And What's Next

Nidec Corporation recently submitted an internal controls improvement plan to the Tokyo Stock Exchange and was placed under Special Attention status amid governance concerns, while also appointing Shinichi Kishida as Chief, Culture Transformation Lab, effective February 1, 2026. The combination of formal regulatory scrutiny and a new culture-focused leadership role highlights how deeply Nidec is being pushed to reshape its governance and internal practices. We will now examine how Nidec’s...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713) Is Up 10.3% After Regnault Gold Resource Confirmation Has The Bull Case Changed?

In late January 2026, Kenorland Minerals filed an NI 43-101 Technical Report confirming a substantial inferred gold resource at the Regnault deposit, which is 100% owned and operated by Sumitomo Metal Mining Canada Ltd., a subsidiary of Sumitomo Metal Mining. This report effectively highlighted Sumitomo Metal Mining’s exposure to a large, defined gold resource through its Canadian operations, sharpening investor focus on the company’s longer-term resource pipeline. We’ll now examine how the...
TSE:4373
TSE:4373IT

Simplex Holdings (TSE:4373) Valuation Check After Earnings Beat Stock Split And New Buyback

Simplex Holdings (TSE:4373) has moved into focus after reporting robust revenue and profit growth for the nine months to December 31, 2025, launching a four-for-one stock split and announcing a sizable new share repurchase program. See our latest analysis for Simplex Holdings. Despite the latest earnings beat, stock split and new buyback plan, Simplex Holdings’ 30 day share price return of 8.75% and 90 day share price return of 10.79% show recent momentum cooling. This comes even as the 1...
TSE:8218
TSE:8218Specialty Retail

Assessing Komeri (TSE:8218) Valuation After Nine‑Month Results And New Full‑Year Earnings Guidance

Why KomeriLtd (TSE:8218) is back on investors’ radar KomeriLtd (TSE:8218) has drawn fresh attention after releasing nine month results to December 31, 2025, alongside full year earnings guidance to March 31, 2026, giving investors clearer visibility on expected revenue and profit. See our latest analysis for KomeriLtd. Alongside the new earnings guidance and the completion of its ¥1,956.47 million buyback program in January, KomeriLtd’s 1-year total shareholder return of 10.27% contrasts with...
TSE:1812
TSE:1812Construction

How Investors Are Reacting To Kajima (TSE:1812) Leadership Shift After President’s Passing

Kajima Corporation announced that President and Representative Director Hiromasa Amano passed away on January 23, 2026, prompting the Board on January 27, 2026 to appoint long-serving executive Yoshikazu Oshimi as Chairman and President. This rapid appointment of a successor with more than five decades at the company highlights Kajima’s emphasis on continuity in its senior leadership structure. We’ll now examine how this leadership transition and emphasis on continuity could influence...
TSE:4544
TSE:4544Healthcare

H.U. Group Holdings (TSE:4544) Valuation Check After New Alzheimer’s Biomarker Assay Launch

H.U. Group Holdings (TSE:4544) is back on investors’ radar after announcing the Lumipulse G pTau 217 CSF assay, a new Alzheimer’s related biomarker test for its automated LUMIPULSE G analyzers. See our latest analysis for H.U. Group Holdings. The new pTau 217 CSF assay lands at a time when H.U. Group Holdings’ short term share price momentum has been soft, with a 30 day share price return of 5.09% and a 90 day share price return of 14.63%, even though the 1 year total shareholder return of...
TSE:285A
TSE:285ASemiconductor

Does Kioxia Holdings' (TSE:285A) New CEO and Sandisk Deal Extension Reframe Its AI Storage Ambitions?

Kioxia Holdings and KIOXIA Corporation recently announced that CEO and President Nobuo Hayasaka will step down after the June 2026 shareholders’ meeting, with long-time memory engineer and current Executive Vice President Hiroo Oota set to assume the CEO role on April 1, 2026. Coming alongside the extension of Kioxia’s NAND flash joint venture with Sandisk through 2034, the leadership change highlights a deeper commitment to long-horizon, technology-focused execution in AI-driven storage...
TSE:6222
TSE:6222Machinery

Shima Seiki Mfg. (TSE:6222) TTM EPS Loss Challenges Profitability Recovery Narrative

Shima Seiki Mfg.Ltd (TSE:6222) has posted softer Q3 2026 numbers, with revenue of ¥6,169 million and a basic EPS loss of ¥8.32, while trailing 12 month figures show revenue of ¥34,918 million and a basic EPS loss of ¥76.30. Over recent quarters the company has seen revenue move from ¥7,573 million in Q2 2026 and ¥10,519 million in Q1 2026, alongside a swing from basic EPS of ¥26.34 in Q1 2026 to losses of ¥6.96 in Q2 2026 and ¥8.32 in Q3 2026. This has kept margins under pressure and put the...
TSE:3778
TSE:3778IT

Sakura Internet (TSE:3778) Margin Reset To 2.2% Tests High Growth Narratives

SAKURA Internet (TSE:3778) opened its Q3 2026 update with revenue of ¥8.4b and basic EPS of ¥1.87, alongside trailing 12 month revenue of ¥34.0b and EPS of ¥18.59 that frame the latest quarter within a fuller earnings picture. Over recent quarters the company has seen revenue move from ¥7.3b and EPS of ¥16.70 in Q2 2025 to ¥8.1b and EPS of ¥23.30 in Q3 2025, then to ¥10.0b and EPS of ¥32.38 in Q4 2025, before the 2026 run rate reset with Q1 and Q2 losses and the current small profit in Q3...
TSE:3231
TSE:3231Real Estate

Does Nomura Real Estate’s Upgraded Profit And Dividend Outlook Change The Bull Case For Nomura Real Estate Holdings (TSE:3231)?

Nomura Real Estate Holdings, Inc. recently raised its full-year guidance for the year ending March 31, 2026, lifting expected operating revenue to ¥950,000 million, operating profit to ¥128,000 million, and increasing its planned annual dividend from ¥18.00 to ¥22.00 per share. Although nine-month net income and earnings per share were lower than a year earlier, management’s willingness to upgrade profit and dividend forecasts signals confidence in the company’s current business...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group’s Valuation In Focus As Potential US$30b OpenAI Investment Reshapes AI Exposure

Why SoftBank’s expanding OpenAI bet matters for shareholders SoftBank Group (TSE:9984) is in talks to commit up to $30b more to OpenAI, a potential portfolio reshaping move that could significantly influence the group’s risk mix and its exposure to artificial intelligence. See our latest analysis for SoftBank Group. The OpenAI talks come after a mixed price stretch for SoftBank Group, with a 37.14% 3 month share price decline but a very strong 81.48% 1 year total shareholder return. This...
TSE:4318
TSE:4318Professional Services

QuickLtd (TSE:4318) One Off Gain And 11.6% Margin Test Bullish Growth Narrative

QuickLtd (TSE:4318) has released its Q3 2026 numbers, reporting revenue of ¥7.4 billion and basic EPS of ¥19.15, alongside trailing twelve month EPS of ¥69.75 that reflects 5.4% profit growth over the past year. The company has seen quarterly revenue move between ¥7.0 billion and ¥9.9 billion over the last six reported periods, while basic EPS has ranged from ¥4.05 to ¥33.50. This gives investors plenty to weigh against a trailing net profit margin of 11.6% compared with 11.8% a year earlier,...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Is Down 5.7% After Broad-Based 2025 Sales And Production Declines – Has The Bull Case Changed?

Nissan Motor’s recently reported data showed a 6.7% year-on-year drop in December 2025 global vehicle sales and a 4.4% decline for the full year, alongside a 5.7% fall in global production across major markets such as Japan, China, Europe, the US, and Mexico. These broad-based sales and output pressures, coming on top of safety recalls and the cost burden of its electric-vehicle transition, highlight how multiple operational headwinds are converging for Nissan at the same time. We will now...
TSE:3994
TSE:3994Software

Is Money Forward (TSE:3994) Leaning Too Much on One-Off Gains to Shape Its Story?

Money Forward, Inc. recently raised its full-year consolidated forecast for the fiscal year ending November 2026, as extraordinary income from the sale of investment securities is now expected to narrow its projected loss attributable to owners of parent and improve loss per share guidance. This revision highlights how gains from portfolio adjustments, rather than changes in core operations, are currently driving an improvement in the company’s bottom-line outlook. We’ll examine how the...
TSE:9009
TSE:9009Transportation

Keisei Electric Railway (TSE:9009) Margin Compression Challenges High Earnings Quality Narrative

Keisei Electric Railway (TSE:9009) has reported Q3 2026 revenue of ¥82,946 million and basic EPS of ¥38.67, with the latest trailing twelve month EPS sitting at ¥106.85. Over recent quarters, the company has seen revenue move from ¥80,154 million in Q3 2025 to ¥82,946 million in Q3 2026, while quarterly EPS shifted from ¥80.18 to ¥38.67, against a backdrop of trailing twelve month net income of ¥51,650 million. With trailing net margins compressing compared with a year ago, this set of...
TSE:5838
TSE:5838Banks

Rakuten Bank Stock Options Spark Fresh Look At Valuation Premium For Shareholders

Stock option plan and why it matters for shareholders Rakuten Bank (TSE:5838) has approved a new stock option program for 316 employees, covering up to 31,900 shares, with a 10 year exercise window starting one year after issuance. The plan is tied to the bank’s share price and vests gradually until the fourth anniversary. This creates a long term incentive that links employee rewards directly to the company’s performance and stock behaviour. See our latest analysis for Rakuten Bank. The...
TSE:3762
TSE:3762IT

TechMatrix (TSE:3762) Net Margin Holds At 6.5% Reinforcing Profitability Narratives

TechMatrix (TSE:3762) has put up another quarter of solid headline numbers, with Q3 2026 revenue at ¥17.6b and basic EPS of ¥30.96, while trailing twelve month revenue stands at ¥69.1b and EPS at ¥112.31. Over recent quarters the company has seen revenue move from ¥15.9b in Q3 2025 to ¥18.2b in Q4 2025 and then to ¥17.6b in Q3 2026. Quarterly EPS has ranged from ¥24.45 in Q2 2025 to ¥31.07 in Q2 2026 and ¥30.96 most recently. This sets up a results season where the focus is squarely on how...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Valuation Check After Strong Nine Month Earnings And Share Price Jump

Earnings jump puts Capcom in focus Capcom (TSE:9697) moved into the spotlight after reporting earnings for the nine months to December 31, 2025, with higher sales, net income and earnings per share compared with the same period a year earlier. See our latest analysis for Capcom. The latest earnings release and Q3 2026 call came alongside a sharp short term move, with a 1 day share price return of 4.74% and 7 day return of 11.12%. The 1 year total shareholder return of 11.85% and 5 year total...
TSE:6857
TSE:6857Semiconductor

Advantest (TSE:6857) Valuation Check After Record Results AI Tester Demand And Capital Actions

Why Advantest is back on investors radar Advantest (TSE:6857) is in focus after reporting record sales and profits, sharply lifting full year earnings guidance, and detailing plans for capacity expansion together with a planned cancellation of treasury shares. See our latest analysis for Advantest. Those record results and higher guidance have arrived after a strong run in the share price, with a 30 day share price return of 29.90% and a 1 year total shareholder return of 195.96%. This...
TSE:9506
TSE:9506Electric Utilities

Tohoku Electric Power Company (TSE:9506) Margin Improvement Tests Bearish Earnings Decline Narrative

Tohoku Electric Power Company (TSE:9506) has put out a steady Q3 2026 update, with revenue of ¥558.3 billion and basic EPS of ¥56.09 anchoring the latest numbers. The company has seen quarterly revenue move from ¥608.9 billion in Q3 2025 to ¥558.3 billion in Q3 2026, while basic EPS shifted from ¥43.76 to ¥56.09 over the same stretch. On a trailing basis EPS stands at ¥341.05, with net profit margin higher over the last year than the prior year. For investors, the key focus is how this...
TSE:6262
TSE:6262Machinery

Pegasus (TSE:6262) Net Margin Compression Tests Bullish Growth Narratives In Q3 2026

Pegasus (TSE:6262) has released its Q3 2026 numbers, reporting revenue of ¥5,098 million and basic EPS of ¥8.81. Trailing twelve month EPS stands at ¥24.39 on revenue of ¥22,515 million. The company has reported quarterly revenue between ¥5,324.80 million and ¥6,167.29 million since Q2 2025, with basic EPS ranging from a loss of ¥5.82 to a high of ¥30.33 over that period. This provides a mixed backdrop for interpreting the latest results and what they may suggest about margins. See our full...
TSE:9882
TSE:9882Specialty Retail

Yellow Hat (TSE:9882) Q3 EPS Beat Reinforces Earnings Growth Narrative

Yellow Hat (TSE:9882) has put up a solid headline in its Q3 2026 print, with revenue of ¥53.0 billion and basic EPS of ¥71.31, while trailing twelve month EPS sits at ¥136.94 on revenue of ¥167.3 billion and net income of ¥12.0 billion. The company has seen quarterly revenue move from ¥49.9 billion in Q3 2025 to ¥53.0 billion in Q3 2026, with basic EPS shifting from ¥63.42 to ¥71.31 over the same periods. This sets the stage for investors to focus on how efficiently that top line is...
TSE:5464
TSE:5464Metals and Mining

Mory Industries (TSE:5464) Margin Slippage Tests Bullish Narratives After Q3 2026 Earnings

Mory Industries (TSE:5464) just posted its Q3 2026 scorecard, with revenue of ¥10.9b and basic EPS of ¥25.41, setting the tone for how the rest of the year might shape up for shareholders watching both the top and bottom line. Over the recent quarters, the company has seen revenue move from ¥11.4b in Q2 2025 to ¥10.9b in Q3 2026, while quarterly basic EPS shifted from ¥25.63 to ¥25.41, giving you a clear read on how sales and per share earnings have tracked together across the period...