Japanese Communications Stock News

TSE:8113
TSE:8113Household Products

What Unicharm (TSE:8113)'s Buyback After Guidance Cut Means For Shareholders

On February 12, 2026, Unicharm Corporation’s board approved a share repurchase program of up to 30,000,000 shares, or 1.72% of its capital, for ¥19,000 million running through December 17, 2026, following a prior downward revision of its 2025 earnings guidance due to weaker performance in China and Indonesia and impairment charges in Asia and India. This sequence of a profit warning and a sizeable buyback authorization highlights management’s focus on shareholder returns while addressing...
TSE:3088
TSE:3088Consumer Retailing

How Leadership Overhaul and 2026 Earnings Guidance Will Impact MatsukiyoCocokara (TSE:3088) Investors

MatsukiyoCocokara recently issued earnings guidance for the year ending March 31, 2026, forecasting net sales of ¥1.10 trillion, operating profit of ¥85.50 billion, profit attributable to owners of parent of ¥56.50 billion and basic earnings per share of ¥141.67, alongside board-approved changes to representative directors and other senior roles effective April 1, 2026. By pairing a comprehensive leadership reshuffle with quantified profit and dividend confidence, the company is signaling an...
TSE:2587
TSE:2587Beverage

Suntory Beverage And Food TSE 2587 Net Margin Slippage Tests Bullish Valuation Narrative

Latest FY 2025 Results Set the Stage for Suntory Beverage & Food Suntory Beverage & Food (TSE:2587) has just released its FY 2025 numbers, with fourth quarter revenue of ¥437.4 billion and basic EPS of ¥43.23, alongside trailing twelve month EPS of ¥287.13 on revenue of ¥1.72 trillion. Over recent periods, revenue has moved from ¥419.1 billion and EPS of ¥33.12 in Q4 2024 to ¥471.7 billion and EPS of ¥110.77 in Q3 2025, before settling at the latest Q4 levels. This gives investors a fresh...
TSE:5711
TSE:5711Metals and Mining

Mitsubishi Materials (TSE:5711) Q3 EPS Surge Tests High P/E Bullish Narratives

Mitsubishi Materials (TSE:5711) Q3 2026 earnings snapshot Mitsubishi Materials (TSE:5711) has reported Q3 2026 revenue of ¥454.6b and basic EPS of ¥236.47, backed by net income of ¥30.9b for the quarter. The company’s revenue moved from ¥494.1b in Q3 2025 to ¥454.6b in Q3 2026, while quarterly EPS shifted from ¥187.54 to ¥236.47 over the same period, against a trailing twelve month EPS of ¥162.93 on revenue of ¥1.76t. This combination of a softer top line and firmer per share earnings focuses...
TSE:1605
TSE:1605Oil and Gas

Inpex (TSE:1605) Margin Resilience Challenges Bearish Earnings Decline Narrative

Inpex (TSE:1605) has just wrapped up FY 2025 with fourth quarter revenue of ¥490,704 million and basic EPS of ¥86.17, while trailing twelve month figures sit at ¥2.0 trillion in revenue and EPS of ¥337.94, giving investors a clear view of both the latest quarter and the full year run rate. Over recent periods, revenue has moved from ¥518,280 million and EPS of ¥115.17 in Q4 2024 to ¥490,704 million and EPS of ¥86.17 in Q4 2025, with trailing net profit margin at 19.6% compared with 18.9% a...
TSE:4506
TSE:4506Pharmaceuticals

Assessing Sumitomo Pharma (TSE:4506) Valuation As AMCHEPRY Faces Key Parkinson’s Disease Review

Sumitomo Pharma (TSE:4506) is back on investors’ radar after Japan’s Ministry of Health, Labour and Welfare scheduled a February 19 committee review of AMCHEPRY, its allogeneic iPS cell derived therapy for advanced Parkinson’s disease. See our latest analysis for Sumitomo Pharma. The upcoming AMCHEPRY review arrives after a volatile few months, with a 10.81% 7 day share price return and a 14.19% 30 day share price decline. At the same time, a very large 1 year total shareholder return of...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Is Up 7.3% After Sharply Cutting Its 2026 Operating Loss Forecast

Nissan Motor recently revised its earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥11,900,000 million, an operating loss of ¥60,000 million and a net loss of ¥650,000 million, largely reflecting faster fixed cost cuts under its Re:Nissan plan and lower foreign exchange headwinds. Although the projected net loss remains very large and is driven mainly by non‑cash restructuring and alignment charges, the sharply reduced operating loss forecast points to...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Valuation Check After Recent Share Price Swings

SoftBank Group shares move after recent performance SoftBank Group (TSE:9984) has drawn fresh attention after a mixed stretch, with a roughly 10% gain over the past week, a modest rise over the past month, and a decline over the past 3 months. See our latest analysis for SoftBank Group. At around ¥4,390 per share, SoftBank Group’s recent 1 day share price return of about 9% decline contrasts with a weaker 90 day share price return and a much stronger 1 year total shareholder return. This...
TSE:1808
TSE:1808Consumer Durables

Haseko (TSE:1808) Q3 Net Margin Improvement Tests Bearish Volatility Narrative

How Haseko's Latest Earnings Stack Up Against The Story So Far Haseko (TSE:1808) has reported another solid quarter, with Q3 2026 revenue of ¥297.6 billion and basic EPS of ¥52.88, set against trailing twelve month revenue of ¥1.23 trillion and EPS of ¥201.14 that reflect the 56.1% earnings growth highlighted over the past year. Over recent periods, revenue has ranged from ¥273.98 billion in Q2 2025 to ¥340.61 billion in Q4 2025, while quarterly EPS has moved between a loss of ¥3.68 in Q3...
TSE:6368
TSE:6368Machinery

Organo (TSE:6368) Valuation Check After Strong Nine Month Earnings And New 2026 Guidance

Organo (TSE:6368) drew investor attention after reporting nine month earnings to December 31, 2025, with sales of ¥127,729 million and net income of ¥17,999 million, alongside fresh full year 2026 earnings guidance. See our latest analysis for Organo. The latest nine month earnings and fresh guidance appear to have caught the market’s attention, with Organo’s 1 day share price return of 2.32% and 7 day share price return of 9.76% contributing to a 1 year total shareholder return of 123.67%...
TSE:6383
TSE:6383Machinery

Does Daifuku (TSE:6383) Use Higher Dividends to Signal Enduring Earnings Power?

Daifuku Co., Ltd. recently issued consolidated earnings guidance for the interim and full fiscal year to December 31, 2026, and approved an increased year-end dividend of ¥44 per share for 2025, with guidance for a further rise to ¥46 per share in 2026. This combination of profit guidance and a clear commitment to gradually higher shareholder returns highlights how management is signaling confidence in the company’s earnings power and cash-generation capacity. We’ll now explore how Daifuku’s...
TSE:8001
TSE:8001Trade Distributors

Assessing ITOCHU (TSE:8001) Valuation After New Share Buyback And Latest Earnings Update

Why ITOCHU’s new buyback and earnings matter for shareholders ITOCHU (TSE:8001) has put a fresh share repurchase plan and a new earnings update on the table, giving you more detail on how management is handling cash and current profitability. On February 6, 2026, the board approved a buyback of up to 13,000,000 shares, equal to 0.2% of issued share capital, for up to ¥20,000 million, with the program running through March 31, 2026. This sits alongside recently reported nine month results to...
TSE:9513
TSE:9513Renewable Energy

Electric Power Development (TSE:9513) Valuation Check After CEO Change And Mixed Nine Month Results

Electric Power Development (TSE:9513) is in focus after announcing a CEO transition related to health reasons and reporting mixed nine month results, with lower sales and revenue alongside higher net income and earnings per share. See our latest analysis for Electric Power Development. The CEO succession news comes on top of a solid run in the shares, with a 90 day share price return of 21.60% and a 1 year total shareholder return of 48.47%. This suggests momentum has been building rather...
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...