Japanese Communications Stock News

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%...
TSE:3105
TSE:3105Industrials

Nisshinbo Holdings (TSE:3105) Is Down 7.3% After Upgraded 2025 Profit Outlook Led By Wireless Strength

Nisshinbo Holdings Inc. has already reported full-year 2025 results, posting sales of ¥502,339 million and net income of ¥13,920 million, equivalent to basic earnings per share from continuing operations of ¥89.07. The company had earlier raised its 2025 profit guidance on the back of strong Wireless and Communications performance and fixed-cost reductions, even as Micro Devices sales softened. Next, we examine how the upgraded profit outlook driven by Wireless and Communications reshapes...
TSE:4205
TSE:4205Chemicals

Assessing Zeon (TSE:4205) Valuation After Recent Share Price Momentum

Why Zeon Stock Is On Investors’ Radar Today Zeon (TSE:4205) has drawn attention after its recent share price move, with a 1 day return of negative 1.7% contrasting with positive performance over the past month and past 3 months. See our latest analysis for Zeon. That small 1 day share price decline sits within a stronger trend, with Zeon’s share price showing a 17.46% 3 month return and its 1 year total shareholder return of 35.54% pointing to momentum that investors are clearly paying...
TSE:9435
TSE:9435Industrials

Hikari Tsushin (TSE:9435) Margin Strength And EPS Volatility Test Bullish Narratives

Hikari Tsushin (TSE:9435) has just posted its Q3 2026 update, with recent quarterly revenue running at about ¥194.5 billion in Q2 2026 and basic EPS of ¥960.21, against a backdrop where trailing 12 month EPS sat at ¥3,182.21 on revenue of roughly ¥722.5 billion. Over the past reported quarters, the company has seen revenue move from ¥173.0 billion in Q3 2025 to ¥187.7 billion in Q4 2025 and then to ¥194.5 billion in Q2 2026, while quarterly EPS shifted from ¥1,244.00 in Q3 2025 to ¥336.01 in...
TSE:7729
TSE:7729Semiconductor

Tokyo Seimitsu (TSE:7729) Valuation Check After Mixed Nine Month Earnings Results

Earnings snapshot and what changed for Tokyo Seimitsu Tokyo Seimitsu (TSE:7729) has drawn attention after reporting nine month results to December 31, 2025, with sales of ¥112,971 million, higher than a year earlier, but net income and earnings per share were lower. See our latest analysis for Tokyo Seimitsu. The mixed earnings picture has not stopped momentum in the share price, with a 30 day share price return of 33.72% and a 62.68% gain over 90 days. The 1 year total shareholder return of...
TSE:2212
TSE:2212Food

How Yamazaki Baking’s Higher 2025 Dividend Forecast Could Shape Yamazaki (TSE:2212) Investors’ Returns

On January 30, 2026, Yamazaki Baking Co., Ltd.’s board approved a revision to its dividend forecast for the fiscal year ended December 31, 2025, lifting the planned year-end dividend from ¥50.00 to ¥60.00 per share after reviewing performance trends and financial conditions. This higher dividend payout underscores the company’s emphasis on shareholder returns, highlighting how capital allocation decisions can influence investor perceptions of Yamazaki Baking’s financial policy. We’ll now...
TSE:7701
TSE:7701Electronic

The Bull Case For Shimadzu (TSE:7701) Could Change Following Its Currency-Fueled Reinvestment Pivot Into M&A

In February 2026, Shimadzu Corporation revised its full-year guidance, lifting expected net sales to ¥555,000 million while keeping operating profit and profit attributable to owners of parent unchanged, and simultaneously reported nine-month results showing higher sales and net income than a year earlier. An interesting angle is that Shimadzu attributes the stronger sales outlook mainly to yen depreciation, yet is choosing to reinvest the incremental benefit into M&A, R&D, and other...
TSE:4676
TSE:4676Media

A Look At Fuji Media Holdings (TSE:4676) Valuation After Buyback Dividend Hike And Earnings Outlook Update

Fuji Media Holdings (TSE:4676) has launched one of the larger recent capital return moves in Japan. The initiative combines a sizeable share buyback, sharply higher dividend guidance, and an updated earnings outlook tied to business mix changes. See our latest analysis for Fuji Media Holdings. The latest capital return moves and real estate review are landing against a mixed backdrop, with a 90 day share price return of 3.55% and a 30 day share price decline of 10.91%. At the same time, the 1...
TSE:8018
TSE:8018Luxury

Global Dividend Stocks To Enhance Your Portfolio

As global markets experience volatility driven by mixed economic signals and sector rotations, investors are increasingly seeking stability through dividend stocks. In this dynamic environment, selecting dividend stocks with strong fundamentals and consistent payout histories can offer a reliable income stream while enhancing portfolio resilience.
TSE:1860
TSE:1860Construction

Assessing Toda (TSE:1860) Valuation After Planned Employee Stock Grants And Potential Share Buybacks

Board meeting puts capital allocation and employee ownership in focus Toda (TSE:1860) has called a board meeting for February 13, 2026 to review a post delivery stock grant program for its employee shareholding association and the potential acquisition of its own shares. For you as an investor, this combination of planned disposal of treasury shares to employees and possible share buybacks highlights how Toda balances employee incentives with overall capital allocation across its...
TSE:2269
TSE:2269Food

Meiji Holdings (TSE:2269) Net Margin At 3.9% Tests Bullish Earnings Recovery Narratives

Meiji Holdings (TSE:2269) has laid out its latest scorecard for Q3 2026, with recent quarterly figures showing revenue in the ¥270.0 billion to ¥306.0 billion range and EPS between roughly ¥26.5 and ¥62.0 across the last six reported quarters, giving investors a clear view of how the top and bottom line have been tracking. Over that stretch, the company has seen revenue move from ¥278.7 billion in Q1 2025 to ¥301.3 billion in Q2 2026, while quarterly EPS shifted from ¥50.22 to ¥41.99. This...
TSE:4046
TSE:4046Chemicals

The Bull Case For Osaka Soda (TSE:4046) Could Change Following EPS Jump On Buybacks And Flat Sales

Osaka Soda Co., Ltd. reported past nine-month results to December 31, 2025, with sales of ¥73,688 million versus ¥74,650 million a year earlier, while net income rose to ¥10,640 million and basic earnings per share from continuing operations increased to ¥84.92 from ¥62.59. Over the same period, Osaka Soda also completed a buyback of 2,484,500 shares for ¥4,999.91 million, reducing its share count while lifting earnings per share despite slightly lower sales. We will now examine how Osaka...
TSE:6920
TSE:6920Semiconductor

How Investors Are Reacting To Lasertec (TSE:6920) Upgraded Guidance And Higher Dividend Payout

Lasertec Corporation reported half-year results to December 31, 2025, with sales of ¥128,258 million and net income of ¥45,745 million, alongside announcing a second-quarter dividend increase to ¥132.00 per share from ¥115.00 a year earlier, payable on March 12, 2026. The company also raised its full-year fiscal 2026 guidance, citing earlier customer acceptance of products and a revised yen/US$ exchange rate assumption of ¥145 per US$ compared with ¥135 previously. We will examine how...
TSE:4901
TSE:4901Tech

FUJIFILM Holdings (TSE:4901) Valuation After Earnings Growth Guidance Update And Affirmed Dividend

What the latest earnings, guidance and dividend signal for investors FUJIFILM Holdings (TSE:4901) has given investors a fresh information set, combining third quarter and nine month earnings, new full year guidance for fiscal 2026, and an affirmed year end dividend outlook. The company reported third quarter sales of ¥857,354 million and net income of ¥73,143 million, alongside nine month sales of ¥2,429,717 million and net income of ¥193,375 million, each higher than the comparable period a...
TSE:8802
TSE:8802Real Estate

Mitsubishi Estate (TSE:8802) Is Up 14.6% After Buyback, Earnings Upgrade And Leadership Shift – Has The Bull Case Changed?

Mitsubishi Estate Co., Ltd. recently approved a share repurchase program of up to 13,000,000 shares for ¥30,000 million and raised its earnings guidance for the year ending March 31, 2026, while also announcing several board resignations and a planned change in its Representative Corporate Executive Officer effective April 1, 2026. Together with a ¥29 billion subordinated bond issuance, these moves highlight how Mitsubishi Estate is reshaping its balance sheet and governance to support its...
TSE:4503
TSE:4503Pharmaceuticals

Assessing Astellas Pharma (TSE:4503) Valuation After Myrbetriq Patent Settlements With Lupin And Zydus

Why the Myrbetriq legal settlement matters for Astellas shareholders Astellas Pharma (TSE:4503) has just closed its U.S. patent disputes over overactive bladder drug Myrbetriq, securing settlement and upfront licensing payments from Lupin and Zydus, as well as ongoing per unit fees. For you as an investor, this combination of cash inflows and reduced legal uncertainty can influence how you view the earnings profile tied to Myrbetriq and its generic competition in the U.S. market. See our...