Japanese Communications Stock News

TSE:4578
TSE:4578Pharmaceuticals

Otsuka Holdings (TSE:4578) EPS Slowdown Challenges Long Term Growth Narrative

Otsuka Holdings (TSE:4578) has wrapped up FY 2025 with fourth quarter revenue of ¥650,149 million and basic EPS of ¥124.01, set against trailing twelve month figures of ¥2.47 trillion in revenue and EPS of ¥685.06. The company reported quarterly revenue of ¥599,785 million in Q4 2024 and ¥650,149 million in Q4 2025, while basic EPS moved from ¥281.41 to ¥124.01 over the same period, giving investors a view of how the top and bottom lines have shifted through the year. With a reported net...
TSE:3391
TSE:3391Consumer Retailing

Is Tsuruha Holdings (TSE:3391) Quietly Reframing Its Scale Advantage Through Modest January Sales Gains?

Tsuruha Holdings Inc. reported that for January 2026, all store net sales grew 3.1% year on year and existing store net sales grew 2.3%, reflecting continued momentum across its consolidated network. The company attributed this performance to higher spending per customer, strong prescription dispensing and benefits from its integration with Welcia, supporting scale-driven efficiencies in a competitive retail market. We will now examine how January’s sales growth, supported by higher spending...
TSE:7011
TSE:7011Machinery

Assessing Mitsubishi Heavy Industries (TSE:7011) Valuation After Strong Nine Month Results And Upgraded Earnings Guidance

Mitsubishi Heavy Industries (TSE:7011) drew fresh attention after reporting nine month sales of ¥3,326,976 million and net income of ¥210,996 million, alongside higher full year earnings guidance for both revenue and profit. See our latest analysis for Mitsubishi Heavy Industries. The raised guidance and earnings update have arrived after a strong run, with the share price at ¥5,031 and a 90 day share price return of 20.53% alongside a very large 5 year total shareholder return of more than...
TSE:285A
TSE:285ASemiconductor

Kioxia Holdings (TSE:285A) Is Up 19.6% After Upgrading AI-Driven NAND Outlook And 2026 Guidance – Has The Bull Case Changed?

Kioxia Holdings recently reported past third-quarter results showing higher sales and earnings per share year-on-year, and issued fourth-quarter and full-year 2026 guidance that points to significantly higher revenue and operating profit ranges of about ¥845.0 billion to ¥935.0 billion for the quarter and ¥2.18 billion to ¥2.27 billion for the year. The company directly linked its stronger outlook to surging demand and firmer pricing for NAND memory used in data centers and AI servers,...
TSE:3661
TSE:3661Software

M-Up Holdings (TSE:3661) Earnings Growth Of 66.4% Reinforces Bullish Narratives

m-up holdings (TSE:3661) has just put out its Q3 2026 scorecard, with recent quarterly figures showing revenue moving from ¥6.8b in Q4 2025 to ¥7.4b in Q1 2026 and ¥7.7b in Q2 2026, alongside basic EPS of ¥12.07 and ¥11.84 in Q1 and Q2 respectively and trailing 12 month earnings growth of 66.4%. Over the past few reported periods, revenue has shifted from ¥6.7b in Q3 2025 to ¥7.7b in Q2 2026, while basic EPS has moved from ¥11.48 to ¥11.84 over the same quarters. This gives investors a clear...
TSE:4062
TSE:4062Electronic

Ibiden (TSE:4062) Is Up 21.9% After ¥500bn AI Substrate Expansion Plan - Has The Bull Case Changed?

In February 2026, Ibiden Co., Ltd. approved a roughly ¥500 billion, three-year capital investment plan to expand production of high-performance IC package substrates for AI and high-performance servers, while also reporting higher nine-month sales and net income and guiding to a lower year-end dividend. The scale of this multiyear capacity build-out, focused on AI-related server demand, marks a significant shift in how Ibiden is positioning its electronics business for its 2030 goals. Next,...
TSE:3402
TSE:3402Chemicals

A Look At Toray Industries (TSE:3402) Valuation After Renewable Plastics Deal And Earnings Guidance

Why Toray’s latest moves matter for shareholders Toray Industries (TSE:3402) has been in focus after joining a 14 company supply chain for renewable plastics tied to Sony products, alongside fresh nine month earnings and updated full year guidance. For you as a shareholder or potential investor, these three developments line up in an interesting way. You have a new role for Toray in a global materials project, a snapshot of recent profitability, and management’s current view of the year ahead...
TSE:4502
TSE:4502Pharmaceuticals

Takeda’s Narcolepsy Review And AI Deal Tested Against Rich Valuation

Takeda Pharmaceutical received FDA priority review for its orexin agonist for narcolepsy type 1, marking an important regulatory milestone for the therapy. The company also announced a multi year AI drug discovery collaboration with Iambic, focused on oncology and gastrointestinal candidates. Both developments arrive as Takeda Pharmaceutical (TSE:4502) trades at ¥5,614.0 per share. Takeda Pharmaceutical (TSE:4502) enters these announcements with a share price of ¥5,614.0 and multi year...
TSE:9233
TSE:9233Professional Services

Asia Air Survey (TSE:9233) Thin 4.3% Margin Challenges Bullish Profitability Narrative

Asia Air Survey (TSE:9233) has just posted a mixed set of Q1 2026 figures, coming off a Q4 2025 quarter where revenue was ¥10.8b and net income was ¥511m, equal to basic EPS of ¥28.08. Over recent quarters the company has seen revenue move from ¥5.6b in Q3 2024 to ¥16.1b in Q2 2025 and ¥10.8b in Q4 2025, with EPS swinging from a loss of ¥62.42 in Q3 2024 to a profit of ¥151.43 in Q2 2025 and ¥28.08 in Q4 2025. This sets up this update as a check on whether margins are holding up after a...
TSE:2498
TSE:2498Construction

Oriental Consultants Holdings (TSE:2498) Earnings Growth And 4% Margin Reinforce Bullish Narratives

Oriental Consultants Holdings (TSE:2498) Q1 2026 Results in Focus Oriental Consultants Holdings (TSE:2498) opened its new fiscal year with Q1 2026 results that sit against a trailing twelve month backdrop of ¥95,365 million in revenue and basic EPS of ¥318.40. These figures are supported by a 47.1% year over year rise in reported earnings and a net profit margin at 4%. The company has seen revenue move from ¥86,282 million with EPS of ¥214.07 in the prior trailing period to the current...
TSE:7181
TSE:7181Insurance

Japan Post Insurance (TSE:7181) Net Margin Rebound Challenges Long‑Term Earnings Bear Case

Japan Post Insurance (TSE:7181) has just posted its Q3 2026 numbers, with revenue of ¥814.1b and basic EPS of ¥66.60, set against a trailing 12 month picture that shows revenue of ¥3.1t and EPS of ¥421.35 as earnings grew 48.1% year over year and net profit margins moved from 2.8% to 5.1%. Over recent quarters, revenue has ranged from ¥471.3b in Q4 2025 to ¥948.8b in Q2 2026, while basic EPS has moved between ¥56.28 and ¥159.42. This gives investors a clearer view of how the earnings run rate...
TSE:268A
TSE:268AElectronic

Rigaku Holdings (TSE:268A) Q4 Profit Surge Tests Bearish Margin Compression Narrative

Rigaku Holdings (TSE:268A) FY 2025 results in focus Rigaku Holdings (TSE:268A) just posted a strong finish to FY 2025, with fourth quarter revenue of ¥34.7b and basic EPS of ¥31.37, while trailing twelve month revenue came in at ¥94.2b and EPS at ¥50.19. Over recent periods the company has seen quarterly revenue move from ¥20.1b in Q2 FY 2025 to ¥18.7b in Q3 and then to ¥34.7b in Q4. This was alongside EPS shifts from ¥8.20 to ¥2.16 and then to ¥31.37. These figures are likely to focus...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Valuation Check After Dividend Hike And New Shareholder Return Guidance

Kyowa Kirin (TSE:4151) has put shareholder returns in focus after a board meeting to revise its dividend policy, pairing a higher year end dividend with fresh guidance on future payouts and earnings. See our latest analysis for Kyowa Kirin. Those dividend and earnings updates arrived alongside a sharp 12.01% 7 day share price return and a 7.99% 90 day share price return, while the 1 year total shareholder return of 33.51% contrasts with slightly negative total shareholder returns over three...
TSE:4324
TSE:4324Media

Dentsu Group (TSE:4324) Q4 Loss Deepens And Tests Profit-Recovery Narratives

Dentsu Group (TSE:4324) has wrapped up FY 2025 with fourth quarter revenue of ¥420.9 billion and basic EPS of a ¥1,024.97 loss, while trailing 12 month revenue came in at ¥1.4 trillion with basic EPS of a ¥1,262.03 loss, keeping the group in loss making territory. Over recent periods, the company has seen quarterly revenue range from ¥330.4 billion to ¥420.9 billion and basic EPS swing between a ¥1,024.97 loss and a ¥46.67 profit, giving investors a wide view of how earnings power has moved...
TSE:4612
TSE:4612Chemicals

Nippon Paint Holdings (TSE:4612) Margin Expansion Reinforces Bullish Earnings Narratives

Nippon Paint Holdings (TSE:4612) has wrapped up FY 2025 with Q4 revenue of ¥455.9b and basic EPS of ¥19.47, rounding out a year in which trailing twelve month revenue reached ¥1.77t and EPS came in at ¥76.66. The company has seen revenue move from ¥1.64t and EPS of ¥54.22 on a trailing basis a year earlier to the latest ¥1.77t and ¥76.66, alongside net income shifting from ¥127.34b to ¥179.80b over the same period. This gives investors more detail on the recent profit trajectory and how it...
TSE:2181
TSE:2181Professional Services

Persol Holdings (TSE:2181) Q3 Net Margin Stuck Near 2.6% Tests Bullish Growth Narrative

Persol Holdings (TSE:2181) has put out its Q3 2026 scorecard, with revenue of ¥401.5b and basic EPS of ¥4.73, alongside trailing twelve month revenue of ¥1.5t and EPS of ¥17.79, giving investors a fuller read on earnings power through the cycle. The company has seen revenue move from ¥365.0b in Q4 2025 to ¥401.5b in Q3 2026, while quarterly basic EPS has ranged between ¥2.14 and ¥6.07 over that span, setting up the current release against a backdrop of earnings that are already reflected in...
TSE:4480
TSE:4480Healthcare Services

Medley (TSE:4480) Margin Squeeze And Q4 Loss Test High‑Growth Investor Narrative

How Medley’s FY 2025 Numbers Set the Stage for the Next Chapter Medley (TSE:4480) closed FY 2025 with fourth quarter revenue of ¥9,250 million and basic EPS of ¥4.46 loss, while trailing 12 month EPS stood at ¥30.60 on revenue of ¥36,786 million, against a current share price of ¥2,152. The company has seen quarterly revenue move from ¥7,660 million in FY 2024 Q4 to ¥8,140 million in FY 2025 Q1, ¥10,325 million in Q2, ¥9,071 million in Q3 and ¥9,250 million in Q4, with EPS ranging from ¥2.32...
TSE:6376
TSE:6376Machinery

Nikkiso (TSE:6376) Margin Improvement And 71.6% Earnings Growth Challenge Bearish Outlook

Nikkiso (TSE:6376) FY 2025 earnings snapshot Nikkiso (TSE:6376) closed FY 2025 with fourth quarter revenue of ¥63.4b and basic EPS of ¥95.74, while trailing twelve month EPS reached ¥206.22 on revenue of ¥215.6b. The company has seen revenue move from ¥213.4b to ¥215.6b on a trailing basis, with EPS stepping up from ¥120.15 to ¥206.22 over the same period. With net profit margin lifting to 6.3% from 3.7%, these results put profitability front and center for investors weighing the latest...
TSE:7911
TSE:7911Commercial Services

Toppan Holdings (TSE:7911) One Off ¥69.6b Gain Puts Earnings Narratives Under Scrutiny

TOPPAN Holdings (TSE:7911) has put up a detailed Q3 2026 scorecard, with revenue of ¥459.2 billion and basic EPS of ¥99.50, giving investors fresh numbers to weigh against its recent share price of ¥4,890. The company has seen quarterly revenue move between ¥421.9 billion and ¥466.1 billion over the last six reported periods, while basic EPS has ranged from ¥32.41 to ¥135.67, setting the backdrop for trailing 12 month EPS of ¥261.48. With a trailing net margin of 4.2% compared with 5.2% a...
TSE:6460
TSE:6460Leisure

Sega Sammy Holdings (TSE:6460) Q3 Loss Of ¥19.6b Tests Bullish Earnings Recovery Narrative

Sega Sammy Holdings (TSE:6460) just posted Q3 2026 results with revenue of ¥134.1 billion and a basic EPS loss of ¥93.45, while trailing twelve month figures show revenue of ¥441.9 billion and a basic EPS loss of ¥64.19. The company has seen quarterly revenue range from ¥81.0 billion in Q1 2026 to ¥134.1 billion in Q3 2026, alongside EPS swinging between a ¥15.89 loss and a ¥53.26 profit across recent periods. This frames a mixed earnings profile around its current loss. For investors, the...