TSE:5889
TSE:5889Specialty Retail

Japan Eyewear Holdings (TSE:5889) Margin Expansion Backs Bullish Growth Narrative in Q3 2026

Japan Eyewear Holdings (TSE:5889) has posted its Q3 2026 numbers, with revenue at approximately ¥4.5 billion and basic EPS of ¥37.6, while trailing 12 month EPS stands at ¥175.1 on revenue of about ¥18.0 billion. The company has seen revenue move from roughly ¥15.9 billion to ¥18.0 billion on a trailing 12 month basis, alongside EPS rising from ¥135.5 to ¥175.1. This sets up this quarter as part of a steady earnings run that keeps investor attention squarely on how margins are evolving. See...
TSE:6966
TSE:6966Semiconductor

Mitsui High-tec (TSE:6966) Margin Compression Tests Bullish Earnings Growth Narrative After Q3 2026 Results

Mitsui High-tec (TSE:6966) has just posted another steady quarter, with Q3 2026 revenue of ¥54.6 billion and basic EPS of ¥17.64 off net income of ¥3.2 billion, setting the tone for how investors read the latest move in margins. The company has seen quarterly revenue hover in a tight band between roughly ¥53.5 billion and ¥56.7 billion over the past six periods, while basic EPS has moved from around ¥12.43 to ¥17.64 as net income climbed from about ¥2.3 billion to ¥3.2 billion, teeing up this...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713): Valuation Check After Leading Japanese Market Gains on Global Optimism

Sumitomo Metal Mining (TSE:5713) jumped 9% on Friday as Asian markets rallied on upbeat Wall Street trading and fresh expectations of China stimulus, putting this materials heavyweight back on many investors watchlists. See our latest analysis for Sumitomo Metal Mining. That one day surge caps a powerful run, with a 30 day share price return of 16.25% and a 90 day gain of 37.43%. The 1 year total shareholder return of 67.38% signals momentum is still building rather than fading. If this rally...
TSE:5020
TSE:5020Oil and Gas

Does ENEOS’s Gulf Coast Methanol Bunkering Push Reshape The Bull Case For ENEOS (TSE:5020)?

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...
TSE:6098
TSE:6098Professional Services

Should Recruit’s Expanded Share Buybacks Shape How TSE:6098 Investors View Its AI-Focused Capital Strategy?

In recent months, Recruit Holdings Co., Ltd. has advanced its board-approved share repurchase program, including buying back about 1.2 million shares via the Tokyo Stock Exchange’s ToSTNeT-3 system, under an authorization to repurchase up to 38.00 million shares by April 2026. This incremental buyback activity highlights how Recruit is actively using its balance sheet to adjust its capital structure and potentially lift per-share metrics for investors. Next, we’ll examine how this ongoing...
TSE:6501
TSE:6501Industrials

The Bull Case For Hitachi (TSE:6501) Could Change Following AI-Focused ITxOT And Leadership Moves

Recently, GlobalLogic, a Hitachi Group company, released research on industrial AI adoption, Hitachi Digital Services partnered with Eraneos on ITxOT transformation, and GlobalLogic announced senior leadership changes including a new Chief Synergy and Transformation Officer role. Together, these moves highlight Hitachi’s push to close AI skills gaps, deepen digital engineering within the group, and deliver integrated smart manufacturing solutions. We’ll now examine how Hitachi’s expanded...
TSE:8001
TSE:8001Trade Distributors

ITOCHU (TSE:8001) Valuation Check After New E‑Methane Partnership for Japan’s Carbon‑Neutral Gas Goals

ITOCHU (TSE:8001) is back in focus after teaming up with TotalEnergies, TES, Osaka Gas, and Toho Gas on the Live Oak e methane project in Nebraska, a long dated bet on Japan’s carbon neutral gas ambitions. See our latest analysis for ITOCHU. The market seems to like that direction, with ITOCHU’s 1 year total shareholder return near 30% and a strong 3 year total shareholder return above 140%. In addition, the year to date share price return above 25% suggests momentum is still building. If...
TSE:7182
TSE:7182Banks

Could JAPAN POST BANK (TSE:7182) Unlock Hidden Value Through Japan Post’s Real Estate Restructuring?

Earlier this month, activist investor Palliser Capital urged Japan Post Holdings to consolidate its sprawling real estate operations into a dedicated unit and consider options such as a spinoff after a strategic review. The push highlights how Japan Post’s property portfolio, long treated as a supporting asset, could become a central source of potential value if restructuring gains political and customer backing. With this backdrop, we will explore how Palliser’s call for a real estate...
TSE:6981
TSE:6981Electronic

Will Murata’s SiC-Ready High-Voltage MLCC Push Change Murata Manufacturing's (TSE:6981) Narrative?

Earlier this month, Murata Manufacturing launched and began mass production of a compact 1.25kV, up to 15nF C0G multilayer ceramic capacitor aimed at EV onboard chargers and high-performance consumer power supplies. By aligning this high-voltage MLCC with the industry’s move toward SiC MOSFET-based power conversion, Murata is directly targeting a technically demanding and fast-evolving segment of the electronics supply chain. We’ll now examine how this push into SiC-ready high-voltage MLCCs...
TSE:1928
TSE:1928Consumer Durables

Should Sekisui House’s Higher FY2026 Guidance and Dividend Hike Require Action From Sekisui House (TSE:1928) Investors?

In December 2025, Sekisui House, Ltd. issued consolidated earnings guidance for the fiscal year ending January 31, 2026, projecting net sales of ¥4.33 trillion, operating profit of ¥340.00 billion and profit attributable to owners of parent of ¥232.00 billion, equivalent to basic earnings per share of ¥357.97. The company also raised its second-quarter-end dividend to ¥72 per share from ¥64 a year earlier, signaling management’s confidence and a stronger cash return stance to...
TSE:6361
TSE:6361Machinery

The Bull Case For Ebara (TSE:6361) Could Change Following Goldman’s Semiconductor Pivot Call On Profits

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Valuation Check as New AIVista Unit and Photonic AI Breakthrough Expand Its Tech Ambitions

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...