Japanese Communications Stock News

TSE:6951
TSE:6951Electronic

JEOL Stock In Focus After Benchtop Microscope Launch

JEOL has released the JCM-7000Plus benchtop scanning electron microscope, adding higher 20 kV landing voltage, 6 nm resolution, and expanded automation functions such as Neo Action, Live Particle, and Live Report to support research, manufacturing, and education users. The new Live Particle and Live Report tools push automation deeper into routine SEM work, which can influence JEOL's operating efficiency, customer stickiness, and future product mix as labs and factories lean on more...
TSE:1803
TSE:1803Construction

Apartment Project Partnership Altering The Investment Case For Shimizu Stock?

Kennedy Wilson announced it has partnered with Shimizu Corporation to redevelop a former UPS office site in Sandy Springs, Georgia, into Caldwell, a five story, 382 unit luxury multifamily community with more than 17,500 square feet of amenities and an expected first resident move in during 2028. The project extends Shimizu's footprint in the U.S. real estate market, tying the construction group to a large scale, higher end rental community in a submarket that has seen relatively limited...
TSE:9697
TSE:9697Entertainment

Can Capcom (TSE:9697) Still Look Fully Priced On Onimusha’s 1 Million Unit Debut?

Capcom (TSE:9697) is back in the spotlight after reporting that Onimusha: Way of the Sword sold over 1 million units on day one, pushing total franchise sales past 10 million. The fresh Onimusha launch lands after a powerful run in Capcom’s share price, with a 90 day share price return of 50.74% and a year to date share price gain of 16.66%, while long term total shareholder returns of 52.65% over three years and 163.86% over five years indicate momentum that has been building rather than...
TSE:9532
TSE:9532Gas Utilities

Osaka Gas (TSE:9532) Issues 2056 Bonds On A Stock Price That Still Looks Pricey

Osaka Gas (TSE:9532) has moved to raise fresh capital through a new subordinated, unsecured bond issuance, offering ¥10 billion in fixed-income securities that mature in September 2056, representing a long-dated commitment to debt investors. Recent trading has been supportive for Osaka Gas, with a 30-day share price return of 9.41% and a year to date share price gain of 8.97% at a closing price of ¥5,928. That sits alongside a 1-year total shareholder return of 39.77% and a very strong 3-year...
TSE:1436
TSE:1436Renewable Energy

GreenEnergy (TSE:1436) Stock Price Climbs As Margin Gains Meet Cash Flow Risk

GreenEnergy’s share price has been climbing into this earnings season, with the stock up about 41% over the past three months. Today’s report puts that optimism to the test. The market is paying a premium P/E of 27x for the growth story, and the fresh Q1 numbers show why sentiment is so charged. Net income of ¥296m on revenue of ¥4,771m keeps the profit story intact, and trailing net margin sits at 4% versus 2.3% a year earlier. This margin shift is the real headline that bulls and skeptics...
TSE:9632
TSE:9632Construction

Subaru Enterprise (TSE:9632) Stock Faces Margin Squeeze At Premium P/E

Subaru Enterprise stock came into this print on the back foot, with the share price drifting over the past week and month while trading on a rich P/E of 20.7x against far cheaper construction peers. The earnings headline is not about growth. It is about pressure. Net profit margin over the last year slipped to 7.3% from 11.4%, and that weaker profitability now collides with a valuation that already prices the business as a premium contractor. Concerned that Subaru Enterprise carries a premium...
TSE:7856
TSE:7856Luxury

Can Hagihara Industries (TSE:7856) Stock Sustain Its Profit Driven Rally?

The market has been warming to Hagihara Industries, with the stock up about 16% over the past three months, yet today’s reaction hangs on one simple question. Did the profit engine keep up with its reputation? The headline answer is that earnings power did some heavy lifting. Basic earnings per share reached ¥50.95 in Q3 on revenue of ¥9,388.95m, with net income of ¥718.22m. This puts the focus squarely on profitability rather than just sales volume for this quarter’s read on the...
TSE:2670
TSE:2670Specialty Retail

ABC-MartInc (TSE:2670) Could Be 40% Below Fair Value As August Sales Land

ABC-MartInc (TSE:2670) just released sales data for August 2026, including monthly, second quarter, and first half figures. These updates give you a fresh read on how the retailer’s all stores performance is tracking. The fresh August sales release arrives against a mixed backdrop for ABC-Mart Inc.’s stock, with the share price at ¥2,676.5 and a 30-day share price return down 5.19% while the 5-year total shareholder return is up 57.26%, indicating that long-term holders have seen meaningful...
TSE:3854
TSE:3854Software

I'LL (TSE:3854) Stock Price Disconnect Deepens As Margins Improve

Investors treated I'LL like a problem stock over the past quarter, with the share price sliding about 11% in three months, yet the latest quarter reads more like a quiet upgrade to the investment case than a letdown. Basic earnings per share for Q4 were ¥49.75 on revenue of ¥5,345.59m, resulting in a trailing 12‑month profit at a 20% net margin. The key point is the gap between a stock priced for doubt and a business still generating solid earnings, which leads to a very different...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Business Overhaul Keeps Undervalued Narrative Alive After Recent Pullback

Teijin (TSE:3401) has drawn fresh attention after its latest share price move, with the stock closing at ¥1,647. Recent returns have been mixed, including a decline over the past month and a gain over the past 3 months. Short term momentum for Teijin looks soft, with a 7 day share price return of down 6.8% and a 30 day share price return of down 6.7%. However, the year to date share price return of 22.8%, alongside a 1 year total shareholder return of 30.9%, points to a much stronger longer...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Is Back In Focus, What Is Catching Attention Now?

NTT (TSE:9432) is back in focus after a recent upgrade to a Zacks Rank #1 rating. The move is tied to higher earnings estimates and perceived improvement in the telecom group's fundamentals. Short term, NTT’s share price has been choppy, with a 7 day share price return of 2.05% in the red. However, the 30 day and 90 day share price returns of 8.52% and 15.44% suggest momentum has been rebuilding, while longer term total shareholder returns of 12.44% over 1 year and 54.82% over 5 years point...
TSE:2175
TSE:2175Professional Services

SMS (TSE:2175) Stock Trades Below Fair Value On Cash Flow

SMS has run hard this year, yet both its intrinsic value estimate and market multiples still lean toward the shares trading below what the cash flows suggest they may be worth. The broader valuation checks are more cautious, so the recent strength sits beside a mixed overall view rather than a clear bargain signal. Year to date, SMS has gained 87.6%, which puts fresh attention on whether the current share price already reflects the main part of the recovery story. The valuation upside case...
TSE:285A
TSE:285ASemiconductor

3 Japanese Growth Stocks With Earnings Growth Over 21%

Rising global bond yields, with 10 year US Treasuries hovering near 5%, are putting pressure on expensive, heavily indebted businesses. Japanese growth stocks that pair strong expected earnings expansion over the next 3 years with solid balance sheets may therefore look more interesting. This article walks through three Japanese stocks with high growth potential, drawn from a quality focused screener that aims to spotlight companies where growth and financial resilience go hand in hand. The...
TSE:9843
TSE:9843Specialty Retail

Nitori Holdings (TSE:9843) Defied A Market Slide, Is The Stock Now Overvalued?

Nitori Holdings (TSE:9843) moved higher even as the Nikkei 225 declined, with the stock jumping 5.5% on a day when rising oil prices and a stronger yen pressured many Japanese shares. That 5.5% one day gain builds on strong recent momentum, with a 7 day share price return of 11.95% and a 30 day move of 20.07% for Nitori Holdings. However, the 1 year total shareholder return of 23.14% contrasts with a flat 3 year outcome and a weaker 5 year record. Scan beyond Nitori Holdings' surge and see...
TSE:4443
TSE:4443Software

Rorze And 2 Other Japanese Founder Led Stocks To Own

Rising global bond yields have pushed up borrowing costs, which puts pressure on highly leveraged companies but can highlight stronger balance sheets. In that kind of market, Japanese businesses still run by their original founders can look especially compelling because those leaders usually have substantial personal capital on the line. This article walks through three founder led Japanese stocks from our screen that may deserve a closer look now. The three founder led Japanese stocks below...
TSE:7974
TSE:7974Entertainment

Are New Switch 2 Bundles Altering The Investment Case For Nintendo Stock (TSE:7974)?

Nintendo announced two Nintendo Switch 2 bundles that pair the console with Mario Kart World or Nintendo Switch Sports Resort plus 3‑month online memberships, each priced at US$549.99 and US$529.99 respectively, and positioned as discounted versus buying the items separately. The bundled pricing highlights Nintendo’s push to raise average spending per Switch 2 household through curated game and subscription packages rather than relying on hardware alone. With Nintendo leaning into discounted...
TSE:8953
TSE:8953Retail REITs

How Investors Are Reacting To Japan Metropolitan Fund Investment (TSE:8953) Shopping Center Acquisition

Japan Metropolitan Fund Investment has agreed to acquire the m-city Toda-Koen neighborhood shopping center in Saitama for ¥4,869 million, funded in part by an unsecured ¥5,000 million floating rate loan from Mizuho Bank with final repayment due in 2034. The purchase targets a fully occupied, family-focused retail hub with confirmed rent increases and an actual NOI yield of 4.5%, while also providing optionality for future condominium land use if tenants vacate. The next consideration is how...
TSE:4704
TSE:4704Software

Top 3 Japanese AI Stocks To Watch In September 2026

Oil markets are back in focus as renewed conflict in the Middle East pushes prices higher and raises questions about energy security and supply chains. That kind of stress often pushes businesses to automate more, use data better and lean harder on artificial intelligence. Japanese AI related stocks sit right in the middle of that shift. This piece highlights three of the most interesting options from the AI focused screener. The three stocks below are just a starting sample from the wider AI...
TSE:7951
TSE:7951Leisure

Should Drum Hardware Launch Require Action From Yamaha (TSE:7951) Investors?

Yamaha recently rolled out a next-generation drum hardware lineup that refreshes snare stands, cymbal hardware and accessories, including the Flip Grip Basket, Step-Free Tilter and tone-focused rubber components for a wide range of players. The breadth of the redesign, from lightweight entry gear to heavyweight professional hardware with sound-focused parts like the SECW8 washer, points to sustained product investment in Yamaha's acoustic and hybrid percussion ecosystem. With the new Flip...
TSE:6965
TSE:6965Electronic

Hamamatsu Stock Faces Questions After FDA Clears More Slide Scanners

Hamamatsu Photonics K.K. received FDA 510(k) clearance in 2026 for its NanoZoomer S20MD and S540MD slide scanner systems, expanding the already cleared NanoZoomer S360MD and giving U.S. clinical pathology labs options across compact, routine, and high throughput workflows. The broader NanoZoomer portfolio creates a single platform across lab sizes, which can simplify training, maintenance, and procurement decisions for hospital pathology departments. With FDA clearance extending across the...
TSE:9064
TSE:9064Logistics

Will Cargo Flights End Change Yamato Holdings' (TSE:9064) Narrative

On 3 September 2026, Yamato Holdings announced that its board had resolved to end domestic dedicated cargo aircraft operations run with Japan Airlines, with services expected to continue until around June 2027 and customer shipments gradually shifted to other transport options. The decision highlights how rising fuel costs, a weaker yen and a widening price gap between truck and air freight are pressuring Yamato Holdings to favor more cost efficient options, such as passenger aircraft belly...
TSE:4188
TSE:4188Chemicals

What Mitsubishi Chemical Group Stock's Quantum Chipmaking Partnership Means For Shareholders

In August 2026, Xanadu Quantum Technologies announced the next phase of its collaboration with Mitsubishi Chemical Group to build quantum computing workflows for EUV lithography in semiconductor fabrication, backed by Canadian NRC IRAP and Japan's SIP programs. The project aims to feed quantum derived parameters into Mitsubishi Chemical Group's multi scale lithography models to predict blur, which could materially affect how the business designs higher performance semiconductor materials and...