Japanese Communications Stock News

Global Security Experts (TSE:4417) posted a robust set of headline numbers, trading at ¥3,705 per share while the estimated fair value sits higher at ¥5,736.41. The company’s earnings are forecast to accelerate at 34.2% annually, with revenue expected to climb 24.7% each year. Both figures easily outpace the Japanese market averages of 7.9% for earnings and 4.5% for revenue. Despite high-quality earnings and attractive growth expectations, investors are watching a notably elevated...

Sekisui Jushi (TSE:4212) reported net profit margins of 4.9%, a slight decrease from 5.4% a year earlier. While earnings grew 0.2% year over year, the company's five-year average shows an annual decline of 16.4%. Its Price-to-Earnings (P/E) Ratio now stands at 17x, below the peer average of 25.7x but a bit higher than the Japanese building industry average of 15.4x. Shares are currently trading below estimated fair value based on a discounted cash flow analysis. With no strong growth...

Nippon Care Supply (TSE:2393) posted earnings growth of 23.3% over the past year, a sharp acceleration compared to its 5-year average growth of just 1.7% per year. Current profit margins rose to 6.2% from 5.5% last year, and the company’s consistent profit gains over five years underscore the high-quality nature of current earnings. While investors will likely be encouraged by improved profitability, the premium price-to-earnings ratio of 18.1x versus sector and peer averages, along with...

Tokyo Electron (TSE:8035) caught the attention of investors after raising its earnings guidance for the fiscal year ending March 2026 and simultaneously announcing a higher interim dividend. This dual update highlights better performance and growing shareholder returns. See our latest analysis for Tokyo Electron. Momentum has clearly shifted for Tokyo Electron, with the company’s upbeat guidance fueling a powerful 31.7% one-month share price return and a staggering 54.9% total shareholder...

Wondering if Panasonic Holdings is a smart buy right now? Let's dig into what the numbers and the market are really saying about the company's true worth. After climbing 14.1% over the past month and up an impressive 38.0% for the last year, Panasonic's share price has caught more eyes, which could potentially signal new growth optimism or shifting risk expectations. Driving these moves are recent headlines around Panasonic’s expanding EV battery partnerships and renewed momentum in green...

Kyocera (TSE:6971) has attracted fresh interest after its shares showed strong momentum over the past three months, returning nearly 12%. Recent trading activity has highlighted changing investor sentiment around the company’s valuation. See our latest analysis for Kyocera. This comes on the back of a notable year for Kyocera, with momentum picking up as the share price returned nearly 12% over the past three months and a robust 31.7% gain year-to-date. Total shareholder return has also been...

Japan Aviation Electronics Industry (TSE:6807) posted net profit margins of 4.3% for the current period, down from 5.6% last year. The stock trades at ¥2,307, notably below its estimated fair value of ¥3,363.81. Annual earnings have grown 5.2% over the past five years and are forecast to accelerate at a 12.8% pace, outpacing the wider Japanese market's 7.9% growth projection. With attractive valuation metrics, ongoing profit growth, and a positive reward profile including dividends and...

Wondering if Mitsubishi Heavy Industries is undervalued or could still have room to run? You are not alone, as many investors are taking a closer look after its significant share price rally. The stock has surged 121.2% in the past year, with particularly strong momentum recently. It is up 24.3% over the last month and 4.8% just this past week. Much of this enthusiasm follows a series of positive headlines, including Mitsubishi Heavy's progress on clean energy projects, contracts in...

In recent days, NVIDIA announced plans to launch a satellite equipped with its own GPU as early as next month, paving the way for space-based data centers supporting artificial intelligence computing. This development shines a spotlight on Japanese firms involved in satellite communications, such as SKY Perfect JSAT Holdings, as they may be positioned for new business opportunities in the emerging space data infrastructure sector. We'll explore how heightened interest in space-based AI...

Renesas Electronics (TSE:6723) is forecast to grow its revenue at 8.2% per year, outpacing the broader Japanese market's 4.5% annual growth expectation. Although the company remains unprofitable, it has reduced losses by 16.6% per year over the past five years and is projected to reach profitability within three years. Earnings are expected to grow at 29.17% per year. For investors, the encouraging pace of loss reduction and the current share price of ¥1,908, which sits below some fair value...

Astellas Pharma (TSE:4503) just raised its earnings outlook for the year ending March 2026. The company attributed this move to better-than-expected sales of its core cancer drugs and effective cost management across the business. See our latest analysis for Astellas Pharma. After a challenging stretch earlier in the year, Astellas Pharma's recent earnings upgrade and pipeline wins appear to be shifting investor sentiment. The latest share price return is up 5.9% year-to-date, but the total...

Fanuc (TSE:6954) has emerged as a key collaborator in NVIDIA's expanded Omniverse Blueprint, which is targeting enhanced automation and smarter robotic factories. This partnership highlights Fanuc's integration with innovative digital twin initiatives. See our latest analysis for Fanuc. Fanuc’s recent collaboration buzz with NVIDIA comes on the heels of an already impressive run for the stock, with a 17.9% surge in its 1-month share price return and a robust 23.9% total shareholder return...

Sekisui Chemical Co., Ltd. recently announced a share repurchase program of 10,000,000 shares valued at ¥30,000 million, while also raising its dividend to ¥40.00 per share for the second quarter of fiscal 2026 and revising its full-year earnings guidance downwards. This combination of increased capital returns through buybacks and dividends alongside a more cautious earnings outlook highlights shifting priorities and challenges in the company's current business environment. We'll now...

Fuji Electric (TSE:6504) has been quietly building momentum, with shares gaining around 15% over the past month and 32% in the past 3 months. Investors seem to be evaluating the stock’s recent growth trajectory. See our latest analysis for Fuji Electric. The recent surge in Fuji Electric’s share price has caught many investors’ attention, fueled by a solid 1-month share price return of over 15% and impressive momentum building across 2024. In fact, the company’s one-year total shareholder...

Investor attention has sharpened on Mitsubishi UFJ Financial Group (TSE:8306) ahead of the Bank of Japan’s upcoming policy decision. Speculation over potential shifts in monetary stance is growing following comments from U.S. officials about the yen. See our latest analysis for Mitsubishi UFJ Financial Group. The focus on the Bank of Japan's next move has put Mitsubishi UFJ Financial Group in the spotlight, and investors have responded. The stock's current share price sits at ¥2,322, up 1.82%...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Gun Ei Chemical Industry (TSE:4229) posted a net profit margin of 6.2%, a step up from last year’s 5.9%, with EPS growing 8.4% year-over-year and outpacing its five-year average growth rate of 3.5% per year. Shares closed at ¥3,290, which sits well below the estimated fair value of ¥7,430.75. The stock’s price-to-earnings ratio of 11.4x remains underneath both the Japanese chemicals sector average of 13.2x and a peer average of 15.9x. Strong margins and improving earnings have underpinned...

Pacific Industrial (TSE:7250) just released its half-year earnings, showcasing a solid jump in both operating profit and net sales compared to last year. At the same time, management issued guidance that points to a more cautious outlook for the rest of the year. See our latest analysis for Pacific Industrial. Pacific Industrial’s upbeat half-year profits and boardroom updates seem to have energized investors. The company saw a 45% share price return over the past three months and an...

Key Insights The projected fair value for ENEOS Holdings is JP¥910 based on 2 Stage Free Cash Flow to Equity Current...

Key Insights Institutions' substantial holdings in Ship Healthcare Holdings implies that they have significant...

Japan Data Science Consortium Co.Ltd. ( TSE:4418 ), is not the largest company out there, but it led the TSE gainers...

Key Insights The considerable ownership by retail investors in Sumitomo Mitsui Trust Group indicates that they...

It's not a stretch to say that DENSO Corporation's ( TSE:6902 ) price-to-earnings (or "P/E") ratio of 15.3x right now...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...