Japanese Communications Stock News

TSE:8591
TSE:8591Diversified Financial

Is It Too Late To Consider ORIX (TSE:8591) After Its Strong Share Price Run?

If you are wondering whether ORIX is still attractively priced after its recent run, or if the easy money has already been made, this article walks you through what the current share price might be implying. ORIX shares last closed at ¥5,429, with returns of 13.3% over 7 days, 15.5% over 30 days, 17.6% year to date and 79.3% over the past year, plus 156.9% over 3 years and 266.5% over 5 years. Recent price moves have been accompanied by ongoing attention on ORIX's position in Japan's...
TSE:8304
TSE:8304Banks

A Look At Aozora Bank (TSE:8304) Valuation After Stronger Earnings And New Quarterly Dividend

Aozora Bank (TSE:8304) drew fresh attention after reporting nine-month 2025 results alongside steady dividend guidance and a new quarterly dividend, a combination that income-focused investors often pay close attention to. See our latest analysis for Aozora Bank. The latest nine month earnings update and reaffirmed dividend guidance have coincided with a strong run in the shares, with a 90 day share price return of 28.31% and a 1 year total shareholder return of 33.92%. This suggests that...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Is Up 6.8% After Raising 2026 Profit Guidance And Renewed Buffett Focus - Has The Bull Case Changed?

Mitsui & Co., Ltd. reported nine‑month results to December 31, 2025, with sales of ¥10,356,267 million and net income of ¥611,950 million, and issued full‑year 2026 profit guidance of ¥820,000 million, or ¥286.26 per basic share. At the same time, renewed attention on Warren Buffett’s sizeable Berkshire Hathaway stake in Japan’s trading houses has drawn fresh focus to Mitsui’s role in this group. Next, we’ll examine how Mitsui’s new profit guidance and Buffett‑linked investor interest may...
TSE:8309
TSE:8309Banks

Does Sumitomo Mitsui Trust (TSE:8309) Profit Growth With Narrower Net Interest Loss Reshape Its Earnings Mix?

In January 2026, Sumitomo Mitsui Trust Group, Inc. reported results for the nine months ended December 31, 2025, with net income rising to ¥266,673 million and basic earnings per share from continuing operations increasing to ¥378.37. An interesting aspect of this update is that net interest loss narrowed to ¥38,032 million, highlighting improved earnings despite ongoing pressure on interest income. With earnings and per-share profitability higher over the nine-month period, we will now...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation Reassessed After Swing From Profit To Net Loss

Teijin earnings trigger fresh look at the stock Teijin (TSE:3401) just posted nine month results to December 31, 2025, reporting sales of ¥659,878 million and a shift from prior year profit to a net loss of ¥58,970 million. The report included basic and diluted loss per share of ¥305.81 from continuing operations, compared with basic and diluted earnings per share of ¥264.66 in the same period a year earlier. See our latest analysis for Teijin. Despite the swing to a net loss, Teijin’s recent...
TSE:6098
TSE:6098Professional Services

A Look At Recruit Holdings (TSE:6098) Valuation After Upgraded 2026 Outlook And Record EPS Guidance

Guidance upgrade and record EPS expectations put Recruit in focus Recruit Holdings (TSE:6098) raised its 2026 revenue outlook by ¥66.1b to ¥3,664.7b and now expects full year revenue, profit and basic EPS to all reach record levels, with EPS guidance of ¥335, up 23.4% year over year. See our latest analysis for Recruit Holdings. Despite the upgraded guidance and the ongoing share buyback completed on February 4, Recruit’s recent share price performance has been weak. The 30 day share price...
TSE:4186
TSE:4186Chemicals

Tokyo Ohka Kogyo (TSE:4186) Margin Expansion Reinforces Bullish Earnings Narratives

Tokyo Ohka Kogyo (TSE:4186) closed FY 2025 with fourth quarter revenue of ¥64.3b and basic EPS of ¥94.10, capping off a twelve month stretch that produced trailing revenue of ¥237.0b and EPS of ¥278.42. Over the past year, the company has seen quarterly revenue move from ¥54.4b and EPS of ¥58.22 in FY 2024 Q4 to ¥64.3b and EPS of ¥94.10 in FY 2025 Q4, while trailing twelve month revenue rose from ¥201.0b and EPS of ¥187.30 in FY 2024 Q4 to ¥237.0b and EPS of ¥278.42 in the latest period. With...
TSE:5715
TSE:5715Machinery

Furukawa Ltd (TSE:5715) One Off Gain Clouds EPS Narratives After Q3 2026 Results

Furukawa Ltd (TSE:5715) has put up a punchy Q3 2026 print, with revenue of ¥52,339 million and basic EPS of ¥145.02, set against a trailing 12 month revenue base of ¥204,991 million and EPS of ¥429.40. Over recent quarters the company has seen revenue move from ¥45,865 million in Q2 2025 to ¥55,017 million in Q4 2025, then settle at ¥52,339 million in Q3 2026. Quarterly EPS has ranged from ¥176.83 in Q2 2025 to ¥70.21 in Q1 2026 before landing at ¥145.02 this quarter. With net income trends...
TSE:6301
TSE:6301Machinery

Is It Too Late To Consider Komatsu (TSE:6301) After Its Strong Multi‑Year Rally?

If you are wondering whether Komatsu is still reasonably priced after its recent run, this article will walk through what the current share price might be implying about value. Komatsu shares last closed at ¥7,430, with reported returns of 6.9% over 7 days, 43.2% over 30 days, 46.6% year to date, 68.8% over 1 year, 160.1% over 3 years and 179.3% over 5 years, which sets an interesting backdrop for any valuation check. This piece was prompted as part of ongoing coverage aimed at keeping...
TSE:1976
TSE:1976Construction

Top Dividend Stocks In Global For February 2026

As global markets navigate a landscape marked by mixed performances across major indices and shifting economic indicators, investors are increasingly attentive to the cooling U.S. labor market and fluctuating sentiments around artificial intelligence investments. Amid this backdrop, dividend stocks continue to attract attention for their potential to provide steady income streams, particularly in sectors that have shown resilience or value orientation during recent market rotations.
TSE:8053
TSE:8053Trade Distributors

How Investors Are Reacting To Sumitomo (TSE:8053) Earnings Guidance And Leadership Reshuffle

Sumitomo Corporation recently reported results for the nine months ended December 31, 2025, with revenue of ¥5,382,725 million and net income of ¥408,455 million, and also issued guidance for the fiscal year ending March 31, 2026, targeting profit attributable to owners of the parent of ¥570,000 million and earnings per share of ¥473.07. Alongside these figures, Sumitomo announced an extensive slate of management and executive changes effective April 1, 2026, signaling an internal...
TSE:6844
TSE:6844Semiconductor

Shindengen Electric Manufacturing (TSE:6844) Q3 EPS Surge Tests Bearish Earnings Narratives

Shindengen Electric Manufacturing (TSE:6844) has posted its Q3 2026 numbers with revenue of ¥29,560 million and basic EPS of ¥309.36, alongside net income excluding extra items of ¥3,193 million. This puts a clear spotlight on how profitability is tracking through the year. The company has seen quarterly revenue move from ¥25,612 million in Q2 2025 to ¥27,062 million in Q2 2026 and then to ¥29,560 million in Q3 2026. Basic EPS has ranged from a loss of ¥127.29 in Q2 2025 to ¥94.85 in Q2 2026...
TSE:1802
TSE:1802Construction

Obayashi (TSE:1802) One Off Gain Lifts Margin And Tests Earnings Durability Narratives

Obayashi (TSE:1802) just put out its Q3 2026 scorecard, reporting quarterly revenue of ¥671.1b and basic EPS of ¥77.81. On a trailing twelve month basis, revenue is ¥2.6t and EPS is ¥258.61. The company’s revenue increased from ¥640.6b in Q3 2025 to ¥671.1b in Q3 2026, with basic EPS over that same period rising from ¥56.42 to ¥77.81 and trailing twelve month EPS moving from ¥171.71 to ¥258.61. These figures point to higher profitability and a wider net margin that investors may weigh against...
TSE:8316
TSE:8316Banks

A Look At Sumitomo Mitsui Financial Group’s Valuation After Strong Earnings And Completed Share Buyback

Sumitomo Mitsui Financial Group (TSE:8316) has just wrapped up a share buyback, alongside reporting higher net interest income and net income for the nine months to December 31, 2025, giving investors fresh numbers to assess. See our latest analysis for Sumitomo Mitsui Financial Group. The latest earnings update and completed share buyback sit alongside strong recent momentum, with a 16.77% 1 month share price return and a 43.32% 3 month share price return. The 1 year total shareholder return...
TSE:7012
TSE:7012Machinery

Kawasaki Heavy Industries Q3 EPS Surge Tests Bullish Growth Narratives

Kawasaki Heavy Industries (TSE:7012) has reported a busy Q3 2026 scorecard, with revenue at about ¥565.1 billion and Basic EPS of ¥261.79, supported by net income of ¥43,764 million. The company’s revenue has moved from roughly ¥439.9 billion in Q2 2025 to ¥523.2 billion in Q3 2025 and then to ¥565.1 billion in Q3 2026. Over the same periods, quarterly Basic EPS shifted from a loss of ¥10.20 in Q2 2025 to ¥182.03 in Q3 2025 and ¥261.79 in the latest quarter. These figures may encourage...
TSE:9033
TSE:9033Transportation

Hiroshima Electric Railway (TSE:9033) One Off Gain Skews Earnings And Challenges Bullish Narratives

Hiroshima Electric RailwayLtd (TSE:9033) posted Q3 2026 revenue of ¥8,828 million with a basic EPS loss of ¥1.35, while trailing 12 month basic EPS sat at ¥57.67 on revenue of ¥33,959 million and net income of ¥1,752 million, helped by a ¥2.1 billion one off gain and a net margin of 5.2%. Over recent quarters the company has seen revenue move from ¥8,372 million in Q2 2025 to ¥8,090 million in Q3 2025, then to ¥9,246 million in Q4 2025, followed by ¥7,889 million, ¥7,996 million and ¥8,828...
TSE:9319
TSE:9319Logistics

Chuo Warehouse (TSE:9319) Margin Improvement Supports Bullish Narratives Despite Premium P/E

Chuo Warehouse (TSE:9319) has reported its Q3 2026 numbers with revenue of ¥6.9b and net income of ¥351m, translating to basic EPS of ¥19.26, as the market weighs how this quarter fits into the company’s recent profit run. Over the past few quarters, revenue has moved in a tight band around ¥7.1b, from ¥6.9b in Q2 2025 to ¥7.1b in Q3 2025 and ¥7.1b in Q2 2026, while basic EPS has ranged from ¥10.99 in Q2 2025 up to ¥31.91 in Q1 2026, giving investors a clear view of how margins are shifting...
TSE:8802
TSE:8802Real Estate

Mitsubishi Estate (TSE:8802) One Off Gain Inflates Q3 EPS And Tests Premium Valuation Narratives

Mitsubishi Estate (TSE:8802) has put up a busy Q3 2026, reporting revenue of ¥466.9b and basic EPS of ¥81.03, alongside trailing 12 month EPS of ¥194.76 and revenue of ¥1.74t. The company has seen quarterly revenue move from ¥312.8b in Q2 2025 to ¥466.9b in Q3 2026, while basic EPS has ranged from ¥19.17 in Q2 2025 to ¥81.03 in the latest quarter. This sets the stage for investors to focus on how a 13.8% trailing net margin and a sizeable one off gain shape the quality of these results. See...
TSE:4043
TSE:4043Chemicals

Nittetsu Mining And 2 Other Undiscovered Gems In Asia With Promising Potential

As global markets navigate a period of volatility, with small-cap and value-oriented stocks showing resilience amidst broader economic shifts, investors are increasingly turning their attention to underexplored opportunities in Asia. In this dynamic environment, identifying stocks with strong fundamentals and potential for growth can be key to uncovering hidden gems like Nittetsu Mining and others that may offer promising prospects amid shifting market sentiments.