Japanese Consumer Durables Stock News

TSE:8591
TSE:8591Diversified Financial

Assessing ORIX (TSE:8591) Valuation After Record Earnings And Expanded Share Buyback

ORIX (TSE:8591) is back in focus after reporting record-high net income and solid revenue for the nine months to December 31, 2025, alongside an expanded share buyback and a steady full year outlook. See our latest analysis for ORIX. The earnings beat and expanded buyback have coincided with a sharp rebound in sentiment, with a 90-day share price return of 39.09% and a 1-year total shareholder return of 85.79%. This indicates that momentum has picked up meaningfully after a strong recent...
TSE:4784
TSE:4784Media

GMO Internet (TSE:4784) Valuation Check As Dividend Review And Earnings Call Draw Focus

Dividend revision and earnings call put GMO internet in focus GMO internet (TSE:4784) has set Feb 12, 2026 for a board meeting to review its dividend forecast, considering an increase, alongside a 2025 earnings call on the same day, drawing fresh attention to the shares. See our latest analysis for GMO internet. The upcoming dividend review and earnings call arrive after a sharp 11.76% 1 day share price return and 15.67% 7 day share price return, set against a weaker 1 year total shareholder...
TSE:3097
TSE:3097Hospitality

Assessing Monogatari (TSE:3097) Valuation After Its Recently Completed Share Buyback

Monogatari (TSE:3097) has just wrapped up a tightly focused share repurchase, buying 130,000 shares for ¥554.45 million between February 9 and 10, 2026, following board approval a day earlier. See our latest analysis for Monogatari. At a latest share price of ¥4,955, Monogatari has seen strong short term momentum, with a 7 day share price return of 16.31%. Its 1 year total shareholder return of 48.38% and 3 year total shareholder return of 118.16% point to solid longer term gains that the...
TSE:7161
TSE:7161Banks

Jimoto Holdings Q3 Profit Of ¥915m Challenges Market Skepticism On Earnings Quality

Jimoto Holdings (TSE:7161) has put up a solid set of Q3 2026 numbers, with revenue of ¥10.2 billion and basic EPS of ¥34.20, giving investors a clean read on current profitability. The company has seen quarterly revenue move from ¥8.7 billion in Q2 2025 to ¥10.2 billion in Q3 2026, while basic EPS has ranged from a loss of ¥9.46 in Q4 2025 to profits such as ¥39.36 in Q1 2026 and ¥34.20 in the latest quarter. This sets up a story where margins and earnings quality sit firmly in focus. See our...
TSE:8303
TSE:8303Banks

Assessing SBI Shinsei Bank (TSE:8303) Valuation After Earnings, New Guidance And Post Split Dividend Update

SBI Shinsei Bank (TSE:8303) is back in focus after releasing nine month earnings, new full year profit and EPS guidance for fiscal 2026, and updated dividend guidance following a large stock split. See our latest analysis for SBI Shinsei Bank. The latest earnings, guidance and dividend update come after a solid year-to-date share price return of 16.58% to ¥2,039. The 5 year total shareholder return of 43.12% contrasts with a 3 year total shareholder return of 15.30%, suggesting longer term...
TSE:9143
TSE:9143Logistics

How Investors May Respond To SG Holdings (TSE:9143) Raising Guidance Despite Softer Nine-Month Profits

SG Holdings Co., Ltd. reported past nine-month results to December 31, 2025, with sales rising to ¥1,230,022 million while net income eased to ¥44,486 million and basic earnings per share from continuing operations slipped to ¥73.74. Despite weaker profits, the company raised its full-year consolidated guidance on February 6, 2026, signaling management confidence in meeting slightly higher operating income and earnings per share targets. We’ll now look at how this raised full-year earnings...
TSE:7272
TSE:7272Auto

A Look At Yamaha Motor (TSE:7272) Valuation After Dividend Cut And Earnings Guidance Reset

Yamaha Motor (TSE:7272) shares are in focus after the company cut its fiscal 2025 dividend forecast to ¥10 per share and lowered net income guidance, citing deferred tax asset reversals linked to higher U.S. related costs. See our latest analysis for Yamaha Motor. The guidance cut comes after a weaker patch for the shares, with a 30 day share price return showing a 12% decline and a year to date return showing a 6.21% decline, while the 5 year total shareholder return of 68.12% shows how...
TSE:4544
TSE:4544Healthcare

H.U. Group Holdings (TSE:4544) Valuation Check After Strong Nine Month Results And Dividend Update

H.U. Group Holdings (TSE:4544) shares are in focus after nine month earnings showed sales of ¥186,729 million and net income of ¥5,604 million, alongside reaffirmed dividends and an updated full year outlook. See our latest analysis for H.U. Group Holdings. The earnings update and dividend commitment come after a softer share price patch, with a 30-day share price return decline of 8.36% and a 90-day share price return decline of 12.27%. However, the 1-year total shareholder return of 26.14%...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Is Up 23.1% After Big OpenAI Bet And Profit Rebound Has The Bull Case Changed?

SoftBank Group recently reported a quarterly net profit of ¥248.59 billion, rebounding from a loss a year earlier, helped by Vision Fund gains and a more than US$30.00 billion investment for an 11% stake in OpenAI that values the U.S. AI firm in the high hundreds of billions of dollars. With analysts increasingly viewing SoftBank as a listed proxy for OpenAI and Arm’s royalty and the telecom arm’s revenue trends under close watch, the group’s results highlight how its earnings profile is...
TSE:7550
TSE:7550Hospitality

Zensho Holdings (TSE:7550) Is Up 7.6% After Strong 9-Month Results And Steadier Balance Sheet – Has The Bull Case Changed?

Zensho Holdings recently reported higher nine-month sales and profits, alongside a significantly strengthened balance sheet and equity base, while keeping full-year forecasts and a ¥70 dividend unchanged. This combination of earnings growth, financial reinforcement and maintained shareholder returns highlights the group’s resilience as a major Japanese food service operator. Next, we’ll examine how Zensho’s reinforced balance sheet shapes its investment narrative and what it could mean for...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) Is Up 16.7% After Profit Upgrade And Buyback - Has The Bull Case Changed?

In early February 2026, Marubeni raised its full-year profit and dividend forecasts, authorized a new share buyback of up to ¥15,000 million, and reported higher nine‑month revenue and net income versus the prior year, while also advancing an electric air mobility partnership in Japan with Vertical Aerospace. An interesting angle for investors is how higher expected profits from the Chilean copper mining business and a progressive dividend policy coincide with Marubeni’s move into...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Valuation Check As Board Weighs New Share And Warrant Issuance

Board meeting drives focus to new share issuance Metaplanet (TSE:3350) has called a board meeting for January 29, 2026, to consider issuing new shares and 25th series stock acquisition rights through a third party allotment. This brings capital structure and dilution questions to the forefront for investors. See our latest analysis for Metaplanet. The ¥337.0 share price comes after a 1 month share price return decline of 36.17% and a 1 year total shareholder return decline of 47.51%, even...
TSE:7981
TSE:7981Building

Takara Standard (TSE:7981) Valuation After Upgraded Guidance And Strong Nine Month Earnings

Raised guidance and stronger nine month earnings Takara StandardLtd (TSE:7981) lifted its full year earnings guidance after reporting higher nine month sales and net income, citing firmer housing demand and tighter cost control as key drivers. See our latest analysis for Takara StandardLtd. The raised guidance and stronger nine month earnings have come alongside firm share price momentum, with a 90 day share price return of 19.67% and a 1 year total shareholder return of 77.92%. This suggests...
TSE:8058
TSE:8058Trade Distributors

Mitsubishi (TSE:8058) Is Up 11.7% After Launching A Global Renewable Plastics Supply Chain Initiative

Sony, Mitsubishi Corporation and 12 other partners recently established what they describe as the world's first global supply chain across five countries to produce renewable plastics for high-performance audio-visual products, enabling biomass-based materials with mass-balance certification to match the quality of virgin fossil-based plastics. By mapping the entire plastics chain and standardizing greenhouse gas tracking, this project gives Mitsubishi a bigger role in verifiable,...
TSE:1979
TSE:1979Construction

Taikisha (TSE:1979) Margin Slippage In Q3 2026 Tests Bullish Earnings Narratives

Taikisha (TSE:1979) has released its Q3 2026 results, reporting revenue of ¥71.8b and basic EPS of ¥57.36, alongside net income excluding extra items of ¥3,620m. This rounds out another quarter of solid top line and earnings. The company’s quarterly revenue has moved from ¥61.5b in Q2 2025 to ¥91.4b in Q4 2025, then to ¥64.1b in Q1 2026, ¥66.4b in Q2 2026 and now ¥71.8b in Q3 2026. Over the same period, EPS has progressed through ¥49.75, ¥38.72, ¥43.78, ¥43.92, ¥72.76 and ¥57.36, giving...
TSE:7224
TSE:7224Machinery

A Look At ShinMaywa Industries (TSE:7224) Valuation After Strong Nine Month Earnings

Earnings event puts ShinMaywa Industries (TSE:7224) in focus ShinMaywa Industries (TSE:7224) has drawn fresh attention after reporting nine month earnings to December 31, 2025, with sales of ¥195,739 million and net income of ¥6,339 million. Basic earnings per share from continuing operations for the period were ¥95.87, compared with ¥74.68 a year earlier, giving investors an updated snapshot of how the business is performing across its core operations. See our latest analysis for ShinMaywa...
TSE:7554
TSE:7554Hospitality

Kourakuen (TSE:7554) Turnaround To Profitability Tests Bullish Margin Narratives

Kourakuen (TSE:7554) has just wrapped up its Q3 2025 reporting window, with recent quarters showing Total Revenue in the ¥6.5b to ¥7.1b range and Basic EPS between roughly ¥7.1 and ¥25.0, capped by Q1 2026 revenue of ¥6,909.7 million and EPS of ¥7.06. Over the past few periods, the company has reported revenue of ¥6,847 million in Q3 2024, ¥6,890 million in Q4 2024, ¥6,582 million in Q1 2025, and ¥7,131 million in Q2 2025. EPS over the same periods came in at ¥10.56, ¥11.51, ¥7.57, and...
TSE:2413
TSE:2413Healthcare Services

Assessing M3 (TSE:2413) Valuation After Earnings Lift Sales And Net Income

Why M3’s latest earnings matter for shareholders M3 (TSE:2413) caught investor attention after reporting nine month earnings to December 31, 2025, with sales of ¥264,395 million and net income of ¥45,237 million, both above the prior year’s levels. See our latest analysis for M3. Despite stronger nine month earnings, M3’s recent share price performance has been weak. The 30 day share price return is 19.99% and the 90 day share price return is 37.42%, contributing to a 5 year total shareholder...
TSE:8801
TSE:8801Real Estate

Mitsui Fudosan (TSE:8801) Is Up 14.3% After Upgraded Guidance And Treasury Share Cancellation Plan - What's Changed

On February 6, 2026, Mitsui Fudosan Co., Ltd. reported nine‑month results showing higher sales and net income year on year, raised its full‑year earnings forecasts to revenue from operations of ¥2,700,000 million, operating income of ¥395,000 million and net income of ¥270,000 million, and held a board meeting to consider cancelling treasury shares under Article 178 of the Companies Act. The combination of stronger year‑to‑date profitability, a modest upgrade to full‑year guidance and a...
TSE:6544
TSE:6544Commercial Services

Japan Elevator Service Holdings (TSE:6544) Q3 Margin Improvement Tests Premium P/E Narrative

Japan Elevator Service HoldingsLtd (TSE:6544) has reported another steady quarter, with Q3 2026 revenue of ¥14.6b and basic EPS of ¥9.76, backed by trailing twelve month revenue of ¥55.4b and EPS of ¥37.37 that reflect the 24% earnings growth and 12% net profit margin reported over the past year. The company has seen quarterly revenue move from ¥11.7b in Q2 2025 to ¥14.6b in Q3 2026, while basic EPS has increased from ¥7.11 to ¥9.76 over the same span. This frames a results story where...
TSE:8093
TSE:8093Trade Distributors

Margin Compression To 3% At Kyokuto Boeki Kaisha TSE 8093 Challenges Bullish Narratives

Kyokuto Boeki Kaisha (TSE:8093) has posted Q3 2026 revenue of ¥15.8 billion and basic EPS of ¥43.93, set against a trailing twelve month EPS of ¥163.49 and net income of ¥1,982 million backed by ¥65.5 billion in revenue. Over recent quarters the company has seen revenue move from ¥13.8 billion in Q3 2025 to ¥17.9 billion in Q4 2025 and then hold around the mid ¥15 billion range in 2026, while quarterly EPS shifted from ¥197.20 in Q3 2025 to ¥42.01 in Q4 2025 and then ranged between ¥25.16 and...
TSE:6645
TSE:6645Electronic

Assessing OMRON (TSE:6645) Valuation After Upgraded Guidance And Strong Nine Month Earnings

OMRON (TSE:6645) shares are reacting to fresh guidance and earnings, after the company lifted its full year net sales outlook to ¥855b and reported nine-month sales of ¥614,288m and net income of ¥14,338m. See our latest analysis for OMRON. OMRON’s updated guidance and nine month earnings have arrived after a strong 7 day share price return of 14.79% and a 30 day share price return of 20.05%. However, the 3 year total shareholder return of 31.13% and 5 year total shareholder return of 44.63%...
TSE:7182
TSE:7182Banks

Does JAPAN POST BANK (TSE:7182)'s Modest Buyback Reveal a Deeper Capital Allocation Shift?

Japan Post Bank has now completed its previously announced share repurchase program, buying back 7,058,800 shares, or 0.2% of its stock, between December 23 and December 31, 2025 for ¥14,999.95 million. This relatively small but fully executed buyback highlights the bank’s active approach to capital management, alongside its broader goals of improving returns and refining its business mix. We’ll now examine how the completed ¥14,999.95 million share repurchase shapes Japan Post Bank’s...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Expands India Exposure As Valuation And Risks Diverge

Mitsubishi UFJ Financial Group (TSE:8306) plans to acquire a 20% equity stake in India based Shriram Finance. The bank is also involved in financing Adani Energy's transmission infrastructure projects in India. These moves expand MUFG's exposure to India's financial and energy infrastructure sectors. Mitsubishi UFJ Financial Group, or MUFG, is one of Japan's largest financial institutions, with operations that span commercial banking, investment banking, and asset management. By targeting a...