Japanese Consumer Services Stock News

TSE:5703
TSE:5703Metals and Mining

Nippon Light Metal Holdings Company Q3 EPS Strength Tests Bearish Cash Flow Concerns

Nippon Light Metal Holdings Company (TSE:5703) has just posted Q3 2026 numbers with revenue of ¥148.4b and basic EPS of ¥97.55, alongside net income of ¥6.0b, putting a clear spotlight on how profitable the core business is right now. The company has seen revenue move from ¥132.5b in Q2 2025 to ¥148.4b in Q3 2026, while quarterly basic EPS ranged between about ¥42.93 and ¥97.55 over that stretch, giving investors a clear view of how earnings have tracked the top line and what that could mean...
TSE:7595
TSE:7595IT

Argo Graphics (TSE:7595) Q3 Underlying Profit Surge Tests Skepticism Around One Off Gains

ARGO GRAPHICS (TSE:7595) has reported a headline grabbing Q3 2026 result, with revenue of ¥15.1b and basic EPS of ¥184.92, set against trailing 12 month EPS of ¥238.61 and net income of ¥18.36b that include a very large one off gain of ¥16.1b. The company has seen quarterly revenue move between ¥15.1b and ¥19.5b over the recent periods provided, while EPS has ranged from ¥17.20 to ¥184.92. The latest quarter therefore lands at the top end of that band and sets the tone for how you might think...
TSE:9828
TSE:9828Hospitality

Genki Global Dining Concepts Q3 Net Margin Near 6.8% Supports Bullish Profitability Narrative

Genki Global Dining Concepts (TSE:9828) has reported Q3 2026 results with revenue of ¥17.4b and basic EPS of ¥70.44, alongside net income of ¥1,244m. Trailing 12 month figures show revenue of ¥69.8b and EPS of ¥267.42. The company has seen revenue range between ¥16.5b and ¥17.5b per quarter over the past year, with quarterly EPS moving between ¥57.53 and ¥77.71, giving investors a consistent view of its earnings power. With a trailing net profit margin of 6.8% and forecasts pointing to...
TSE:4568
TSE:4568Pharmaceuticals

Daiichi Sankyo (TSE:4568) Margin Improvement Supports Bullish Growth Narrative In Q3 2026

Daiichi Sankyo (TSE:4568) has reported another data heavy quarter for Q3 2026, with revenue of ¥558,106 million and basic EPS of ¥46.80, as investors weigh those headline figures against the share price around ¥2,836. The company’s revenue increased from ¥484,840 million in Q3 2025 to ¥558,106 million in Q3 2026, while basic EPS moved from ¥32.78 to ¥46.80 over the same period. This offers a clearer view of how the top line and per share earnings have tracked together. Overall, the latest...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Margin Improvement Reinforces Bullish Earnings Narrative Despite Premium P/E

Hitachi Q3 2026 earnings snapshot Hitachi (TSE:6501) has reported new figures for Q3 2026, posting revenue of ¥2,714.4b and basic EPS of ¥36.64, with trailing twelve month EPS at ¥180.73. The company’s revenue increased from ¥2,465.2b in Q3 2025 to ¥2,714.4b in Q3 2026. Over the same period, basic EPS rose from ¥30.20 to ¥36.64, alongside trailing twelve month net income of ¥823.50b. With a trailing net margin of 8%, the latest figures give investors a clearer view of current...
TSE:7182
TSE:7182Banks

Is JAPAN POST BANK (TSE:7182) Recasting Its Fee Model With a Unified Asset Management Platform?

Japan Post Bank Co., Ltd. recently held a board meeting to consider creating Japan Post Bank Asset Management Co., Ltd. via an absorption-type merger with Japan Post Co., Ltd., integrating JP Asset Management and Japan Post Investment into a single platform. This planned integration of retail investment trusts and private equity reflects Japan Post Bank’s effort to deepen client relationships and enhance fee-based income within Japan’s push to build a stronger asset management hub. We’ll now...
TSE:7267
TSE:7267Auto

Assessing Honda Motor (TSE:7267) Valuation After Prelude Relaunch And New Materials Research Investments

The return of the 2026 Honda Prelude and Honda Motor (TSE:7267) R&D's use of Matlantis CSP put product relaunch and materials research in focus, giving investors fresh context for assessing the stock. See our latest analysis for Honda Motor. Against this backdrop, Honda Motor's share price at ¥1,555 sits after a mixed few months, with a 1-day share price return of 1.47% contrasting with a softer 7-day move and a 10.02% 1-year total shareholder return that points to momentum built over a...
TSE:9962
TSE:9962Machinery

Will MISUMI’s AI Manufacturing Push and Fictiv Integration Shift MISUMI Group's (TSE:9962) Narrative

MISUMI Group Inc. recently held a board meeting on January 30, 2026 to review its consolidated business and dividend forecasts, and earlier in the month appointed Fictiv co-founder Dave Evans as President of MISUMI Americas to lead integration efforts. This leadership change and planned unification of MISUMI and Fictiv into an AI-powered manufacturing platform mark a meaningful shift in how the company aims to deliver both standard and custom solutions across the Americas. Next, we will...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434) Valuation Check After Infrinia AI Cloud OS And V2X Expansion News

SoftBank (TSE:9434) is drawing fresh attention after its Infrinia team introduced Infrinia AI Cloud OS for GPU based AI data centers, alongside a deeper collaboration with Eye Net Mobile on V2X safety solutions in Japan. See our latest analysis for SoftBank. These AI and V2X announcements arrive after a mixed period for the stock. The 1 year total shareholder return of 8.54% contrasts with softer year to date and 90 day share price returns, which suggests momentum has cooled recently despite...
TSE:9107
TSE:9107Shipping

Did Northern Lights CO2 Carrier Charter Just Shift Kawasaki Kisen Kaisha's (TSE:9107) Investment Narrative?

On 29 January 2026, MISC Berhad announced that Kawasaki Kisen Kaisha, in a 50:50 joint venture with MISC, had signed a ten-year time charter for a new 12,000-cubic-metre liquefied carbon dioxide carrier with Norway’s Northern Lights JV, with a second similar charter expected in April 2026. This agreement anchors Kawasaki Kisen Kaisha in the emerging carbon capture and storage shipping value chain, connecting European CO2 emitters with permanent offshore storage in Norway. We’ll now examine...
TSE:6305
TSE:6305Machinery

Hitachi Construction Machinery (TSE:6305) Margin Compression Challenges Bullish Earnings Growth Narratives

Hitachi Construction Machinery (TSE:6305) has put fresh numbers on the table for Q3 2026, reporting revenue of ¥325.3 billion and basic EPS of ¥86.76, with net income excluding extraordinary items at ¥18,456 million. The company has seen quarterly revenue move between ¥325.3 billion and ¥380.0 billion over the last six reported periods, while basic EPS has ranged from ¥31.96 to ¥140.12. This gives investors a broad view of how earnings power tracks against a relatively steady top line and...
TSE:4523
TSE:4523Pharmaceuticals

Eisai (TSE:4523) Is Down 5.9% After Leqembi Subcutaneous Priority Review News - Has The Bull Case Changed?

In late January 2026, BioArctic’s partner Eisai reported regulatory progress for Leqembi (lecanemab), including an EMA filing for less frequent IV maintenance dosing and a US FDA Priority Review for a weekly subcutaneous autoinjector starting regimen in early Alzheimer’s disease. This shift toward at-home, less resource-intensive administration could materially influence how Leqembi is used across the treatment journey, potentially reshaping Eisai’s Alzheimer’s franchise profile. We will now...
TSE:285A
TSE:285ASemiconductor

Kioxia Holdings (TSE:285A) Valuation Check As CEO Transition To Hiroo Oota Draws Closer

Kioxia Holdings (TSE:285A) is in focus after announcing a CEO transition, with Nobuo Hayasaka set to step down and Hiroo Oota scheduled to assume the top role on April 1, 2026. See our latest analysis for Kioxia Holdings. That leadership news has landed alongside strong recent momentum, with a 1 month share price return of 104.7% and year to date share price return of 88.2% at a last close of ¥21,360. The 1 year total shareholder return is very large at around 11x, suggesting investors have...
TSE:4188
TSE:4188Chemicals

Japan Ethylene Decarbonization Alliance Could Be A Game Changer For Mitsubishi Chemical Group (TSE:4188)

Asahi Kasei, Mitsui Chemicals, and Mitsubishi Chemical Group have formed a joint operating entity to decarbonize and consolidate ethylene production in western Japan, backed by selection for METI’s Fiscal 2025 HtA Support Program and a ¥21.20 billion investment plan including subsidies. A particularly interesting aspect is the planned use of Asahi Kasei’s Revolefin™ technology to produce bioethanol-based, lower-carbon ethylene and propylene, potentially reshaping how basic chemicals are...
TSE:7951
TSE:7951Leisure

Yamaha Finance Leaders Spotlighted As New Creator Tech Fund Opens Opportunities

Yamaha Music Innovations executives have been recognized on Billboard’s 2026 Finance 50 list. The company has launched a major venture capital fund focused on music and creative technologies. These developments highlight Yamaha’s role in supporting the broader creator ecosystem across music and related fields. For investors tracking TSE:7951, this combination of leadership recognition and a new fund illustrates how Yamaha is positioning itself within the music and creator technology space...
TSE:6586
TSE:6586Machinery

Makita (TSE:6586) Q3 Earnings Highlight Stable 10% Net Margin Narrative

Makita (TSE:6586) has put out its Q3 2026 scorecard, with revenue at ¥190,357 million and basic EPS at ¥70.76, while trailing 12 month EPS sits at ¥281.53 on revenue of ¥753,353 million and net income of ¥75,011 million. The company has seen quarterly revenue move from ¥184,575 million in Q4 2025 to ¥191,807 million in Q2 2026 before landing at ¥190,357 million in Q3, with basic EPS tracking from ¥65.03 to ¥73.75 over the same stretch, and its net profit margin on a trailing 12 month basis...
TSE:4204
TSE:4204Industrials

Sekisui Chemical (TSE:4204) Margin Compression Reinforces Bearish Narratives After Q3 2026 Results

Sekisui Chemical (TSE:4204) has released its Q3 2026 numbers, reporting total revenue of ¥330.1b and basic EPS of ¥39.16. This gives investors another data point on how the year is shaping up. Over the past six reporting periods, the company’s quarterly revenue has moved between ¥324.7b and ¥342.4b, while basic EPS has ranged from ¥31.60 to ¥61.12. This quarter sits somewhere in the middle, keeping margins and earnings quality in focus. See our full analysis for Sekisui Chemical. With the...
TSE:5401
TSE:5401Metals and Mining

Nippon Steel BlueScope Talks Raise Questions On Growth Versus Balance Sheet

Nippon Steel (TSE:5401) has been in discussions with BlueScope after BlueScope rejected a separate takeover offer from another party. The talks reportedly cover options such as a full acquisition of BlueScope or the purchase of a minority stake. If a deal progresses, it would mark a significant cross border move in the global steel sector. Nippon Steel is one of Japan's largest steel producers, with operations that span flat steel products, long products and related processing. Any...
TSE:4307
TSE:4307IT

Nomura Research Institute (TSE:4307) Net Margin Expansion Reinforces Bullish Earnings Narratives

Nomura Research Institute (TSE:4307) has reported another solid quarter, with Q3 2026 revenue of ¥205.3 billion and basic EPS of ¥51.68, while trailing twelve month EPS is ¥183.63 on revenue of ¥798.9 billion. The company’s revenue moved from ¥191.5 billion in Q3 2025 to ¥205.3 billion in Q3 2026, with basic EPS increasing from ¥45.73 to ¥51.68 over the same period. Investors may focus on how these results relate to multi year earnings growth and a net profit margin that has been moving...