Japanese Electric Utilities Stock News

TSE:6857
TSE:6857Semiconductor

Is Record AI Tester Demand And Buyback Shift Altering The Investment Case For Advantest (TSE:6857)?

Advantest Corporation reported past nine-month results to December 31, 2025, with sales rising to ¥800,537 million and net income to ¥248,526 million, and it raised full-year guidance while its board considered cancelling treasury shares on January 28, 2026. The combination of record AI-driven tester demand, higher profit outlook, segment restructuring, and a major planned treasury share cancellation marks a meaningful shift in how Advantest is positioning itself for semiconductor test...
TSE:4502
TSE:4502Pharmaceuticals

Assessing Takeda Pharmaceutical (TSE:4502) Valuation After Guidance Raise And GAMMAGARD LIQUID ERC Launch

Takeda Pharmaceutical (TSE:4502) is back in focus after nine month earnings to December 2025 showed steady profit, followed by an increase in full year revenue and earnings guidance and a fresh product launch. See our latest analysis for Takeda Pharmaceutical. The stronger nine month profit, raised full year guidance and GAMMAGARD LIQUID ERC launch appear to have fed into renewed interest in the shares. A 27.17% 90 day share price return and a 35.41% 1 year total shareholder return suggest...
TSE:3283
TSE:3283Industrial REITs

The Bull Case For Nippon Prologis REIT (TSE:3283) Could Change Following A Cut To Its Semi-Annual Dividend

Nippon Prologis REIT, Inc. has announced a semi-annual dividend of ¥1,708.00 per share, payable on August 17, 2026, with an ex-dividend date of May 28, 2026 and a record date of May 31, 2026, reflecting a reduction from its previous payout level. This dividend decrease is especially important for income-focused investors in REITs, for whom shifts in distribution policy can signal changing cash flow priorities. With this dividend reduction as a focal point, we will examine how the...
TSE:7269
TSE:7269Auto

Suzuki Motor (TSE:7269) Valuation Checked After UK Emissions Credit Setback

Suzuki Motor (TSE:7269) is back in focus after reports that it is falling behind the UK's net zero emissions targets and will need to buy emissions credits from electric vehicle heavyweights. See our latest analysis for Suzuki Motor. The latest UK emissions headlines arrive after a softer run for Suzuki Motor, with a 1 month share price return of 10.56% and a year to date share price return of 12.69% in the red. However, the 1 year total shareholder return of 14.14% and 3 year total...
TSE:4506
TSE:4506Pharmaceuticals

Sumitomo Pharma (TSE:4506) Valuation Check After Sharp Profit Jump And Steady Full Year Guidance

Sumitomo Pharma (TSE:4506) has released its nine-month results to 31 December 2025, reporting sales of ¥347,746 million and net income of ¥107,677 million, with basic EPS of ¥271.03. See our latest analysis for Sumitomo Pharma. The earnings update comes after a softer near-term share price period, with a 7-day share price return of 3.39% and a year-to-date share price decline of 8.49%. At the same time, the 1-year total shareholder return of about 3x and strong multi-year total shareholder...
TSE:9107
TSE:9107Shipping

Kawasaki Kisen Kaisha (TSE:9107) Valuation After New Carbon Capture Shipping Deal

Why this new carbon capture shipping deal matters for Kawasaki Kisen Kaisha Kawasaki Kisen Kaisha (TSE:9107) just moved into liquefied carbon dioxide shipping, signing a 10 year time charter with Northern Lights JV DA for a new 12,000 cubic metre LCO2 carrier. A second carrier contract is expected in April 2026. Together, the two vessels are planned to support Phase 2 of Norway's Northern Lights carbon capture and storage project and cross border CO2 transport from European customers to...
TSE:6952
TSE:6952Consumer Durables

Casio (TSE:6952) Boosts Buybacks and EPS Guidance Is Its Capital Strategy Entering a New Phase?

On January 29, 2026, Casio Computer Co.,Ltd. announced a new share repurchase program of up to 3,800,000 shares for ¥5,000 million, alongside revised full-year guidance and strong earnings for the nine months ended December 31, 2025. The combination of higher sales and profit, improved earnings per share, and the decision to cancel repurchased shares highlights management’s focus on capital efficiency and shareholder returns. Next, we’ll examine how Casio’s earnings momentum and newly...
TSE:8739
TSE:8739Capital Markets

3 Global Dividend Stocks Yielding Up To 6.2%

As global markets navigate a complex landscape marked by steady interest rates in the U.S., mixed economic signals from Europe, and geopolitical uncertainties, investors are increasingly turning to reliable income sources like dividend stocks. In an environment where consumer confidence is sliding and certain sectors face headwinds, dividend stocks can offer a measure of stability and income potential, making them an attractive option for those seeking to bolster their portfolios amidst...
TSE:9766
TSE:9766Entertainment

How Strong eFootball Results And Higher Payouts At Konami Group (TSE:9766) Have Changed Its Investment Story

Konami Group Corporation recently reported past nine-month results to December 31, 2025, showing higher revenue and net income year on year, alongside raising its full-year 2026 earnings guidance on the back of strong performance in digital entertainment titles such as eFootball. At the same time, Konami lifted its year-end dividend forecast to ¥107.50 per share, taking total expected annual dividends to ¥190.50 per share and underlining its focus on maintaining a payout ratio above 30%...
TSE:8309
TSE:8309Banks

What Sumitomo Mitsui Trust Group (TSE:8309)'s Rising EPS Amid Net Interest Loss Means For Shareholders

Sumitomo Mitsui Trust Group, Inc. reported past nine‑month results to December 31, 2025, showing net interest loss of ¥38,032 million but net income of ¥266,673 million, with basic earnings per share from continuing operations rising to ¥378.37. The combination of reduced net interest loss and higher earnings per share points to more efficient operations despite continued pressure on interest income. Next, we’ll examine how this stronger earnings performance, particularly the rise in basic...
TSE:5332
TSE:5332Building

Why TOTO (TSE:5332) Is Down 5.4% After Profit Margins Tighten Despite Higher Sales – And What's Next

TOTO LTD. has reported past earnings for the nine months ended December 31, 2025, with sales rising slightly to ¥547,099 million from ¥542,304 million, while net income declined to ¥28,540 million from ¥36,402 million. Despite higher revenue, the drop in basic earnings per share from continuing operations to ¥171.85 from ¥214.58 highlights pressure on profitability. We will now examine how TOTO’s weaker earnings and margin pressure shape the company’s investment narrative over the coming...
TSE:6367
TSE:6367Building

Is Daikin (TSE:6367) Using Cloud-Enabled HVAC Innovation To Deepen Its Commercial Moat?

Daikin Industries in Japan has announced its Multijet air conditioner for large spaces, capable of delivering air up to 20m and compatible with VRV7 and other multi-split systems, with flexible installation options and cloud-based control via DK-Connect. The Multijet’s combination of long-range airflow, centralized and cloud connectivity, and outlet temperature control positions it as a tailored solution for factories, gymnasiums, and other large commercial environments. We’ll now examine...
TSE:9513
TSE:9513Renewable Energy

A Look At Electric Power Development (TSE:9513) Valuation After CEO Resignation And Planned Leadership Change

Electric Power Development (TSE:9513) is entering a leadership transition after President and CEO Hitoshi Kanno resigned for health reasons, with long time insider Hideaki Kato scheduled to assume the top role in April 2026. See our latest analysis for Electric Power Development. The CEO succession news comes after a period of strong share performance, with a 12.06% 90 day share price return and a 38.95% 1 year total shareholder return. However, the 7 day share price return of negative 2.29%...
TSE:9301
TSE:9301Infrastructure

Assessing Mitsubishi Logistics (TSE:9301) Valuation After Revised 2026 Guidance And U.S. Impairment News

Mitsubishi Logistics (TSE:9301) drew fresh attention after raising its earnings guidance for the fiscal year to March 2026, while also flagging gains from security sales and impairment charges related to its U.S. subsidiary. See our latest analysis for Mitsubishi Logistics. The revised guidance and plans to reduce cross shareholdings come after a 30 day share price return of 10.19% and a 90 day gain of 17.92%. The 1 year total shareholder return of 22.39% sits alongside a very large 3 year...
TSE:8066
TSE:8066Trade Distributors

Asian Dividend Stocks To Consider In February 2026

As global markets navigate a complex landscape of steady interest rates and mixed economic signals, Asian markets remain a focal point for investors seeking stability and growth. In this context, dividend stocks in Asia offer an appealing option for those looking to balance potential income with market resilience.
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Regains Rocatinlimab Control Is Its R&D Strategy Entering a New Phase?

On January 30, 2026, Amgen announced a termination agreement with Kyowa Kirin that will end their 2021 license and collaboration for eczema drug rocatinlimab, returning development and commercialization control to Kyowa Kirin once regulatory approvals to terminate take effect. This move means Kyowa Kirin alone will decide whether and how to advance rocatinlimab, including planned regulatory submissions, after Amgen exited over portfolio and dosing concerns. We’ll now examine how Kyowa Kirin...
TSE:6503
TSE:6503Electrical

Should Mitsubishi Electric’s Grid Edge AI Push with Landis+Gyr Reshape TSE:6503 Investors’ Thesis?

In January 2026, Mitsubishi Electric announced a collaboration with Landis+Gyr to advance grid edge intelligence in North America, alongside breakthroughs in MEMS materials and multi-agent AI for expert decision-making. Together, these initiatives highlight how Mitsubishi Electric is pairing energy-transition technologies with advanced materials and AI to address increasingly complex industrial and utility challenges. We’ll now examine how this push into grid edge intelligence, combined with...
TSE:8060
TSE:8060Electronic

Will Canon Marketing Japan's (TSE:8060) Higher ¥170 Dividend and 40% Payout Target Change Its Narrative

Canon Marketing Japan Inc. recently reported full-year 2025 results, with sales of ¥679,799 million and net income of ¥41,458 million, while approving a higher year-end dividend of ¥100 per share, bringing the total annual dividend to ¥170. The company also issued 2026 earnings guidance and reaffirmed a dividend policy targeting a consolidated payout ratio of around 40% or above, underscoring how profit distribution is being balanced against future investment needs and cash flow...
TSE:6702
TSE:6702IT

Did Stronger Results, Higher Dividend And New AI Role Just Shift Fujitsu's (TSE:6702) Investment Narrative?

Fujitsu Limited reported significantly stronger results for the nine months to December 31, 2025, raised its full-year earnings guidance, and announced a planned increase in its annual dividend forecast from JPY 15.00 to JPY 35.00 per share, following Board discussions on January 29, 2026. Alongside the financial updates, a new U.S. Department of Energy Argonne National Laboratory partnership with RIKEN, Fujitsu and NVIDIA highlights Fujitsu’s role in next-generation AI and high-performance...