Japanese Electronic Equipment and Components Stock News

TSE:8035
TSE:8035Semiconductor

Tokyo Electron (TSE:8035) Margin Improvement Tests Bullish Earnings Growth Narratives

Tokyo Electron (TSE:8035) closed out FY 2026 with a strong final quarter, reporting Q4 revenue of ¥711.8 billion and basic EPS of ¥469.22, while trailing twelve month revenue stood at ¥2.44 trillion and EPS at ¥1,254.57. Over the past six reported quarters, revenue has ranged from ¥549.6 billion to ¥711.8 billion and quarterly EPS from ¥257.13 to ¥469.22, giving investors a clear view of how the top and bottom line have moved through the cycle. With trailing net profit margin at 23.5% versus...
TSE:2579
TSE:2579Beverage

Coca Cola Bottlers Japan Holdings Q1 Losses Keep Profit Turnaround Narratives Under Scrutiny

Setting the scene with Q1 2026 numbers Coca-Cola Bottlers Japan Holdings (TSE:2579) opened 2026 with Q1 revenue of ¥196.5 billion and a basic EPS loss of ¥5.59, alongside a net loss of ¥922 million, after a stretch of mixed quarterly results. The company has seen quarterly revenue move from ¥189.8 billion in Q1 2025 to ¥228.2 billion in Q2, ¥265.6 billion in Q3, and ¥210.3 billion in Q4. Basic EPS shifted from a loss of ¥36.67 in Q1 2025 to a profit of ¥101.42 in Q3, before returning to...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Margin Slippage Tests Bullish Earnings Growth Narratives

Murata Manufacturing (TSE:6981) has wrapped up FY 2026 with fourth quarter revenue of ¥460,624 million and basic EPS of ¥42.03, while trailing twelve month revenue came in at ¥1.83 trillion and EPS at ¥127.66. Over the past few quarters, the company has seen quarterly revenue move between ¥416,154 million and ¥486,624 million with basic EPS ranging from ¥13.72 to ¥44.99. This gives investors a clear view of how the top line and EPS have tracked into the latest print. With a trailing net...
TSE:7981
TSE:7981Building

Undiscovered Gems in Global Markets for May 2026

In recent weeks, global markets have experienced a mix of cautious optimism and volatility, with major U.S. stock indexes reaching record highs driven by strong economic data and AI-linked stocks, while geopolitical tensions continue to cast a shadow over investor sentiment. Amidst this backdrop, small-cap stocks have shown resilience as evidenced by the Russell 2000's gains, highlighting opportunities for investors seeking undiscovered gems in global markets. In such an environment, a good...
TSE:6920
TSE:6920Semiconductor

Lasertec (TSE:6920) Q3 EPS Slowdown Tests Bullish Margin Expansion Narrative

Lasertec (TSE:6920) has posted its Q3 2026 numbers with revenue of ¥41.3 billion, basic EPS of ¥123.59 and net income of ¥11.1 billion, setting the tone for how the rest of the year may shape up. The company has seen revenue move between ¥39.9 billion and ¥92.2 billion per quarter over the past six reported periods, while basic EPS has ranged from ¥103.96 to ¥381.29 and net income from ¥9.4 billion to ¥34.4 billion, giving investors a clear view of how earnings power has tracked the top line...
TSE:8031
TSE:8031Trade Distributors

Mitsui’s Cobalt Deal With EVelution Highlights US Clean Energy Ambitions

Mitsui & Co. (TSE:8031) has entered a binding five year cobalt offtake agreement with EVelution Energy. The deal covers supply from EVelution Energy’s planned U.S. commercial scale solar powered cobalt processing facility. The agreement focuses on supporting cobalt supply chains for electric vehicles and clean energy applications in the U.S. and allied markets. Mitsui & Co. (TSE:8031) is a diversified trading and investment group with exposure across energy, metals, machinery, and...
TSE:6146
TSE:6146Semiconductor

Did Disco’s Cash-Fueled Dividend Hike Just Recast Its Capital Allocation Story (TSE:6146)?

In April 2026, Disco Corporation reported full-year results showing sales of ¥436,889 million and net income of ¥135,521 million for the year ended March 31, 2026, and proposed lifting the year-end dividend to ¥376 per share, bringing the total annual payout to ¥505 per share. An interesting aspect is that the higher dividend partly reflects surplus cash and cash equivalents exceeding projected funding needs, indicating management’s willingness to return additional funds to shareholders...
TSE:3382
TSE:3382Consumer Retailing

Seven And I Overhauls 7 Eleven Network To Refocus North American Growth

Seven & i Holdings (TSE:3382) is restructuring its North American 7-Eleven network, converting or closing 645 stores and shifting many company owned outlets to wholesale operations. The company plans to open around 200 new stores and pursue bolt on acquisitions as part of a broader refresh of its North American footprint. Management is targeting remodels for more than 7,000 stores by 2030, pointing to a large scale store upgrade program. Tetsuya Takagi has been hired as CFO with a clear...
TSE:7261
TSE:7261Auto

Mazda Motor (TSE:7261) Valuation Check After Double Digit Global Vehicle Sales Decline

Mazda Motor (TSE:7261) is back in focus after reporting a year-on-year 10.7% decline in global vehicle sales for March 2026, along with similar pressure over the past three months. See our latest analysis for Mazda Motor. The recent 10.7% decline in March global vehicle sales and weaker first quarter volumes appear to be weighing on sentiment. This comes alongside a 90 day share price return of 14.75% and a year to date share price return of 18.79%, even though the 1 year total shareholder...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473) Quarterly Loss And 0.6% Margin Challenge Bullish Earnings Growth Narrative

JTEKT (TSE:6473) just posted its FY 2026 numbers with fourth quarter revenue of ¥521.6 billion and a basic EPS loss of ¥29.45, capping a year in which trailing twelve month revenue came in at ¥1.9 trillion and EPS was ¥37.62. Over recent quarters the company has seen revenue move from ¥499.3 billion in FY 2025 Q4 to ¥454.8 billion in FY 2026 Q1, then to ¥475.4 billion in Q2 and ¥473.1 billion in Q3, alongside EPS shifting from ¥11.41 to ¥20.45, ¥17.76 and ¥28.86 respectively. This latest...