Japanese Hotel and Resort REITs Stock News

TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Is Down 5.7% After Broad-Based 2025 Sales And Production Declines – Has The Bull Case Changed?

Nissan Motor’s recently reported data showed a 6.7% year-on-year drop in December 2025 global vehicle sales and a 4.4% decline for the full year, alongside a 5.7% fall in global production across major markets such as Japan, China, Europe, the US, and Mexico. These broad-based sales and output pressures, coming on top of safety recalls and the cost burden of its electric-vehicle transition, highlight how multiple operational headwinds are converging for Nissan at the same time. We will now...
TSE:5838
TSE:5838Banks

Rakuten Bank Stock Options Spark Fresh Look At Valuation Premium For Shareholders

Stock option plan and why it matters for shareholders Rakuten Bank (TSE:5838) has approved a new stock option program for 316 employees, covering up to 31,900 shares, with a 10 year exercise window starting one year after issuance. The plan is tied to the bank’s share price and vests gradually until the fourth anniversary. This creates a long term incentive that links employee rewards directly to the company’s performance and stock behaviour. See our latest analysis for Rakuten Bank. The...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Valuation Check After Strong Nine Month Earnings And Share Price Jump

Earnings jump puts Capcom in focus Capcom (TSE:9697) moved into the spotlight after reporting earnings for the nine months to December 31, 2025, with higher sales, net income and earnings per share compared with the same period a year earlier. See our latest analysis for Capcom. The latest earnings release and Q3 2026 call came alongside a sharp short term move, with a 1 day share price return of 4.74% and 7 day return of 11.12%. The 1 year total shareholder return of 11.85% and 5 year total...
TSE:9506
TSE:9506Electric Utilities

Tohoku Electric Power Company (TSE:9506) Margin Improvement Tests Bearish Earnings Decline Narrative

Tohoku Electric Power Company (TSE:9506) has put out a steady Q3 2026 update, with revenue of ¥558.3 billion and basic EPS of ¥56.09 anchoring the latest numbers. The company has seen quarterly revenue move from ¥608.9 billion in Q3 2025 to ¥558.3 billion in Q3 2026, while basic EPS shifted from ¥43.76 to ¥56.09 over the same stretch. On a trailing basis EPS stands at ¥341.05, with net profit margin higher over the last year than the prior year. For investors, the key focus is how this...
TSE:6262
TSE:6262Machinery

Pegasus (TSE:6262) Net Margin Compression Tests Bullish Growth Narratives In Q3 2026

Pegasus (TSE:6262) has released its Q3 2026 numbers, reporting revenue of ¥5,098 million and basic EPS of ¥8.81. Trailing twelve month EPS stands at ¥24.39 on revenue of ¥22,515 million. The company has reported quarterly revenue between ¥5,324.80 million and ¥6,167.29 million since Q2 2025, with basic EPS ranging from a loss of ¥5.82 to a high of ¥30.33 over that period. This provides a mixed backdrop for interpreting the latest results and what they may suggest about margins. See our full...
TSE:4658
TSE:4658Commercial Services

Nippon Air Conditioning Services (TSE:4658) Margin Improvement Reinforces Bullish Earnings Narratives

Nippon Air Conditioning Services (TSE:4658) has posted its Q3 2026 numbers, reporting revenue of ¥17.3b and basic EPS of ¥15.65, alongside trailing twelve month EPS of ¥97.70. The company recorded revenue of ¥17.3b in both Q3 2025 and Q3 2026, while quarterly basic EPS moved from ¥19.26 to ¥15.65. Over the last year, the trailing net profit margin was 5% compared with 4.6% in the prior year. Together, the latest quarter and the trailing profitability profile provide investors with a clearer...
TSE:2782
TSE:2782Multiline Retail

Seria Q3 2026 Margin Improvement Reinforces Bullish Narratives Despite Premium P/E

Seria (TSE:2782) has put solid numbers on the table for Q3 2026, with revenue of ¥68.7b and basic EPS of ¥78.86, setting the tone for how investors read the latest update. The company has seen quarterly revenue move from ¥60.9b in Q2 2026 and ¥60.5b in Q1 2026 to ¥68.7b in Q3, while EPS climbed from ¥42.18 and ¥37.17 over those periods to ¥78.86. This gives a clear view of how the top line and EPS are tracking through the fiscal year. With net income progressing alongside higher EPS, the...
TSE:9759
TSE:9759IT

NSD (TSE:9759) Earnings Growth Outpaces Revenue And Tests Premium P/E Narrative

NSD (TSE:9759) has released its Q3 2026 results, reporting revenue of ¥30.2b and basic EPS of ¥48.00, supported by trailing twelve month revenue of ¥115.1b and EPS of ¥166.64 that are above the prior year’s trailing levels. The company’s quarterly revenue has moved from ¥26.8b in Q2 2025 to ¥30.2b in Q3 2026, while basic EPS has increased from ¥36.49 to ¥48.00 over the same period. This puts the focus on how its 11.1% trailing net margin is influencing the earnings profile. See our full...
TSE:7839
TSE:7839Auto Components

Shoei Q1 2026 Net Margin Compression Tests Bullish Earnings Growth Narratives

Shoei (TSE:7839) opened Q1 2026 with revenue of ¥7.5b and basic EPS of ¥28.09, alongside trailing twelve month revenue of ¥32.0b and EPS of ¥113.97 that sit against a net margin of 18.7%. The company has seen quarterly revenue move from ¥7.8b in Q1 2025 to ¥10.3b in Q4 2024 and then to ¥7.5b in Q1 2026. Over the same periods, basic EPS shifted from ¥34.33 to ¥33.39 and then to ¥28.09, setting a mixed backdrop as investors weigh growth forecasts against some margin compression in the latest...
TSE:9202
TSE:9202Airlines

Ana Holdings (TSE:9202) Q3 EPS Beat Puts Pressure On Bearish Earnings Narratives

ANA Holdings (TSE:9202) just posted Q3 2026 numbers with revenue of ¥686.9 billion and basic EPS of ¥135.18, alongside trailing 12 month revenue of ¥2.4 trillion and EPS of ¥337.50 that sit against a share price of ¥3,005. The company has seen quarterly revenue move from ¥582.8 billion in Q2 2025 to ¥686.9 billion in Q3 2026, while basic EPS shifted from ¥119.28 to ¥135.18 over the same stretch. This gives investors a clear view of how the top and bottom lines are tracking into the latest...
TSE:6758
TSE:6758Consumer Durables

The Bull Case For Sony Group (TSE:6758) Could Change Following Blockchain And Music Catalog Expansion - Learn Why

In January 2026, TCL Electronics announced a non-binding memorandum of understanding with Sony Corporation to explore a joint venture that would take over Sony’s global home entertainment business, while Sony also increased its backing of the Soneium blockchain and joined with GIC in a US$2 billion music catalog investment initiative. Taken together, these moves highlight Sony’s push to marry content ownership with emerging digital infrastructure, potentially reshaping how its entertainment...
TSE:6727
TSE:6727Tech

Wacom (TSE:6727) Q3 EPS Rebound Challenges Long Term Earnings Decline Narrative

Wacom (TSE:6727) has put up a busy Q3 2026 scorecard, with revenue of ¥30,244 million and net income of ¥3,307 million translating into basic EPS of ¥24.58, while the trailing twelve months show EPS of ¥53.81 on revenue of about ¥109.8 billion. The company has seen quarterly revenue shift from ¥28,140 million in Q2 2025 to ¥30,202 million in Q3 2025, then to ¥28,162 million in Q4 2025 and ¥24,505 million, ¥26,889 million and ¥30,244 million across Q1 to Q3 2026. Basic EPS moved from ¥5.54 to...
TSE:6752
TSE:6752Consumer Durables

Is Panasonic Holdings (TSE:6752) Quietly Recasting Its Moat Around Energy-Efficient Appliances And Smart Materials?

In recent developments, Panasonic Holdings has been advancing energy-efficient electric fan technologies and smart appliance features, while Panasonic Industry Co., Ltd. partnered with Meta Materials Inc. to co-develop next-generation transparent conductive materials for automotive and energy applications. Together, these moves highlight how Panasonic is aligning its product and materials innovation with growing demand for smarter, more efficient cooling and display solutions across multiple...
TSE:6526
TSE:6526Semiconductor

Socionext (TSE:6526) Margin Compression To 4.3% Challenges High Growth Narratives

Socionext (TSE:6526) has just posted its Q3 2026 scorecard, with revenue of ¥54,931 million and basic EPS of ¥15.54 anchoring the update as investors weigh it against a year of shifting profitability. The company has seen quarterly revenue move from ¥46,083 million in Q3 2025 through ¥43,271 million in Q4 2025 and up to ¥54,931 million in Q3 2026, while basic EPS has ranged from ¥27.40 in Q3 2025 to ¥17.60 in Q4 2025 and ¥15.54 in the latest quarter. This sets the scene for a closer look at...
TSE:6301
TSE:6301Machinery

Komatsu (TSE:6301) TTM EPS Decline Tests Bullish Value Narrative

Komatsu (TSE:6301) has just posted Q3 2026 results with revenue of ¥1.0 trillion and EPS of ¥104.20, while trailing twelve month revenue sits at ¥4.1 trillion and EPS at ¥436.37. The company has seen revenue move from ¥4.0 trillion and EPS of ¥414.24 on a trailing basis in Q2 2025 to ¥4.1 trillion and EPS of ¥436.37 by Q3 2026, giving investors a clear view of how the top line and per share earnings have tracked into this quarter and putting the focus firmly on how durable current margins...
TSE:9503
TSE:9503Electric Utilities

Kansai Electric Power Company Q3 Margin Compression Challenges Bullish Earnings Narratives

Kansai Electric Power Company (TSE:9503) has put Q3 2026 numbers on the table, with revenue of ¥941.0 billion and basic EPS of ¥96.29, alongside net income excluding extra items of ¥107.27 billion, giving investors fresh data on how earnings are tracking. The company has seen quarterly revenue move between ¥917.8 billion and ¥1.18 trillion over the last six reported periods, while basic EPS has ranged from ¥52.13 to ¥139.46. This sets a clear backdrop for how Q3 sits within its recent run...
TSE:8309
TSE:8309Banks

Sumitomo Mitsui Trust Group (TSE:8309) Non Performing Loan Improvement Challenges Bearish Risk Views

Sumitomo Mitsui Trust Group (TSE:8309) has just posted its Q3 2026 numbers, with total revenue of ¥403.9 billion and basic EPS of ¥135.88, alongside trailing twelve month EPS of ¥422.33 and net income of ¥298.32 billion. Over recent quarters, revenue has moved between ¥324.4 billion in Q2 2025 and ¥422.9 billion in Q3 2025, while quarterly EPS has ranged from ¥44.50 in Q4 2025 to ¥135.88 in the latest period. This is likely to prompt investors to focus on how these earnings translate into the...
TSE:7741
TSE:7741Medical Equipment

Hoya (TSE:7741) Margin Expansion And EPS Surge Test High P/E Growth Narrative

HOYA (TSE:7741) has reported a strong Q3 2026 result, with revenue of ¥244.7b and Basic EPS of ¥270.55, compared with trailing twelve month totals of ¥915.2b in revenue and Basic EPS of ¥732.03. Over recent quarters the company’s revenue has increased from ¥221.4b in Q3 2025 to ¥244.7b in Q3 2026, while quarterly Basic EPS has moved from ¥145.35 to ¥270.55. The trailing net profit margin stands at 27.4% compared with 24.8% a year earlier. This sets up the latest results as a gauge of how much...
TSE:8604
TSE:8604Capital Markets

Net Margin Stability At Nomura Holdings (TSE:8604) Reinforces Bullish Profitability Narratives

Nomura Holdings (TSE:8604) just posted its Q3 2026 numbers with revenue of ¥551.8 billion and basic EPS of ¥31.21, putting fresh detail around how its profitability is holding up through the year. The group has seen revenue move from ¥452.7 billion in Q4 2025 to ¥551.8 billion in Q3 2026, while quarterly EPS has ranged from ¥24.35 to ¥35.19 over that stretch, giving investors a clear view of how earnings track against its recent 10.6% trailing growth and 17.6% net margin profile. With that...
TSE:6331
TSE:6331Construction

Mitsubishi Kakoki Kaisha (TSE:6331) Q3 Net Margin Strengthens Bullish Earnings Narrative

Mitsubishi Kakoki Kaisha (TSE:6331) Q3 2026 Earnings Snapshot Mitsubishi Kakoki Kaisha (TSE:6331) reported another solid quarter, with Q3 2026 revenue at ¥23.2b and Basic EPS of ¥67.26, supported by net income of ¥1,532m as the latest marker in its current run of results. The company’s revenue moved from ¥14.7b in Q2 2025 to ¥20.3b in Q2 2026 and then to ¥23.2b in Q3 2026. Over the same comparison points, quarterly Basic EPS shifted from ¥23.93 to ¥66.44 and then to ¥67.26. With trailing...
TSE:7173
TSE:7173Banks

Tokyo Kiraboshi Financial Group Q3 Net Margin Strength Reinforces Bullish Narratives

Q3 2026 earnings snapshot Tokyo Kiraboshi Financial Group (TSE:7173) has put out its Q3 2026 numbers, with revenue at ¥38,566 million and basic EPS at ¥289.28, while on a trailing twelve month basis revenue sits at ¥153,999 million and EPS at ¥1,254.13. Over recent quarters, the group has seen revenue move from ¥40,183 million in Q4 2025 to ¥42,267 million in Q2 2026 and EPS shift from ¥339.31 to ¥434.74, setting up Q3 as another data point on how margins are holding up through the year. For...
TSE:9301
TSE:9301Infrastructure

Mitsubishi Logistics (TSE:9301) One Off Profit Gain Tests Bullish Earnings Narratives

Mitsubishi Logistics (TSE:9301) just posted its Q3 2026 numbers, with revenue of ¥68,973 million and basic EPS of ¥27.03, set against trailing twelve month EPS of ¥145.63 and net income of ¥51,827 million on revenue of ¥274,913 million. Over recent quarters, revenue has moved from ¥79,355 million in Q3 2025 to ¥68,824 million in Q4 2025, then to ¥68,562 million in Q1 2026, ¥67,554 million in Q2 2026 and now ¥68,973 million. Quarterly EPS shifted from ¥16.19 to ¥26.31, then ¥51.80, ¥40.42 and...