Japanese Household Products Stock News

TSE:8316
TSE:8316Banks

Sumitomo Mitsui Financial Group Q3 2026 Margin Compression Challenges Premium P E Narrative

Sumitomo Mitsui Financial Group (TSE:8316) has released its Q3 2026 numbers, reporting total revenue of ¥1.6b and basic EPS of ¥120.16, alongside trailing 12 month revenue of ¥3.7b and EPS of ¥191.08. Over recent periods, the group’s quarterly revenue has moved between ¥1.4b and ¥1.6b, while basic EPS has ranged from ¥97.46 to ¥144.69, set against a trailing 12 month net profit margin that has slipped from 28.7% to 19.9%. For investors, the latest figures put the focus on how durable earnings...
TSE:4324
TSE:4324Media

Goodwill Hit, Dividend Halt and CEO Exit Could Be A Game Changer For Dentsu Group (TSE:4324)

In February 2026, Dentsu Group Inc. reported a very large goodwill impairment of ¥310.10 billion, booked a full-year 2025 net loss of ¥327,601 million, resolved to pay no year-end dividend because of a significant negative distributable amount, and announced CEO Hiroshi Igarashi will resign to be succeeded by Takeshi Sano after the March 27 shareholder meeting. Alongside these measures, Dentsu outlined sweeping management reshuffles, proposed issuing Series 1 bond-type class shares through...
TSE:8058
TSE:8058Trade Distributors

Is It Too Late To Consider Mitsubishi (TSE:8058) After A 111.6% One-Year Surge?

If you are wondering whether Mitsubishi’s share price still offers value after a strong run, or if you may be looking at it a bit late, this article is designed to unpack that question in plain terms. Mitsubishi’s stock has seen very strong returns, including 5.3% over the past week, 32.0% over the past month, 41.3% year to date and 111.6% over the past year, with a very large 5 year return that is close to 5x. Recent attention on Japanese trading houses and capital goods companies, along...
TSE:7832
TSE:7832Leisure

A Look At BANDAI NAMCO Holdings (TSE:7832) Valuation After The Dividend Cut For Fiscal 2026

BANDAI NAMCO Holdings (TSE:7832) has cut its dividend guidance for the year ending March 31, 2026, to ¥50 per share, down from ¥60 a year earlier, narrowing expected cash returns to shareholders. See our latest analysis for BANDAI NAMCO Holdings. The dividend cut lands after a softer patch for the shares, with a 90 day share price return of an 11.07% decline and a 1 year total shareholder return of a 17.92% decline. However, the 3 and 5 year total shareholder returns of 55.24% and 62.01%...
TSE:7716
TSE:7716Medical Equipment

Assessing Nakanishi (TSE:7716) Valuation After New Share Buyback And Swing To Full Year Net Loss

Nakanishi (TSE:7716) is in focus after announcing a new share repurchase program alongside full year 2025 results, combining capital return plans with a shift from net income to a net loss. See our latest analysis for Nakanishi. The latest moves come after a strong run in the share price, with a 30 day share price return of 22.85% and a year to date share price return of 34.49%. The 1 year total shareholder return of 29.26% and 5 year total shareholder return of 32.29% indicate momentum that...
TSE:3287
TSE:3287Hotel and Resort REITs

Assessing Hoshino Resorts REIT (TSE:3287) Valuation After Its Upcoming Semi Annual Dividend Announcement

Hoshino Resorts REIT (TSE:3287) has set its next semi annual dividend at ¥6,500 per share, payable on July 27, 2026, with an ex dividend date of April 28 and a record date of April 30. See our latest analysis for Hoshino Resorts REIT. The upcoming semi annual dividend details land as the unit price has been firming, with a 30 day share price return of 6.89% and a 1 year total shareholder return of 40.19% contrasting with a 16.78% total shareholder return decline over three years. This...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Valuation Check As Rail Control Milestone Highlights Growing Digital And Infrastructure Story

Hitachi (TSE:6501) is back in focus after Hitachi Rail began revenue service of its Communications-Based Train Control system on the Media Sharon Hill Line, highlighting the group’s role in the modernization of US light rail. See our latest analysis for Hitachi. At a share price of ¥4,880, Hitachi’s recent short-term share price returns have been slightly soft, with a 30-day share price return decline of 4.44%. However, its 1-year total shareholder return of 29.02% and very large 5-year total...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric Reshapes Leadership And Expands India Research Partnership

Mitsubishi Electric has combined its corporate human resources and cultural transformation functions, aiming to strengthen internal culture reform. The company has appointed new executive officers to key global and business area roles as part of a broader leadership reshuffle. It has signed a memorandum of understanding with IIT Hyderabad in India to promote joint research in areas including AI and quantum technologies. Mitsubishi Electric (TSE:6503) is making these moves while its shares...
TSE:6301
TSE:6301Machinery

Komatsu Elevates CTO Taisuke Kusaba to Representative Director Might Change The Case For Investing In Komatsu (TSE:6301)

On February 16, 2026, Komatsu’s board approved changes to its top leadership, appointing Chief Technology Officer Taisuke Kusaba as Representative Director and Senior Executive Officer, while long-time executive Takeshi Horikoshi begins transitioning toward an advisory role. This shift elevates a technology-focused leader with deep global and R&D experience to a central governance position, potentially influencing how Komatsu aligns product development with customer and regulatory...
TSE:8136
TSE:8136Specialty Retail

Assessing Sanrio Company (TSE:8136) Valuation After Upbeat Earnings And Higher Guidance

Sanrio Company (TSE:8136) has drawn fresh attention after reporting nine month earnings, raising full year guidance for sales and profit, and lifting its dividend forecast following strong character driven performance. See our latest analysis for Sanrio Company. The raised guidance and higher dividend forecast come after a mixed price pattern, with a 12.99% 1 month share price return and 8.90% year to date share price return, but a 20.07% decline in 1 year total shareholder return following a...
TSE:2270
TSE:2270Food

How Investors May Respond To MEGMILK SNOW BRAND (TSE:2270) Profit Surge Amid Slight Sales Decline

In February 2026, MEGMILK SNOW BRAND Co., Ltd. reported nine‑month results showing slightly lower sales of ¥465,761 million but a much higher net income of ¥22,142 million compared with the prior year. On the same day, the company revised its full‑year guidance, trimming expected net sales to ¥615,000 million while keeping operating profit and profit attributable to owners of parent unchanged and slightly lifting forecast earnings per share to ¥478.62. We will now examine how the sharply...
TSE:8306
TSE:8306Banks

A Look At Mitsubishi UFJ Financial Group’s Valuation After Recent Share Price Pullback

Why Mitsubishi UFJ Financial Group is on investors’ radar today Mitsubishi UFJ Financial Group (TSE:8306) is drawing attention after recent share price moves, including a 1 day decline and a 7 day pullback, despite gains over the month and past 3 months. See our latest analysis for Mitsubishi UFJ Financial Group. Zooming out, the recent 1 day and 7 day share price declines sit against a stronger backdrop. The 90 day share price return of 17.52% and 1 year total shareholder return of 52.74%...
TSE:7267
TSE:7267Auto

Is Honda Motor (TSE:7267) Fairly Priced After Strong Multi Year Share Gains

If you are wondering whether Honda Motor's current share price fairly reflects its long term potential, you are not alone. This article is here to unpack what the market might be pricing in. With Honda Motor shares last closing at ¥1,553.5 and showing returns of 15.9% over 1 year, 47.0% over 3 years, and 81.7% over 5 years, longer term holders have seen meaningful moves even though the 7 day return of a 1.8% decline and year to date return of a 0.3% decline are more muted. Recent headlines...
TSE:5110
TSE:5110Auto Components

A Look At Sumitomo Rubber Industries (TSE:5110) Valuation After Strong Earnings And Higher Dividend Guidance

Sumitomo Rubber Industries (TSE:5110) drew fresh attention after reporting full year 2025 results with net income of ¥50,379 million and basic earnings per share of ¥191.62, alongside higher dividend guidance and new earnings targets. See our latest analysis for Sumitomo Rubber Industries. The recent guidance for 2025 and 2026, together with higher dividend plans and board changes, appears to sit alongside firm short term momentum, with a 30 day share price return of 8.74% and a 1 year total...
TSE:5108
TSE:5108Auto Components

Assessing Bridgestone (TSE:5108) Valuation After Recent Share Price Momentum

Why Bridgestone Stock Is On Investors’ Radar Bridgestone (TSE:5108) is drawing attention after a solid recent run, with the share price up about 1.7% over the past day, 2.1% over the week, and 7.1% over the past month. See our latest analysis for Bridgestone. That recent momentum sits on top of a 1-year total shareholder return of 30.1% and a 5-year total shareholder return of 106.1%, suggesting investors have been gradually pricing in a stronger long term outlook while reassessing risk. If...
TSE:6324
TSE:6324Machinery

Harmonic Drive Systems (TSE:6324) Is Up 21.9% After TSE Prime Transfer and TOPIX Inclusion Plan

On February 20, 2026, Harmonic Drive Systems Inc. held a board meeting that approved director and audit & supervisory board member changes, while the company is also transferring its listing from the Tokyo Stock Exchange Standard Market to the Prime Market with anticipated TOPIX index inclusion by the end of March. Beyond routine leadership transitions, the move to the TSE Prime Market and potential TOPIX inclusion positions Harmonic Drive Systems within a broader universe of index-tracked...
TSE:6460
TSE:6460Leisure

Assessing Sega Sammy Holdings (TSE:6460) Valuation After Buyback, Dividend Hike And Lower Earnings Outlook

Sega Sammy Holdings (TSE:6460) has put capital allocation in the spotlight by approving a share repurchase program and higher dividend guidance, while at the same time flagging weaker full year earnings and sizeable impairment charges. See our latest analysis for Sega Sammy Holdings. Those board decisions and guidance changes came against a backdrop of mixed price performance, with a 7.51% 1 month share price return and a 4.83% year to date share price return contrasting with a 1 year total...
TSE:9532
TSE:9532Gas Utilities

Osaka Gas (TSE:9532) Valuation Check After Strong Multi Year Shareholder Returns

Osaka Gas: recent share move and what it might mean for investors Osaka Gas (TSE:9532) has caught investor attention after its share price move over the past month, prompting fresh questions around how its current valuation lines up with recent business performance. See our latest analysis for Osaka Gas. While the latest move has been fairly quiet, Osaka Gas sits at ¥6,448 after a strong 30 day share price return of 12.16% and a year to date share price return of 18.53%, alongside a 1 year...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries Faces Export Control Questions In Defense And Space

Mitsubishi Heavy Industries is drawing increased attention as defense related headlines raise questions around its role in sensitive projects. Export control risk is becoming a key concern for the company’s defense and space segments, with investors reassessing potential constraints on contracts and technology flows. These issues are emerging at a time when the stock, TSE:7011, is in focus as the market weighs the risk profile of its defense and space operations. Mitsubishi Heavy...
TSE:7744
TSE:7744Leisure

How Investors May Respond To Noritsu Koki (TSE:7744) Shifting Cash Returns Toward Buybacks Over Dividends

On February 13, 2026, Noritsu Koki Co., Ltd. announced 2025 results, a ¥3,000 million buyback for 1,600,000 shares, a reduced 2025 dividend of ¥37.00 per share post–stock split, and new 2026 earnings and dividend guidance. The combination of a fresh repurchase plan and updated payout policy highlights how Noritsu Koki is rebalancing cash returns between dividends and buybacks. With this recalibrated mix of dividends and share repurchases, we will explore how Noritsu Koki’s capital allocation...
TSE:7747
TSE:7747Medical Equipment

Assessing Asahi Intecc (TSE:7747) Valuation After Upgraded Earnings Outlook And Special Dividend

Asahi Intecc (TSE:7747) is back in focus after reporting half year earnings to December 31, 2025, raising full year profit and dividend guidance, and announcing a 50th anniversary commemorative payout. See our latest analysis for Asahi Intecc. The earnings beat and upgraded guidance appear to be feeding into strong momentum, with a 19.80% 30 day share price return and a 30.34% 1 year total shareholder return pointing to improving sentiment around Asahi Intecc’s growth and risk profile. If...
TSE:7270
TSE:7270Auto

Subaru (TSE:7270) Valuation Check As Recent Share Price Softness Follows Strong Multi Year Returns

Subaru (TSE:7270) is on investor watch after recent share price softness, with the stock showing negative returns over the past month and past 3 months despite positive multi year total returns. See our latest analysis for Subaru. Despite the recent 30 day share price return of a 9.72% decline and a 90 day share price return of a 15.50% decline, Subaru’s longer term total shareholder returns of 11.19% over one year and 71.17% over five years suggest momentum has cooled after a stronger multi...
TSE:4922
TSE:4922Personal Products

Assessing KOSE Holdings (TSE:4922) Valuation After Strong Results Buyback Plan And Special Dividend Guidance

KOSE Holdings (TSE:4922) has just paired stronger full year results with a new share repurchase program, regular and commemorative dividends, and fresh earnings guidance, giving investors several concrete signals to reassess the stock. See our latest analysis for KOSE Holdings. Despite the latest share price of ¥6,123 coming off slightly in the last session, KOSE Holdings has seen a 30 day share price return of 10.17% and a 90 day share price return of 19.40%, even though its 1 year total...
TSE:6856
TSE:6856Electronic

Does HORIBA’s Sharply Higher 2026 Dividend Plan Change The Bull Case For HORIBA (TSE:6856)?

HORIBA, Ltd. recently reported past full-year 2025 results showing higher sales of ¥333,081 million and net income of ¥37,090 million, alongside announcing an increased cash dividend of ¥210.00 per share for that year and setting out significantly higher planned dividends for fiscal 2026. The company also issued consolidated earnings guidance for 2026 that includes expected net sales of ¥345,000 million and net income attributable to shareholders of ¥40,500 million, highlighting management’s...