Japanese Industrial REITs Stock News

TSE:7970
TSE:7970Chemicals

Shin-Etsu Polymer (TSE:7970) Q3 Net Margin Resilience Challenges Fragility Narratives

Shin-Etsu Polymer (TSE:7970) has just reported its Q3 2026 numbers, with revenue of ¥30.4b and basic EPS of ¥33.98, supported by trailing twelve month revenue of ¥113.6b and EPS of ¥128.20. The company has seen revenue move from ¥28.8b and EPS of ¥34.08 in Q3 2025 to ¥30.4b and EPS of ¥33.98 in Q3 2026, against a backdrop of trailing twelve month net income of ¥10.3b. This positions investors to focus on how these results relate to profit durability and cash returns. Overall, the release...
TSE:2914
TSE:2914Tobacco

Evaluating Japan Tobacco (TSE:2914) After Recent Share Price Softness And Long Term Returns

Recent performance snapshot Japan Tobacco (TSE:2914) has shown varied movement across different timeframes, with a 0.2% decline over the past day, a 4.2% decline over the past week, and a 3.2% decline over the past month. See our latest analysis for Japan Tobacco. Despite recent softer share price momentum, with shorter term returns weaker than the prior 90 day share price return of 13.57%, Japan Tobacco’s longer term picture looks different. The company has a 1 year total shareholder return...
TSE:6971
TSE:6971Electronic

Should Kyocera’s (TSE:6971) Chemical Business Carve-Out Reshape Its Core Investment Narrative?

Kyocera Corporation announced that its Board met on January 22, 2026 to consider transferring the company’s Chemical Business into a newly created subsidiary and then transferring the shares of that subsidiary. This potential carve-out signals a meaningful reshaping of Kyocera’s business portfolio, with the Chemical Business possibly moving to a more standalone structure. We’ll now examine how this planned succession of the Chemical Business into a new subsidiary could influence Kyocera’s...
TSE:6960
TSE:6960Medical Equipment

Fukuda Denshi (TSE:6960) Margin Improvement Reinforces Steady Earnings Narratives In Q3 2026

Fukuda Denshi (TSE:6960) has just posted its Q3 2026 numbers, with revenue of ¥34.1b and basic EPS of ¥151.82, setting the tone for how the rest of the fiscal year might shape up for shareholders. The company has seen quarterly revenue move from ¥33.0b in Q2 2025 to ¥39.6b in Q4 2025, then to ¥34.4b in Q2 2026 and ¥34.1b in Q3 2026. Basic EPS has ranged from ¥162.18 to ¥216.16 over that earlier period and now sits at ¥151.82, which puts the spotlight firmly on how efficiently that topline is...
TSE:6762
TSE:6762Electronic

Assessing TDK (TSE:6762) Valuation After Recent Share Price Pullback And Conflicting Fair Value Views

Context for TDK’s Recent Share Performance TDK (TSE:6762) has attracted attention after a period of weaker share performance, with negative returns over the past week, month, past 3 months, and year to date, despite a positive 1 year total return. For investors tracking longer horizons, TDK’s 3 year and 5 year total returns are positive. This contrasts with the recent pullback and sets up a natural comparison between short term sentiment and longer term outcomes. See our latest analysis for...
TSE:4973
TSE:4973Chemicals

Japan Pure ChemicalLtd Q3 EPS Jump Challenges Concerns Over Modest Earnings Outlook

Japan Pure ChemicalLtd (TSE:4973) sets the tone with Q3 2026 earnings Japan Pure ChemicalLtd (TSE:4973) has just posted its Q3 2026 numbers, with revenue at ¥4.7b and basic EPS at ¥139.99, alongside net income of ¥810m that sits against a trailing twelve month EPS of ¥290.98 on revenue of ¥14.8b and net income of ¥1.7b. Over recent quarters the company has seen revenue move from ¥3.7b in Q3 2025 to ¥4.7b in Q3 2026. Quarterly basic EPS has shifted from ¥88.12 to ¥139.99, setting the scene for...
TSE:2337
TSE:2337Real Estate

Assessing Ichigo (TSE:2337) Valuation After Recent Mixed Share Price Performance

Ichigo stock reacts to mixed recent returns Ichigo (TSE:2337) has drawn fresh attention after recent share price moves, including an 8.9% decline over the past week and an 8.1% decline over the past month, alongside a 9.4% gain over the past 3 months. See our latest analysis for Ichigo. While the latest share price of ¥406.0 comes after a weak recent patch, with 7 day and 30 day share price returns both in decline, Ichigo’s 1 year and 5 year total shareholder returns of 16.8% and 53.7%...
TSE:6481
TSE:6481Machinery

THK (TSE:6481) Valuation Check After Recent Share Price Moves And High P/E Premium

Why THK Stock Is on Investors’ Radar THK (TSE:6481) has drawn attention after recent share price moves, including a 2.4% decline over the last day and positive returns over the past week, month, and past 3 months. For investors tracking industrial automation and precision components, those short term swings sit alongside a 1 year total return of 19.9% and a 3 year total return that is described as very large, supported by reported revenue of ¥355,856 and net income of ¥6,503. See our latest...