Japanese Infrastructure Stock News

TSE:8697
TSE:8697Capital Markets

Japan Exchange Group (TSE:8697) Valuation Check After Strong Nine Month Earnings Update

Earnings event puts Japan Exchange Group in focus Japan Exchange Group (TSE:8697) just released nine month results to 31 December 2025, with sales, revenue, net income and earnings per share all higher than the prior year period, drawing fresh attention from investors. See our latest analysis for Japan Exchange Group. At a share price of ¥1,648.5, Japan Exchange Group has had a softer patch recently, with a 30 day share price return of a 5.07% decline and a year to date share price return of...
TSE:7203
TSE:7203Auto

Toyota Motor (TSE:7203) Margin Compression Challenges Bullish Earnings Narratives After Q3 2026 Results

Toyota Motor (TSE:7203) put up another busy quarter in Q3 2026, with revenue of about ¥13.5t and net income of roughly ¥1.3t translating into basic EPS of ¥96.48, setting the tone for how investors will read the latest update. The company has seen quarterly revenue move from about ¥11.4t in Q2 2025 to ¥12.4t in Q2 2026 and then to ¥13.5t in Q3 2026, while basic EPS shifted from ¥42.94 to ¥71.51 and now ¥96.48. This gives a clear sense of how the top line and EPS have tracked together. With...
TSE:5186
TSE:5186Machinery

Nitta (TSE:5186) Q3 Net Margin Holds At 13.1% Supporting Bullish Profitability Narratives

Q3 2026 Results Set the Tone Nitta (TSE:5186) has put Q3 2026 on the table with revenue of ¥23.3b and basic EPS of ¥135, giving investors a clear snapshot of where the business stands this quarter. The company has seen quarterly revenue move between ¥22.5b and ¥23.4b over the past year, while basic EPS has ranged from around ¥98 to ¥135, framing today’s print against a steady run of recent results. With a trailing net profit margin of 13.1% and a five year earnings growth record, the latest...
TSE:2897
TSE:2897Food

A Look At Nissin Foods Holdings (TSE:2897) Valuation After Mixed Nine Month 2025 Results

Nissin Foods Holdings Ltd (TSE:2897) recently released earnings for the nine months to December 31, 2025, reporting sales of ¥586,555 million, net income of ¥39,034 million, and lower basic and diluted EPS compared with a year earlier. See our latest analysis for Nissin Foods HoldingsLtd. The latest earnings update has arrived alongside stronger price action, with a 1 day share price return of 2.13% and a 30 day share price return of 13.64% pushing Nissin Foods HoldingsLtd to ¥3,266. Recent...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check After Latest Nine Month Earnings Call

Earnings call puts Nintendo stock under the spotlight Nintendo (TSE:7974) recently held its Nine Months 2026 earnings call on 3 February 2026, drawing fresh attention to its latest revenue and profit figures, as well as how the business is progressing this fiscal year. See our latest analysis for Nintendo. The latest earnings call comes after a sharp shift in sentiment, with a 7 day share price return of a 16.05% decline and a 90 day share price return of a 39.30% decline, even as the 3 year...
TSE:6963
TSE:6963Semiconductor

ROHM Launches Nano Cap LDOs As Investors Weigh Rich Valuation

ROHM (TSE:6963) has introduced its BD9xxN5 Series LDO regulator ICs featuring proprietary Nano Cap technology. The new regulators are designed to support higher output currents for automotive, industrial, and communication infrastructure uses. The launch highlights ROHM's push into higher power application areas within key end markets. For investors tracking ROHM at a share price of ¥2,509.5, this product launch comes after a mixed return profile, with a 10.2% gain year to date and a 67.0%...
TSE:4368
TSE:4368Chemicals

Fuso Chemical (TSE:4368) Margin Strength And 15.2% Earnings Growth Test Bullish Narratives

Fuso ChemicalLtd (TSE:4368) has reported solid Q3 2026 numbers, with revenue of ¥20.2b, basic EPS of ¥108.04 and trailing 12 month EPS of ¥372.69, alongside trailing earnings growth of 15.2% and a net profit margin of 17.5%. Over recent quarters the company has seen revenue move from ¥17.1b in Q4 2025 to ¥19.0b in Q2 2026 and ¥20.2b in Q3 2026. Quarterly basic EPS has ranged from ¥69.55 in Q4 2025 to ¥107.02 in Q2 2026 and ¥108.04 in Q3 2026, setting up an earnings story that leans on both...
TSE:6777
TSE:6777Electronic

santec Holdings (TSE:6777) Is Up 46.4% After Strong Earnings Narrative Is The Bull Case Changing?

Earlier this month, Santec Holdings reported a strong quarterly earnings narrative that highlighted robust earnings per share, high return on equity, and healthy margins within its Technology hardware operations. This combination of solid fundamentals and broader sector momentum has drawn heightened analyst and investor attention to how the company is being valued and perceived in the market. We will now examine how Santec Holdings’ strong quarterly earnings profile shapes its investment...
TSE:8830
TSE:8830Real Estate

Sumitomo Realty & Development Q3 EPS Jump Reinforces Bullish Narratives On Profitability

Sumitomo Realty & Development Q3 2026 snapshot Sumitomo Realty & Development (TSE:8830) has reported new figures for Q3 2026, with revenue of ¥246.9 billion and basic EPS of ¥60.82, giving investors a clear view of how the business is currently trading. The company’s revenue moved from ¥243.3 billion in Q3 2025 to ¥246.9 billion in Q3 2026, while basic EPS increased from ¥39.31 to ¥60.82 over the same period. This highlights a story where profitability trends matter as much as topline scale...
TSE:6652
TSE:6652Electrical

IDEC (TSE:6652) Margin Improvement Tests High P/E Skepticism After Q3 2026 Results

IDEC (TSE:6652) has put up a clean set of Q3 2026 numbers, with revenue at ¥18,906 million and basic EPS of ¥38.30, against a backdrop of year over year earnings growth of 17.9%. The company has seen revenue move from ¥17,126 million in Q2 2025 to ¥18,906 million in Q3 2026, while trailing twelve month EPS has shifted from ¥85.40 to ¥103.29, giving investors a clear view of both top line scale and per share profitability. With net profit margins over the last year at 4.3% and edging up from...
TSE:7011
TSE:7011Machinery

Assessing Mitsubishi Heavy Industries (TSE:7011) Valuation After Upgraded Earnings Guidance And Executive Reshuffle

Mitsubishi Heavy Industries (TSE:7011) has drawn fresh attention after reporting nine month sales of ¥3,326,976 million, higher net income of ¥210,996 million, and raising full year revenue and profit guidance for the year ending March 31, 2026. See our latest analysis for Mitsubishi Heavy Industries. The raised guidance and sweeping executive reshuffle on 4 February have come alongside strong recent momentum, with a 1 month share price return of 13.05% and a 1 year total shareholder return...
TSE:2790
TSE:2790Specialty Retail

NAFCO (TSE:2790) Q3 EPS Resilience Tests Bearish Narratives On Fragile 0.3% Net Margin

NAFCO (TSE:2790) has reported its Q3 2026 results with revenue of ¥46,223 million and basic EPS of ¥28.11, against a trailing twelve month EPS of ¥22.55 that reflects the impact of a ¥660 million one off loss on already thin profitability. Over recent quarters, revenue has moved between ¥38,023 million and ¥47,191 million while quarterly EPS has swung from a loss of ¥37.17 per share to earnings of ¥31.16 per share, highlighting how sensitive the bottom line is to small changes in margin. With...
TSE:7951
TSE:7951Leisure

Yamaha (TSE:7951) Is Up 6.7% After Profit Rises Despite Lower Sales – Is Efficiency the Story?

Yamaha Corporation reported past earnings for the nine months ended December 31, 2025, with sales of ¥341,014,000,000 versus ¥350,690,000,000 a year earlier, while net income rose to ¥20,189,000,000 from ¥14,288,000,000. Despite the sales dip, the stronger net income and higher basic earnings per share from continuing operations point to meaningful cost or efficiency gains. With these profitability improvements in focus, we will consider what Yamaha’s latest results mean for its investment...
TSE:5334
TSE:5334Auto Components

Does Stronger EPS Growth at Niterra (TSE:5334) Change The Bull Case For The Stock?

Niterra Co., Ltd. recently reported past earnings for the nine months ended December 31, 2025, with sales rising to ¥526,055 million from ¥485,673 million and net income increasing to ¥83,551 million from ¥74,449 million a year earlier. Basic earnings per share from continuing operations also improved, reaching ¥421.1 versus ¥374.72, highlighting stronger profitability on a per-share basis. We will now examine how this improvement in earnings per share shapes Niterra's investment narrative...
TSE:8053
TSE:8053Trade Distributors

Sumitomo’s 2026 Leadership Overhaul Puts Governance And Returns In Focus

Sumitomo (TSE:8053) has outlined a wide ranging set of executive and board changes, including new appointments, promotions, and retirements. The leadership reshuffle affects multiple senior roles, from executive officers to key departmental heads, and is set to take effect in April 2026. The company has released the changes in detail, signaling an organized transition across its top ranks. For you as an investor, the scale and timing of this leadership shift sit against a backdrop of strong...
TSE:3407
TSE:3407Chemicals

Asahi Kasei (TSE:3407) Valuation After Upgraded Guidance Dividend Increase And Ongoing Share Buybacks

Asahi Kasei (TSE:3407) stock has been reacting to a packed set of updates, including stronger nine month earnings, higher full year guidance, a dividend increase, and an active share repurchase framework that together highlight management’s priorities. See our latest analysis for Asahi Kasei. The latest earnings, higher guidance, dividend lift, and active buyback framework appear to have fed into strong recent momentum. A 30 day share price return of 16.49% and a 1 year total shareholder...
TSE:8524
TSE:8524Banks

Assessing North Pacific Bank (TSE:8524) Valuation After New Share Buyback Announcement

North Pacific BankLtd (TSE:8524) has launched a share buyback program, authorizing the repurchase of up to 3,200,000 shares for ¥2,400 million to support shareholder returns and improve capital efficiency. See our latest analysis for North Pacific BankLtd. The buyback news comes after a strong run in the shares, with the latest share price at ¥977.0 and a 90 day share price return of 33.29%, while the 1 year total shareholder return of 105.13% and 5 year total shareholder return of about 4x...
TSE:1961
TSE:1961Construction

Assessing Sanki Engineering (TSE:1961) Valuation After Leadership Changes And Proposed ES Matrix Stake Acquisition

Why Sanki Engineering Stock Is Back on Investors’ Radar Sanki Engineering (TSE:1961) is in focus after announcing upcoming leadership changes and a board meeting agenda that includes a potential 40% stake acquisition in Malaysian firm ES Matrix Sdn. Bhd. See our latest analysis for Sanki Engineering. The leadership reshuffle and proposed ES Matrix deal come as Sanki Engineering’s ¥7,430 share price sits on strong recent momentum, with an 11.73% 7 day and 23.01% 30 day share price return,...
TSE:9501
TSE:9501Electric Utilities

A Look At Tokyo Electric Power (TSE:9501) Valuation After Losses And Government Approved Turnaround Plan

Tokyo Electric Power Company Holdings (TSE:9501) is back in focus after reporting a large nine month net loss, issuing full year loss guidance, and detailing a government approved turnaround and restructuring plan. See our latest analysis for Tokyo Electric Power Company Holdings. The earnings miss, government approved turnaround plan, expected full year loss and news of a potential share repurchase have all arrived alongside a sharp short term pullback. The 30 day share price return is...
TSE:1814
TSE:1814Construction

Daisue Construction (TSE:1814) Margin Improvement To 3.9% Tests Cautious Community Narratives

Daisue Construction (TSE:1814) has just posted its Q3 2026 scorecard, with revenue at roughly ¥27.6 billion and basic EPS of ¥134.75, backed by trailing twelve month EPS of ¥366.38. The company has seen revenue move from about ¥21.2 billion in Q2 2025 to ¥27.6 billion in Q3 2026, while quarterly basic EPS shifted from ¥36.20 to ¥134.75 over the same span, setting the context for earnings that sit alongside trailing twelve month net income of ¥3.8 billion. For investors, a key point of focus...
TSE:1332
TSE:1332Food

Nissui (TSE:1332) Q3 EPS Strength Reinforces Bullish Valuation Narrative

Nissui (TSE:1332) has put out a steady Q3 2026 scorecard, with revenue at ¥236.8b and basic EPS of ¥26.54, while trailing twelve month revenue sits at ¥912.5b and EPS at ¥91.68. The company has seen quarterly revenue move from ¥222.7b in Q4 2025 to ¥236.8b in Q3 2026, with basic EPS shifting from ¥18.67 to ¥26.54 over the same period, and trailing net income reaching ¥28.1b. Overall, profitability appears supported by gradually firmer margins, which is what many investors will be watching...
TSE:1951
TSE:1951Construction

EXEO Group (TSE:1951) Margin Jump And EPS Surge Challenge Muted Growth Narratives

EXEO Group (TSE:1951) reported another solid quarter in Q3 2026, with revenue of ¥199.7b and basic EPS of ¥45.25 as the company continues to convert a larger top line into earnings. The company’s revenue increased from ¥148.1b in Q2 2025 to ¥165.8b in Q3 2025 and then to ¥199.7b in Q3 2026. Over the same periods, quarterly EPS moved from ¥15.78 to ¥24.92 and now ¥45.25. With trailing twelve month net margin at 4.6% versus 3.2% in the prior year and earnings up 69.9%, this set of results...
TSE:6448
TSE:6448Tech

Brother Industries (TSE:6448) Margin Gains Reinforce Bullish Earnings Narrative

Brother Industries (TSE:6448) has put solid numbers on the board for Q3 2026, with quarterly revenue sitting at ¥224.7 billion and basic EPS at ¥65.40, backed by trailing twelve month revenue of ¥878.8 billion and EPS of ¥202.66. The company has seen revenue move between ¥212.5 billion and ¥231.5 billion per quarter since early 2025, while quarterly EPS has ranged from ¥17.10 to ¥87.07 over the same stretch. This feeds into the reported 45.1% earnings growth and a higher net profit margin of...
TSE:6246
TSE:6246Machinery

Techno Smart (TSE:6246) Margin Improvement Challenges Cautious Narratives After Q3 Earnings Volatility

Techno Smart (TSE:6246) has released its Q3 2026 results, reporting quarterly revenue of ¥3,591 million and basic EPS of ¥30.15, against a backdrop where trailing 12 month revenue is ¥23,619 million and EPS is ¥235.15. Over recent quarters the company’s revenue has moved from ¥7,481 million in Q4 2025 to ¥6,653 million in Q1 2026, then ¥5,894 million in Q2 2026 and ¥3,591 million in Q3 2026. Over the same period, basic EPS shifted from ¥72.35 to ¥83.46, then ¥49.07 and ¥30.15. This sets up a...