Japanese Infrastructure Stock News

TSE:5334
TSE:5334Auto Components

Assessing Niterra (TSE:5334) Valuation After Fresh Nine‑Month Earnings Growth

Fresh earnings put Niterra (TSE:5334) in focus Niterra (TSE:5334) is back on investors’ radar after reporting nine month earnings to December 31, 2025, with sales of ¥526,055 million and net income of ¥83,551 million, alongside higher basic EPS from continuing operations. See our latest analysis for Niterra. The recent earnings update lands after a strong 1 year total shareholder return of 52.47%, while the share price has eased year to date with a 3.30% decline. This suggests that momentum...
TSE:7203
TSE:7203Auto

Toyota Motor (TSE:7203) Is Up 5.9% After CFO Kenta Kon Named CEO And Guidance Raised

Toyota Motor reported earnings for the nine months ended December 31, 2025, with revenue rising to ¥38.09 trillion while net income and earnings per share from continuing operations declined versus a year earlier, and the company updated its full‑year guidance to reflect both tariff headwinds and higher‑than‑previously expected operating income. At the same time, Toyota approved a leadership overhaul effective April 1, 2026, with Chief Financial Officer Kenta Kon promoted to president and...
TSE:6963
TSE:6963Semiconductor

Is Stronger Earnings And New Nano Cap Devices Altering The Investment Case For ROHM (TSE:6963)?

ROHM Co., Ltd. has reported past nine‑month results to December 31, 2025, with sales rising to ¥369,515 million and net income reaching ¥14,822 million, lifting both basic and diluted earnings per share versus a year earlier. Alongside these stronger earnings, ROHM recently introduced its BD9xxN5 Series LDO regulator ICs using Nano Cap (TM) technology, highlighting product innovation aimed at higher‑density automotive, industrial, and communications power supply applications. We’ll now...
TSE:4966
TSE:4966Chemicals

Does C.Uyemura (TSE:4966)ʼs New Buyback Hint At Evolving Capital Priorities Or Steady Discipline?

C.Uyemura & Co., Ltd. recently approved a share repurchase program of up to 260,000 shares, or 1.61% of outstanding stock, for ¥4,000 million through September 30, 2026, aiming to enhance shareholder profits and capital efficiency. The buyback, funded within a clearly defined limit and timeframe, highlights the Board’s focus on agile capital allocation amid a changing operating landscape. We’ll now examine how this newly announced buyback program, centered on improving capital efficiency,...
TSE:9001
TSE:9001Transportation

Tobu Railway (TSE:9001) Valuation Check After Strong Nine Month Earnings And Higher Dividend Plan

Tobu Railway (TSE:9001) is back in focus after reporting nine month earnings to December 31, 2025, along with a board meeting to review a higher year end dividend forecast, drawing fresh attention to the stock. See our latest analysis for Tobu Railway. The latest earnings and dividend news has come alongside a sharp pick up in momentum, with a 7 day share price return of 9.79% and a 90 day share price return of 18.25%. The 1 year total shareholder return of 18.72% contrasts with a much...
TSE:4689
TSE:4689Interactive Media and Services

Assessing LY Corporation (TSE:4689) Valuation After Revenue Forecast Cut Linked To ASKUL Outage

LY Corporation (TSE:4689) cut its revenue forecast for the year ending March 31, 2026 to ¥2,000,000 million, down from ¥2,100,000 million, citing disruption from the October 2025 system outage at ASKUL. See our latest analysis for LY. Investors have had a mixed ride with LY, with a 7.17% 7 day share price return and a 1.41% 30 day share price return, yet a 1 year total shareholder return decline of 14.14% and a 5 year total shareholder return decline of 32.39%. This suggests momentum has been...
TSE:4208
TSE:4208Chemicals

UBE (TSE:4208) Is Up 6.2% After Swinging Back To Profit Despite Lower Sales – Has The Bull Case Changed?

UBE Corporation has released its earnings for the nine months ended December 31, 2025, reporting sales of ¥332,150 million versus ¥359,621 million a year earlier and net income of ¥21,077 million compared with a net loss of ¥19,120 million. Despite lower sales, UBE shifted from a basic loss per share of ¥196.93 to basic earnings per share of ¥216.99 from continuing operations, highlighting a clear improvement in profitability. Next, we will examine how this return to profitability despite...
TSE:7296
TSE:7296Auto Components

Assessing F.C.C (TSE:7296) Valuation After Nine‑Month Earnings Reveal Higher Sales And Softer Profits

Earnings event puts F.C.C (TSE:7296) margins in focus F.C.C (TSE:7296) drew investor attention after reporting nine-month earnings to December 31, 2025, with sales of ¥190,615 million, slightly above a year earlier, while net income and basic EPS softened. See our latest analysis for F.C.C. F.C.C shares have held around ¥3,750 in the very short term, but the 90 day share price return of 15.21% and 1 year total shareholder return of 30.53% suggest momentum has built over time, supported by a...
TSE:9042
TSE:9042Transportation

A Look At Hankyu Hanshin Holdings (TSE:9042) Valuation After Its Latest Nine Month Earnings Update

Why Hankyu Hanshin Holdings Is Back On Investor Radars Hankyu Hanshin Holdings (TSE:9042) is in focus after reporting nine month results to December 31, 2025, with sales, net income, and earnings per share all higher than a year earlier. See our latest analysis for Hankyu Hanshin Holdings. That earnings update has arrived alongside a strong run in the share price, with a 6.5% 7 day share price return, 10.2% over 30 days and a 22.1% 1 year total shareholder return. This suggests momentum has...
TSE:7313
TSE:7313Auto Components

Assessing TS TECH (TSE:7313) Valuation After Weaker Earnings And Elevated P/E Multiple

Earnings snapshot and why it matters for TS TECH (TSE:7313) TS TECH (TSE:7313) has drawn attention after reporting nine month results to December 31, 2025, with sales, net income and basic earnings per share all lower than the same period a year earlier. See our latest analysis for TS TECH. The earnings setback appears to have tempered short term sentiment, with a 1 day share price return showing a 1.24% decline to ¥1,954.5. However, the 90 day share price return of 4.94% and 1 year total...
TSE:3941
TSE:3941Packaging

Rengo (TSE:3941) Valuation Check After Higher Nine Month Sales And Net Income

Earnings event puts Rengo (TSE:3941) in focus Rengo (TSE:3941) drew investor attention after reporting earnings for the nine months to December 31, 2025, with sales, net income, and basic earnings per share all higher than the previous year. See our latest analysis for Rengo. The earnings release sits alongside a strong share price run, with Rengo’s 30 day share price return of 17.14% and 90 day share price return of 44.19%, while its 1 year total shareholder return is 84.33%. This points to...
TSE:4091
TSE:4091Chemicals

Why Nippon Sanso Holdings (TSE:4091) Is Up 15.6% After Raising Its Full-Year 2026 Guidance

Nippon Sanso Holdings Corporation recently reported results for the nine months ended December 31, 2025, with sales of ¥997,719 million and net income of ¥93,140 million, both higher than the same period a year earlier. At the same time, the company lifted its full-year 2026 guidance, highlighting the impact of yen depreciation, price management, and productivity efforts in offsetting inflation and soft sales volumes. With this upgraded earnings outlook driven partly by currency gains and...
TSE:3433
TSE:3433Machinery

Assessing TOCALO (TSE:3433) Valuation After Nine Month Earnings Strength And Share Price Momentum

Earnings event and why it matters for TOCALOLtd (TSE:3433) shareholders TOCALOLtd (TSE:3433) has drawn fresh attention after TOCALO Co.,Ltd. reported nine-month earnings to December 31, 2025, showing sales of ¥42,621 million and net income of ¥6,443 million, both above the prior year period. See our latest analysis for TOCALOLtd. That earnings update comes after a strong run in the share price, with a 32.36% 90 day share price return and a 57.39% 1 year total shareholder return pointing to...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902) Valuation After Forecast Cuts And Softer Earnings

DENSO (TSE:6902) came into focus after the company reduced full year guidance for operating profit, net profit, and earnings per share, while also reporting lower nine month net income compared with the previous year. See our latest analysis for DENSO. After the lowered guidance and softer nine month earnings, DENSO's 1 day share price return of 1.04% and 7 day return of 0.65% suggest some near term caution, while the 12.99% 1 year total shareholder return points to momentum that has not...
TSE:3563
TSE:3563Hospitality

Assessing Food & Life Companies (TSE:3563) Valuation After Strong First Quarter Earnings And Share Price Momentum

Food & Life Companies (TSE:3563) is back in focus after first quarter earnings showed sales of ¥122,656 million and net income of ¥8,545 million, compared with ¥99,141 million and ¥6,129 million a year earlier. See our latest analysis for Food & Life Companies. The 1 year total shareholder return of 117.23% and 3 year total shareholder return of 187.84% suggest strong longer term gains. A 10.16% year to date share price return and recent 7 day share price move of 10.51% indicate momentum has...
TSE:9533
TSE:9533Gas Utilities

Toho Gas (TSE:9533) Valuation After Nine Month Earnings Growth And Stock Split Announcement

Toho Gas (TSE:9533) is back on investors’ radar after reporting nine month earnings to December 31, 2025, alongside announcing a stock split and a fourfold increase in authorized shares. See our latest analysis for Toho Gas. That mix of solid nine month earnings, fresh guidance and the stock split has lined up with a strong run in the share price, with a 30 day share price return of 10.77% and a 1 year total shareholder return of 41.13%, suggesting momentum has been building recently despite...
TSE:6976
TSE:6976Electronic

Taiyo Yuden (TSE:6976) Valuation After Strong Nine Month Sales And Earnings Improvement

Taiyo Yuden (TSE:6976) has come into focus after reporting nine-month results to December 31, 2025, with sales of ¥266,139 million and net income of ¥12,626 million, both ahead of the prior year. See our latest analysis for Taiyo Yuden. The earnings release and Q3 2026 call on 6 February appear to have reset expectations, with a 1 day share price return of 9.54% and a 7 day share price return of 18.36% pushing Taiyo Yuden to ¥3,868. Over the past year, shareholders have seen a 44.18% total...
TSE:9104
TSE:9104Shipping

A Look At Mitsui O.S.K. Lines (TSE:9104) Valuation After Guidance Upgrade And New LNG Shipping Alliances

Mitsui O.S.K. Lines (TSE:9104) has just raised its non-consolidated earnings guidance for the fiscal year ending March 2026, alongside new shipping alliances and fresh quarterly results that give investors more concrete numbers to assess. See our latest analysis for Mitsui O.S.K. Lines. Those updated forecasts and new shipping agreements come after a strong run in the share price over the past quarter, with a 90 day share price return of 14.69% and a 3 year total shareholder return of 84.47%,...
TSE:4204
TSE:4204Industrials

A Look At Sekisui Chemical (TSE:4204) Valuation After Q3 Earnings And Raised Full Year Guidance

Sekisui Chemical (TSE:4204) has drawn investor focus after reporting third quarter and nine month results showing lower net income year on year, while also slightly revising full year sales and earnings guidance upward. See our latest analysis for Sekisui Chemical. The earnings release and slightly higher full year guidance appear to sit alongside firm share price momentum, with a 30 day share price return of 8.20% and a 90 day share price return of 13.00%. Meanwhile, the 1 year total...
TSE:8367
TSE:8367Banks

Assessing Nanto Bank (TSE:8367) Valuation After Strong Nine Month Earnings Growth

Nanto Bank (TSE:8367) just released earnings for the nine months to December 31, 2025, reporting higher net interest income of ¥45,186 million, net income of ¥13,287 million, and earnings per share of ¥423.03. See our latest analysis for Nanto Bank. The earnings update comes after a strong run in Nanto Bank’s share price, with a 30 day share price return of 18.84% and a 90 day share price return of 43.02%, alongside a very large 5 year total shareholder return of 404.83% that suggests...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation Check After Nine Month Revenue And Earnings Decline

JFE Holdings (TSE:5411) recently reported nine month earnings to December 2025, with both sales and net income lower than a year earlier. This combination appears to have influenced recent share price moves. See our latest analysis for JFE Holdings. Despite softer nine month earnings, the share price has shown strong momentum, with a 26.31% 90 day share price return and a 34.26% 1 year total shareholder return. Recent board changes and the planned equity investment and joint venture appear to...
TSE:1926
TSE:1926Construction

Raito Kogyo (TSE:1926) Is Up 12.9% After Announcing Major Buyback and Strong Nine-Month Earnings

In early February 2026, Raito Kogyo Co., Ltd. announced a share repurchase program of up to 2,300,000 shares, or 5.37% of its issued share capital (excluding treasury stock), for up to ¥7,000 million, with all repurchased shares to be cancelled by December 31, 2026. Announced alongside this buyback, Raito Kogyo’s nine‑month results to December 31, 2025 showed higher sales, net income, and earnings per share compared with the prior year, underscoring the company’s focus on capital efficiency...
TSE:5444
TSE:5444Metals and Mining

Why Yamato Kogyo (TSE:5444) Is Up 12.2% After Upgrading Its Full‑Year Earnings Guidance And What's Next

In February 2026, Yamato Kogyo Co., Ltd. held a board meeting that approved selling part of its investment securities and reported nine‑month results to December 31, 2025, showing sales of ¥118,021 million and net income of ¥33,867 million. The company also raised its full‑year fiscal 2026 guidance, projecting higher net sales, operating profit of ¥4,000 million, and profit attributable to owners of parent of ¥53,000 million, pointing to a stronger earnings outlook than previously...
TSE:8361
TSE:8361Banks

Discovering Undiscovered Gems in Global Markets February 2026

As global markets navigate a period of mixed performance, with small-cap and value-oriented stocks gaining momentum amid cooling labor market signals and manufacturing rebounds, investors are increasingly attentive to the shifting dynamics favoring these segments over high-growth technology stocks. This evolving landscape presents an opportune moment to explore lesser-known equities that may offer potential growth, particularly those that demonstrate resilience and adaptability in response to...