Japanese Infrastructure Stock News

TSE:3064
TSE:3064Trade Distributors

Does MonotaRO’s June Sales Surge to ¥31.9B Reshape the Bull Case for TSE:3064?

In July 2026, MonotaRO Co., Ltd. reported that its preliminary non-consolidated sales for June 2026 reached ¥31,929 million, up from ¥27,733 million a year earlier. This acceleration in monthly sales highlights how MonotaRO’s recent operating performance may be influencing investor perceptions of its business momentum. Next, we will explore how June’s year-on-year sales growth shapes MonotaRO’s broader investment narrative and what it may signal for investors. Outshine the giants: these 16...
TSE:6505
TSE:6505Electrical

Asian Dividend Stocks To Watch In July 2026

As geopolitical tensions in the Middle East and energy market volatility capture global attention, Asian markets are navigating these challenges with a focus on technology and consumer demand. In this environment, dividend stocks can offer investors potential stability through regular income, making them an attractive option as they assess the broader economic landscape.
TSE:7906
TSE:7906Leisure

YONEX (TSE:7906) Rebounds Sharply, Is A 33% Discount Enough To Offset Its Pricey P/E?

Recent Share Performance Puts YONEX In Focus YONEX (TSE:7906) has caught investor attention after a recent share price move, with the stock up 4.6% on the day and gaining about 8% over the past week. See our latest analysis for YONEX. The recent gains in YONEX come after a weak patch, with the share price down 20.45% year to date and the 1 year total shareholder return declining 10.72%, although the 3 year and 5 year total shareholder returns remain strongly positive. If this kind of sharp...
TSE:6501
TSE:6501Industrials

Japanese Nuclear Energy Stocks Backed By Hitachi And Long Term Power Demand

Nuclear energy stocks sit at the crossroads of energy security, inflation concerns and changing central bank policies, as oil prices, geopolitical tensions and rate decisions all keep reliable power supply in focus. While growth signals and inflation trends vary across regions, nuclear energy screens as a theme where investors can look for companies tied to long term electricity demand and stable baseload generation. This Nuclear Energy Stocks screener filters the broader universe into...
TSE:4704
TSE:4704Software

AI Stocks With Strong Growth Forecasts That Still Look Reasonably Priced

Artificial intelligence stocks are sitting at the center of one of the clearest long term themes in global markets, even as inflation data, interest rate paths, and bond yields keep moving around. While central banks weigh growth and price pressures, companies building chips, software, and cloud infrastructure for tools like ChatGPT continue to attract attention from investors looking for exposure to AI adoption across the economy. This AI Stocks screener focuses on businesses directly tied...
TSE:4689
TSE:4689Interactive Media and Services

LY’s Revenue Beat and EPS Miss Might Change The Case For Investing In LY (TSE:4689)

In its most recent quarterly report, LY Corporation posted earnings per share of ¥1.59, missing estimates, while revenue reached ¥541.01 billion, surpassing forecasts. This contrast between weaker profitability and stronger top-line performance has drawn attention to how effectively LY is converting its expanding revenue base into earnings. We’ll now examine how LY’s revenue outperformance alongside softer earnings shapes the company’s existing investment narrative and future...
TSE:7936
TSE:7936Luxury

ASICS (TSE:7936) Looks Fully Priced Following Its FP Movement Collaboration

ASICS (TSE:7936) has drawn fresh attention after announcing a limited edition footwear collaboration with FP Movement, pairing its performance running and tennis shoes with lifestyle focused designs tailored to women. See our latest analysis for ASICS. ASICS shares have shown firm momentum, with a 7.99% 7 day share price return and a 12.30% 30 day share price return, while the 1 year total shareholder return of 38.13% reflects strong longer term compounding. If this collaboration has you...
TSE:1928
TSE:1928Consumer Durables

Singapore Bayshore Transit Hub Bid Might Change The Case For Investing In Sekisui House (TSE:1928)

Frasers Property Limited, Frasers Centrepoint Trust, Sunway MCL Limited, Sekisui House and Lum Chang Building Contractors recently announced that their consortium emerged as the top bidder for Singapore’s Bayshore Drive Government Land Sales mixed-use site, with a bid of S$2.10 billion for a 99-year leasehold plot integrated with Bedok South MRT station and a future bus interchange. If the tender is formally awarded, Sekisui House would gain exposure to one of Singapore’s largest...
TSE:285A
TSE:285ASemiconductor

Kioxia Stock Leads 3 Japanese AI Infrastructure Picks With Strong Earnings Growth

Markets are sending mixed signals, from tighter policy in South Korea and higher sovereign yields in France to softer inflation in Italy and Canada. In this kind of cross‑current, many readers are looking for companies where analysts still see solid earnings growth potential and balance sheets that can absorb shocks. That is exactly what the Healthy high growth potential screener focuses on. It combines projected earnings strength over the next 3 years with acceptable financial positions. In...
TSE:2871
TSE:2871Food

Nichirei (TSE:2871) Is Down 6.6% After Cyberattack Disrupts Core Operations and Data Systems

Earlier this week, Nichirei confirmed that a cyberattack caused system failures across its frozen-food and logistics operations, prompting an emergency response, system disconnections, and a gradual restart under enhanced security while it investigates potential personal data exposure and financial impact. The incident highlights how operational technology and data infrastructure have become critical risk points for food and logistics companies whose businesses depend on uninterrupted,...
TSE:6981
TSE:6981Electronic

Japanese Cash Flow Stocks Trading Below Fair Value Investors May Want To Watch

With central banks lifting rates, inflation shaped by energy markets and growth signals pulling in different directions, many investors are turning to cash flows rather than headlines to frame decisions. The Undervalued Stocks Based On Cash Flows screener focuses on companies where discounted cash flow estimates suggest a gap between trading price and assessed fair value. That combination of cash flow focus and valuation discipline can help you concentrate on businesses where expectations...
TSE:6814
TSE:6814Electronic

Furuno Electric (TSE:6814) Earnings Growth Puts Valuation Back In Focus

Why Furuno Electric’s Latest Earnings Matter for Investors Furuno Electric (TSE:6814) released first quarter results for the period ended May 31, 2026, with sales of ¥38,115 million, net income of ¥4,881 million, and basic earnings per share of ¥154.44 from continuing operations. See our latest analysis for Furuno Electric. The earnings announcement follows a strong rebound in Furuno Electric’s recent trading, with a 7 day share price return of 13.10% and a 30 day share price return of...
TSE:8604
TSE:8604Capital Markets

Does Nomura Holdings (TSE:8604) Discount to Estimated Intrinsic Value Reflect Mispriced Capital Strength?

Recent analysis has highlighted that Nomura Holdings is trading at a roughly 27% discount to an estimated intrinsic value based on excess returns and P/E multiple assessments, drawing attention to its current valuation. An interesting angle is how references to sustained profitability and capital strength are prompting investors to reassess whether this valuation gap is justified. With this renewed focus on perceived undervaluation, we’ll now look at how it reshapes Nomura Holdings’...
TSE:1719
TSE:1719Construction

Hazama Ando (TSE:1719) Joins Fusion Pilot Plant Project, Is The Stock Below Fair Value?

Hazama Ando (TSE:1719) drew fresh attention after Helical Fusion selected the company as an Official Partner for its Helix Program, with a memorandum of understanding to collaborate on the Helix KANATA Fusion Pilot Plant. See our latest analysis for Hazama Ando. Against this backdrop, Hazama Ando’s 1-year total shareholder return of 22.83% and very large 5-year total shareholder return of 172.47% contrast with a share price that is currently down 5.47% year to date. This hints that recent...
TSE:9601
TSE:9601Entertainment

Shochiku (TSE:9601) Stock Faces Q1 Loss That Tests Bullish Earnings Narratives

Shochiku (TSE:9601) opened its Q1 2027 scorecard with revenue of ¥24,138 million and a reported loss of ¥281 million, equating to basic EPS of ¥20.45, while trailing 12 month EPS sits at ¥250.87 on revenue of ¥100.73 billion and net income of ¥3,448 million. The company has seen quarterly revenue move from ¥21,657 million in Q1 2026 to ¥27,972 million in Q2 2026 and ¥25,127 million in Q3 2026, before landing at ¥23,493 million in Q4 2026 and ¥24,138 million in Q1 2027. Basic EPS shifted from...
TSE:5214
TSE:5214Electronic

Nippon Electric Glass (TSE:5214) Restructuring Review Puts Valuation Back In Focus

Nippon Electric Glass (TSE:5214) is back in focus after its board convened on July 6, 2026, to consider suspending production at its Shelby plant and transferring the Lexington plant within its U.S. composites business. See our latest analysis for Nippon Electric Glass. The recent board meeting comes after a period of pressure on Nippon Electric Glass' share price, which is down 23.39% over 90 days and 9.60% over 30 days, even though the 1 year total shareholder return of 62.81% and 5 year...
TSE:7004
TSE:7004Machinery

Kanadevia (TSE:7004) Could Be 13% Undervalued As Oman Hydrogen Deal Opens New Growth Path

Kanadevia’s Oman hydrogen alliance: what it could mean for the stock Kanadevia (TSE:7004) has entered a partnership with Bahwan Engineering Company to work on green hydrogen and e-methane projects in Oman, tying its water electrolysis technology to local engineering capabilities. The agreement covers bid preparation, engineering, procurement, manufacturing and sales across low carbon fuel projects. It provides Kanadevia investors with a fresh reference point for assessing the company’s...
TSE:3922
TSE:3922Interactive Media and Services

PR TIMES (TSE:3922) Stock Highlights 24.9% Net Margin That Supports Bullish Narratives

PR TIMES (TSE:3922) opened its Q1 2027 scorecard with revenue of ¥2.5 billion and net income of ¥604.6 million, translating to basic EPS of ¥44.73, while trailing twelve month revenue sits at ¥9.8 billion with EPS of ¥179.96. Over recent quarters, the company has seen revenue move from ¥2.3 billion and EPS of ¥42.49 in Q1 2026 through to ¥2.5 billion and EPS of ¥44.73 in Q1 2027. This has occurred against a backdrop of trailing earnings growth of 77.3% and reported revenue growth of 11.6% per...
TSE:7203
TSE:7203Auto

Toyota Stock, SoftBank And More Dividend Income Ideas From Japan

With inflation trends and interest rate policies pulling markets in different directions, many investors are looking for steadier sources of potential return and income. That is where high quality dividend stocks from the Dividend Powerhouses (3%+ Yield) screener can help. This screener focuses on companies with dividend yields above 5% that are described as well covered, growing and stable. Instead of trying to second guess every central bank move or commodity price shift, you can focus on...