Japanese Infrastructure Stock News

TSE:5406
TSE:5406Metals and Mining

How Investors May Respond To Kobe Steel (TSE:5406) Cutting Guidance On Weaker Materials Demand

In February 2026, Kobe Steel, Ltd. reported nine‑month results showing lower sales and profit year on year and revised its consolidated full‑year outlook to net sales of JPY 2,440.00 billions and operating profit of JPY 130.00 billions, alongside reduced non‑consolidated guidance. The company linked its downgrade to weaker demand in automotive, construction and semiconductor‑related materials, softer steel market spreads, reduced dividends from group companies, and more negative inventory...
TSE:4704
TSE:4704Software

Trend Micro (TSE:4704) Margin Gains Challenge Skeptical Earnings Narratives

Trend Micro’s FY 2025 Earnings Snapshot Trend Micro (TSE:4704) has just posted its FY 2025 third quarter numbers, with revenue of ¥68,844 million and EPS of ¥95.60, as investors weigh these figures against a year where earnings rose 43.3% and net profit margin moved from 9.1% to 12.8%. Over the past few quarters, revenue has ranged between about ¥66,408 million and ¥69,980 million while quarterly EPS has moved between roughly ¥41.69 and ¥67.46 before reaching the latest ¥95.60 print. This...
TSE:4755
TSE:4755Multiline Retail

Rakuten Group (TSE:4755) Valuation Check After 2025 Results And 2026 Revenue Growth Guidance

Rakuten Group (TSE:4755) has moved into focus after reporting full year 2025 earnings, with revenue of ¥2,496,575 million and a net loss of ¥177,886 million, alongside fresh 2026 revenue guidance. See our latest analysis for Rakuten Group. The earnings release and 2026 guidance came after a weak run in the shares, with a 7 day share price return of 13.88% and a year to date share price return decline of 15.61%. The 3 year total shareholder return of 27.22% contrasts with a 1 year total...
TSE:8031
TSE:8031Trade Distributors

Has Mitsui (TSE:8031) Run Too Far After Its 111.7% One Year Surge?

If you are wondering whether Mitsui's share price still reflects fair value after a strong run, you are not alone. This article walks through what the current price might mean for long term investors. Mitsui's stock closed at ¥5,583, with returns of 9.1% over the last 30 days, 17.5% year to date, 111.7% over 1 year and a very large gain over 5 years. This naturally raises questions about how much optimism is already priced in and how risks are being viewed. Recent coverage of Mitsui has...
TSE:8035
TSE:8035Semiconductor

Assessing Tokyo Electron’s Valuation After Buyback, Earnings Upgrade And Dividend Increase

Tokyo Electron (TSE:8035) has drawn fresh attention after its board approved a share repurchase of up to 7,500,000 shares, together with higher earnings guidance and an increased dividend outlook for the current fiscal year. See our latest analysis for Tokyo Electron. These announcements have arrived at a time when momentum in the shares has been strong, with a 90 day share price return of 33.51% and a 1 year total shareholder return of 70.97%. This highlights how expectations around growth...
TSE:6857
TSE:6857Semiconductor

Is It Too Late To Consider Advantest (TSE:6857) After A 182% One Year Surge?

If you are wondering whether Advantest is still attractively priced after a huge run, this article will walk through what the current share price could mean for long term investors. The stock last closed at ¥26,960, with returns of 21.7% over 30 days, 27.3% year to date and 182.2% over 1 year, while the 3 year and 5 year returns are very large. Recent headlines have focused on Advantest's role in semiconductor testing equipment and its exposure to trends such as artificial intelligence...
TSE:6824
TSE:6824Electronic

Undiscovered Gems in Asia for February 2026

As global markets navigate the complexities of AI disruption and fluctuating economic indicators, the Asian market presents a unique landscape for investors seeking opportunities in under-the-radar stocks. With key indices showing varied performances and economic conditions evolving, identifying a good stock often involves looking at companies with strong fundamentals that can adapt to technological changes and shifting consumer demands.
TSE:7974
TSE:7974Entertainment

How Nintendo’s Expanded Super Mario Galaxy Movie Toy Push At Nintendo (TSE:7974) Has Changed Its Investment Story

In February 2026, JAKKS Pacific announced it had renewed its partnership with Universal Products & Experiences, Illumination and Nintendo to launch an expanded Super Mario Galaxy Movie toy line, with figures, playsets and plush now available for pre-order at major retailers including Walmart, Target and Smyths Toys. This broadened merchandise range underlines how Nintendo’s characters are being leveraged far beyond consoles, deepening fan engagement across film, toys and collectibles. We’ll...
TSE:4503
TSE:4503Pharmaceuticals

How Upgraded Guidance, Patent Settlements And AI Deals At Astellas Pharma (TSE:4503) Has Changed Its Investment Story

In early February 2026, Astellas Pharma raised its full-year revenue and profit guidance, citing stronger global sales of XTANDI and Mirabegron and favorable foreign exchange effects, while also resolving all U.S. Myrbetriq patent litigation through settlements totaling US$210,000,000 in cash and license payments from Lupin and Zydus. Shortly afterward, Evinova announced an AI-powered clinical development collaboration with Astellas, AstraZeneca and Bristol Myers Squibb, highlighting...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Is Up 8.4% After Lifting 2026 Dividend Outlook Amid Profit Pressure – What's Changed

Kubota Corporation’s board meeting on February 12, 2026 approved a year-end dividend of ¥25 per share for 2025, confirmed capital infusion of ₹5 billion into Escorts Kubota Finance, and advanced stock-based compensation plans using treasury shares. On the same day, Kubota reported full-year 2025 earnings with slightly higher sales but lower net income, while issuing 2026 guidance that includes higher dividend expectations, highlighting a continued emphasis on shareholder returns despite...
TSE:5290
TSE:5290Basic Materials

Discovering Asia's Hidden Stock Gems In February 2026

As global markets grapple with AI disruption concerns and fluctuating economic indicators, Asia presents a unique landscape where small-cap stocks are gaining attention amidst broader market shifts. In this context, identifying promising stocks involves looking for companies that demonstrate resilience and adaptability in changing environments, often characterized by innovative strategies or niche market positions.
TSE:4502
TSE:4502Pharmaceuticals

How FDA Priority Review For Narcolepsy Drug Oveporexton At Takeda Pharmaceutical (TSE:4502) Has Changed Its Investment Story

Earlier this month, Takeda Pharmaceutical announced that the U.S. FDA accepted its New Drug Application and granted Priority Review for orexin agonist Oveporexton (TAK-861) in narcolepsy type 1, with a PDUFA decision expected in the third quarter of this year. This development highlights Takeda’s push into orexin-targeted neuroscience, aiming to address persistent symptoms in narcolepsy type 1 where many patients remain insufficiently treated. We’ll now examine how the FDA’s Priority Review...
TSE:2914
TSE:2914Tobacco

What Japan Tobacco (TSE:2914)'s Higher 2025 Dividend and Softer 2026 Payout Means For Shareholders

Japan Tobacco Inc. recently reported full-year 2025 results, with sales rising to ¥3,467.68 billion and net income reaching ¥510.18 billion, while also confirming a fiscal year-end 2025 dividend of ¥130.00 per share, up from ¥97.00, payable on March 26, 2026. At the same time, the company guided to slightly lower full-year 2026 dividends of ¥121.00 per share and issued new forecasts calling for ¥3,697.00 billion in revenue and ¥570.00 billion in profit attributable to owners, reshaping...
TSE:9684
TSE:9684Entertainment

Why Square Enix (TSE:9684) Is Down 12.8% After Upgrading Its Full‑Year Earnings Outlook

In February 2026, Square Enix Holdings reported that nine‑month sales fell to ¥215,455 million from ¥248,519 million a year earlier, while net income edged up to ¥25,607 million and earnings per share from continuing operations also increased. On the same day, the company significantly raised its full‑year profit and earnings-per-share guidance after profitability in Digital Entertainment and royalty income in Rights & Properties surpassed earlier expectations. Next, we’ll examine how this...
TSE:247A
TSE:247AMedia

Ai Robotics (TSE:247A) Q3 EPS Surge Tests Bullish Growth Narrative

Ai Robotics (TSE:247A) has just posted Q3 2026 results with revenue of ¥8.0b and basic EPS of ¥20.11, alongside trailing 12 month EPS of ¥38.34 that reflects reported earnings growth of 53.9% over the past year. The company has seen revenue move from ¥3.7b in Q4 2025 to ¥6.0b in Q2 2026 and ¥8.0b in Q3 2026, while quarterly EPS shifted from ¥9.65 to ¥7.86 and then ¥20.11 over the same period. This sits against a trailing net profit margin of 10.3% compared with 11.9% a year earlier. For...
TSE:9412
TSE:9412Media

Will Earnings-Driven Profitability Gains Reshape SKY Perfect JSAT Holdings' (TSE:9412) Investment Narrative?

SKY Perfect JSAT Holdings Inc. has reported its past nine-month results to December 31, 2025, with sales rising to ¥93,332 million and net income reaching ¥17,630 million, alongside higher basic earnings per share from continuing operations of ¥62.21. The simultaneous increase in sales, net income, and earnings per share suggests that the company converted revenue growth into stronger profitability over the period. Next, we’ll examine how this earnings-driven improvement in profitability...
TSE:8001
TSE:8001Trade Distributors

New Share Buyback and Profit Guidance Might Change The Case For Investing In ITOCHU (TSE:8001)

In early February 2026, ITOCHU Corporation announced a new share repurchase program of up to 13,000,000 shares for ¥20,000 million through March 31, 2026, alongside guidance for fiscal 2026 calling for net profit attributable to ITOCHU of ¥900.00 billion and basic earnings per share of ¥127.96. Together with nine‑month results showing revenue of ¥10.99 trillion and higher net income year on year, these moves highlight management’s focus on combining earnings visibility with flexible capital...
TSE:3110
TSE:3110Building

Why Nitto Boseki (TSE:3110) Is Up 12.2% After Raising Full‑Year Profit Guidance And EPS Surge

In February 2026, Nitto Boseki Co., Ltd. reported past nine‑month results showing higher sales of ¥87,594 million and sharply higher net income of ¥35,110 million year on year, and it raised full‑year guidance to operating profit of ¥20,000 million and profit attributable to owners of parent of ¥38,000 million. The upgrade to full‑year profit targets, alongside much stronger earnings per share of ¥964.42 over nine months, signals management’s confidence in the company’s current business...
TSE:2980
TSE:2980Real Estate

Global Market's Top Value Stock Opportunities In February 2026

As global markets navigate the complexities of AI disruption and shifting economic indicators, investors are keenly observing the performance of value stocks, which have consistently outperformed their growth counterparts in recent weeks. In this environment, identifying undervalued stocks becomes crucial as they offer potential opportunities for those seeking stability amidst volatility and uncertainty.