Japanese Infrastructure Stock News

Mitsubishi Logistics (TSE:9301) drew fresh attention after raising its earnings guidance for the fiscal year to March 2026, while also flagging gains from security sales and impairment charges related to its U.S. subsidiary. See our latest analysis for Mitsubishi Logistics. The revised guidance and plans to reduce cross shareholdings come after a 30 day share price return of 10.19% and a 90 day gain of 17.92%. The 1 year total shareholder return of 22.39% sits alongside a very large 3 year...

Tokyo Ohka Kogyo (TSE:4186) raised its FY2025 sales and profit forecasts, linking the guidance upgrade to stronger semiconductor demand related to generative AI applications and support from favorable currency movements. See our latest analysis for Tokyo Ohka Kogyo. The upgraded guidance sits alongside strong recent market momentum, with a 1 month share price return of 25.38% and year to date share price return of 21.18%. The 1 year total shareholder return of 111.38% and 3 year total...

As global markets navigate a complex landscape of steady interest rates and mixed economic signals, Asian markets remain a focal point for investors seeking stability and growth. In this context, dividend stocks in Asia offer an appealing option for those looking to balance potential income with market resilience.

On January 30, 2026, Amgen announced a termination agreement with Kyowa Kirin that will end their 2021 license and collaboration for eczema drug rocatinlimab, returning development and commercialization control to Kyowa Kirin once regulatory approvals to terminate take effect. This move means Kyowa Kirin alone will decide whether and how to advance rocatinlimab, including planned regulatory submissions, after Amgen exited over portfolio and dosing concerns. We’ll now examine how Kyowa Kirin...

In January 2026, Mitsubishi Electric announced a collaboration with Landis+Gyr to advance grid edge intelligence in North America, alongside breakthroughs in MEMS materials and multi-agent AI for expert decision-making. Together, these initiatives highlight how Mitsubishi Electric is pairing energy-transition technologies with advanced materials and AI to address increasingly complex industrial and utility challenges. We’ll now examine how this push into grid edge intelligence, combined with...

Canon Marketing Japan Inc. recently reported full-year 2025 results, with sales of ¥679,799 million and net income of ¥41,458 million, while approving a higher year-end dividend of ¥100 per share, bringing the total annual dividend to ¥170. The company also issued 2026 earnings guidance and reaffirmed a dividend policy targeting a consolidated payout ratio of around 40% or above, underscoring how profit distribution is being balanced against future investment needs and cash flow...

Fujitsu Limited reported significantly stronger results for the nine months to December 31, 2025, raised its full-year earnings guidance, and announced a planned increase in its annual dividend forecast from JPY 15.00 to JPY 35.00 per share, following Board discussions on January 29, 2026. Alongside the financial updates, a new U.S. Department of Energy Argonne National Laboratory partnership with RIKEN, Fujitsu and NVIDIA highlights Fujitsu’s role in next-generation AI and high-performance...

Takashimaya Company (TSE:8233) cut its earnings guidance for the fiscal year ending February 28, 2026, after flagging an extraordinary loss tied to bond cancellation, sharply reducing projected profit attributable to owners. See our latest analysis for Takashimaya Company. The guidance cut comes after a strong stretch for investors, with a 30 day share price return of 17.58% and a 1 year total shareholder return of 49.65%. The very large 5 year total shareholder return of almost 3x suggests...

Shikoku Kasei Holdings (TSE:4099) has called a board meeting for January 29, 2026 to consider abolishing its takeover defense measures and partially amending its articles of incorporation. This represents a governance shift investors will watch closely. See our latest analysis for Shikoku Kasei Holdings. The planned review of takeover defenses comes as the share price has moved sharply higher, with a 30 day share price return of 56.47% and year to date share price return of 57.56%, while the...

SPARX Group Co., Ltd.'s ( TSE:8739 ) periodic dividend will be increasing on the 9th of June to ¥90.00, with investors...

Kobe Electric Railway Co., Ltd. ( TSE:9046 ) will increase its dividend from last year's comparable payment on the 16th...

The board of Avant Group Corporation ( TSE:3836 ) has announced that it will be paying its dividend of ¥32.00 on the...

Hamee Corp. ( TSE:3134 ) will pay a dividend of ¥22.50 on the 29th of July. This means the annual payment is 4.7% of...

System Research Co.,Ltd. ( TSE:3771 ) will increase its dividend on the 4th of June to ¥70.00, which is 17% higher than...

Yondenko Corporation's ( TSE:1939 ) dividend will be increasing from last year's payment of the same period to ¥40.00...

Tsuzuki Denki Co., Ltd.'s ( TSE:8157 ) dividend will be increasing from last year's payment of the same period to...

Sekisui Chemical (TSE:4204) has just reported third quarter and nine month results, pairing slightly higher sales with lower net income, and backed this up with updated full year earnings guidance for investors to assess. See our latest analysis for Sekisui Chemical. The earnings update seems to have cooled sentiment slightly in the short term, with a 7 day share price return of 3.17% and a modest 1 month share price gain of 3.72%. At the same time, the 1 year total shareholder return of...

Board meeting puts Toho Gas in focus Toho Gas (TSE:9533) is drawing attention after scheduling a January 30, 2026 board meeting to consider a stock split, amendments to its Articles of Incorporation, and changes to its shareholder benefit program. See our latest analysis for Toho Gas. Despite a 2.31% one day share price decline and a 3.55% seven day share price pullback to ¥5,115, Toho Gas still sits on a 9.69% 30 day and 11.22% 90 day share price return. Its 33.85% one year and very large...

Key Insights IDOM's significant individual investors ownership suggests that the key decisions are influenced by...

The main aim of stock picking is to find the market-beating stocks. But in any portfolio, there will be mixed results...

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...

With a price-to-earnings (or "P/E") ratio of 23.9x Toho Co., Ltd. ( TSE:9602 ) may be sending very bearish signals at...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...