Japanese Insurance Stock News

TSE:2768
TSE:2768Trade Distributors

How Stronger Nine-Month Earnings And EPS At Sojitz (TSE:2768) Has Changed Its Investment Story

Sojitz Corporation reported past earnings for the nine months ended December 31, 2025, with revenue rising to ¥1,985,795 million and net income to ¥80,421 million compared with the previous year. Earnings per share from continuing operations increased to ¥385.16, suggesting improved profitability and operational efficiency across Sojitz’s diversified businesses. We’ll now examine how this stronger earnings and EPS performance may influence Sojitz’s existing investment narrative and projected...
TSE:6723
TSE:6723Semiconductor

Should Renesas’ New GaN Licensing and GlobalFoundries Deal Require Action From Renesas Electronics (TSE:6723) Investors?

In recent weeks, Efficient Power Conversion announced a licensing deal giving Renesas Electronics access to its low-voltage eGaN power technology, while Renesas also expanded a multi‑billion‑dollar manufacturing collaboration with GlobalFoundries to support advanced automotive and industrial chips. Together, these agreements deepen Renesas’ capabilities in next‑generation power and automotive semiconductors while bolstering supply resilience through both second‑sourced GaN devices and...
TSE:1925
TSE:1925Real Estate

Daiwa House’s Higher Dividend and Confirmed Guidance Could Be A Game Changer For Daiwa House Industry (TSE:1925)

In February 2026, Daiwa House Industry Co., Ltd. reported Q3 results for the nine months to December 31, 2025, updated full-year guidance to ¥5.60 trillion in net sales, ¥510.00 billion in operating income, and ¥290.00 billion in net income, and announced a planned year-end dividend of ¥100.00 per share. An interesting takeaway is that management paired only moderate year-on-year profit changes with a meaningful dividend increase, signaling confidence in the company’s cash-generation...
TSE:6857
TSE:6857Semiconductor

Assessing Advantest (TSE:6857) Valuation After Strong Multi‑Year Shareholder Returns

Advantest (TSE:6857) has been drawing attention after recent share price moves, with the stock showing mixed short term returns but stronger performance over the past month and past 3 months. See our latest analysis for Advantest. Despite a 1-day share price decline of 1.13% and a softer 7-day share price decline of 3.18%, Advantest’s recent momentum remains strong, with a 30-day share price return of 17.52% and a year-to-date share price return of 26.54%. Its 1-year total shareholder return...
TSE:6752
TSE:6752Consumer Durables

Evaluating Panasonic Holdings (TSE:6752) After Recent Share Price Volatility And Mixed Valuation Signals

Why Panasonic Holdings Is On Investors’ Radar Today Panasonic Holdings (TSE:6752) has attracted fresh attention after recent price moves, with the stock showing a mix of short term weakness and stronger performance over the month and past 3 months. See our latest analysis for Panasonic Holdings. Despite a 1-day share price return showing a 1.36% decline and a 7-day share price return showing a 6.59% decline, the 90-day share price return of 38.32% and the 1-year total shareholder return of...
TSE:2384
TSE:2384Logistics

Assessing SBS Holdings (TSE:2384) Valuation After Strong Results Dividend Hike And New Five Year Plan

Why the latest guidance and dividend move matters for SBS Holdings (TSE:2384) SBS Holdings (TSE:2384) has put out fresh earnings guidance, approved a higher dividend, and unveiled a new five year plan. Together, these updates give investors more concrete numbers and timelines to assess. See our latest analysis for SBS Holdings. The recent guidance, dividend increase, and new mid term plan come on the back of a 17.3% 3 month share price return and a 56.6% 1 year total shareholder return. This...
TSE:8050
TSE:8050Luxury

Seiko Group (TSE:8050) Is Up 24.8% After Upgrading Earnings And Dividend Outlook Has The Bull Case Changed?

In February 2026, Seiko Group Corporation raised its full-year guidance, now expecting ¥328,000 million in net sales, ¥29,000 million in operating profit, and profit attributable to owners of parent of ¥20,000 million, while also lifting forecast basic earnings per share to ¥489.41 and the annual dividend to ¥150 per share. This upward revision, backed by stronger-than-expected nine-month results and a policy targeting a consolidated dividend payout ratio of at least 30%, highlights a...
TSE:6963
TSE:6963Semiconductor

Will ROHM's (TSE:6963) Sharp Nine-Month Profit Rebound Reshape Its Turnaround Narrative?

ROHM Co., Ltd. recently reported earnings for the nine months ended December 31, 2025, with sales rising to ¥369,515 million from ¥344,642 million and net income increasing to ¥14,822 million from ¥210 million a year earlier. This sharp improvement in profitability, reflected in basic earnings per share lifting to ¥38.40 from ¥0.55, highlights a substantial turnaround in the company’s recent financial performance. We’ll now examine how this strong rebound in net income and earnings per share...
TSE:3402
TSE:3402Chemicals

Will Toray’s (TSE:3402) Sony Renewable Plastics Role Offset Stagnant Earnings in its Investment Narrative?

In February 2026, Toray Industries reported nine‑month results showing broadly flat sales at ¥1,919,493 million but lower net income of ¥40,164 million year on year, and also updated full‑year guidance with revenue trimmed to ¥2,600,000 million while core operating income and profit forecasts were maintained. At the same time, Toray joined a 14‑company, five‑country renewable plastics supply chain for Sony’s audio‑visual products and reshaped its senior leadership, signaling a focus on...
TSE:9364
TSE:9364Infrastructure

Assessing Kamigumi (TSE:9364) Valuation After Nine Month Results And Boardroom Changes

Kamigumi (TSE:9364) is back on investors’ radar after reporting nine month results to December 31, 2025, with higher sales, net income and earnings per share, alongside board level organizational and leadership changes. See our latest analysis for Kamigumi. At a share price of ¥5,576, Kamigumi’s 90 day share price return of 14.99% and 1 year total shareholder return of 75.94% suggest momentum has been building around its recent earnings update and boardroom changes. If Kamigumi’s recent move...
TSE:4202
TSE:4202Chemicals

Assessing Daicel (TSE:4202) Valuation After Softer Nine Month Earnings Results

Why Daicel’s latest earnings matter for shareholders Daicel (TSE:4202) reported nine month results to December 31, 2025, with sales of ¥424,824 million and net income of ¥35,703 million, both below the prior year period. Basic earnings per share from continuing operations came in at ¥134.99 versus ¥160.30 a year earlier, a change that raises new questions about profitability trends and what investors might expect from the next set of results. See our latest analysis for Daicel. Despite softer...
TSE:6370
TSE:6370Machinery

Kurita Water Industries (TSE:6370) Valuation Check After Fresh Fiscal 2026 Earnings Guidance

Kurita Water Industries (TSE:6370) has issued fresh consolidated earnings guidance for the fiscal year ending March 31, 2026. The company outlined expected net sales, profitability, and earnings per share that investors can use to recalibrate expectations. See our latest analysis for Kurita Water Industries. Kurita Water Industries’ latest earnings guidance lands after a strong run in the shares, with a 30 day share price return of 10.47%, a 90 day share price return of 32.51% and a 1 year...
TSE:1808
TSE:1808Consumer Durables

Assessing HASEKO (TSE:1808) Valuation After Strong Nine Month Earnings And Rising Investor Interest

HASEKO (TSE:1808) is back in focus after reporting earnings for the nine months to December 31, 2025, with revenue, net income and basic earnings per share all higher than the prior-year period. See our latest analysis for HASEKO. Despite the stronger nine month earnings, HASEKO’s share price has been choppy recently, with a 7 day share price return of 7.26% and a 30 day share price return of 1.96%. However, the 90 day share price return of 13.81% and 1 year total shareholder return of 65.15%...
TSE:3407
TSE:3407Chemicals

Did Asahi Kasei’s Upgraded FY2025 Earnings Guidance Just Shift Its (TSE:3407) Investment Narrative?

Asahi Kasei Corporation recently reported nine‑month results to December 31, 2025, with sales of ¥2,261,263 million and net income rising to ¥120,607 million, alongside basic earnings per share of ¥88.82 from continuing operations. At the same time, the company revised its full-year guidance to forecast net sales of ¥3.07 trillion, operating income of ¥225,000 million, and net income attributable to owners of the parent of ¥145,000 million, implying full-year earnings per share of...
TSE:8136
TSE:8136Specialty Retail

Why Sanrio Company (TSE:8136) Is Up 25.6% After Boosting Guidance, Dividend And Approving Stock Split

In February 2026, Sanrio Company, Ltd. raised its full-year guidance for the year ending March 31, 2026, lifting net sales expectations to JPY 190,600 million, operating profit to JPY 75,100 million, profit attributable to owners of parent to JPY 52,000 million (JPY 215.84 EPS), and increasing its planned year-end dividend to JPY 35.00 per share while approving a stock split and related amendments to its Articles of Incorporation effective April 1, 2026. The company linked these upgrades and...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Valuation Check After Recent Share Price Pullback

Hitachi stock moves after recent performance data Hitachi (TSE:6501) has drawn fresh attention after recent price moves, including a 3.7% decline over the past day and a 13.3% pullback over the past week, prompting investors to reassess the stock's recent run. See our latest analysis for Hitachi. Despite the recent pullback, which includes a 13.3% 7 day share price decline from a last close of ¥4,900 and softer 30 day momentum, Hitachi’s longer term picture still reflects a 14.1% 1 year total...
TSE:3105
TSE:3105Industrials

A Look At Nisshinbo Holdings (TSE:3105) Valuation After Full Year Results And Dividend Guidance

Nisshinbo Holdings (TSE:3105) has drawn fresh attention after releasing full year 2025 results, affirming cash dividends, and outlining 2026 earnings guidance. This gives investors a single snapshot of recent performance and management expectations. See our latest analysis for Nisshinbo Holdings. The earnings release and steady dividend guidance appear to have reinforced confidence in Nisshinbo Holdings, with a 90 day share price return of 36.09% and a 1 year total shareholder return of...
TSE:8088
TSE:8088Oil and Gas

Iwatani (TSE:8088) Valuation Check After Full Year Earnings Guidance Cut

Guidance cut and nine month earnings set the context for Iwatani shares Iwatani (TSE:8088) recently reduced its full year earnings guidance while also reporting steady nine month results. This combination puts the stock in focus for how investors weigh risk in its core businesses. See our latest analysis for Iwatani. Iwatani's share price is at ¥1,887.5, with a 1 day share price return of 1.72% but a 7 day share price return showing a 4.62% decline. Its 1 year total shareholder return of...
TSE:9831
TSE:9831Specialty Retail

Yamada Holdings (TSE:9831) Valuation After Dividend Hike And Asset Efficiency Plan

Yamada Holdings (TSE:9831) has proposed raising its final dividend to ¥17 per share for the fiscal year ending March 2026, tying this move to asset efficiency efforts and its mid term management plan. See our latest analysis for Yamada Holdings. The dividend proposal and asset efficiency plan follow a 90-day share price return of 22.64% and a 1-year total shareholder return of 32.39%, with momentum building compared to shorter-term moves. If this dividend news has you looking beyond a single...