Japanese Insurance Stock News

Tokaido REIT (TSE:2989) opened H1 2026 with total revenue of ¥2.3 billion and basic EPS of ¥3,322.99, alongside trailing 12 month revenue of ¥4.6 billion and EPS of ¥6,704.12 that sit against reported earnings growth of 15.3% over the past year. Revenue has moved from ¥2.0 billion in H1 2025 to ¥2.3 billion in H1 2026, while trailing 12 month basic EPS has shifted between roughly ¥6,616.38 and ¥6,717.57 over the last three reported periods. This sets up a picture where higher earnings and...

Meiji Holdings (TSE:2269) is back in focus after Meiji America announced a US$65 million investment to add Hello Panda production and upgrade equipment at its York, Pennsylvania facility, with the company targeting a 50% manufacturing capacity boost. See our latest analysis for Meiji Holdings. The recent US expansion plans sit against a solid backdrop, with a 90 day share price return of 17.65% and a 1 year total shareholder return of 24.20% suggesting momentum has been building over both...

Why GMO Internet Group's new AI x FinTech fund matters for shareholders GMO Internet Group (TSE:9449) has approved the creation of GMO Fintech Fund 8 Investment Limited Partnership, a new AI and FinTech focused vehicle that will qualify as a specified subsidiary given its planned scale. The company plans to commit ¥2,000 million as a limited partner within a scheduled ¥6,400 million fund size at launch, with a target of approximately ¥10,000 million after additional fundraising through...

Renesas Electronics (TSE:6723) has rolled out Renesas 365, a cloud platform built with Altium that connects device selection, system design and validation, while also adding a new RH850/U2C automotive MCU and broadening RA MCU coverage. See our latest analysis for Renesas Electronics. At a share price of ¥2,474.5, Renesas shows a 3.10% 7 day share price return but a 15.83% 30 day share price decline. Its 1 year total shareholder return of 8.88% and 5 year total shareholder return of 120.04%...

SoftBank (TSE:9434) has laid out its Telco AI Cloud vision, aiming to turn its nationwide network into AI-native infrastructure that runs distributed AI workloads across edge and cloud, with partners spanning robotics and industrial automation. See our latest analysis for SoftBank. SoftBank’s latest Telco AI Cloud announcements come after a relatively steady share price, with the stock at ¥214.6 and short term share price returns muted, while the 5 year total shareholder return of 85.52%...

SoftBank Group (TSE:9984) is back in focus after a sharp 3.60% intraday move on March 13, 2026, as PayPay’s high profile Nasdaq IPO and fresh analyst concerns reshaped how investors view its risk and liquidity profile. See our latest analysis for SoftBank Group. While the latest PayPay headlines and analyst downgrades have driven short term volatility, including a 30 day share price return of 17.79% decline and a year to date share price return of 21.80% decline, SoftBank Group still shows a...

TOA (TSE:1885) has drawn fresh attention after releasing its 2026 to 2028 management plan, outlining a ¥50b investment program, revised sustainability KPIs, and a higher shareholder return policy targeting a payout ratio above 40%. See our latest analysis for TOA. The share price has been volatile around these announcements, with a 3.15% 1 day share price return and 5.68% 7 day share price return, contrasting with a 30 day share price return decline of 18.39%. Long term total shareholder...

Keio (TSE:9008) has just wrapped up a share repurchase program and completed a ¥9,999.75 million buyback, while also issuing ¥10 billion in unsecured green bonds with a fixed 1.537% coupon. See our latest analysis for Keio. Keio's latest ¥3,887 share price comes after a 1 day share price return of 0.67%. However, the 30 day share price return of a 4.64% decline and the 5 year total shareholder return of a 45.55% loss suggest longer term momentum has been weak, even as the recent buyback and...

Fuso ChemicalLtd (TSE:4368) has drawn fresh attention after a 13 March 2026 board meeting to review a manufacturing facility plan for its Kyoto Plant, raising questions about future capacity and capital allocation. See our latest analysis for Fuso ChemicalLtd. At a share price of ¥9,240.0, Fuso ChemicalLtd has seen firm momentum recently, with a 1 day share price return of 3.94% and a 90 day share price return of 46.90%. The 1 year total shareholder return of 161.92% points to strong longer...

Japan Airlines (TSE:9201) updated investors on 2 March 2026 by raising its earnings guidance, lifting dividend forecasts for the current fiscal year, and initiating work on a new growth strategy following a board meeting. See our latest analysis for Japan Airlines. Despite the raised earnings and dividend guidance, Japan Airlines’ 30 day share price return of 16.7% and year to date share price return decline of 12.2% suggest momentum has recently cooled, even though the 1 year total...

Why Nakanishi’s latest guidance and acquisition plans matter for investors Nakanishi (TSE:7716) has updated its earnings guidance for 2026 and is also considering share acquisitions that would add Acra Cut and Intech as subsidiaries under NSK America, putting capital allocation firmly in focus for shareholders. See our latest analysis for Nakanishi. The updated 2026 guidance and planned acquisitions come after a strong run in the shares, with a 90 day share price return of 45.45% and a 1 year...

Lynas Rare Earths and Japan Australia Rare Earths, backed by JOGMEC and Sojitz, recently signed a non-binding memorandum of understanding to collaborate across the rare earths value chain, including exploration and project development. This collaboration highlights Japan’s effort to reinforce critical mineral supply security, with Sojitz positioned as a key conduit for rare earth flows outside China. We’ll now examine how Sojitz’s deeper rare earth involvement, via the Lynas–JARE tie-up,...

In March 2026, Honda Motor Co., Ltd. cancelled the development and launch of several North American electric vehicle models and revised its fiscal 2026 guidance from an operating profit of ¥550.00 billion to an operating loss of ¥270.00–¥570.00 billion, driven by very large EV-related writedowns and equity-method losses. The company’s reset underscores how weak EV demand, tariff pressures, and rising competition, especially from Chinese automakers, have forced Honda to rethink its...

Event context and recent share moves Sapporo Holdings (TSE:2501) shares recently closed at ¥1,625, with a 0.8% move over the past day, a 2.7% decline over the past week, and a 13.6% decline over the past month. See our latest analysis for Sapporo Holdings. The recent 13.6% 1 month share price return contrasts with a slightly positive 90 day move and is set against a 1 year total shareholder return of 4.7%. This suggests momentum has cooled after a strong multi year run that includes a very...

If you are wondering whether Baycurrent is starting to look like value or just a falling knife, the recent share price performance gives you a clear set of signals to work with. The stock last closed at ¥4,378, with a 7.4% decline over the past 7 days, a 2.0% return over 30 days, and deeper moves over longer periods including a 31.8% decline year to date and a 33.1% decline over 1 year, while the 5 year return stands at 87.9%. This mix of shorter term volatility and longer term gains often...

Max (TSE:6454) is back in focus after raising its earnings and dividend forecasts, with higher targets for net sales, operating profit, profit attributable to shareholders, and annual dividends for the year ending March 31, 2026. See our latest analysis for Max. The guidance upgrade and higher dividend forecast come after a strong run, with a 1-year total shareholder return of 62.2% and a 5-year total shareholder return of 374.01%. The 30-day share price return of 5.41% suggests momentum has...

In early March 2026, Kyowa Kirin Co., Ltd. announced it would discontinue all clinical trials of rocatinlimab, an investigational anti-OX40 antibody for moderate-to-severe atopic dermatitis, prurigo nodularis, and asthma, following a planned safety review conducted with partner Amgen. The decision was driven by emerging malignancy signals, including confirmed and suspected cases of Kaposi’s sarcoma that, despite low overall incidence, raised plausible mechanistic concerns about OX40 pathway...

If you are wondering whether YONEX is still reasonably priced after its strong run, this article will walk through what the current share price could mean for long term investors. YONEX last closed at ¥3,485, with returns of a 1.8% decline over the past week, a 3.9% decline over the past month, a 3.6% gain year to date, 48.4% over the last year and 179.6% over three years, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage of YONEX...

Resona Holdings, Inc. recently approved changes to its top leadership, appointing long-time insider Shinichiro Isa as Deputy President, Representative Executive Officer, Group CFO and Group CDO, and elevating Nobuki Iwadate to Group Chief Human Resources Officer, Deputy President and Representative Executive Officer, effective April 1, 2026. The concentration of financial, digital and human capital oversight in the hands of two experienced internal leaders may meaningfully influence how...

A UK parliamentary committee has increased pressure on Fujitsu (TSE:6702), criticising its lack of financial contribution to the nearly £1.5b Post Office Horizon redress bill and questioning its ongoing role in public contracts. See our latest analysis for Fujitsu. For context, Fujitsu’s share price return has been weak in the short term, with a 10.33% 1 month and 17.03% year to date decline. However, its 1 year total shareholder return of 21.30% and 3 year total shareholder return above 100%...

Sompo Holdings (TSE:8630) has put governance and trust at the center of its story, updating regulators on reforms around fraudulent auto claims, premium practices, and data leaks that previously challenged its reputation. See our latest analysis for Sompo Holdings. Alongside these governance updates and the Aspen integration in the UK, Sompo Holdings’ ¥5,829 share price comes after a 90 day share price return of 12.10% and a 1 year total shareholder return of 32.92%. The 3 year total...

Event context and recent share performance Asahi Kasei (TSE:3407) shares have been under pressure over the past week and month, with negative 1 day, 7 day, and month returns, even as the past 3 months and 1 year remain positive. See our latest analysis for Asahi Kasei. Short term share price momentum has faded with recent declines, but a 90 day share price return of 15.67% and a 1 year total shareholder return of 60.46% still indicate a strong longer term result. If this mixed picture has you...

In March 2026, Meiji America Inc. announced a US$65,000,000 investment to add Hello Panda production and upgrade equipment at its York, Pennsylvania facility, aiming to lift manufacturing capacity by 50% and support new jobs and local partnerships. Bringing Hello Panda production onshore to York could tighten Meiji’s North American supply chain and deepen collaboration with major U.S. retailers. We’ll now consider how this new Hello Panda capacity in York may influence Meiji Holdings’...

Nomura Research Institute (TSE:4307) has put leadership changes and a subsidiary merger at the center of its latest corporate update. These moves could shape how you think about the stock’s stability and long term direction. See our latest analysis for Nomura Research Institute. At a share price of ¥4,305.0, Nomura Research Institute has a 1 day share price return of 1.6% and a 30 day share price return of 2.01%. Its 90 day share price return of a 30.28% decline and year to date share price...