Japanese Insurance Stock News

TSE:6988
TSE:6988Chemicals

How Investors May Respond To Nitto Denko (TSE:6988) Upgrading Guidance On IT And Smartphone Materials Demand

Nitto Denko Corporation recently raised its full-year guidance for the year ending March 31, 2026, now projecting revenue of ¥1,027,000 million, operating profit of ¥186,000 million and profit attributable to owners of the parent of ¥136,000 million, alongside higher expected basic earnings per share of ¥200.56. The company linked this upgraded outlook to stronger-than-expected demand for materials used in IT devices and high-end smartphones, while nine-month sales to December 2025 grew...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy (TSE:7011) Is Up 10.3% After Raising Guidance And Revamping Segment Leadership - Has The Bull Case Changed?

In February 2026, Mitsubishi Heavy Industries reported nine‑month sales of ¥3,326,976 million and net income of ¥210,996 million, and raised its full‑year fiscal 2025–26 earnings guidance, while also announcing multiple executive and board changes effective from March 31 and April 1, 2026. The reshuffle places new executive vice presidents in charge of Energy Systems, Nuclear Energy Systems, and Commercial Aviation Systems, signaling internal emphasis on these core business segments...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Is Down 14.8% After EPS Jumps On Stronger Profitability Per Share – Has The Bull Case Changed?

Capcom Co., Ltd. reported earnings for the nine months ended December 31, 2025, with sales of ¥115,315 million and net income of ¥38,885 million, both higher than the prior-year period. The rise in basic earnings per share from continuing operations to ¥92.96, up from ¥55.15 a year earlier, highlights stronger profitability per share for investors to assess. We will now examine how Capcom’s stronger earnings per share profile could influence the company’s broader investment narrative and...
TSE:4203
TSE:4203Chemicals

Sumitomo Bakelite (TSE:4203) Valuation Check After Upgraded Guidance On Strong Semiconductor And AI Demand

Why Sumitomo Bakelite (TSE:4203) is in focus after earnings and guidance Sumitomo Bakelite (TSE:4203) is back on investors’ radar after reporting nine month earnings to December 31, 2025, and lifting its full year fiscal 2026 guidance on stronger semiconductor materials demand. See our latest analysis for Sumitomo Bakelite. The earnings beat and upgraded guidance appear to be feeding into steady momentum, with the 1 month share price return of 8.58% and year to date share price return of...
TSE:7203
TSE:7203Auto

Toyota Motor (TSE:7203) Is Up 5.9% After CFO Kenta Kon Named CEO And Guidance Raised

Toyota Motor reported earnings for the nine months ended December 31, 2025, with revenue rising to ¥38.09 trillion while net income and earnings per share from continuing operations declined versus a year earlier, and the company updated its full‑year guidance to reflect both tariff headwinds and higher‑than‑previously expected operating income. At the same time, Toyota approved a leadership overhaul effective April 1, 2026, with Chief Financial Officer Kenta Kon promoted to president and...
TSE:6963
TSE:6963Semiconductor

Is Stronger Earnings And New Nano Cap Devices Altering The Investment Case For ROHM (TSE:6963)?

ROHM Co., Ltd. has reported past nine‑month results to December 31, 2025, with sales rising to ¥369,515 million and net income reaching ¥14,822 million, lifting both basic and diluted earnings per share versus a year earlier. Alongside these stronger earnings, ROHM recently introduced its BD9xxN5 Series LDO regulator ICs using Nano Cap (TM) technology, highlighting product innovation aimed at higher‑density automotive, industrial, and communications power supply applications. We’ll now...
TSE:4091
TSE:4091Chemicals

Why Nippon Sanso Holdings (TSE:4091) Is Up 15.6% After Raising Its Full-Year 2026 Guidance

Nippon Sanso Holdings Corporation recently reported results for the nine months ended December 31, 2025, with sales of ¥997,719 million and net income of ¥93,140 million, both higher than the same period a year earlier. At the same time, the company lifted its full-year 2026 guidance, highlighting the impact of yen depreciation, price management, and productivity efforts in offsetting inflation and soft sales volumes. With this upgraded earnings outlook driven partly by currency gains and...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902) Valuation After Forecast Cuts And Softer Earnings

DENSO (TSE:6902) came into focus after the company reduced full year guidance for operating profit, net profit, and earnings per share, while also reporting lower nine month net income compared with the previous year. See our latest analysis for DENSO. After the lowered guidance and softer nine month earnings, DENSO's 1 day share price return of 1.04% and 7 day return of 0.65% suggest some near term caution, while the 12.99% 1 year total shareholder return points to momentum that has not...
TSE:3563
TSE:3563Hospitality

Assessing Food & Life Companies (TSE:3563) Valuation After Strong First Quarter Earnings And Share Price Momentum

Food & Life Companies (TSE:3563) is back in focus after first quarter earnings showed sales of ¥122,656 million and net income of ¥8,545 million, compared with ¥99,141 million and ¥6,129 million a year earlier. See our latest analysis for Food & Life Companies. The 1 year total shareholder return of 117.23% and 3 year total shareholder return of 187.84% suggest strong longer term gains. A 10.16% year to date share price return and recent 7 day share price move of 10.51% indicate momentum has...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation Check After Nine Month Revenue And Earnings Decline

JFE Holdings (TSE:5411) recently reported nine month earnings to December 2025, with both sales and net income lower than a year earlier. This combination appears to have influenced recent share price moves. See our latest analysis for JFE Holdings. Despite softer nine month earnings, the share price has shown strong momentum, with a 26.31% 90 day share price return and a 34.26% 1 year total shareholder return. Recent board changes and the planned equity investment and joint venture appear to...
TSE:8361
TSE:8361Banks

Discovering Undiscovered Gems in Global Markets February 2026

As global markets navigate a period of mixed performance, with small-cap and value-oriented stocks gaining momentum amid cooling labor market signals and manufacturing rebounds, investors are increasingly attentive to the shifting dynamics favoring these segments over high-growth technology stocks. This evolving landscape presents an opportune moment to explore lesser-known equities that may offer potential growth, particularly those that demonstrate resilience and adaptability in response to...
TSE:9021
TSE:9021Transportation

West Japan Railway (TSE:9021) Valuation Check After Nine Month Results And New 2026 Guidance

West Japan Railway (TSE:9021) has just combined a Q3 2026 earnings call with nine month results to December 31, 2025, along with fresh guidance for the fiscal year ending March 2026. See our latest analysis for West Japan Railway. The earnings release and new guidance appear to have come at a time when momentum in the shares is already building, with a 30 day share price return of 12.73% and a 1 year total shareholder return of 31.45%. If these results have you looking beyond a single railway...
TSE:5802
TSE:5802Auto Components

Sumitomo Electric (TSE:5802) Is Up 12.1% After Upgrading Full-Year Earnings Guidance Has The Bull Case Changed?

In early February 2026, Sumitomo Electric Industries raised its full-year guidance, projecting net sales of ¥4.90 trillion and profit attributable to owners of parent of ¥320.00 billion, after reporting nine-month sales of ¥3.69 trillion and net income of ¥177.21 billion through December 31, 2025. The company’s upgraded outlook, alongside higher basic earnings per share guidance of ¥410.30 versus ¥294.90 previously, highlights a marked improvement in profitability expectations within the...
TSE:7211
TSE:7211Auto

A Look At Mitsubishi Motors (TSE:7211) Valuation After Nine Month Swing To Net Loss

Why Mitsubishi Motors (TSE:7211) is in focus after its latest earnings Mitsubishi Motors (TSE:7211) is back on investors' radar after reporting a net loss of ¥4,489 million for the nine months to December 31, 2025, reversing from net income a year earlier. Sales for the period were ¥1,976,533 million compared with ¥1,989,291 million previously. Basic loss per share from continuing operations reached ¥3.35 versus basic earnings per share of ¥22.8 a year ago. See our latest analysis for...
TSE:4503
TSE:4503Pharmaceuticals

Astellas Pharma (TSE:4503) Is Up 13.9% After Raising FY2026 Guidance On XTANDI Momentum - Has The Bull Case Changed?

In early February 2026, Astellas Pharma Inc. raised its fiscal year ending March 31, 2026 guidance, now projecting revenue of ¥2.10 trillion and higher profits on both core and full-year bases, supported by stronger-than-expected earnings per share. The company attributed these upgraded forecasts to robust global demand for its prostate cancer drug XTANDI and overactive bladder franchise, alongside beneficial foreign exchange effects that lifted expected profitability. Next, we’ll examine...
TSE:7259
TSE:7259Auto Components

Do Stronger Earnings and India Expansion Plans Change The Bull Case For Aisin (TSE:7259)?

Aisin Corporation reported Q3 FY2026 results on February 3, 2026, with nine-month sales of ¥3,769,158 million and net income of ¥107,375 million, alongside higher basic earnings per share from continuing operations year on year. On the same day, Aisin also unveiled plans to invest about ¥32 billion to expand transmission production in India, signalling a long-term commitment to the country’s growing demand for automatic and continuously variable transmissions. We will now examine how these...
TSE:8001
TSE:8001Trade Distributors

Did ITOCHU’s (TSE:8001) New Buyback and Bond Issuance Just Recast Its Capital Efficiency Story?

ITOCHU Corporation recently authorized a share repurchase program of up to 13,000,000 shares for ¥20,000 million and reported nine‑month 2025 revenue of ¥10.99 trillion with net income of ¥705.30 billion, both covering the period ended December 31, 2025. Together with new fixed‑rate unsecured bond issuances, these moves underline how ITOCHU is balancing capital returns with funding flexibility while keeping profitability higher than a year earlier despite slightly lower revenue. Against this...
TSE:4483
TSE:4483Healthcare Services

Asian Value Stocks Trading At A Potential Discount For Savvy Investors

As global markets navigate through volatility marked by concerns over artificial intelligence and geopolitical tensions, value-oriented stocks have begun to capture investor attention, particularly in Asia. Identifying undervalued stocks requires a keen eye for companies with strong fundamentals that may be overlooked due to broader market trends or temporary setbacks.
TSE:8714
TSE:8714Banks

Three Undiscovered Gems In Asia To Enhance Your Investment Portfolio

As global markets experience mixed performances, with small-cap and value-oriented stocks gaining traction amid volatility in large-cap technology sectors, investors are increasingly turning their attention to lesser-known opportunities in Asia. In this dynamic environment, identifying stocks that exhibit strong fundamentals and potential for growth can be key to enhancing an investment portfolio.
TSE:7148
TSE:7148Diversified Financial

Asian Dividend Stocks Featuring Japan Tobacco And Two More Top Picks

As global markets navigate a landscape marked by economic shifts and technological disruptions, Asian equities have shown resilience, with Japan's stock indices rising amid domestic optimism and China's manufacturing sector indicating expansion. In this dynamic environment, dividend stocks can offer a measure of stability through regular income streams, making them attractive to investors seeking reliable returns amidst market volatility.