TSE:7309
TSE:7309Leisure

Shimano (TSE:7309) Valuation Check As Eurobike 2026 Exit Signals A New Marketing Pivot

Marketing pivot around Eurobike 2026 and why it matters Shimano (TSE:7309) is skipping Eurobike 2026 as the show retools and is shifting its spend toward smaller consumer events, demos, and retail activations, a move investors are weighing against upcoming earnings on 10 February 2026. See our latest analysis for Shimano. The Eurobike decision comes after a period in which Shimano’s share price return has picked up in the short term, with a 30 day share price return of 6.62% and a 90 day...
TSE:8848
TSE:8848Real Estate

Assessing Leopalace21 (TSE:8848) Valuation After Board Meeting On Possible Company Split

Leopalace21 (TSE:8848) has drawn fresh attention after its January 30, 2026 board meeting, where directors reviewed a potential company split, the impacts on consolidated subsidiaries, and how the group might be structured afterward. See our latest analysis for Leopalace21. At a share price of ¥690.0, Leopalace21 has seen a 4.86% 30 day share price return and a 9.52% 90 day share price return, while the 1 year total shareholder return of 26.26% and 5 year total shareholder return of 329.81%...
TSE:8308
TSE:8308Banks

Resona Holdings (TSE:8308) Q3 EPS Strength Reinforces Bullish Earnings Growth Narrative

How Resona Holdings (TSE:8308) Q3 Numbers Landed Against Expectations Resona Holdings (TSE:8308) has just posted Q3 2026 revenue of ¥286,985 million and basic EPS of ¥34.92, with trailing twelve month revenue of ¥1.07 trillion and EPS of ¥116.62 setting the wider backdrop for this update. The bank has seen quarterly revenue move from ¥243,077 million in Q2 2025 to ¥259,613 million in Q4 2025 and then to ¥286,985 million in Q3 2026. Over the same period, basic EPS has ranged from ¥25.47 to...
TSE:7203
TSE:7203Auto

Did Record 2025 Sales And Higher Profit Outlook Just Shift Toyota Motor's (TSE:7203) Investment Narrative?

Toyota Motor Corporation recently reported record global sales for 2025, maintaining its position as the world’s top-selling automaker while raising its operating profit outlook despite U.S. tariff pressures. The company’s strong performance was underpinned by growing demand for Toyota and Lexus hybrid models, particularly in the U.S., highlighting how its electrified lineup is supporting overall volumes. We’ll now examine how Toyota’s record 2025 sales and raised profit outlook shape the...
TSE:9962
TSE:9962Machinery

Misumi Group Q3 EPS Rebound Tests Bearish Margin Compression Narratives

MISUMI Group (TSE:9962) has put up a solid set of Q3 2026 numbers, with revenue at ¥114.8b and basic EPS of ¥33.51, underlining another busy quarter for the factory automation supplier. The company has seen quarterly revenue move from ¥98.5b in Q2 2025 to ¥103.6b in Q3 2025, ¥100.4b in Q4 2025, then to ¥99.4b, ¥106.4b and now ¥114.8b through Q1 to Q3 2026. Basic EPS shifted from ¥32.28 to ¥36.42, ¥30.33, then ¥26.28, ¥24.78 and ¥33.51 over the same stretch, setting up a results season where...
TSE:8766
TSE:8766Insurance

Is It Too Late To Consider Tokio Marine Holdings (TSE:8766) After Its Strong Multi‑Year Run?

If you are wondering whether Tokio Marine Holdings is still reasonably priced after a strong run, you are not alone; many investors are asking the same question. The share price is currently ¥5,727, with returns of 14.6% over 1 year, very large growth over 5 years, and shorter term moves of a 2.3% decline over 7 days and a 1.5% decline over 30 days, plus a 3.1% decline year to date. Recent coverage of Tokio Marine has focused on its position in the Japanese insurance sector and how investors...
TSE:8591
TSE:8591Diversified Financial

Is It Too Late To Consider ORIX (TSE:8591) After A 48% One Year Rally?

If you are wondering whether ORIX's current share price still offers value after a strong run, this article walks through what the numbers actually say about the stock. ORIX shares last closed at ¥4,694, with returns of 3.1% over the past 30 days and 48.5% over the last year, which can change how investors think about both upside and risk. Over the past year, investors have been reacting to ORIX's role as a diversified financials group in Japan, with attention on how it is positioned within...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Is Down 10.7% After Earnings Beat, Guidance Raise And Dividend Reset - What's Changed

In January 2026, NEC Corporation reported past nine‑month results to December 31, 2025, showing higher sales of ¥2,422,317 million and net income of ¥142,278 million, updated full‑year revenue guidance to ¥3.56 trillion, outlined new executive appointments from April 1, 2026, and issued dividend guidance reflecting its 5‑for‑1 share split effective April 1, 2025. An interesting aspect for investors is how NEC’s stronger earnings and revised outlook are being paired with refreshed leadership...
TSE:9616
TSE:9616Hospitality

Kyoritsu Maintenance (TSE:9616) Valuation After December Sales Update And 2026 Reorganization Plan

Kyoritsu Maintenance (TSE:9616) is back in focus after reporting preliminary unaudited sales for December 2025 and the year to date, alongside a wide reorganization and personnel reshuffle set for April 2026. See our latest analysis for Kyoritsu Maintenance. At a share price of ¥2,812.5, Kyoritsu Maintenance has a 1 day share price return of 1.92%, while the 90 day share price return of a 6.34% decline and 1 year total shareholder return of a 7.49% decline suggest recent momentum has cooled...
TSE:6594
TSE:6594Electrical

Why Nidec (TSE:6594) Is Down 7.3% After Governance Scrutiny And Culture Overhaul Moves And What's Next

Nidec Corporation recently submitted an internal controls improvement plan to the Tokyo Stock Exchange and was placed under Special Attention status amid governance concerns, while also appointing Shinichi Kishida as Chief, Culture Transformation Lab, effective February 1, 2026. The combination of formal regulatory scrutiny and a new culture-focused leadership role highlights how deeply Nidec is being pushed to reshape its governance and internal practices. We will now examine how Nidec’s...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713) Is Up 10.3% After Regnault Gold Resource Confirmation Has The Bull Case Changed?

In late January 2026, Kenorland Minerals filed an NI 43-101 Technical Report confirming a substantial inferred gold resource at the Regnault deposit, which is 100% owned and operated by Sumitomo Metal Mining Canada Ltd., a subsidiary of Sumitomo Metal Mining. This report effectively highlighted Sumitomo Metal Mining’s exposure to a large, defined gold resource through its Canadian operations, sharpening investor focus on the company’s longer-term resource pipeline. We’ll now examine how the...
TSE:4373
TSE:4373IT

Simplex Holdings (TSE:4373) Valuation Check After Earnings Beat Stock Split And New Buyback

Simplex Holdings (TSE:4373) has moved into focus after reporting robust revenue and profit growth for the nine months to December 31, 2025, launching a four-for-one stock split and announcing a sizable new share repurchase program. See our latest analysis for Simplex Holdings. Despite the latest earnings beat, stock split and new buyback plan, Simplex Holdings’ 30 day share price return of 8.75% and 90 day share price return of 10.79% show recent momentum cooling. This comes even as the 1...
TSE:8218
TSE:8218Specialty Retail

Assessing Komeri (TSE:8218) Valuation After Nine‑Month Results And New Full‑Year Earnings Guidance

Why KomeriLtd (TSE:8218) is back on investors’ radar KomeriLtd (TSE:8218) has drawn fresh attention after releasing nine month results to December 31, 2025, alongside full year earnings guidance to March 31, 2026, giving investors clearer visibility on expected revenue and profit. See our latest analysis for KomeriLtd. Alongside the new earnings guidance and the completion of its ¥1,956.47 million buyback program in January, KomeriLtd’s 1-year total shareholder return of 10.27% contrasts with...
TSE:1812
TSE:1812Construction

How Investors Are Reacting To Kajima (TSE:1812) Leadership Shift After President’s Passing

Kajima Corporation announced that President and Representative Director Hiromasa Amano passed away on January 23, 2026, prompting the Board on January 27, 2026 to appoint long-serving executive Yoshikazu Oshimi as Chairman and President. This rapid appointment of a successor with more than five decades at the company highlights Kajima’s emphasis on continuity in its senior leadership structure. We’ll now examine how this leadership transition and emphasis on continuity could influence...
TSE:4544
TSE:4544Healthcare

H.U. Group Holdings (TSE:4544) Valuation Check After New Alzheimer’s Biomarker Assay Launch

H.U. Group Holdings (TSE:4544) is back on investors’ radar after announcing the Lumipulse G pTau 217 CSF assay, a new Alzheimer’s related biomarker test for its automated LUMIPULSE G analyzers. See our latest analysis for H.U. Group Holdings. The new pTau 217 CSF assay lands at a time when H.U. Group Holdings’ short term share price momentum has been soft, with a 30 day share price return of 5.09% and a 90 day share price return of 14.63%, even though the 1 year total shareholder return of...
TSE:285A
TSE:285ASemiconductor

Does Kioxia Holdings' (TSE:285A) New CEO and Sandisk Deal Extension Reframe Its AI Storage Ambitions?

Kioxia Holdings and KIOXIA Corporation recently announced that CEO and President Nobuo Hayasaka will step down after the June 2026 shareholders’ meeting, with long-time memory engineer and current Executive Vice President Hiroo Oota set to assume the CEO role on April 1, 2026. Coming alongside the extension of Kioxia’s NAND flash joint venture with Sandisk through 2034, the leadership change highlights a deeper commitment to long-horizon, technology-focused execution in AI-driven storage...
TSE:6222
TSE:6222Machinery

Shima Seiki Mfg. (TSE:6222) TTM EPS Loss Challenges Profitability Recovery Narrative

Shima Seiki Mfg.Ltd (TSE:6222) has posted softer Q3 2026 numbers, with revenue of ¥6,169 million and a basic EPS loss of ¥8.32, while trailing 12 month figures show revenue of ¥34,918 million and a basic EPS loss of ¥76.30. Over recent quarters the company has seen revenue move from ¥7,573 million in Q2 2026 and ¥10,519 million in Q1 2026, alongside a swing from basic EPS of ¥26.34 in Q1 2026 to losses of ¥6.96 in Q2 2026 and ¥8.32 in Q3 2026. This has kept margins under pressure and put the...
TSE:3778
TSE:3778IT

Sakura Internet (TSE:3778) Margin Reset To 2.2% Tests High Growth Narratives

SAKURA Internet (TSE:3778) opened its Q3 2026 update with revenue of ¥8.4b and basic EPS of ¥1.87, alongside trailing 12 month revenue of ¥34.0b and EPS of ¥18.59 that frame the latest quarter within a fuller earnings picture. Over recent quarters the company has seen revenue move from ¥7.3b and EPS of ¥16.70 in Q2 2025 to ¥8.1b and EPS of ¥23.30 in Q3 2025, then to ¥10.0b and EPS of ¥32.38 in Q4 2025, before the 2026 run rate reset with Q1 and Q2 losses and the current small profit in Q3...
TSE:3231
TSE:3231Real Estate

Does Nomura Real Estate’s Upgraded Profit And Dividend Outlook Change The Bull Case For Nomura Real Estate Holdings (TSE:3231)?

Nomura Real Estate Holdings, Inc. recently raised its full-year guidance for the year ending March 31, 2026, lifting expected operating revenue to ¥950,000 million, operating profit to ¥128,000 million, and increasing its planned annual dividend from ¥18.00 to ¥22.00 per share. Although nine-month net income and earnings per share were lower than a year earlier, management’s willingness to upgrade profit and dividend forecasts signals confidence in the company’s current business...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group’s Valuation In Focus As Potential US$30b OpenAI Investment Reshapes AI Exposure

Why SoftBank’s expanding OpenAI bet matters for shareholders SoftBank Group (TSE:9984) is in talks to commit up to $30b more to OpenAI, a potential portfolio reshaping move that could significantly influence the group’s risk mix and its exposure to artificial intelligence. See our latest analysis for SoftBank Group. The OpenAI talks come after a mixed price stretch for SoftBank Group, with a 37.14% 3 month share price decline but a very strong 81.48% 1 year total shareholder return. This...
TSE:4318
TSE:4318Professional Services

QuickLtd (TSE:4318) One Off Gain And 11.6% Margin Test Bullish Growth Narrative

QuickLtd (TSE:4318) has released its Q3 2026 numbers, reporting revenue of ¥7.4 billion and basic EPS of ¥19.15, alongside trailing twelve month EPS of ¥69.75 that reflects 5.4% profit growth over the past year. The company has seen quarterly revenue move between ¥7.0 billion and ¥9.9 billion over the last six reported periods, while basic EPS has ranged from ¥4.05 to ¥33.50. This gives investors plenty to weigh against a trailing net profit margin of 11.6% compared with 11.8% a year earlier,...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Is Down 5.7% After Broad-Based 2025 Sales And Production Declines – Has The Bull Case Changed?

Nissan Motor’s recently reported data showed a 6.7% year-on-year drop in December 2025 global vehicle sales and a 4.4% decline for the full year, alongside a 5.7% fall in global production across major markets such as Japan, China, Europe, the US, and Mexico. These broad-based sales and output pressures, coming on top of safety recalls and the cost burden of its electric-vehicle transition, highlight how multiple operational headwinds are converging for Nissan at the same time. We will now...
TSE:3994
TSE:3994Software

Is Money Forward (TSE:3994) Leaning Too Much on One-Off Gains to Shape Its Story?

Money Forward, Inc. recently raised its full-year consolidated forecast for the fiscal year ending November 2026, as extraordinary income from the sale of investment securities is now expected to narrow its projected loss attributable to owners of parent and improve loss per share guidance. This revision highlights how gains from portfolio adjustments, rather than changes in core operations, are currently driving an improvement in the company’s bottom-line outlook. We’ll examine how the...
TSE:9009
TSE:9009Transportation

Keisei Electric Railway (TSE:9009) Margin Compression Challenges High Earnings Quality Narrative

Keisei Electric Railway (TSE:9009) has reported Q3 2026 revenue of ¥82,946 million and basic EPS of ¥38.67, with the latest trailing twelve month EPS sitting at ¥106.85. Over recent quarters, the company has seen revenue move from ¥80,154 million in Q3 2025 to ¥82,946 million in Q3 2026, while quarterly EPS shifted from ¥80.18 to ¥38.67, against a backdrop of trailing twelve month net income of ¥51,650 million. With trailing net margins compressing compared with a year ago, this set of...