Japanese IT Stock News

TSE:7267
TSE:7267Auto

Should Software Platform Tie Up Require Action From Honda (TSE:7267) Investors?

Honda Motor and Nissan announced in August 2026 that they had signed a joint development agreement to standardize core ECUs, in-vehicle operating systems, middleware, and vehicle control software for next generation software defined vehicles targeted for fiscal 2029 and beyond. The move concentrates software development for Honda Motor and Nissan into a shared hardware and operating platform. This could influence long term product costs, development timelines, and the competitiveness of...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434), Why Is It Back In The Spotlight?

Why Sceye’s ST1 mission matters for SoftBank stock Sceye’s successful ST1 trans-Pacific flight, which used SoftBank (TSE:9434) network and HAPS-based edge computing to deliver broadband and emergency communications from the stratosphere, has sharpened investor attention on the company’s next-generation infrastructure ambitions. SoftBank’s latest share price of ¥238.6 comes after a 90-day share price return of 12.81%, while the 1-year total shareholder return of 9.08% and 5-year total...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Could Be 20% Undervalued After Honda Software Partnership

Why the Honda partnership matters for Nissan Motor stock Honda and Nissan Motor (TSE:7201) have agreed to jointly develop and standardize key electronic control units, in-vehicle operating systems, and software for next generation software defined vehicles planned from fiscal 2029. This long dated project focuses on shared engineering and software platforms that both companies expect to use across future models. For investors in Nissan Motor stock, the agreement raises questions about capital...
TSE:4755
TSE:4755Multiline Retail

3 Top Japanese Founder Led Stocks With Earnings Growth Up To 60%

Japan’s coincident and leading indices are both at multi year highs, which signals an economy that is gathering momentum with support from fiscal measures and energy relief. That backdrop can matter a lot if you prefer founder led Japanese companies, where leaders usually have personal capital and reputation on the line. This article highlights three such stocks that show how this ownership mindset can shape long term business decisions. The three founder led stocks below are just a small...
TSE:6594
TSE:6594Electrical

Nidec (TSE:6594) Could Be 8% Above Fair Value After Press Conference

The scheduled NIDEC Press Conference on 4 September 2026 has drawn fresh attention to Nidec (TSE:6594), with investors weighing what any updates could mean for the stock after recent share price moves. The scheduled press conference comes after a sharp 7.09% 1 day share price return and an 8.33% 7 day share price return, which adds to Nidec’s 33.65% year to date share price return but contrasts with a 5 year total shareholder return that is down 56.04%. Compare Nidec's sharp moves with other...
TSE:6701
TSE:6701IT

How Investors May Respond To NEC (TSE:6701) Advancing AI-Enabled Personalized Cancer Vaccines

Transgene and NEC Corporation recently reported in Nature Communications that Phase 1 data for individualized cancer vaccine TG4050 showed sustained three-year disease-free survival and durable, neoantigen-specific T-cell responses in head and neck cancer patients, alongside a favorable safety profile. This peer-reviewed evidence highlights NEC’s artificial intelligence-driven neoantigen prediction system as a core enabler of personalized immunotherapy, potentially enhancing the company’s...
TSE:4661
TSE:4661Hospitality

Oriental Land (TSE:4661) Could Be 3% Undervalued Following EPS Upgrades

Why Oriental Land Stock Is Back on Investor Radar Oriental Land (TSE:4661) is drawing fresh attention after analysts lifted their consensus EPS outlook by 10.9% over the past 3 months, while the stock has outpaced the Consumer Discretionary sector year to date. At a share price of ¥3,136, Oriental Land has gained momentum recently, with a 6.16% 1 month share price return and a strong 43.82% 3 month share price return, even though the 1 year total shareholder return has declined 13.61%. Extend...
TSE:4568
TSE:4568Pharmaceuticals

3 Japanese Dividend Stocks To Own In September 2026

Japan’s yield moves and Bank of Japan policy debates keep investors focused on income as interest rate expectations evolve. That puts reliable dividend payers with 3%+ yields in the spotlight for anyone who wants regular cash flow from Japanese dividend stocks rather than relying only on price swings. This article walks through three high yielding companies from a quality screen and explains what makes their dividends look relatively dependable. The three stocks covered next are just a small...
TSE:6981
TSE:6981Electronic

3 Japanese Undervalued Stocks Trading Up To 32% Below Fair Value

Japan’s 10 year government bond yield recently eased from multi decade highs as expectations around Bank of Japan policy evolve. When the cost of capital steadies after a sharp move, attention often shifts back to companies that quietly produce strong cash flows yet trade at muted valuations. This article highlights three Japanese stocks where discounted cash flow analysis suggests the market price may be lagging the underlying cash generation. The three stock ideas that follow are only a...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Jumped, What Is Behind The Fresh Attention?

Phil Geiger’s departure from Metaplanet (TSE:3350) as Head of Business Development, along with the company’s stated push toward a Bitcoin focused financial platform, has put fresh attention on how this shift could influence the stock. Metaplanet’s shift toward a Bitcoin focused platform and Geiger’s exit come after a sharp mix of volatility, with the share price up 30.8% over the past 30 days but down 37.39% year to date, while the 3 year total shareholder return remains very large. Compare...
TSE:6501
TSE:6501Industrials

Top 3 Japanese Low Volatility Stocks To Watch In September 2026

Global bond markets are reacting to shifting central bank expectations, which is pushing yields higher and jolting many riskier assets. For Japan focused investors, this places extra value on companies that already appear resilient on their own balance sheets rather than relying on cheap money. This article highlights three low volatility Japanese stocks from our quality screener that can help anchor a portfolio when interest rate headlines keep moving. The stocks covered below are just a...
TSE:4088
TSE:4088Chemicals

Air Water (TSE:4088) Deepens Taiwan Semiconductor Gas Ties Through Hong-Kuang Deal – What Changes?

In August 2026, Grand Pacific Petrochemical Corporation announced it had partnered with Air Water Inc. to join Hong-Kuang Hi-Tech Corp.’s capital increase, giving GPPC and Air Water matching 35% stakes in the Taiwanese specialty gas supplier to the semiconductor, solar, and display industries. This move effectively positions Air Water and GPPC as key cross-border industrial gas partners in Taiwan’s semiconductor specialty materials ecosystem, linking Japanese gas technology with local...
TSE:9706
TSE:9706Infrastructure

How Japan Airport Terminal’s Concurrent Buyback and Equity Offering Could Reshape Japan Airport Terminal (TSE:9706) Investors

In August 2026, Japan Airport Terminal Co., Ltd. announced a share repurchase program of up to 3,500,000 shares for ¥15,000 million, alongside Board approval of the plan and a filed follow-on equity offering of 10,028,400 common shares. The combination of a buyback aimed at improving capital efficiency and a simultaneous equity issuance highlights a complex recalibration of the company’s capital structure and shareholder-return priorities. We will now examine how this sizable share...
TSE:6740
TSE:6740Electronic

Japan Display (TSE:6740) Just Gave Investors Something To Think About

Japan Display (TSE:6740) has partially repaid its collateralized borrowings from Ichigo Trust by returning ¥2,500 million on 25 August 2026. The company aims to improve its financial position and reduce upcoming interest costs. Japan Display’s latest repayment comes after a period of mixed trading, with the 30 day share price return down 6.12% and the 90 day share price return down 17.86%, yet the year to date share price return at 130% and the 1 year total shareholder return at 142.11%...
TSE:7735
TSE:7735Semiconductor

3 Japanese Chip Equipment Stocks Tied To US Fab Spending

Semiconductor tariffs are no longer just a policy headline; they are starting to redraw where chips are made and who supplies the tools and materials behind them. That shift can reshape demand for companies plugged into US fabs and leave others exposed to higher costs and uncertain investment plans. This article walks through three US-exposed semiconductor equipment and materials stocks linked to these tariff moves and explains why they may warrant closer attention now. The stocks covered...
TSE:4502
TSE:4502Pharmaceuticals

Takeda Pharmaceutical (TSE:4502) Wins MIMRYLO Approval, Is The Stock Still Trading At A Discount?

Takeda Pharmaceutical (TSE:4502) is back in focus after two recent announcements. The stock is reacting to U.S. approval of MIMRYLO and an expanded AI collaboration with Weave Bio that targets global regulatory workflows. Even after a 2.7% pullback in the latest session to ¥5,748, Takeda Pharmaceutical’s 30-day share price return of 9.1% and 90-day gain of 16.7% suggest momentum has been building. A 1-year total shareholder return of 30.8% points to sustained interest as new product approvals...
TSE:4523
TSE:4523Pharmaceuticals

Is Eisai (TSE:4523) Cheap After China Approved At Home Leqembi Dosing?

Eisai (TSE:4523) is back in focus after China’s National Medical Products Administration approved the Leqembi subcutaneous autoinjector as an initiation treatment for early Alzheimer’s disease, opening a new at home dosing option. The China approval arrives after a recent string of Leqembi related milestones, including progress on subcutaneous dosing in the US and a reimbursement recommendation in Canada. It comes as Eisai’s share price return is positive over the past quarter, while the 5...
TSE:6134
TSE:6134Machinery

3 Japanese Stocks Riding The Shift Away From China】【。

Tariffs on Chinese exports, fresh worries about state backed chip production in China, and talk of closer U.S., EU, and Korean trade coordination are quietly redrawing global supply chains. That shift is creating new winners as manufacturers look for non China partners and safer export routes. This article walks through three stocks that sit in the crosshairs of this story so you can judge whether they deserve a spot on your watchlist. The three stocks below are just a starting sample from...
TSE:3539
TSE:3539Consumer Retailing

Exploring Undiscovered Gems In Asia Featuring Three Promising Small Caps

In recent months, the Asian markets have experienced mixed performances, with technology and semiconductor stocks showing volatility amidst global economic shifts. As investors navigate these dynamic conditions, identifying promising small-cap companies can offer unique opportunities for growth. In this context, finding a good stock often involves looking for companies that demonstrate resilience in their financials and have potential to capitalize on emerging trends like AI and technological...
TSE:7911
TSE:7911Commercial Services

Does TOPPAN’s Share Split and Higher Share Limit Reshape the Bull Case for TSE:7911?

In August 2026, TOPPAN Holdings Inc.’s board approved a share split and amended its Articles of Incorporation, raising the total number of shares issuable from 1.35 billion to 2.35 billion effective October 1, 2026, to lower the per-unit trading cost and increase accessibility. This move, tied to revisions in dividend forecasts and the shareholder benefit program, is aimed at boosting liquidity and widening the investor base by making ownership structurally easier for a broader range of...
TSE:3226
TSE:3226Residential REITs

Is Mitsui Fudosan Accommodations Fund (TSE:3226) Undervalued Following Its Tokyo Acquisition And Borrowing?

Mitsui Fudosan Accommodations Fund (TSE:3226) has agreed to acquire Park Cube Omori Sanno in Tokyo and has arranged related short term borrowing, giving investors fresh information on portfolio growth and funding choices. Mitsui Fudosan Accommodations Fund’s latest Tokyo acquisition and short term borrowing come after a period where the share price has fallen 12.33% year to date, while the 1 year total shareholder return is close to flat and longer term total returns over 3 and 5 years remain...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries (TSE:7011) Wins Dubai Airport Deal As Undervalued Narrative Stays In Focus

Mitsubishi Heavy Industries stock reacts to major Dubai airport contract win The latest move in Mitsubishi Heavy Industries (TSE:7011) stock comes after a consortium with Larsen & Toubro secured a large design and build contract for Al Maktoum International Airport’s Automated People Mover System. Even with this new Dubai airport contract in focus, Mitsubishi Heavy Industries’ share price is currently ¥3,724 and has fallen 10.52% year to date, while the 1-year total shareholder return of...
TSE:8601
TSE:8601Capital Markets

3 Stocks Investors Are Watching As Bond Market Volatility Lifts Fixed Income Trading

With bond markets under pressure, sovereign yields near multi decade highs and energy driven inflation fears back in focus, short duration corporate credit and fixed income trading desks are attracting fresh attention from investors. This article looks at how that backdrop connects to three specific stocks that are exposed to the latest news. You will see how each could potentially benefit, where the risks sit and what that might mean for a diversified portfolio. The stocks covered below are...