Japanese IT Stock News

TSE:4768
TSE:4768IT

How Upgraded Earnings Guidance And Higher Dividends At Otsuka (TSE:4768) Has Changed Its Investment Story

In early August 2026, Otsuka Corporation reported half-year results showing sales of ¥757,498 million and net income of ¥36,982 million, alongside higher earnings per share from continuing operations versus a year earlier. At the same time, Otsuka raised its full-year earnings guidance and signalled stronger shareholder returns by increasing both its interim and expected full-year dividends. We’ll now examine how Otsuka’s upgraded full-year guidance, underpinned by firm corporate IT demand,...
TSE:6702
TSE:6702IT

Is Fujitsu (TSE:6702) Still Cheap After Earnings Guidance And Dividend Changes?

Why Fujitsu’s latest earnings, guidance and dividend plans matter for shareholders Fujitsu (TSE:6702) has put fresh numbers on the table. The company reported its first quarter 2026 results, issued new full year earnings guidance, and updated dividend plans that point to changing cash returns. See our latest analysis for Fujitsu. Fujitsu’s 1 day share price return of 2.76% came after the earnings, guidance and dividend updates on 30 July. Despite this move, the share price is still down...
TSE:6787
TSE:6787Electronic

Japanese Exporters Worth Watching After The Yen Shift

The surprise US move to sell euros to support the yen has shaken assumptions about how major currencies are managed and put Japanese exporters back in the spotlight. When central banks act in unexpected ways, pricing of global winners can shift quickly and quietly. This article looks at 3 Japanese stocks exposed to this currency story, explaining how the news may help or hurt their prospects so you can judge whether they deserve a closer look. The stocks covered below are just a starting...
TSE:2413
TSE:2413Healthcare Services

Did Q1 Profit Slump Despite Higher Sales Just Shift M3's (TSE:2413) Investment Narrative?

M3, Inc. recently held a board meeting on August 6, 2026 to consider granting stock options, and reported first-quarter 2026 results showing sales of ¥90,105 million and net income of ¥10,579 million. While revenue increased year on year, the decline in net income and earnings per share highlights pressure on M3’s profitability despite higher sales. We’ll now examine how M3’s higher sales but weaker earnings shape the company’s investment narrative in light of these latest...
TSE:2296
TSE:2296Food

Does Softer Q1 Results And New Full‑Year Guidance Change The Bull Case For Itoham Yonekyu (TSE:2296)?

In August 2026, Itoham Yonekyu Holdings reported first-quarter results showing sales of ¥281,064 million and net income of ¥6,129 million, both slightly lower than a year earlier. At the same time, the company issued new guidance projecting ¥1.04 trillion in full-year net sales and profit per share of ¥325.99 for the fiscal year ending March 31, 2027, giving investors a clearer view of its earnings outlook despite the softer quarter. We will now examine how the combination of softer...
TSE:4507
TSE:4507Pharmaceuticals

Shionogi (TSE:4507) Starts U.S. XOCOVA Sales As Strong Q1 Results Put Valuation In Focus

Shionogi (TSE:4507) has just posted first quarter results that show higher sales and net income compared with a year earlier, and it has also begun United States sales of its FDA approved COVID-19 post exposure prophylaxis drug XOCOVA. See our latest analysis for Shionogi. The recent launch of XOCOVA in the U.S. and strong first quarter figures have not yet translated into sustained share price strength. Shionogi’s 90 day share price return is down 11.06% and its year to date share price...
TSE:8334
TSE:8334Banks

Can Gunma Bank (TSE:8334) Justify Its Valuation Following First Quarter Earnings?

Gunma Bank (TSE:8334) reported first quarter results on 3 August 2026, with net interest income of ¥30,591 million and net income of ¥17,584 million. The announcement has attracted fresh attention to the stock. See our latest analysis for Gunma Bank. Gunma Bank's recent earnings update has come alongside strong share price momentum, with a 47.01% year to date share price return and a 1 year total shareholder return of 87.82%, while the 5 year total shareholder return is very large, which...
TSE:9602
TSE:9602Entertainment

Toho (TSE:9602) Pushes Kaiju No. 8 The Game, Is The Stock Overvalued?

Toho (TSE:9602) is back in focus after fresh announcements around co produced title KAIJU NO. 8 THE GAME, including 1st Anniversary content updates, new playable characters, livestreams, and cross promotional anime events. See our latest analysis for Toho. These high profile KAIJU NO. 8 THE GAME announcements arrive after a mixed period for Toho, with the share price at ¥1,465.5 following a 7.36% 1 month share price return and a 1 year total shareholder return that declined 21.99%, while the...
TSE:4151
TSE:4151Pharmaceuticals

Can Kyowa Kirin (TSE:4151) Sustain Its Stronger Profit Conversion And Evolving Investment Narrative?

Kyowa Kirin Co., Ltd. reported past half-year results for the period ended June 30, 2026, with sales rising to ¥263,629 million from ¥230,654 million and net income increasing to ¥30,618 million from ¥16,320 million a year earlier, lifting basic earnings per share from continuing operations to ¥58.48 from ¥31.18. The sharp improvement in profitability relative to last year highlights how Kyowa Kirin converted higher sales into stronger earnings, which can reshape perceptions of its business...
TSE:3407
TSE:3407Chemicals

Asahi Kasei (TSE:3407) Lands China License And Lifts Guidance, Is It Still Below Fair Value?

Asahi Kasei (TSE:3407) drew fresh attention after announcing its first license agreement in China for Acetolyte electrolyte technology with HighChem Shanghai, alongside recent quarterly results and earnings guidance that give investors more concrete data to assess. See our latest analysis for Asahi Kasei. Asahi Kasei's recent China license for Acetolyte, alongside higher dividend guidance and fresh earnings forecasts announced on 31 July 2026, comes after a 1-day share price return of 1.90%...