Japanese Leisure Stock News

TSE:1980
TSE:1980Construction

Can Dai-Dan’s (TSE:1980) Profit Growth Amid Softer Sales Reframe Its Quality Narrative?

Dai-Dan Co., Ltd. reported past earnings for the nine months ended December 31, 2025, with sales of ¥180,189 million versus ¥185,850 million a year earlier, while net income increased to ¥19,176 million from ¥12,088 million and basic earnings per share rose to ¥148.6 from ¥93.98. This combination of lower sales but higher profits and earnings per share points to improved cost control or a more profitable project mix. We will now examine how Dai-Dan’s stronger profitability despite softer...
TSE:6301
TSE:6301Machinery

Komatsu Tests Ammonia Engines With AFC Energy As Emissions Pressures Build

Komatsu (TSE:6301) has entered a joint development agreement with AFC Energy to explore ammonia fuelled engine technology for heavy industrial equipment. The partnership will focus on developing an engine platform that can operate on ammonia as an alternative to diesel for construction and mining machinery. Komatsu is a major supplier of construction and mining equipment, an area where decarbonisation pressure is rising as customers and regulators look for lower emission solutions. The tie...
TSE:8591
TSE:8591Diversified Financial

Assessing ORIX (TSE:8591) Valuation After Record Earnings And Expanded Share Buyback

ORIX (TSE:8591) is back in focus after reporting record-high net income and solid revenue for the nine months to December 31, 2025, alongside an expanded share buyback and a steady full year outlook. See our latest analysis for ORIX. The earnings beat and expanded buyback have coincided with a sharp rebound in sentiment, with a 90-day share price return of 39.09% and a 1-year total shareholder return of 85.79%. This indicates that momentum has picked up meaningfully after a strong recent...
TSE:4784
TSE:4784Media

GMO Internet (TSE:4784) Valuation Check As Dividend Review And Earnings Call Draw Focus

Dividend revision and earnings call put GMO internet in focus GMO internet (TSE:4784) has set Feb 12, 2026 for a board meeting to review its dividend forecast, considering an increase, alongside a 2025 earnings call on the same day, drawing fresh attention to the shares. See our latest analysis for GMO internet. The upcoming dividend review and earnings call arrive after a sharp 11.76% 1 day share price return and 15.67% 7 day share price return, set against a weaker 1 year total shareholder...
TSE:3097
TSE:3097Hospitality

Assessing Monogatari (TSE:3097) Valuation After Its Recently Completed Share Buyback

Monogatari (TSE:3097) has just wrapped up a tightly focused share repurchase, buying 130,000 shares for ¥554.45 million between February 9 and 10, 2026, following board approval a day earlier. See our latest analysis for Monogatari. At a latest share price of ¥4,955, Monogatari has seen strong short term momentum, with a 7 day share price return of 16.31%. Its 1 year total shareholder return of 48.38% and 3 year total shareholder return of 118.16% point to solid longer term gains that the...
TSE:7161
TSE:7161Banks

Jimoto Holdings Q3 Profit Of ¥915m Challenges Market Skepticism On Earnings Quality

Jimoto Holdings (TSE:7161) has put up a solid set of Q3 2026 numbers, with revenue of ¥10.2 billion and basic EPS of ¥34.20, giving investors a clean read on current profitability. The company has seen quarterly revenue move from ¥8.7 billion in Q2 2025 to ¥10.2 billion in Q3 2026, while basic EPS has ranged from a loss of ¥9.46 in Q4 2025 to profits such as ¥39.36 in Q1 2026 and ¥34.20 in the latest quarter. This sets up a story where margins and earnings quality sit firmly in focus. See our...
TSE:8303
TSE:8303Banks

Assessing SBI Shinsei Bank (TSE:8303) Valuation After Earnings, New Guidance And Post Split Dividend Update

SBI Shinsei Bank (TSE:8303) is back in focus after releasing nine month earnings, new full year profit and EPS guidance for fiscal 2026, and updated dividend guidance following a large stock split. See our latest analysis for SBI Shinsei Bank. The latest earnings, guidance and dividend update come after a solid year-to-date share price return of 16.58% to ¥2,039. The 5 year total shareholder return of 43.12% contrasts with a 3 year total shareholder return of 15.30%, suggesting longer term...
TSE:9143
TSE:9143Logistics

How Investors May Respond To SG Holdings (TSE:9143) Raising Guidance Despite Softer Nine-Month Profits

SG Holdings Co., Ltd. reported past nine-month results to December 31, 2025, with sales rising to ¥1,230,022 million while net income eased to ¥44,486 million and basic earnings per share from continuing operations slipped to ¥73.74. Despite weaker profits, the company raised its full-year consolidated guidance on February 6, 2026, signaling management confidence in meeting slightly higher operating income and earnings per share targets. We’ll now look at how this raised full-year earnings...
TSE:7272
TSE:7272Auto

A Look At Yamaha Motor (TSE:7272) Valuation After Dividend Cut And Earnings Guidance Reset

Yamaha Motor (TSE:7272) shares are in focus after the company cut its fiscal 2025 dividend forecast to ¥10 per share and lowered net income guidance, citing deferred tax asset reversals linked to higher U.S. related costs. See our latest analysis for Yamaha Motor. The guidance cut comes after a weaker patch for the shares, with a 30 day share price return showing a 12% decline and a year to date return showing a 6.21% decline, while the 5 year total shareholder return of 68.12% shows how...
TSE:4544
TSE:4544Healthcare

H.U. Group Holdings (TSE:4544) Valuation Check After Strong Nine Month Results And Dividend Update

H.U. Group Holdings (TSE:4544) shares are in focus after nine month earnings showed sales of ¥186,729 million and net income of ¥5,604 million, alongside reaffirmed dividends and an updated full year outlook. See our latest analysis for H.U. Group Holdings. The earnings update and dividend commitment come after a softer share price patch, with a 30-day share price return decline of 8.36% and a 90-day share price return decline of 12.27%. However, the 1-year total shareholder return of 26.14%...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Is Up 23.1% After Big OpenAI Bet And Profit Rebound Has The Bull Case Changed?

SoftBank Group recently reported a quarterly net profit of ¥248.59 billion, rebounding from a loss a year earlier, helped by Vision Fund gains and a more than US$30.00 billion investment for an 11% stake in OpenAI that values the U.S. AI firm in the high hundreds of billions of dollars. With analysts increasingly viewing SoftBank as a listed proxy for OpenAI and Arm’s royalty and the telecom arm’s revenue trends under close watch, the group’s results highlight how its earnings profile is...
TSE:7550
TSE:7550Hospitality

Zensho Holdings (TSE:7550) Is Up 7.6% After Strong 9-Month Results And Steadier Balance Sheet – Has The Bull Case Changed?

Zensho Holdings recently reported higher nine-month sales and profits, alongside a significantly strengthened balance sheet and equity base, while keeping full-year forecasts and a ¥70 dividend unchanged. This combination of earnings growth, financial reinforcement and maintained shareholder returns highlights the group’s resilience as a major Japanese food service operator. Next, we’ll examine how Zensho’s reinforced balance sheet shapes its investment narrative and what it could mean for...