Japanese Logistics Stock News

TSE:9104
TSE:9104Shipping

The Bull Case For Mitsui O.S.K. Lines (TSE:9104) Could Change Following Earnings Upgrade And Energy JV Moves - Learn Why

Mitsui O.S.K. Lines, Ltd. recently reported third-quarter and nine-month results to December 31, 2025, alongside raising its non-consolidated full-year fiscal 2026 guidance, citing stronger assumptions for crude oil tankers, steady vehicle transport demand, and the benefit of suspended U.S. port entry fees. At the same time, the company announced a leadership change effective April 1, 2026, with Representative Director Toshinobu Shinoda retiring from his executive role but remaining on the...
TSE:6301
TSE:6301Machinery

Why Komatsu (TSE:6301) Is Up 11.9% After Holding Its Dividend Despite Weaker Earnings – And What's Next

Komatsu’s Q3 2026 earnings call on January 30 revealed a 13% decline in net income for the nine months to December 31, 2025, while full-year profit forecasts pointing to mid-to-high-20% declines and the annual dividend outlook at ¥190 per share were left unchanged. This combination of weaker profitability and a steady dividend commitment highlights management’s willingness to prioritize shareholder returns even as earnings come under pressure. With Komatsu’s shares posting strong short-term...
TSE:1802
TSE:1802Construction

Is Obayashi’s Planned Treasury Share Cancellation Reshaping Its Capital Allocation Story (TSE:1802)?

Obayashi Corporation held a Board of Directors meeting on January 22, 2026 to consider cancelling treasury shares acquired under an August 8, 2025 resolution, in line with Article 178 of Japan’s Companies Act. This potential cancellation of previously repurchased shares could reshape Obayashi’s capital structure by reducing outstanding share count and refining how ownership is distributed. We’ll now examine how the planned consideration of treasury share cancellation may influence Obayashi’s...
TSE:9202
TSE:9202Airlines

Assessing ANA Holdings (TSE:9202) Valuation After Earnings, New Profit Targets And Interim Dividend Plan

Why ANA Holdings (TSE:9202) is back in focus after its latest board decisions ANA Holdings (TSE:9202) has drawn fresh attention after its January 30 board meeting combined several investor relevant updates, including nine month earnings, new multi year profit targets and a proposed interim dividend system. See our latest analysis for ANA Holdings. The latest board announcements come after a period of steady gains, with a 1 day share price return of 3.43% at ¥3,108.0, a 90 day share price...