Japanese Stock News

TSE:8425
TSE:8425Diversified Financial

Mizuho Leasing Company (TSE:8425) Could Be 60% Undervalued Following Fresh Bond Issuance

Board Meeting Puts Focus on Stock Benefit Trust and Recent Bond Issuance Mizuho Leasing Company (TSE:8425) has called a board meeting for July 30, 2026 to consider additional contributions to its stock benefit trust, shortly after completing two fixed-rate corporate bond offerings in late July. See our latest analysis for Mizuho Leasing Company. For investors watching Mizuho Leasing Company, the recent bond issuance and focus on stock benefit trust arrangements come as the share price trades...
TSE:8473
TSE:8473Capital Markets

Why SBI Holdings (TSE:8473) Is Up 7.6% After Lifting Split-Adjusted Dividend Guidance – And What's Next

In late July 2026, SBI Holdings, Inc. reported first-quarter results showing higher sales of ¥571,013 million and net income of ¥148,065 million, alongside updated dividend guidance for fiscal 2027 that targets an annual payout of at least ¥95 per share after a two-for-one stock split. The company also signaled a stronger focus on shareholder returns by forecasting a year-on-year increase in the adjusted interim dividend to ¥30 per share, even as it resets guidance to reflect the...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473) Doubled First Quarter Sales And Profit, Is It Fully Priced?

Why JTEKT Stock Is Back In Focus After Its Latest Earnings JTEKT (TSE:6473) is on investor watch after reporting first quarter results to June 30, 2026, with sales of ¥491,973 million and net income of ¥13,833 million, both more than doubling year on year. See our latest analysis for JTEKT. The strong first quarter update has arrived alongside a sharp short term move in JTEKT’s shares, with a 5.47% 1 day share price return and 9.41% 7 day share price return. Over a longer horizon, momentum...
TSE:6503
TSE:6503Electrical

Does Strong Q1 Results and US IT Cooling Expansion Change The Bull Case For Mitsubishi Electric (TSE:6503)?

In late July 2026, Mitsubishi Electric Corporation reported first-quarter fiscal 2027 results showing higher sales of ¥1,497.11 billion and net income of ¥109.82 billion year-on-year, raised its full-year guidance, and announced plans to establish MEHITS US Inc. to manufacture IT cooling equipment in Mason, Ohio from April 2027. This combination of improved profitability, upgraded outlook, and investment to serve growing U.S. IT cooling demand highlights Mitsubishi Electric’s push to deepen...
TSE:6723
TSE:6723Semiconductor

Is Renesas (TSE:6723) Trading Manufacturing Scale For Data Center Edge With Its Takasaki Shift?

Renesas Electronics recently reported second-quarter 2026 results showing sales of ¥418,449 million and net income of ¥149,184 million, while also outlining plans to scale down manufacturing at its aging Takasaki Factory over the next few years and refocus the site on R&D for analog and power semiconductors. Alongside these financial and manufacturing updates, Renesas introduced its third-generation DDR5 MRDIMM chipset solutions for AI and cloud data centers, highlighting an effort to lift...
TSE:8697
TSE:8697Capital Markets

Upgraded Guidance And Higher Dividends Might Change The Case For Investing In Japan Exchange Group (TSE:8697)

Japan Exchange Group, Inc. reported first-quarter 2026 results showing sales of ¥65,515 million and net income of ¥29,567 million, both higher than a year earlier, while also raising full-year revenue and profit guidance on the back of stronger trading activity assumptions. The company coupled this earnings upgrade with higher dividend guidance for both the second quarter and full fiscal year to March 31, 2027, signaling a willingness to return more cash to shareholders as market conditions...
TSE:4755
TSE:4755Multiline Retail

Japan AI Infrastructure Stocks With Insider Backing and Strong Growth Forecasts

With inflation, interest rates and energy prices all back in focus from the US to Europe and emerging markets, it makes sense to look for stocks where management is visibly aligned with shareholders and analysts see room for continued growth. That is exactly what the Fast Growing Stocks With High Insider Ownership screener aims to highlight, by focusing on companies that pair strong growth potential with meaningful insider stakes and constructive analyst views. This article walks through...
TSE:6971
TSE:6971Electronic

How Investors Are Reacting To Kyocera (TSE:6971) Surging Q1 Profitability And Forecast Revision Plans

Kyocera Corporation recently held a board meeting on July 30, 2026 to consider revising its consolidated financial forecasts for the year ending March 31, 2027, alongside reporting first-quarter results showing sales of ¥525,383 million and net income of ¥60,576 million. The sharp year-on-year increase in quarterly net income and basic earnings per share highlights a step-change in profitability that could influence how investors assess Kyocera’s core business momentum. We’ll now explore...
TSE:8628
TSE:8628Capital Markets

Matsui Securities (TSE:8628) Could Be 40% Below Fair Value As First Quarter Earnings Land

Matsui Securities (TSE:8628) has drawn fresh attention after reporting first quarter results to June 30, 2026, with revenue of ¥17,299 million and net income of ¥5,609 million compared with the prior year period. See our latest analysis for Matsui Securities. The latest earnings news appears to sit alongside solid recent momentum for Matsui Securities, with the 30 day share price return of 8.3% and year to date share price return of 21.3% supported by a 1 year total shareholder return of...
TSE:9202
TSE:9202Airlines

ANA Holdings (TSE:9202) Updated Its Outlook, Is The Stock Still Cheap?

ANA Holdings (TSE:9202) has given investors fresh information to assess the stock, combining first quarter earnings, new aircraft orders, updated full year guidance and dividend plans into a single, busy July update. See our latest analysis for ANA Holdings. The share price sits at ¥3,116.0 after a 1-day share price return that slipped 1.17%, though the 7-day share price return of 5.59% and 90-day share price return of 15.00% suggest recent momentum, while the 1-year total shareholder return...
TSE:4063
TSE:4063Chemicals

Shin-Etsu Chemical (TSE:4063) Could Be 29% Undervalued Following Earnings Dividend Lift

Shin-Etsu Chemical (TSE:4063) has drawn investor attention after reporting higher first quarter sales and net income year over year, lifting dividend guidance and completing a sizeable ¥249.999b share repurchase program. See our latest analysis for Shin-Etsu Chemical. Despite the strong first quarter update and completion of the ¥249.999b buyback, Shin-Etsu Chemical’s recent momentum has cooled. The 7-day share price return has declined 13.46% and the 30-day share price return is down 17.43%,...
TSE:7267
TSE:7267Auto

Honda (TSE:7267) Extends GAC China Venture Through 2038

Honda Motor (TSE:7267) and Guangzhou Automobile Group extended their joint venture agreement in China through 2038. The renewal secures continued cooperation between the two companies in the Chinese automotive market for more than a decade. Honda Motor (TSE:7267) is a global automaker with a significant presence in the Chinese market through its partnership with GAC Group. The long-dated extension of this joint venture keeps Honda directly involved in the world's largest auto market, where...
TSE:8035
TSE:8035Semiconductor

Japanese Exporter Stocks In Focus After Yen Support Moves

Japan’s latest currency intervention has pushed the Yen back into the spotlight and put Japanese exporters under the microscope. A weaker or choppy Yen can reshape earnings for large Japanese companies with overseas sales, while also affecting how global investors view these stocks. This article looks at how the recent move by Japan and the US to support the Yen might feed through to selected Japanese exporters. It will walk through 3 individual stocks from the screener that appear positively...
TSE:6981
TSE:6981Electronic

3 Japanese Stocks Trading Below Fair Value on Cash Flow Potential

Markets are wrestling with higher bond yields, sticky inflation signals and uneven growth across regions, which puts cash flow and valuation discipline back in focus for stock pickers. When policy paths feel uncertain and inflation is closely linked to energy and geopolitical risk, many investors look for companies where cash generation can help absorb shocks and support long term value creation. This article uses the Undervalued Stocks Based On Cash Flows screener, which applies SWS DCF...
TSE:6752
TSE:6752Consumer Durables

Where Does Panasonic Holdings (TSE:6752) Valuation Sit Following First Quarter Earnings?

Panasonic Holdings first quarter earnings catch investor attention Panasonic Holdings (TSE:6752) has drawn fresh interest after reporting first quarter results to June 30, 2026, with sales of ¥2,018,914 million and net income of ¥135,173 million. See our latest analysis for Panasonic Holdings. The strong first quarter numbers appear to have reset expectations around Panasonic Holdings, with the share price jumping 19.53% in the last day and contributing to a 106.11% year to date share price...