Japanese Paper and Forestry Products Stock News

TSE:4911
TSE:4911Personal Products

Shiseido Company (TSE:4911) Is Up 19.9% After Raising Dividend And Guiding For 2026 Profitability – Has The Bull Case Changed?

In February 2026, Shiseido Company reported that full-year 2025 sales slipped to ¥969,992 million while net loss widened to ¥40,680 million, even as it guided for 2026 net sales of ¥990,000 million, operating profit of ¥59,000 million and profit attributable to owners of parent of ¥42,000 million. Despite the 2025 loss, management raised its annual dividend guidance to ¥30 per share and outlined earnings guidance implying a return to profitability, underscoring confidence in cash generation...
TSE:2897
TSE:2897Food

How Rising Sales but Softer Earnings At Nissin Foods (TSE:2897) Has Changed Its Investment Story

Nissin Foods Holdings Co., Ltd. has reported past nine‑month results to December 31, 2025, with sales rising to ¥586,555 million while net income and earnings per share from continuing operations fell compared with the previous year. The combination of higher revenue but weaker profitability underscores how cost pressures or mix effects can weigh on earnings even when top-line growth continues. Next, we’ll examine how this contrast between growing sales and softer earnings shapes Nissin...
TSE:7201
TSE:7201Auto

A Look At Nissan Motor (TSE:7201) Valuation As Re:Nissan Restructuring Narrows Forecast Operating Loss

Nissan Motor (TSE:7201) has come back into focus after revising its earnings guidance, pairing a forecast net loss of ¥650b with a sharply lower operating loss outlook under its Re:Nissan recovery plan. See our latest analysis for Nissan Motor. The guidance revision and latest quarterly results appear to have caught investors’ attention, with an 8.76% 1 day share price return and a 22.43% 90 day share price return at ¥447.0. However, the 5 year total shareholder return of 19.18% highlights...
TSE:2264
TSE:2264Food

Morinaga Milk (TSE:2264) Is Up 9.3% After Strong 9-Month Earnings And Leadership Move - Has The Bull Case Changed?

Morinaga Milk Industry Co., Ltd. held a board meeting on February 12, 2026 to consider changes to its Representative Director and, on the same day, reported earnings for the nine months ended December 31, 2025. The company’s nine-month performance showed higher sales of ¥437,822 million and net income of ¥21,936 million, with earnings per share rising meaningfully year on year. We will now examine how this strong earnings growth, especially the jump in net income and earnings per share,...
TSE:6301
TSE:6301Machinery

Komatsu Tests Ammonia Engines With AFC Energy As Valuation Stretches Consensus

Komatsu (TSE:6301) and AFC Energy have signed a joint development agreement to explore ammonia fueled engine technology. The partnership focuses on creating low emission alternatives to traditional diesel engines for industrial equipment. The move is part of Komatsu’s broader push to address decarbonization in construction and mining applications. Komatsu, a major supplier of construction and mining machinery, is examining how ammonia fueled engines could fit into future equipment lines...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Deepens OpenAI Bet As PayPay Targets Blockbuster US IPO

SoftBank Group (TSE:9984) is investing over US$30b for an 11% stake in OpenAI, with an option under consideration for a further US$30b. This step makes SoftBank one of the most direct listed ways to gain exposure to OpenAI outside Microsoft. Separately, SoftBank’s digital payments unit PayPay has filed for a US IPO that could be the largest US listing by a Japanese company. For investors watching TSE:9984, these moves highlight how heavily SoftBank is tying its identity to AI research,...
TSE:4578
TSE:4578Pharmaceuticals

Otsuka Holdings (TSE:4578) EPS Slowdown Challenges Long Term Growth Narrative

Otsuka Holdings (TSE:4578) has wrapped up FY 2025 with fourth quarter revenue of ¥650,149 million and basic EPS of ¥124.01, set against trailing twelve month figures of ¥2.47 trillion in revenue and EPS of ¥685.06. The company reported quarterly revenue of ¥599,785 million in Q4 2024 and ¥650,149 million in Q4 2025, while basic EPS moved from ¥281.41 to ¥124.01 over the same period, giving investors a view of how the top and bottom lines have shifted through the year. With a reported net...
TSE:3391
TSE:3391Consumer Retailing

Is Tsuruha Holdings (TSE:3391) Quietly Reframing Its Scale Advantage Through Modest January Sales Gains?

Tsuruha Holdings Inc. reported that for January 2026, all store net sales grew 3.1% year on year and existing store net sales grew 2.3%, reflecting continued momentum across its consolidated network. The company attributed this performance to higher spending per customer, strong prescription dispensing and benefits from its integration with Welcia, supporting scale-driven efficiencies in a competitive retail market. We will now examine how January’s sales growth, supported by higher spending...
TSE:285A
TSE:285ASemiconductor

Kioxia Holdings (TSE:285A) Is Up 19.6% After Upgrading AI-Driven NAND Outlook And 2026 Guidance – Has The Bull Case Changed?

Kioxia Holdings recently reported past third-quarter results showing higher sales and earnings per share year-on-year, and issued fourth-quarter and full-year 2026 guidance that points to significantly higher revenue and operating profit ranges of about ¥845.0 billion to ¥935.0 billion for the quarter and ¥2.18 billion to ¥2.27 billion for the year. The company directly linked its stronger outlook to surging demand and firmer pricing for NAND memory used in data centers and AI servers,...
TSE:3661
TSE:3661Software

M-Up Holdings (TSE:3661) Earnings Growth Of 66.4% Reinforces Bullish Narratives

m-up holdings (TSE:3661) has just put out its Q3 2026 scorecard, with recent quarterly figures showing revenue moving from ¥6.8b in Q4 2025 to ¥7.4b in Q1 2026 and ¥7.7b in Q2 2026, alongside basic EPS of ¥12.07 and ¥11.84 in Q1 and Q2 respectively and trailing 12 month earnings growth of 66.4%. Over the past few reported periods, revenue has shifted from ¥6.7b in Q3 2025 to ¥7.7b in Q2 2026, while basic EPS has moved from ¥11.48 to ¥11.84 over the same quarters. This gives investors a clear...
TSE:4062
TSE:4062Electronic

Ibiden (TSE:4062) Is Up 21.9% After ¥500bn AI Substrate Expansion Plan - Has The Bull Case Changed?

In February 2026, Ibiden Co., Ltd. approved a roughly ¥500 billion, three-year capital investment plan to expand production of high-performance IC package substrates for AI and high-performance servers, while also reporting higher nine-month sales and net income and guiding to a lower year-end dividend. The scale of this multiyear capacity build-out, focused on AI-related server demand, marks a significant shift in how Ibiden is positioning its electronics business for its 2030 goals. Next,...
TSE:3402
TSE:3402Chemicals

A Look At Toray Industries (TSE:3402) Valuation After Renewable Plastics Deal And Earnings Guidance

Why Toray’s latest moves matter for shareholders Toray Industries (TSE:3402) has been in focus after joining a 14 company supply chain for renewable plastics tied to Sony products, alongside fresh nine month earnings and updated full year guidance. For you as a shareholder or potential investor, these three developments line up in an interesting way. You have a new role for Toray in a global materials project, a snapshot of recent profitability, and management’s current view of the year ahead...
TSE:9233
TSE:9233Professional Services

Asia Air Survey (TSE:9233) Thin 4.3% Margin Challenges Bullish Profitability Narrative

Asia Air Survey (TSE:9233) has just posted a mixed set of Q1 2026 figures, coming off a Q4 2025 quarter where revenue was ¥10.8b and net income was ¥511m, equal to basic EPS of ¥28.08. Over recent quarters the company has seen revenue move from ¥5.6b in Q3 2024 to ¥16.1b in Q2 2025 and ¥10.8b in Q4 2025, with EPS swinging from a loss of ¥62.42 in Q3 2024 to a profit of ¥151.43 in Q2 2025 and ¥28.08 in Q4 2025. This sets up this update as a check on whether margins are holding up after a...
TSE:2498
TSE:2498Construction

Oriental Consultants Holdings (TSE:2498) Earnings Growth And 4% Margin Reinforce Bullish Narratives

Oriental Consultants Holdings (TSE:2498) Q1 2026 Results in Focus Oriental Consultants Holdings (TSE:2498) opened its new fiscal year with Q1 2026 results that sit against a trailing twelve month backdrop of ¥95,365 million in revenue and basic EPS of ¥318.40. These figures are supported by a 47.1% year over year rise in reported earnings and a net profit margin at 4%. The company has seen revenue move from ¥86,282 million with EPS of ¥214.07 in the prior trailing period to the current...