Q3 2026 earnings snapshot
Tohoku Steel (TSE:5484) has reported Q3 2026 revenue of ¥5,223 million, Basic EPS of ¥50.22 and net income of ¥373 million, with the latest twelve month figures showing Basic EPS of ¥157.07 and net income of ¥1,168 million on revenue of ¥20.38 billion. The company has seen quarterly revenue move between ¥5,028 million and ¥5,349 million over the past six reported periods, while quarterly Basic EPS has ranged from ¥24.57 to ¥50.22. This places margin quality and...
Capcom (TSE:9697) has released its Q3 2026 numbers, with revenue at ¥34,163 million and basic EPS of ¥27.18, set against a trailing 12 month EPS of ¥153.66 that reflects a 102.1% earnings increase over the past year. Over recent quarters, revenue has moved from ¥32,451 million in Q3 2025 to ¥80,751 million in Q4 2025, then ¥45,502 million in Q1 2026, ¥35,650 million in Q2 2026, and now ¥34,163 million in Q3 2026, while quarterly EPS has ranged from ¥18.63 to ¥60.70 over that period. With...
If you are wondering whether Toyota Motor's current share price still makes sense for a long term position, it starts with understanding what you are actually paying for each unit of earnings and assets.
The stock recently closed at ¥3,347, with returns of 18.1% over 1 year and 148.0% over 5 years, even as the 7 day return of a 5.8% decline and 30 day return of a 0.5% decline suggest some short term hesitation and shifting risk appetite.
Recent discussion around Toyota Motor has focused on...
Farallon’s push for change at T&D Holdings
Farallon Capital Management has released a presentation urging T&D Holdings (TSE:8795) to speed up its transformation, calling for bold reforms around Taiyo Life’s business model, EV-based management, and group governance.
For investors, this kind of shareholder pressure can spotlight how management allocates capital, prioritises profitability, and structures oversight across the insurance group.
See our latest analysis for T&D Holdings.
Farallon’s...
Event driven interest in Renesas Electronics
Renesas Electronics (TSE:6723) is back on investor radars after signing a multi year agreement with MIKROE to support 500 microcontrollers and future releases through dedicated development tools and a remote Planet Debug system.
This setup lets engineers worldwide test and debug Renesas based designs without owning hardware. This development may influence how you think about the company’s ecosystem strength and potential long term demand for its...
India and the European Union are working toward a trade deal expected to cut tariffs on EU made cars.
The agreement is anticipated to open India’s car market to more European brands and higher priced imports.
Suzuki Motor (TSE:7269) currently holds a strong position in India through its focus on compact, affordable vehicles.
The talks raise questions about how Suzuki will respond to fresh competition if the deal is finalized.
Suzuki Motor, via its presence in India’s mass market car...
Mitsubishi Heavy Industries stock: new exposure to commercial space ventures
Mitsubishi Heavy Industries (TSE:7011) has taken part in funding Japan LEO Shachu, a space venture working on post International Space Station platforms. This provides shareholders with fresh exposure to potential commercial low Earth orbit projects.
See our latest analysis for Mitsubishi Heavy Industries.
The Japan LEO Shachu funding comes after a mixed few months for Mitsubishi Heavy Industries, with a 14.58% 1...
Why Komatsu (TSE:6301) is on investors’ radar today
Komatsu (TSE:6301) has attracted fresh attention after a solid year of share price performance, with a 1 year total return of 27.6% and a 3 year total return above 100%.
See our latest analysis for Komatsu.
At a share price of ¥5,639, Komatsu’s recent 30 day share price return of 12.76% and 1 year total shareholder return of 27.57% suggest momentum has been building rather than fading, on top of already strong multi year gains.
If Komatsu’s...
Japan Hotel REIT Investment (TSE:8985) is back in focus after raising its full year 2025 earnings and dividend forecasts, while also laying out fresh 2026 guidance and publishing December 2025 operating figures.
See our latest analysis for Japan Hotel REIT Investment.
At a share price of ¥83,000, Japan Hotel REIT Investment has seen mixed recent momentum, with a 1 month share price return of 1.10% but a 3 month decline of 8.49%. Its 1 year total shareholder return of 21.29% and 5 year total...
Wondering whether SoftBank Group's current share price lines up with its actual worth, or if the market is getting ahead of itself? This article walks through what the numbers are really saying about value.
SoftBank Group last closed at ¥4,187, with a 7 day return of 8.1%, a 30 day return of a 6.6% decline, a year to date return of a 9.3% decline, and a 1 year return of 78.9%, alongside a 172.3% return over 3 years and 98.2% over 5 years.
Recent headlines have focused heavily on SoftBank...
As global markets navigate a volatile landscape marked by geopolitical tensions and economic shifts, investors are keenly observing the performance of major indices. With U.S. economic growth showing resilience despite inflationary pressures and European markets grappling with trade uncertainties, dividend stocks continue to attract attention for their potential to provide steady income amid market fluctuations. In such an environment, a good dividend stock typically offers consistent payouts...
Asahi Kasei, Mitsui Chemicals, and Mitsubishi Chemical previously agreed to form a joint operating entity to consolidate ethylene production in western Japan, backed by Japan’s HtA Support Program and a ¥21.20 billion investment to shift toward biomass-based and lower-emission processes.
By pairing facility consolidation with Asahi Kasei’s Revolefin™ technology and a government subsidy of up to ¥10.40 billion, the alliance targets meaningful carbon footprint reductions and a new pathway for...
In January 2026, Rakuten Bank’s board approved issuing stock options covering up to 31,900 shares to 316 employees and launched a promotional 1.00% 1-year fixed deposit campaign that is drawing funds from ordinary accounts.
Together, these moves highlight a dual focus on long-term staff retention and near-term deposit growth, while potentially lifting funding costs and affecting profitability metrics.
We’ll now examine how the new stock option program for employees shapes Rakuten Bank’s...
In January 2026, KDDI Corporation’s board met to address suspicions of inappropriate transactions at its consolidated subsidiaries and approved the formation of a special investigation committee.
The move shines a spotlight on KDDI’s governance framework and internal controls, as investors assess how rigorously the company responds to these concerns.
Next, we’ll examine how the investigation into inappropriate subsidiary transactions shapes KDDI’s investment narrative and risk considerations...
Shin-Etsu Polymer (TSE:7970) has just reported its Q3 2026 numbers, with revenue of ¥30.4b and basic EPS of ¥33.98, supported by trailing twelve month revenue of ¥113.6b and EPS of ¥128.20. The company has seen revenue move from ¥28.8b and EPS of ¥34.08 in Q3 2025 to ¥30.4b and EPS of ¥33.98 in Q3 2026, against a backdrop of trailing twelve month net income of ¥10.3b. This positions investors to focus on how these results relate to profit durability and cash returns. Overall, the release...