Japanese Renewable Energy Stock News

TSE:2782
TSE:2782Multiline Retail

A Look At Seria (TSE:2782) Valuation After Updated Fiscal 2026 Guidance

Seria (TSE:2782) updated its outlook for the year ending March 2026, guiding to net sales of ¥250,000 million, operating profit of ¥19,300 million, profit of ¥13,000 million and basic EPS of ¥193.80. See our latest analysis for Seria. Seria’s updated guidance comes after a strong recent run in the shares, with a 30 day share price return of 9.20% and a 90 day gain of 25.83%. The 1 year total shareholder return of 47.51% contrasts with more modest year to date share price gains of 8.88%, which...
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...
TSE:7733
TSE:7733Medical Equipment

Assessing Olympus (TSE:7733) Valuation After New Senior Leadership Appointments For MedTech Transformation

Olympus (TSE:7733) is reshaping its senior leadership by appointing Simone Berger as Chief Human Resources Officer and David Shan as Chief Manufacturing and Supply Officer from April 2026, as part of its ongoing MedTech transformation. See our latest analysis for Olympus. The leadership reshuffle comes as Olympus shares trade at ¥1,863, with a 1 year total shareholder return of 16.93% decline and a 5 year total shareholder return of 5.44% decline. This points to fading momentum despite recent...
TSE:9509
TSE:9509Electric Utilities

Hokkaido Electric Power Company (TSE:9509) Valuation Check After Updated Earnings Guidance

Revised earnings guidance puts Hokkaido Electric in focus Hokkaido Electric Power Company (TSE:9509) updated its earnings guidance for the fiscal year ending March 31, 2026, flagging expected operating revenue of ¥867,000 million and operating income of ¥59,000 million. The company also guided for profit attributable to owners of parent of ¥28,000 million and basic earnings per share of ¥129.49. These figures give investors additional context to reassess how the current share price lines up...
TSE:9506
TSE:9506Electric Utilities

Assessing Tohoku Electric Power Company (TSE:9506) Valuation After Earnings Normalization Dividend Rise And Governance Changes

Tohoku Electric Power Company (TSE:9506) is back on investors’ radar after reporting year-on-year declines in nine month sales and profits, while modestly strengthening its balance sheet and lifting the annual dividend. See our latest analysis for Tohoku Electric Power Company. The latest results and governance changes come after a mixed price run, with a 90 day share price return of 2.95% and a year to date share price decline of 5.94%, while the 3 year total shareholder return of 75.94%...
TSE:6857
TSE:6857Semiconductor

Is Record AI Tester Demand And Buyback Shift Altering The Investment Case For Advantest (TSE:6857)?

Advantest Corporation reported past nine-month results to December 31, 2025, with sales rising to ¥800,537 million and net income to ¥248,526 million, and it raised full-year guidance while its board considered cancelling treasury shares on January 28, 2026. The combination of record AI-driven tester demand, higher profit outlook, segment restructuring, and a major planned treasury share cancellation marks a meaningful shift in how Advantest is positioning itself for semiconductor test...
TSE:9697
TSE:9697Entertainment

Earnings‑Driven Profitability Gains Could Be A Game Changer For Capcom (TSE:9697)

Capcom Co., Ltd. recently reported results for the nine months ended December 31, 2025, with sales rising to ¥115,315 million and net income reaching ¥38,885 million, while basic earnings per share from continuing operations increased to ¥92.96. The simultaneous expansion in sales and earnings per share highlights how efficiently Capcom converted its higher revenue base into stronger profitability over the period. With this earnings-driven profitability improvement as a backdrop, we’ll now...
TSE:4502
TSE:4502Pharmaceuticals

Assessing Takeda Pharmaceutical (TSE:4502) Valuation After Guidance Raise And GAMMAGARD LIQUID ERC Launch

Takeda Pharmaceutical (TSE:4502) is back in focus after nine month earnings to December 2025 showed steady profit, followed by an increase in full year revenue and earnings guidance and a fresh product launch. See our latest analysis for Takeda Pharmaceutical. The stronger nine month profit, raised full year guidance and GAMMAGARD LIQUID ERC launch appear to have fed into renewed interest in the shares. A 27.17% 90 day share price return and a 35.41% 1 year total shareholder return suggest...
TSE:7951
TSE:7951Leisure

Yamaha (TSE:7951) Valuation Check As Recent 90 Day Momentum Meets Rich Earnings Multiple

Yamaha (TSE:7951) has been drawing attention after a period in which the shares show mixed returns, with gains over the past year but weaker performance over the past 3 years and 5 years. See our latest analysis for Yamaha. With the share price at ¥1,135.5 and a 90 day share price return of 14.41%, Yamaha’s momentum over the last quarter contrasts with its weaker 3 year and 5 year total shareholder returns. If Yamaha has you looking at the broader music and audio space, it can also be a good...
TSE:3283
TSE:3283Industrial REITs

The Bull Case For Nippon Prologis REIT (TSE:3283) Could Change Following A Cut To Its Semi-Annual Dividend

Nippon Prologis REIT, Inc. has announced a semi-annual dividend of ¥1,708.00 per share, payable on August 17, 2026, with an ex-dividend date of May 28, 2026 and a record date of May 31, 2026, reflecting a reduction from its previous payout level. This dividend decrease is especially important for income-focused investors in REITs, for whom shifts in distribution policy can signal changing cash flow priorities. With this dividend reduction as a focal point, we will examine how the...