Japanese Retail Distributors Stock News

TSE:6473
TSE:6473Auto Components

How Investors Are Reacting To JTEKT (TSE:6473) Profit Rebound And Potential Toyota Industries Stake Sale

JTEKT Corporation recently reported earnings for the nine months to December 31, 2025, with sales of ¥1,403,324 million and net income of ¥21,349 million, while its board met on February 3, 2026 to consider tendering all Toyota Industries Corporation shares it holds into an ongoing offer. Beyond the modest increase in sales, the key takeaway is the strong rebound in profitability and the board’s willingness to reallocate capital through a potential divestment of its Toyota Industries...
TSE:8366
TSE:8366Banks

Shiga Bank (TSE:8366) Valuation Check After New Buyback And Positive Earnings Guidance

Why Shiga Bank’s new buyback is on investors’ radar Shiga Bank (TSE:8366) has put fresh attention on its stock after announcing a new share repurchase program alongside earnings for the nine months to December 31, 2025, and updated guidance. The bank plans to repurchase up to 417,000 shares, or 0.9% of its issued share capital, for ¥2,500 million by March 24, 2026, describing the move as part of its effort to return profits to shareholders and support shareholder value. See our latest...
TSE:6941
TSE:6941Semiconductor

Yamaichi Electronics (TSE:6941) Q3 EPS Surge Reinforces Bullish Profitability Narratives

Yamaichi ElectronicsLtd (TSE:6941) just posted its Q3 2026 numbers, with revenue of ¥12.9b and basic EPS of ¥126.43, setting the tone for how the rest of the year could shape up for shareholders. The company has seen revenue move from ¥8.6b in Q3 2025 to ¥12.9b in Q3 2026, while basic EPS shifted from ¥19.54 to ¥126.43 over the same period. This provides a clear view of how the top and bottom lines are tracking. With trailing net margins higher than a year ago and earnings quality described...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) One Off Gain Clouds Margins And Tests Bullish Narratives

Marubeni (TSE:8002) has put out its Q3 2026 scorecard, with quarterly revenue at roughly ¥1.97 trillion and the latest trailing twelve month EPS at ¥309.04 on revenue of about ¥8.24 trillion, setting a clear benchmark for how the business is running right now. Over the past few reported periods, revenue has moved between about ¥1.83 trillion and ¥2.16 trillion a quarter, while EPS has ranged from ¥46.90 to ¥112.80 and TTM EPS has held in the ¥273.74 to ¥314.77 band. This gives investors a...
TSE:1803
TSE:1803Construction

Shimizu (TSE:1803) One Off Gain Shapes Strong EPS And Margin Narrative In Q3 2026

Shimizu (TSE:1803) has put another solid quarter on the board, with Q3 2026 revenue of ¥532.3b and basic EPS of ¥51.45, underpinned by trailing twelve month revenue of ¥2.0t and EPS of ¥156.43 that sit alongside a 35.4% year over year earnings lift. The company has seen revenue move from ¥1.9t on a trailing basis in Q2 2025 to ¥2.0t by Q3 2026, while trailing EPS has stepped from ¥16.29 to ¥156.43 over the same span. This sets the backdrop for a higher trailing net margin of 5.2% versus 4.2%...
TSE:2875
TSE:2875Food

Assessing Toyo Suisan Kaisha (TSE:2875) Valuation After Earnings Growth And Recent Share Price Strength

Earnings event and why it matters for Toyo Suisan Kaisha (TSE:2875) Toyo Suisan Kaisha (TSE:2875) reported earnings for the nine months to December 31, 2025, with sales of ¥402,636 million and net income of ¥53,430 million, both above the prior year period. Basic earnings per share from continuing operations came in at ¥541.02, compared with ¥505.70 a year earlier. This gives investors fresh data on how the business is translating higher sales into profit per share. See our latest analysis...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Margin Compression Challenges Bullish Earnings Narratives

Q3 2026 earnings snapshot Mitsubishi UFJ Financial Group (TSE:8306) has put out its Q3 2026 numbers with total revenue of ¥2.2b and basic EPS of ¥45.79, giving investors a fresh read on profitability in its core banking operations. The bank has seen total revenue move from ¥1.8b in Q2 2025 to ¥2.2b in Q3 2026, while quarterly basic EPS has ranged from ¥60.22 to ¥65.59 and now ¥45.79 over the same stretch, setting a clear baseline for how the income line is tracking through the year. With...
TSE:9532
TSE:9532Gas Utilities

Osaka Gas (TSE:9532) Valuation Check After Q3 2026 Earnings And Updated Full Year Guidance

Osaka Gas (TSE:9532) is back in focus after its Q3 2026 earnings call on 2 February and its updated full-year guidance, with fresh figures giving investors clearer visibility on sales, profit and earnings per share. See our latest analysis for Osaka Gas. The earnings release and fresh guidance appear to have been a clear catalyst, with Osaka Gas delivering a 10.41% 7 day share price return and a 30.82% 90 day share price return, alongside a very large 5 year total shareholder return that...
TSE:7282
TSE:7282Auto Components

Toyoda Gosei (TSE:7282) Is Up 20.1% After Earnings-Driven Profit Jump - Has The Bull Case Changed?

Toyoda Gosei Co., Ltd. reported past earnings for the nine months ended December 31, 2025, with sales rising to ¥830,618 million from ¥786,954 million a year earlier and net income increasing to ¥43,893 million from ¥32,267 million. The rise in basic earnings per share from continuing operations to ¥345.38 from ¥254.01 highlights improved profitability on a per‑share basis over the period. Next, we will examine how this earnings-driven profit improvement shapes Toyoda Gosei’s investment...
TSE:4902
TSE:4902Tech

Konica Minolta (TSE:4902) Posts Third Straight Quarterly Profit Challenging Persistent Bearish Narratives

Q3 2026 results set up a complex picture for Konica Minolta (TSE:4902) Konica Minolta (TSE:4902) has put up a mixed Q3 2026 print, with revenue of ¥267,954 million and basic EPS of ¥10.78, while the company remains loss making on a trailing twelve month basis. The business has seen quarterly revenue move from ¥296,042 million in Q4 2025 to ¥251,204 million in Q1 2026, ¥261,956 million in Q2, and now ¥267,954 million in Q3. EPS has moved from a loss of ¥114.52 in Q4 2025 to ¥8.70, ¥20.17 and...
TSE:7211
TSE:7211Auto

Mitsubishi Motors (TSE:7211) Q3 EPS Return To Profit Tests Bullish Growth Narratives

Mitsubishi Motors (TSE:7211) has just posted Q3 2026 results with revenue of ¥715.3b and basic EPS of ¥3.54, as the market weighs these numbers against a share price of ¥435.7. The company has seen revenue move from ¥681.9b in Q3 2025 to ¥715.3b this quarter, while quarterly EPS has swung between a loss of ¥3.37 in Q3 2025 and ¥3.54 in Q3 2026. This sets up a story where modest top line progress sits alongside tight margins and a mixed earnings profile. See our full analysis for Mitsubishi...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Margin Drift To 7.5% Revives Concerns Around Cash Flow Narratives

NTT (TSE:9432) has posted its Q3 2026 numbers, with revenue at ¥3.6 trillion and basic EPS of ¥4.03, while trailing twelve month revenue sits at ¥14.1 trillion and EPS at ¥13.02. Over recent quarters, revenue has moved from ¥3.5 trillion in Q2 2026 and ¥3.3 trillion in Q1 2026, alongside EPS of ¥4.06 and ¥3.14 respectively. This sets up a picture where investors are weighing modest top line progress against shifts in profitability. With trailing net income of ¥1.1 trillion reflecting a 7.5%...
TSE:7752
TSE:7752Tech

Ricoh Company (TSE:7752) Valuation Check After Recent Share Price Momentum

Ricoh Company: Recent Performance Snapshot Ricoh Company (TSE:7752) has drawn fresh attention after recent share price moves, with the stock up over the past week, month, and past 3 months, putting its recent performance into focus for investors. See our latest analysis for Ricoh Company. That sharp 4.86% 1 day and 10.13% 7 day share price return comes against a year to date share price return of 8.85%. The 1 year total shareholder return is a 10.73% loss and the 5 year total shareholder...
TSE:7731
TSE:7731Consumer Durables

Nikon (TSE:7731) Quarterly ¥92.6b Loss Tests Bullish Earnings Recovery Narrative

Nikon (TSE:7731) Q3 2026 earnings snapshot Nikon (TSE:7731) has just posted Q3 2026 results with revenue of ¥171.0b and a basic EPS loss of ¥281.23, putting a sharp quarterly loss in focus for shareholders. The company has seen revenue move from ¥168.9b in Q2 2025 to ¥202.6b in Q4 2025 and then track in a ¥154.8b to ¥171.0b range through 2026 so far. Quarterly EPS has swung from a profit of ¥9.58 in Q3 2025 to a loss of ¥12.50 in Q2 2026 and now a much deeper loss in Q3 2026, framing a...
TSE:6645
TSE:6645Electronic

Omron (TSE:6645) One Off Loss Clouds 214.9% EPS Growth Narrative

OMRON (TSE:6645) has released its Q3 2026 scorecard, reporting revenue of ¥220.8b and basic EPS of ¥26.91. Trailing twelve month EPS stands at ¥119.03 on revenue of ¥836.3b. Over recent quarters, revenue has ranged from ¥190.0b in Q2 2025 to ¥222.1b in Q4 2025. During the same period, basic EPS has moved between ¥26.91 and ¥53.33, and trailing net income has increased from ¥7.4b in Q3 2025 to ¥23.4b in Q3 2026. With trailing net profit margin now higher than last year and a large one off loss...
TSE:4847
TSE:4847Software

Intelligent Wave (TSE:4847) Margin Compression Challenges Bullish Earnings Narratives

Intelligent Wave (TSE:4847) just posted its Q2 2026 scorecard, with revenue of ¥4,605.8 million and net income of ¥466.5 million, working out to basic EPS of ¥17.82. The company reported revenue of ¥3,997.7 million in Q2 2025 and ¥4,605.8 million in Q2 2026, while EPS moved from ¥15.37 to ¥17.82 over the same period. Trailing net margin at 8.2% versus 9.6% a year earlier keeps profitability in clear focus for investors watching how earnings quality is holding up. See our full analysis for...
TSE:3382
TSE:3382Consumer Retailing

Seven & i Holdings (TSE:3382) Valuation Check As 7‑Eleven Leadership Shifts And North American IPO Nears

Seven & i Holdings (TSE:3382) is back in focus after longtime 7-Eleven leader Joseph DePinto announced his retirement, just as the group prepares for a planned IPO of its North American business. See our latest analysis for Seven & i Holdings. The leadership transition around 7 Eleven and the planned North American IPO comes after a 16.11% 90 day share price return, while the 1 year total shareholder return is slightly negative. This suggests that shorter term momentum has picked up even as...
TSE:8020
TSE:8020Trade Distributors

Kanematsu’s Tokyo eVTOL Role And What It Might Mean For Valuation

Kanematsu (TSE:8020) is participating in the Tokyo Metropolitan Government's eVTOL aircraft demonstration project. The company is involved in installing and operating vertiport infrastructure for Tokyo's first eVTOL demonstration flights. The project is being carried out in collaboration with SkyDrive and Mitsubishi Estate. Kanematsu, trading at ¥2,073.5, is taking a direct role in urban air mobility through this vertiport initiative. For investors, the move comes after very large 3 year...
TSE:9507
TSE:9507Electric Utilities

Assessing Shikoku Electric Power (TSE:9507) Valuation After New Share Buyback Approval

Shikoku Electric Power Company (TSE:9507) has put a new share buyback in motion, approving the repurchase of 2,000,000 shares for ¥3,500 million to address a corporate shareholder’s sale and improve capital efficiency. See our latest analysis for Shikoku Electric Power Company. The buyback announcement and recent earnings release have arrived alongside solid price momentum, with a 13.92% 90 day share price return and a 43.92% 1 year total shareholder return suggesting interest in Shikoku...
TSE:2432
TSE:2432Entertainment

Assessing DeNA (TSE:2432) Valuation As GO Inc. Listing Plan And Dividend Review Take Shape

Event driven setup: GO Inc. listing plan and dividend discussion DeNA (TSE:2432) is in focus after its affiliate GO Inc. applied to list on the Tokyo Stock Exchange, while the board also meets to review dividend policy and a potential dividend increase. See our latest analysis for DeNA. DeNA’s recent 1-day share price return of 2.73% and 7-day share price return of 3.95% suggest momentum has picked up around the GO Inc. listing plan and the board’s dividend discussion. This is even though the...