Japanese Retail REITs Stock News

TSE:4631
TSE:4631Chemicals

DIC (TSE:4631) Earnings Jump 51.8% On Stable Revenue Challenges Cautious Narratives

DIC (TSE:4631) posts FY 2025 results with steady top line and stronger earnings run rate DIC (TSE:4631) has wrapped up FY 2025 with fourth quarter revenue of ¥266.3b and basic EPS of ¥112.19, capping a year where trailing twelve month revenue came in at ¥1.05t and EPS at ¥341.71. The company has seen quarterly revenue move in a tight band from ¥262.6b in Q1 FY 2025 to ¥266.3b in Q4, while basic EPS stepped up from ¥64.42 to ¥112.19 over the same stretch, against a trailing twelve month net...
TSE:2594
TSE:2594Food

Key Coffee Q3 Net Income Surge Tests Bearish Profitability Narratives

Key Coffee (TSE:2594) has put up a solid set of Q3 2026 numbers, with revenue of ¥26.5b and basic EPS of ¥25.02, alongside quarterly net income of ¥536m. The company has seen revenue move from ¥21.7b in Q1 2026 and ¥23.2b in Q2 2026 to ¥26.5b in Q3, while quarterly EPS shifted from ¥14.05 and ¥13.12 to ¥25.02 over the same stretch. This gives investors a clearer view of how the income line is tracking through the year. With a trailing 12 month net profit margin of 0.2% and the share price at...
TSE:3076
TSE:3076Electronic

Ai Holdings (TSE:3076) EPS Reset Reinforces Bearish Margin Narratives

Ai Holdings (TSE:3076) has released its Q2 2026 results with revenue of ¥20,508 million and basic EPS of ¥38.87, while net income excluding extra items came in at ¥2,071 million. The company’s quarterly revenue moved from ¥21,097 million in Q2 2025 to ¥20,508 million in Q2 2026, with EPS over the same quarters shifting from ¥81.20 to ¥38.87. This sets up a results season in which investors are likely to focus on how sustainable the current earnings profile and margins appear from here. See...
TSE:8179
TSE:8179Hospitality

Royal Holdings (TSE:8179) One Off Loss Clouds Q4 Profit Rebound Narrative

ROYAL HOLDINGS (TSE:8179) closed out FY 2025 with fourth quarter revenue of ¥43.4b and net income of ¥2.2b, set against a year in which a ¥2.2b one off loss weighed on overall earnings. The company’s quarterly revenue moved from ¥39.7b in Q4 FY 2024 to ¥43.4b in Q4 FY 2025, while quarterly net income shifted from ¥1.5b to ¥2.2b over the same period. Trailing 12 month EPS stands at ¥114.95 and revenue at ¥165.5b, providing a snapshot of the recent top and bottom line. With margins easing from...
TSE:3659
TSE:3659Entertainment

Assessing NEXON (TSE:3659) Valuation After Earnings Guidance And A Doubled Dividend Plan

NEXON (TSE:3659) is back in focus after its latest earnings release, new quarterly guidance, and a sharply higher dividend plan that doubles the payout per share compared with the previous year. See our latest analysis for NEXON. Despite the fresh guidance and higher dividends, NEXON’s recent price action has been weak, with a 7 day share price return of 14.6% and a 30 day share price return of 24.3%, even though the 1 year total shareholder return stands at 57.9%. If this mix of earnings...
TSE:3964
TSE:3964Consumer Services

Global Market Highlights 3 Stocks That May Be Trading Below Their Estimated Value

In recent weeks, global markets have experienced a mix of volatility and cautious optimism, with U.S. stocks declining amid concerns over AI disruptions and stronger-than-expected job gains dampening hopes for near-term rate cuts. Amid these fluctuating conditions, investors are increasingly on the lookout for undervalued stocks that may offer potential value in a market where indices like the Nasdaq Composite and S&P 500 have faced downward pressure. Identifying such opportunities often...
TSE:1514
TSE:1514Trade Distributors

3 Undiscovered Gems In Global With Promising Potential

As global markets grapple with concerns over AI disruption and mixed economic signals, small-cap stocks have shown resilience, with the S&P MidCap 400 Index experiencing a relatively modest decline compared to larger indices. In this environment, identifying promising small-cap companies can be crucial for investors seeking growth opportunities; these undiscovered gems often exhibit strong fundamentals and innovative potential that may not yet be fully recognized by the broader market.
TSE:8737
TSE:8737Capital Markets

Global Dividend Stocks Featuring Three Top Picks

As global markets navigate the complexities of AI disruption and fluctuating economic indicators, investors are increasingly seeking stability amidst volatility. Dividend stocks, known for their potential to provide consistent income and mitigate risk, have become an attractive option in such uncertain times.
TSE:7752
TSE:7752Tech

Ricoh Company TSE 7752 Valuation Check After Strong Nine Month Earnings And Improved Profitability

Ricoh Company earnings move puts recent stock performance in focus Ricoh Company (TSE:7752) reported nine month earnings to December 31, 2025, with sales of ¥1,882,310 million and net income of ¥46,844 million, alongside higher basic and diluted earnings per share. See our latest analysis for Ricoh Company. Ricoh Company’s recent earnings release comes after a mixed price pattern, with a 9.63% 90 day share price return and a 7.37% year to date share price return, while the 1 year total...
TSE:6841
TSE:6841Electronic

What Yokogawa Electric (TSE:6841)'s Upgraded Guidance, Dividend Hike and Management Revamp Means For Shareholders

In February 2026, Yokogawa Electric reported that nine-month sales rose to ¥434,315 million and net income increased to ¥44,838 million, while also raising its full-year guidance for net sales, operating profit, and earnings per share through March 31, 2026. The company coupled these stronger results and upgraded outlook with a sizeable planned dividend increase to ¥46.00 per share and a broad reshaping of its executive structure effective April 1, 2026, signalling a refreshed approach to...
TSE:9201
TSE:9201Airlines

How Investors May Respond To Japan Airlines (TSE:9201) Earnings Beat and Completed Share Buyback Program

Japan Airlines Co., Ltd. recently completed a share repurchase program announced in October 2025, buying back 6,839,400 shares, or 1.57% of its stock, for ¥19,999.74 million by February 5, 2026, while also reporting net income of ¥113,742 million for the nine months ended December 31, 2025. The combination of higher net income and earnings per share alongside a completed buyback program highlights management’s focus on both profitability and capital returns to shareholders. We will now...
TSE:4722
TSE:4722IT

Assessing Future (TSE:4722) Valuation After Higher 2025 Results Guidance And Dividend Increase

Future (TSE:4722) is back in focus after reporting higher 2025 revenue and net income, releasing 2026 earnings guidance, and outlining a planned increase in quarterly and full year dividend payments. See our latest analysis for Future. Despite the fresh guidance and dividend outlook, Future’s recent share price performance has been soft, with a 30 day share price return of 10.77% and a year to date share price return decline of 9.40%. In contrast, the 5 year total shareholder return of...
TSE:3923
TSE:3923Software

Did Rakus’ (TSE:3923) Aggressive Buyback and Share Cancellation Just Redefine Its Capital Return Playbook?

On February 13, 2026, Rakus Co., Ltd. announced a share repurchase program of up to 8,800,000 shares for ¥5,000 million, alongside preliminary January 2026 consolidated sales of ¥5,247 million, very large year-on-year. An interesting element is that Rakus plans to cancel all repurchased shares rather than hold them as treasury stock, explicitly targeting higher capital efficiency and shareholder returns. We’ll now examine how this planned cancellation of repurchased shares could influence...
TSE:2206
TSE:2206Food

A Look At Ezaki Glico (TSE:2206) Valuation After Activist Proposals And New 2026 Guidance

Ezaki Glico (TSE:2206) is in focus after activist shareholder Longchamp SICAV, represented by Dalton Investments, filed proposals that the board opposes, while the company also outlined dividends and fresh earnings guidance for 2026. See our latest analysis for Ezaki Glico. The recent governance dispute and fresh guidance have arrived at a time when momentum in Ezaki Glico's share price appears to be building, with a 30 day share price return of 10.55% and a 1 year total shareholder return of...
TSE:4061
TSE:4061Chemicals

Assessing Denka (TSE:4061) Valuation After Earnings Show Stronger Profitability Despite Softer Sales

Denka (TSE:4061) recently reported nine-month earnings to December 31, 2025, with sales of ¥290,774 million, net income of ¥5,535 million, and basic EPS from continuing operations of ¥64.23. See our latest analysis for Denka. The earnings update appears to have supported sentiment, with a 90 day share price return of 30.86% and a 1 year total shareholder return of 54.00% suggesting momentum has picked up after a softer 30 day share price move. If Denka’s move has you thinking about where else...
TSE:8439
TSE:8439Diversified Financial

Tokyo Century (TSE:8439) Valuation Check After Strong Sales And Net Income Growth

Tokyo Century earnings put recent share moves in context Tokyo Century (TSE:8439) is back in focus after reporting nine month earnings to 31 December 2025, with sales of ¥1,040,108 million and net income of ¥115,907 million, both above the prior year. See our latest analysis for Tokyo Century. The latest nine month results have arrived alongside a strong run in the shares, with a 19.45% 90 day share price return and a 56.98% 1 year total shareholder return, suggesting momentum has been...
TSE:1969
TSE:1969Building

Assessing Takasago Thermal Engineering (TSE:1969) Valuation After Upgraded Guidance And Higher Dividend Outlook

Takasago Thermal Engineering (TSE:1969) drew investor attention after raising full year earnings and dividend guidance, citing more efficient project management, cost reductions and strong contributions from domestic and overseas group companies. See our latest analysis for Takasago Thermal Engineering. The updated guidance and higher dividend outlook appear to have supported sentiment, with a 1 month share price return of 10.06% and a 90 day share price return of 24.97%. The 1 year total...
TSE:6941
TSE:6941Semiconductor

A Look At Yamaichi Electronics (TSE:6941) Valuation After Upgraded Earnings And Dividend Outlook On AI Demand

Yamaichi ElectronicsLtd (TSE:6941) just reported nine month results to December 31, 2025, alongside a higher full year earnings outlook and an increased year end dividend forecast tied to demand for network and AI data center products. See our latest analysis for Yamaichi ElectronicsLtd. Yamaichi ElectronicsLtd’s share price return of 43.71% year to date, including a 35.20% gain over the past month and a 48.25% three month move, points to strong recent momentum. The 1 year total shareholder...
TSE:9948
TSE:9948Consumer Retailing

Assessing ARCS (TSE:9948) Valuation After The Planned ¥6 Dividend Per Share Increase

ARCS (TSE:9948) drew fresh attention after its Board of Directors moved to revise the year end dividend forecast to ¥43 per share, an increase of ¥6, pending shareholder approval at the upcoming meeting. See our latest analysis for ARCS. The proposed dividend increase comes as ARCS shares trade at ¥3,810, with a 30 day share price return of 11.24% and a 1 year total shareholder return of 43.09%. This suggests recent momentum has added to already strong multi year gains. If this dividend news...
TSE:5201
TSE:5201Building

AGC (TSE:5201) Valuation Check After 2025 Results 2026 Guidance Dividend Plans And Governance Changes

AGC’s new guidance, dividend plans and governance shift AGC (TSE:5201) has just combined full year 2025 results, detailed 2026 earnings guidance, a steady dividend outlook and a proposed governance overhaul, giving investors several fresh data points to consider at once. See our latest analysis for AGC. AGC’s recent earnings release, fresh 2026 guidance and confirmed dividend outlook have arrived alongside a strong run in the shares, with a 30 day share price return of 13.45% and a 1 year...
TSE:7638
TSE:7638Specialty Retail

Asian Dividend Stocks To Boost Your Portfolio

As global markets grapple with concerns over AI disruptions and economic shifts, Asian stock markets have shown resilience, with Japan's indices experiencing notable gains and China's benchmarks inching higher. In this environment, dividend stocks in Asia can offer a compelling opportunity for investors seeking steady income streams amidst market volatility.
TSE:4028
TSE:4028Chemicals

Undiscovered Gems in Asia Promising Stocks for February 2026

Amidst a backdrop of fluctuating global markets, Asian stocks have shown resilience with Japan's indices surging and China's benchmarks modestly rising ahead of the Lunar New Year holidays. As investors navigate these dynamic conditions, identifying promising small-cap stocks in Asia can offer unique opportunities for growth, particularly those that demonstrate strong fundamentals and adaptability in a shifting economic landscape.