Japanese Retail REITs Stock News

TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Valuation Check After Reaffirmed Profit And Dividend Targets

Mitsubishi UFJ Financial Group (TSE:8306) has drawn fresh attention after an interim audit review left its nine month Japanese GAAP results unchanged, while management reaffirmed a ¥2.1t full year profit target and a ¥74 per share dividend. See our latest analysis for Mitsubishi UFJ Financial Group. The earnings confirmation and guidance reiteration come after a strong run in the shares, with the 90 day share price return of 22.52% and a 1 year total shareholder return of 59.67% pointing to...
TSE:8113
TSE:8113Household Products

What Unicharm (TSE:8113)'s Buyback After Guidance Cut Means For Shareholders

On February 12, 2026, Unicharm Corporation’s board approved a share repurchase program of up to 30,000,000 shares, or 1.72% of its capital, for ¥19,000 million running through December 17, 2026, following a prior downward revision of its 2025 earnings guidance due to weaker performance in China and Indonesia and impairment charges in Asia and India. This sequence of a profit warning and a sizeable buyback authorization highlights management’s focus on shareholder returns while addressing...
TSE:5711
TSE:5711Metals and Mining

Mitsubishi Materials (TSE:5711) Q3 EPS Surge Tests High P/E Bullish Narratives

Mitsubishi Materials (TSE:5711) Q3 2026 earnings snapshot Mitsubishi Materials (TSE:5711) has reported Q3 2026 revenue of ¥454.6b and basic EPS of ¥236.47, backed by net income of ¥30.9b for the quarter. The company’s revenue moved from ¥494.1b in Q3 2025 to ¥454.6b in Q3 2026, while quarterly EPS shifted from ¥187.54 to ¥236.47 over the same period, against a trailing twelve month EPS of ¥162.93 on revenue of ¥1.76t. This combination of a softer top line and firmer per share earnings focuses...
TSE:1605
TSE:1605Oil and Gas

Inpex (TSE:1605) Margin Resilience Challenges Bearish Earnings Decline Narrative

Inpex (TSE:1605) has just wrapped up FY 2025 with fourth quarter revenue of ¥490,704 million and basic EPS of ¥86.17, while trailing twelve month figures sit at ¥2.0 trillion in revenue and EPS of ¥337.94, giving investors a clear view of both the latest quarter and the full year run rate. Over recent periods, revenue has moved from ¥518,280 million and EPS of ¥115.17 in Q4 2024 to ¥490,704 million and EPS of ¥86.17 in Q4 2025, with trailing net profit margin at 19.6% compared with 18.9% a...
TSE:4506
TSE:4506Pharmaceuticals

Assessing Sumitomo Pharma (TSE:4506) Valuation As AMCHEPRY Faces Key Parkinson’s Disease Review

Sumitomo Pharma (TSE:4506) is back on investors’ radar after Japan’s Ministry of Health, Labour and Welfare scheduled a February 19 committee review of AMCHEPRY, its allogeneic iPS cell derived therapy for advanced Parkinson’s disease. See our latest analysis for Sumitomo Pharma. The upcoming AMCHEPRY review arrives after a volatile few months, with a 10.81% 7 day share price return and a 14.19% 30 day share price decline. At the same time, a very large 1 year total shareholder return of...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Is Up 7.3% After Sharply Cutting Its 2026 Operating Loss Forecast

Nissan Motor recently revised its earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥11,900,000 million, an operating loss of ¥60,000 million and a net loss of ¥650,000 million, largely reflecting faster fixed cost cuts under its Re:Nissan plan and lower foreign exchange headwinds. Although the projected net loss remains very large and is driven mainly by non‑cash restructuring and alignment charges, the sharply reduced operating loss forecast points to...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Valuation Check After Recent Share Price Swings

SoftBank Group shares move after recent performance SoftBank Group (TSE:9984) has drawn fresh attention after a mixed stretch, with a roughly 10% gain over the past week, a modest rise over the past month, and a decline over the past 3 months. See our latest analysis for SoftBank Group. At around ¥4,390 per share, SoftBank Group’s recent 1 day share price return of about 9% decline contrasts with a weaker 90 day share price return and a much stronger 1 year total shareholder return. This...
TSE:6368
TSE:6368Machinery

Organo (TSE:6368) Valuation Check After Strong Nine Month Earnings And New 2026 Guidance

Organo (TSE:6368) drew investor attention after reporting nine month earnings to December 31, 2025, with sales of ¥127,729 million and net income of ¥17,999 million, alongside fresh full year 2026 earnings guidance. See our latest analysis for Organo. The latest nine month earnings and fresh guidance appear to have caught the market’s attention, with Organo’s 1 day share price return of 2.32% and 7 day share price return of 9.76% contributing to a 1 year total shareholder return of 123.67%...
TSE:8001
TSE:8001Trade Distributors

Assessing ITOCHU (TSE:8001) Valuation After New Share Buyback And Latest Earnings Update

Why ITOCHU’s new buyback and earnings matter for shareholders ITOCHU (TSE:8001) has put a fresh share repurchase plan and a new earnings update on the table, giving you more detail on how management is handling cash and current profitability. On February 6, 2026, the board approved a buyback of up to 13,000,000 shares, equal to 0.2% of issued share capital, for up to ¥20,000 million, with the program running through March 31, 2026. This sits alongside recently reported nine month results to...
TSE:6201
TSE:6201Machinery

Elliott Challenge To Toyota Industries Tender Puts Valuation In Spotlight

Elliott Investment Management, the largest independent shareholder in Toyota Industries (TSE:6201), has publicly opposed Toyota Fudosan's extended tender offer. The fund argues the offer is significantly undervalued and urges shareholders to reject or withdraw tenders. Only a fraction of shares have reportedly been tendered, highlighting resistance among minority shareholders. The dispute is drawing attention to broader questions around Japanese corporate governance and treatment of minority...
TSE:7276
TSE:7276Auto Components

Is Koito’s Profit‑Focused Global Restructuring Altering The Investment Case For Koito Manufacturing (TSE:7276)?

Koito Manufacturing Co., Ltd. recently reported nine‑month results to December 31, 2025, with higher sales of ¥690,005 million but lower net income of ¥23,056 million compared with the prior year. At the same time, the company issued guidance for the fiscal year ending March 31, 2026 that combines an expected decline in net sales with higher operating profit driven by productivity gains, cost reductions, and a global restructuring of its production system. We will now examine how Koito’s...
TSE:7936
TSE:7936Luxury

Assessing ASICS (TSE:7936) Valuation After Earnings Call And Performance-Linked Share Plan

Why ASICS stock is back in focus ASICS (TSE:7936) is in the spotlight after its 2025 earnings call and a board meeting on February 13, 2026, to consider performance linked restricted share compensation using treasury shares. See our latest analysis for ASICS. The latest 7.97% 1 day share price return, with the stock at ¥4,375, caps a year where momentum has picked up, reflected in a 13.67% year to date share price return and a 25.30% 1 year total shareholder return. The earnings call and...
TSE:285A
TSE:285ASemiconductor

Assessing Kioxia Holdings (TSE:285A) Valuation After Strong Earnings And Optimistic NAND Demand Outlook

Kioxia Holdings (TSE:285A) is back in focus after reporting third quarter earnings with higher sales and net income year on year, along with fresh guidance and commentary tied to NAND memory demand. See our latest analysis for Kioxia Holdings. The latest earnings update and guidance arrived alongside very strong recent momentum, with a 1 day share price return of 7.75% and a 30 day share price return of 71.8%. The 1 year total shareholder return is extremely high, suggesting sentiment around...
TSE:8035
TSE:8035Semiconductor

What Tokyo Electron (TSE:8035)'s Upgraded Guidance and New Buyback Program Means For Shareholders

Tokyo Electron recently announced a share repurchase program of up to 7,500,000 shares for ¥150,000 million and raised its full-year earnings and dividend guidance for the fiscal year ending March 31, 2026. The combination of higher profit and dividend forecasts, alongside a new buyback, signals management’s confidence in cash generation and mid- to long-term profit potential. We’ll now examine how Tokyo Electron’s upgraded earnings outlook and enhanced shareholder returns reshape its...
TSE:5838
TSE:5838Banks

Rakuten Bank (TSE:5838) Is Up 10.2% After Lifting Earnings Guidance But Holding Dividend At Zero

Rakuten Bank, Ltd. reported past earnings for the nine months ended December 31, 2025, with net interest income rising to ¥102,843 million and net income increasing to ¥53,119 million, driving higher basic and diluted earnings per share year on year. Alongside this strong interim performance, Rakuten Bank raised its full-year earnings forecast while still opting to pay no dividends to prioritize capital retention and business expansion. We will now examine how Rakuten Bank’s upgraded...