Japanese Semiconductors Stock News

TSE:2282
TSE:2282Food

NH Foods (TSE:2282) Margin Recovery To 2.2% Challenges Premium Valuation Concerns

NH Foods (TSE:2282) has released its Q3 2026 scorecard, reporting revenue of about ¥386.0b and basic EPS of ¥107.80. Trailing twelve month EPS is ¥316.05 on revenue of roughly ¥1.4t, with earnings growth of 11.9% year on year. Over recent quarters the company’s revenue and earnings have moved from ¥371.2b and EPS of ¥112.63 in Q3 2025 to ¥315.5b and a loss per share of ¥25.95 in Q4 2025, then to revenue of ¥354.1b and EPS of ¥115.39 in Q1 2026 and ¥368.5b and EPS of ¥119.82 in Q2 2026. This...
TSE:2802
TSE:2802Food

Why Ajinomoto (TSE:2802) Is Up 5.6% After Major Leadership Reshuffle And Strategic Reorganization

Ajinomoto Co., Inc. held a Board of Directors meeting on January 29, 2026, approving extensive executive personnel changes including new representative executive officers, a new Chief Human Resources Officer, and a new Chief Innovation Officer while several senior leaders retired. The reshuffle places long-serving regional heads into top global roles and elevates functions such as R&D, brand strategy, and green business development, signaling a recalibration of how Ajinomoto organizes its...
TSE:3231
TSE:3231Real Estate

Nomura Real Estate Holdings (TSE:3231) Valuation After Raised Earnings Guidance And Dividend Outlook

Nomura Real Estate Holdings (TSE:3231) has attracted fresh attention after releasing nine month results, raising its full year earnings forecast and lifting its planned dividend for the year ending March 31, 2026. See our latest analysis for Nomura Real Estate Holdings. The raised earnings and dividend guidance have arrived alongside a strong run in the shares, with a 10.19% 1 month share price return, a 22.09% 3 month share price return and a 32.68% 1 year total shareholder return suggesting...
TSE:4768
TSE:4768IT

Otsuka (TSE:4768) Tweaks Dividend Amid Strong Earnings Guidance: What Is Its Capital Return Signal?

Otsuka Corporation recently held a board meeting and reported past full-year 2025 results, highlighting higher sales of ¥1.32 trillion and net income of ¥64.30 billion, while also setting dividends and new earnings guidance for 2026. An interesting twist is that Otsuka cut its full-year 2025 dividend to ¥45.00 per share yet plans a higher interim payout for the 2026 fiscal year, signalling a recalibration of its shareholder return profile. We will now examine how Otsuka’s stronger earnings...
TSE:6504
TSE:6504Electrical

Fuji Electric (TSE:6504) Is Down 9.5% After Cutting Full-Year Profit Outlook Is The Bull Case Changed?

Fuji Electric Co., Ltd. recently reported results for the nine months ended December 31, 2025, with sales of ¥851,055 million and net income of ¥48,506 million, and also issued revised consolidated earnings guidance for the fiscal year ending March 31, 2026, including expected net sales of ¥1,185,000 million and profit attributable to owners of parent of ¥89,000 million. The combination of higher sales alongside lower net income for the period, together with updated full-year profit...
TSE:7259
TSE:7259Auto Components

Aisin (TSE:7259) Margin Rebound To 3.4% Challenges Bearish Earnings Narratives

Aisin (TSE:7259) has just posted its Q3 2026 scorecard, with recent quarters showing revenue running at about ¥1.25t and EPS of ¥40.77 in Q2 2026, alongside earlier quarters of ¥1.22t revenue and EPS of ¥52.31 in Q1 2026. Over the last year, trailing twelve month figures show revenue at about ¥5.02t and EPS of ¥223.95, giving investors a fuller view of how the recent quarters sit within a larger earnings run rate. With a reported net profit margin of 3.4% over the past year compared with 0.6%...
TSE:3116
TSE:3116Auto Components

Toyota Boshoku (TSE:3116) Valuation Check After Strong Profit Recovery And Steady Dividend

Toyota Boshoku (TSE:3116) has drawn attention after reporting higher nine-month profits. The company reaffirmed expectations for a strong full-year recovery, kept its dividend unchanged, and pointed to improved asset and equity ratios. See our latest analysis for Toyota Boshoku. The latest earnings update appears to have supported stronger momentum, with a 1-day share price return of 4.53% and a 90-day share price return of 21.82%. The 1-year total shareholder return of 48.59% points to gains...
TSE:6954
TSE:6954Machinery

Fanuc (TSE:6954) Valuation Check After Upgraded Guidance And Strong Nine Month Results

Guidance revision and earnings highlight Fanuc’s latest move Fanuc (TSE:6954) reported new figures after raising its full year earnings guidance and posting nine month results that show higher sales and net income compared with a year earlier. See our latest analysis for Fanuc. The guidance revision and earnings update came alongside strong recent market interest, with a 29.93% 90 day share price return and 55.92% 1 year total shareholder return suggesting momentum has been building rather...
TSE:5393
TSE:5393Building

Did Nichias’ (TSE:5393) Completed Share Buyback Quietly Redefine Its Capital Allocation Narrative?

Nichias has completed its previously announced share repurchase program, buying back 735,100 shares, or 1.15% of its outstanding stock, for ¥4,999.81 million by January 23, 2026. The closure of this buyback plan, following additional repurchases of 287,600 shares earlier in January, underscores management’s active use of capital-return measures to adjust the company’s equity base. We will now examine how the completion of Nichias’s share repurchase program shapes its investment narrative and...
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902) Margin Uptick And EPS Low Test Bullish Earnings Narrative

DENSO (TSE:6902) has reported fresh numbers for Q3 2026, with quarterly revenue at ¥1.84t and basic EPS of ¥19.10, setting the tone for how the market will parse its recent run of results. The company has seen revenue move between ¥1.72t and ¥1.88t over the last six reported quarters, while EPS has ranged from ¥19.10 to ¥42.09. This gives investors a clearer view of how profits have tracked against a fairly steady top line as net profit margins remained close to the mid single digits. See our...
TSE:7205
TSE:7205Machinery

Hino Motors (TSE:7205) Valuation After Profit Return And Upgraded Earnings Forecast

Hino Motors (TSE:7205) has drawn fresh attention after reporting a return to profit for the nine months to December 31, 2025, and increasing its full-year earnings forecast on January 29, 2026. See our latest analysis for Hino Motors. The strong 1 day share price return of 8.02% and 7 day gain of 25.65% suggest momentum has picked up quickly around the earnings upgrade and integration news. This is despite the 1 year total shareholder return being roughly flat and the 5 year total shareholder...
TSE:6201
TSE:6201Machinery

Toyota Industries (TSE:6201) Margin Compression Challenges Premium Valuation Narrative

Toyota Industries (TSE:6201) has just posted another quarter of heavy top line scale, with Q2 2026 revenue at ¥1.07t and basic EPS of ¥37.72 loss, following Q1 2026 revenue of ¥990.54b and basic EPS of ¥340.91. Over the past few reported periods, revenue has ranged from ¥989.73b in Q2 2025 to ¥1.07t in Q2 2026, while basic EPS has moved between ¥46.08 in Q4 2025 and ¥358.18 in Q1 2025, giving investors a wide earnings range to assess. With a trailing net profit margin of 5% compared with a...
TSE:8361
TSE:8361Banks

A Look At Ogaki Kyoritsu Bank (TSE:8361) Valuation After Subsidiary Dissolution Decision

Ogaki Kyoritsu Bank (TSE:8361) recently held a board meeting on January 26, 2026, to address the dissolution of one of its subsidiaries, raising fresh questions for investors about future operational focus and capital deployment. See our latest analysis for Ogaki Kyoritsu Bank. That decision on the subsidiary comes at a time when the share price has shown strong momentum, with a 1 month share price return of 23.34% and a 90 day share price return of 60.69%. Meanwhile, the 1 year total...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Margin Decline To 6.5% Tests Bullish Earnings Narratives

Mitsui (TSE:8031) has put out its latest Q3 2026 scorecard, anchored by prior quarter revenue of ¥3.46 trillion and EPS of ¥80.73, alongside trailing 12 month revenue of ¥14.09 trillion and EPS of ¥315.98 that frame the earnings power investors are focused on right now. Over the past few reported periods, revenue moved from ¥3.83 trillion in Q1 2025 to ¥3.50 trillion in Q2 2025, then to ¥3.65 trillion and ¥3.68 trillion in Q3 and Q4 2025, before landing at ¥3.30 trillion and ¥3.46 trillion in...
TSE:3626
TSE:3626IT

TIS (TSE:3626) Q3 Earnings Highlight 9% Net Margin Supporting Bullish Narratives

TIS (TSE:3626) has just reported its Q3 2026 results, with recent quarterly revenue sitting at ¥148.2 billion and basic EPS at ¥49.05, while trailing twelve month figures show revenue of ¥584.7 billion and EPS of ¥228.82. Over the past few reported periods, revenue has moved from ¥141.0 billion and EPS of ¥58.74 in Q3 2025 to ¥140.3 billion and EPS of ¥54.02 in Q1 2026, then ¥148.2 billion and EPS of ¥49.05 in Q2 2026. This sets the stage for investors to focus on how steady profit levels and...
TSE:9201
TSE:9201Airlines

Japan Airlines (TSE:9201) Margin Strength Reinforces Bullish Narratives Despite Modest 3% Growth Outlook

Japan Airlines (TSE:9201) has put up another solid set of numbers, with Q2 2026 revenue at ¥505.1b and basic EPS of ¥92.91, underpinned by net income of ¥40.57b. Over the last few quarters the company has seen revenue move from ¥447.5b and EPS of ¥36.63 in Q4 2025 to ¥478.8b and ¥62.03 in Q1 2026, before reaching ¥505.1b and ¥92.91 most recently. Trailing 12 month EPS sits at ¥285.87. Net profit margins over the past year were 6.5% compared to 4.8% previously, and earnings growth over the...
TSE:6724
TSE:6724Tech

Seiko Epson (TSE:6724) Margin Stability Supports Bullish Earnings Quality Narrative Ahead Of Q3 2026

Seiko Epson (TSE:6724) has put another set of numbers on the board for Q3 2026, with recent quarterly revenue running between ¥320.9b and ¥349.6b and Basic EPS ranging from ¥12.50 to ¥74.1 over the last six reported quarters, alongside net income that has moved between ¥4.1b and ¥24.1b. Over that stretch, the company has seen revenue shift from ¥337.6b in Q2 2025 to ¥346.5b in Q2 2026 and EPS move from ¥12.50 to ¥37.61. This frames the latest release against a year of steady top line and...
TSE:4005
TSE:4005Chemicals

Sumitomo Chemical (TSE:4005) EPS Rebound To ¥27 Tests Skeptical Profitability Narratives

Sumitomo Chemical Company (TSE:4005) has released its latest numbers with Q2 2026 revenue at ¥569.3 billion and basic EPS of ¥27.02, following Q1 2026 revenue of ¥526.1 billion and a basic EPS loss of ¥2.76. Over the prior fiscal year, revenue moved between ¥612.1 billion and ¥701.4 billion per quarter while basic EPS ranged from a loss of ¥18.89 to a profit of ¥21.46, setting a mixed backdrop for the latest result. For investors, the key question now is how much of this EPS rebound reflects...
TSE:9021
TSE:9021Transportation

West Japan Railway (TSE:9021) Margin At 7.4% Tests Cautious Earnings Decline Narrative

West Japan Railway (TSE:9021) has put another quarter on the board, with Q2 2026 revenue at ¥444.8b and basic EPS of ¥82.53, set against trailing twelve month revenue of ¥1.77t and EPS of ¥280.57 that frame the latest run rate. Over the past few reported periods, revenue has moved from ¥408.6b in Q2 2025 to ¥462.3b in Q4 2025 and then to ¥427.1b and ¥444.8b in Q1 and Q2 2026. Over the same stretch, quarterly EPS shifted from ¥66.41 to a small loss of ¥1.47, then ¥79.03, ¥95.53, ¥104.54 and...
TSE:5802
TSE:5802Auto Components

Sumitomo Electric Industries (TSE:5802) Net Margin Improvement Tests Rich Valuation Narratives

Sumitomo Electric Industries (TSE:5802) has just reported its latest results with investors focused on how its quarterly revenue and EPS compare with a backdrop of steadily building earnings over recent years. The company has seen quarterly revenue move from about ¥1.11t in Q1 2025 to ¥1.23t in Q4 2025 and ¥1.23t in Q2 2026, while basic EPS has shifted from ¥40.73 to ¥102.69 and then ¥80.55 over the same periods. With trailing 12 month EPS at ¥276.90 and a net margin of 4.5%, the story this...
TSE:4631
TSE:4631Chemicals

Does DIC (TSE:4631) Offer Value After Strong Multi‑Year Share Price Gains

If you are wondering whether DIC is fairly priced or offering value right now, the key is to look past the headline share price and focus on what different valuation methods are saying. DIC last closed at ¥3,839, with share price returns of 3.2% over 7 days, 5.8% over 30 days, 5.8% year to date, 22.1% over 1 year, 78.5% over 3 years and 74.0% over 5 years. This puts recent and longer term performance firmly on the radar for valuation focused investors. Recent coverage has centered on how...
TSE:6976
TSE:6976Electronic

Global Stocks Estimated To Be Below Intrinsic Value In February 2026

As global markets navigate a complex landscape marked by steady interest rates and mixed economic signals, investors are keenly observing sectors that have shown resilience amid recent fluctuations. In this environment, identifying stocks that are perceived to be undervalued can offer opportunities for those looking to capitalize on potential market inefficiencies.
TSE:7202
TSE:7202Auto

3 Dividend Stocks In Global Yielding At Least 3%

As global markets navigate a complex landscape characterized by stable interest rates and mixed economic signals, investors are increasingly focused on finding reliable income streams. In this environment, dividend stocks yielding at least 3% offer an attractive option for those seeking steady returns amidst fluctuating consumer confidence and evolving geopolitical dynamics.
TSE:6841
TSE:6841Electronic

Yokogawa Electric (TSE:6841) Margins Improve To 9.9% Challenging Premium Valuation Concerns

Yokogawa Electric (TSE:6841) has put fresh numbers on the table for Q3 2026, with the latest reported quarter showing revenue of ¥151.8 billion and basic EPS of ¥55.78, set against trailing twelve month EPS of ¥220.76 and net income of ¥56.9 billion. Over recent quarters, the company has seen revenue move between ¥128.9 billion and ¥153.5 billion, while quarterly EPS has ranged from ¥38.65 to ¥59.08. This gives investors a clearer view of how sales and per share earnings have tracked...