Japanese Semiconductors Stock News

TSE:8841
TSE:8841Real Estate

TOC (TSE:8841) Margin Improvement Tests Bullish Growth Narratives After FY 2026 Results

TOC (TSE:8841) has wrapped up FY 2026 with fourth quarter revenue of ¥4,072 million and basic EPS of ¥6.26, adding to a trailing 12 month EPS figure of ¥26.31 on revenue of ¥15,155 million. The company has seen revenue move from ¥13,152 million on trailing 12 month EPS of ¥19.30 at the end of FY 2025 to ¥15,155 million on EPS of ¥26.31 by FY 2026. Trailing net profit margin sits at 15.3% compared with 13.6% a year earlier, highlighting an earnings profile that depends significantly on how...
TSE:5947
TSE:5947Consumer Durables

Rinnai (TSE:5947) Margin Improvement To 7.7% Tests Modest Growth Narratives

Rinnai (TSE:5947) has wrapped up FY 2026 with Q4 revenue of ¥131.0b and basic EPS of ¥62.40, against a backdrop of 21.8% earnings growth over the past year and a trailing net profit margin of 7.7%. Over recent quarters, revenue has ranged from ¥102.7b in Q1 FY 2026 to ¥131.0b in Q4, while quarterly EPS has moved between ¥47.15 and ¥83.97, feeding into trailing twelve month EPS of ¥259.96. With analysts pointing to modest forward growth and investors also weighing dividend income and margin...
TSE:8766
TSE:8766Insurance

A Look At Tokio Marine Holdings (TSE:8766) Valuation After New Partnership And Upgraded 2026 Guidance

Partnership, guidance update and capital moves reshape the Tokio Marine story Tokio Marine Holdings (TSE:8766) has drawn fresh attention after outlining a comprehensive partnership with National Indemnity Company, revising guidance for fiscal 2026, and pairing new equity issuance with a share repurchase program. See our latest analysis for Tokio Marine Holdings. The partnership and updated fiscal 2026 guidance arrive at a time when momentum in the stock has been strong, with a 24.67%...
TSE:6758
TSE:6758Consumer Durables

Why Sony Group (TSE:6758) Is Up 17.0% After Announcing a ¥500 Billion Share Buyback

In early May 2026, Sony Group Corporation reported full-year results to March 31, 2026, showing higher sales of ¥12,479,620 million but a net loss of ¥326,865 million, and its board approved a share repurchase program of up to 230,000,000 shares, or 3.89% of issued capital, totaling ¥500,000 million, running through May 10, 2027. An interesting aspect is that Sony is launching a large buyback aimed at improving capital efficiency and offsetting stock compensation dilution at the same time...
TSE:543A
TSE:543AMachinery

Assessing ARCHION (TSE:543A) Valuation After Recent Share Price Volatility

Why ARCHION is drawing fresh attention from investors ARCHION (TSE:543A) is back on investor watchlists after a recent share price move, with the stock up 4% over the past day but down sharply over the past month and past 3 months. See our latest analysis for ARCHION. That 4% one day share price gain comes after a sharp reset, with the 30 day share price return down 27.10% and the one year total shareholder return declining 32.04%. This suggests recent momentum is still fading despite the...
TSE:5011
TSE:5011Construction

Nichireki Group (TSE:5011) Margin Slip To 5.7% Reinforces Bearish Earnings Narratives

Nichireki Group (TSE:5011) has wrapped up FY 2026 with fourth quarter revenue of ¥21,007 million and basic EPS of ¥49.05, setting the tone for a year where investors have plenty to unpack around earnings quality and margins. Over the past two reported fiscal years, quarterly revenue has moved between ¥19,428 million and ¥24,305 million while basic EPS ranged from ¥35.81 to ¥77.99. This gives a clearer view of how the top line and EPS have tracked through different trading conditions. With...
TSE:5541
TSE:5541Metals and Mining

Pacific Metals (TSE:5541) Return To Profitability Challenges Bearish Earnings Narratives

Pacific Metals (TSE:5541) has wrapped up FY 2026 with fourth quarter revenue of ¥2,663 million and basic EPS of ¥110.29, alongside trailing 12 month EPS of ¥146.01 on revenue of ¥9,414 million. This gives investors a fresh look at how the recent return to profitability is flowing through the income statement. Over the past few quarters, the company has seen quarterly revenue move between ¥1,864 million and ¥2,874 million while quarterly EPS ranged from a loss of ¥117.65 to a profit of...
TSE:8031
TSE:8031Trade Distributors

Is It Too Late To Consider Mitsui (TSE:8031) After Its 115% One Year Surge?

If you are wondering whether Mitsui's share price still offers value after a strong run, you are not alone in asking whether today's level makes sense against its fundamentals. The stock last closed at ¥6,132, with returns of 6.4% over the past week, a decline of 1.6% over the past month, 29.0% year to date, and 114.8% over the past year. The 3 year return sits at 212.6% and the 5 year return is a very large gain. Recent coverage around Mitsui has focused on its share price strength and the...
TSE:4404
TSE:4404Food

Miyoshi Oil & Fat (TSE:4404) One Off Windfall Challenges Sustainability Of 16.2% Margin Narrative

Miyoshi Oil & Fat (TSE:4404) has opened fiscal 2026 with Q1 revenue of ¥15.2 billion and basic EPS of ¥27.35, against the backdrop of trailing twelve month EPS of ¥958.86 on revenue of ¥60.3 billion and very large earnings growth of 387.3% year on year. Over recent periods, revenue has moved from ¥14.3 billion and EPS of ¥11.20 in Q1 2025 to ¥15.2 billion and EPS of ¥27.35 in Q1 2026, while trailing net profit margins have shifted from 3.5% to 16.2%. With a large one off gain already baked...
TSE:8935
TSE:8935Consumer Durables

FJ Next Holdings (TSE:8935) Profit Growth And Margin Gain Reinforce Bullish Narratives

FJ Next Holdings (TSE:8935) has wrapped up FY 2026 with fourth quarter revenue of ¥50.8b and basic EPS of ¥150.62, while trailing 12 month figures came in at ¥142.4b of revenue and EPS of ¥305.70, alongside earnings growth of 54.4% year on year. Over the past year, the company has seen revenue move from ¥112.4b to ¥142.4b on a trailing 12 month basis, and EPS shift from ¥198.11 to ¥305.70, as net profit margins moved from 5.8% to 7%. That combination of higher earnings, improved profitability...
TSE:4042
TSE:4042Chemicals

Do Tosoh’s (TSE:4042) Director Changes Reframe the Market’s View of Its Strategic Direction?

Tosoh Corporation recently held its fiscal year 2026 Q4 earnings call on May 13, 2026, alongside a board meeting to consider changes to its representative directors. The combination of a full-year results announcement and potential leadership reshuffle concentrated key information and governance decisions into a single, closely watched date for investors. We will now examine how the proposed changes to Tosoh’s representative directors shape the company’s broader investment narrative and...
TSE:6282
TSE:6282Machinery

Oiles (TSE:6282) Margin Compression To 7.3% Tests Bullish Earnings Growth Narrative

Oiles (TSE:6282) has wrapped up FY 2026 with fourth quarter revenue of ¥19.1b and net income of ¥1.1b, translating to basic EPS of ¥38.79, against a backdrop of earnings that declined over the most recent year and a net profit margin that eased from 9.3% to 7.3%. Over recent periods, the company has seen quarterly revenue range from ¥16.4b to ¥19.1b and basic EPS move between ¥37.59 and ¥78.65, with five year earnings growth averaging 13.1% per year even as the latest trailing twelve month...
TSE:8242
TSE:8242Consumer Retailing

H2O Retailing (TSE:8242) Margin Compression Reinforces Cautious Earnings Narrative

H2O Retailing (TSE:8242) has wrapped up FY 2026 with fourth quarter revenue of ¥164.4b and basic EPS of ¥8.42, rounding out a year in which trailing twelve month revenue came in at ¥680.2b and EPS reached ¥254.38. Over recent periods, revenue has moved between ¥166.9b in Q4 FY 2025 and ¥182.8b in Q3 FY 2026, while basic EPS ranged from a loss equivalent of ¥21.52 per share in Q4 FY 2025 to ¥189.95 per share in Q3 FY 2026, setting the backdrop for a trailing twelve month net income of ¥29.95b...