Japanese Software Stock News

TSE:6856
TSE:6856Electronic

Does Rising Activism and AGM Pushback Reshape the Governance Case for HORIBA (TSE:6856)?

At HORIBA’s 2026 AGM held earlier this year, Chairman Atsushi Horiba was reappointed with only 74.4% shareholder support, highlighting concerns over governance, capital allocation, and portfolio oversight. The continued activism of 9.90% shareholder Oasis Management, pressing for clearer portfolio review criteria and stronger board independence, underlines mounting pressure for concrete governance reforms. We will now examine how rising shareholder pressure for clearer portfolio...
TSE:4716
TSE:4716Software

Oracle Japan (TSE:4716) Net Margin Softness Tests Bullish Earnings Narratives

Oracle Corporation Japan (TSE:4716) Q3 2026 Earnings Snapshot Oracle Corporation Japan (TSE:4716) has put another solid quarter on the board, with recent fiscal period revenue running between ¥61,380 million and ¥70,618 million and basic EPS ranging from about ¥108.96 to ¥123.96, backed by trailing twelve month EPS of ¥478.63 and net income of ¥61,296 million. Over the past six reported quarters, the company has seen revenue move from ¥61,380 million in Q2 2025 to ¥68,402 million in Q2 2026,...
TSE:6787
TSE:6787Electronic

Global's March 2026 Stock Selections For Potential Value Opportunities

Amid a backdrop of heightened geopolitical tensions and persistent inflation concerns, global markets have experienced notable volatility, with major indices such as the Dow Jones Industrial Average and the Nasdaq Composite posting declines. As central banks signal caution and energy prices surge, investors are increasingly focused on identifying undervalued stocks that may offer potential value opportunities in this uncertain environment. In such conditions, a good stock is often...
TSE:6902
TSE:6902Auto Components

Is It Time To Revisit DENSO (TSE:6902) After Recent Share Price Weakness

If you are wondering whether DENSO's current share price reflects its true worth, this breakdown will help you connect the dots between price, fundamentals and valuation. The stock most recently closed at ¥1,928.5, with returns of 0.7% over 7 days, a 13.2% decline over 30 days, an 11.6% decline year to date, 0.0% over 1 year, 12.7% over 3 years and 21.4% over 5 years. These moves sit against an ongoing flow of sector and macro headlines that keep reshaping how investors think about auto...
TSE:7267
TSE:7267Auto

How Honda’s North American EV Retreat and Massive Write-Downs Will Impact Honda Motor (TSE:7267) Investors

Earlier in March 2026, Honda Motor Co., Ltd. cut its full-year guidance from an expected operating profit of ¥550.0 billion to an operating loss and cancelled several North American EV programs, including models tied to its Sony Honda Mobility Afeela venture, triggering very large one-off charges of about ¥930.0 billion–¥1.27 trillion. Beyond the immediate hit to earnings, Honda’s move highlights a decisive shift toward hybrids, cost control, and selective electrification after reassessing...
TSE:7201
TSE:7201Auto

Is Nissan’s AI Robotaxi Tie-Up With Wayve And Uber Reshaping The Case For Nissan Motor (TSE:7201)?

Wayve, Uber and Nissan announced that they had signed a memorandum of understanding to develop robotaxis based on the Nissan LEAF and prepare a pilot autonomous ride-hailing service in Tokyo, using Wayve’s AI Driver integrated with Uber’s platform. This collaboration gives Nissan access to an AI-first autonomous driving stack and Uber’s rider base, potentially enhancing its role in next-generation urban mobility services. Next, we’ll examine how partnering with Wayve and Uber on AI-powered...