Japanese Software Stock News

TSE:6806
TSE:6806Electronic

Hirose Electric (TSE:6806) Margin Decline To 15% Tests Bullish Earnings Narratives

Hirose Electric (TSE:6806) has released its Q3 2026 numbers, reporting revenue of ¥54.5b and basic EPS of ¥279.56, supported by net income of ¥9,289m for the quarter. The company’s quarterly revenue increased from ¥49.9b in Q3 2025 to ¥54.5b in Q3 2026, while basic EPS moved from ¥297.09 to ¥279.56 over the same period. This sets up an earnings narrative in which growth expectations and a softer net profit margin profile sit side by side for investors assessing the latest results. See our...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503) Net Margin Improvement Reinforces Bullish Efficiency Narrative

Mitsubishi Electric (TSE:6503) has posted Q3 2026 revenue of about ¥1.4 trillion and net income of ¥108.9 billion, with the latest figures landing against a backdrop of five year earnings growth of 14.8% per year and forecast earnings growth of about 9.8% per year. Over recent quarters the company has seen revenue range from roughly ¥1.3 trillion in Q1 2026 to ¥1.5 trillion in Q4 2025, while trailing twelve month net income sits at ¥374.3 billion and the net profit margin has edged up to 6.6%...
TSE:6758
TSE:6758Consumer Durables

Is Sony Group (TSE:6758) Now Fairly Priced After Recent Share Price Slide?

If you are wondering whether Sony Group's current share price offers good value or not, you are not alone, and this article is built to help you weigh that up clearly. The stock recently closed at ¥3,345, with returns of a 1.7% decline over the last 7 days, an 18.0% decline over the last 30 days, and an 18.0% decline year to date, while the 1 year and 5 year returns sit at 0.4% and 50.8% respectively. These moves come as investors continue to react to company specific and broader market...
TSE:6471
TSE:6471Machinery

NSK (TSE:6471) Earnings Growth Of 57.2% Tests Cautious Valuation Narratives

NSK (TSE:6471) has put out its Q3 2026 scorecard, with revenue of ¥246.2b and basic EPS of ¥8.63, while trailing twelve month figures sit at ¥858.2b of revenue and EPS of ¥41.43. Over recent quarters the company has seen revenue move from ¥197.1b in Q2 2025 to ¥199.3b in Q3 2025, then to ¥199.7b in Q4 2025 and ¥195.8b in Q1 2026, before reaching ¥216.5b in Q2 2026 and ¥246.2b this quarter, alongside quarterly EPS that ranged from ¥3.84 in Q2 2025 to ¥16.83 in Q2 2026. With trailing net margin...
TSE:8303
TSE:8303Banks

Assessing SBI Shinsei Bank’s Valuation After Earnings Growth And Reaffirmed Profit Target

What Sparked Fresh Attention on SBI Shinsei Bank SBI Shinsei Bank (TSE:8303) has drawn fresh interest after reporting a 23.4% rise in nine-month ordinary income and a 46.5% increase in ordinary profit, while reaffirming its ¥100b full-year profit target. See our latest analysis for SBI Shinsei Bank. The latest results seem to have caught the market’s attention, with a 1-day share price return of 3.55% and a 30-day share price return of 11.03% taking the stock to ¥1,942. Over a longer stretch,...
TSE:5020
TSE:5020Oil and Gas

Is ENEOS (TSE:5020) Using Global Oil-Derivatives Trading to Quietly Redefine Its Profit Engine?

ENEOS Holdings recently outlined plans to expand its oil-derivatives trading operations at overseas hubs such as Singapore and to pursue additional overseas assets, including a potential bid for Chevron’s stake in a Singapore refinery. This push into more complex paper market instruments and international refining capacity marks a wider effort to reshape how the company creates value across its business lines. Next, we’ll examine how ENEOS Holdings’ expansion of oil-derivatives trading...
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: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: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: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: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:6472
TSE:6472Machinery

NTN (TSE:6472) Returns To Quarterly Profit Challenging Ongoing Loss-Making Narrative

NTN (TSE:6472) has just posted its Q3 2026 scorecard, with recent quarterly revenue figures sitting around ¥203.2 billion in Q2 2026 and ¥210.1 billion in Q4 2025, while EPS has swung from a loss of ¥29.37 in Q4 2025 to a positive ¥3.61 in Q2 2026. Over the past few quarters, the company has seen revenue hover in a tight band between roughly ¥199.0 billion and ¥210.8 billion, with EPS moving from small profits like ¥0.32 in Q1 2025 through deeper losses such as ¥11.57 in Q3 2025 before...
TSE:6861
TSE:6861Electronic

Do Keyence's (TSE:6861) Stronger Nine-Month Profits Reveal a Deeper Shift in Its Business Model?

Keyence Corporation reported past earnings for the nine months ended December 20, 2025, with sales rising to ¥834,605 million and net income reaching ¥311,167 million, both above the prior-year period. The increase in basic earnings per share from ¥1,203.03 to ¥1,283.03 highlights improved profitability over the nine-month period. Next, we'll examine how Keyence's higher sales and net income shape the company's investment narrative and longer-term business positioning. Rare earth metals are...
TSE:1803
TSE:1803Construction

Shimizu (TSE:1803) Is Up 6.2% After Consolidating Aomi Construction And Issuing ¥20bn Bond – Has The Bull Case Changed?

On 29 January 2026, Shimizu Corporation’s board approved subscribing to a third-party capital increase at Aomi Construction, making Aomi a consolidated and specified subsidiary with capital equivalent to at least one-tenth of Shimizu’s own. This move, alongside Shimizu’s recent ¥20,000,000,000 unsecured bond issuance maturing in 2031, highlights a meaningful expansion of its construction footprint and financing commitments. We will now examine how bringing Aomi Construction under full...
TSE:7974
TSE:7974Entertainment

The Bull Case For Nintendo (TSE:7974) Could Change Following Record Switch 2-Driven Earnings Strength - Learn Why

Nintendo’s February 2026 nine‑month earnings showed profit rising more than 50% and sales nearly doubling, powered by brisk demand for the new Switch 2 console and lifting lifetime Switch family sales to 155.37 million units, surpassing the Nintendo DS record. The company’s ability to keep full-year forecasts intact despite US tariffs and higher memory chip costs underlines how resilient current Switch 2 demand has been so far. Next, we examine how record Switch 2 sales and maintained...
TSE:7735
TSE:7735Semiconductor

Why SCREEN Holdings (TSE:7735) Is Up 8.5% After Reaffirming Guidance And Approving Stock Split

SCREEN Holdings Co., Ltd. recently reported results for the nine months ended December 31, 2025, showing sales of ¥425,352 million and net income of ¥54,946 million, while also approving a stock split and doubling its authorized share capital effective April 1, 2026. Alongside these developments, the company reaffirmed its full-year guidance, signaling management’s commitment to its existing earnings outlook despite softer nine-month performance. Next, we’ll explore how the reaffirmed...
TSE:5703
TSE:5703Metals and Mining

Assessing Nippon Light Metal Holdings Company (TSE:5703) Valuation After Leadership Changes And Stronger Nine Month Earnings

Nippon Light Metal Holdings Company (TSE:5703) is in focus after its board approved a leadership reshuffle and the company released nine month earnings showing higher sales and net income versus a year earlier. See our latest analysis for Nippon Light Metal Holdings Company. At a share price of ¥2,789, Nippon Light Metal Holdings has a 30-day share price return of 9.37% and a 90-day share price return of 30.51%. Its 1-year total shareholder return of 86.60% points to strong recent momentum...