Japanese Software Stock News

TSE:2760
TSE:2760Electronic

Tokyo Electron Device Q3 Net Margin Compression Tests Bullish Growth Narrative

Q3 2026 headline numbers and earnings context Tokyo Electron Device (TSE:2760) has put Q3 2026 on the board with revenue of ¥50.5b and basic EPS of ¥83.34, alongside net income of ¥2.45b, giving investors a clear look at how the year is shaping up so far. The company has seen quarterly revenue move between ¥45.1b and ¥55.1b since Q2 2025, while basic EPS has ranged from ¥41.21 to ¥110.79 over the same period, with trailing twelve month EPS sitting at ¥281.61 against revenue of ¥201.0b. With...
TSE:9984
TSE:9984Wireless Telecom

Why SoftBank Group (TSE:9984) Is Up 6.1% After Reported US$30 Billion OpenAI Talks And What's Next

In late January 2026, reports indicated that SoftBank Group Corp. was in discussions to invest up to US$30.00 billion more in OpenAI, signaling a potential expansion of its exposure to artificial intelligence assets. This prospective commitment highlights how SoftBank could further reshape its investment portfolio and funding priorities around high-profile AI platforms such as OpenAI. We’ll now examine how the prospective US$30.00 billion OpenAI investment may influence SoftBank’s...
TSE:8593
TSE:8593Diversified Financial

How Mitsubishi HC Capital’s Space Finance Push with Space BD Could Reshape Its Narrative (TSE:8593)

Mitsubishi HC Capital Inc. recently entered a capital and business alliance with Space BD Inc., becoming the lead investor in Space BD's Series C round to jointly develop new service models and expand asset ownership in the space sector. An interesting angle is their intention to help shape industry rules and institutional design, aiming to influence how private-sector space finance and satellite data utilization evolve. We will now explore how this push into space infrastructure financing...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Valuation Reconsidered After Amgen Ends Rocatinlimab Collaboration

Kyowa Kirin (TSE:4151) has moved back into the spotlight after Amgen ended their rocatinlimab collaboration. This decision leaves Kyowa Kirin to fully control the drug’s development, regulatory filings, and any future commercialization. See our latest analysis for Kyowa Kirin. The market reaction around the Amgen termination has been negative in the short term, with a 1-day share price return showing a 1.73% decline and a 7-day share price return showing an 11.95% decline. The 1-year total...
TSE:6586
TSE:6586Machinery

Makita (TSE:6586) Is Up 17.1% After Boosting Guidance and Announcing ¥40B Share Buyback – What's Changed

In late January 2026, Makita Corporation announced a share repurchase program of up to 10,000,000 shares for ¥40,000 million, alongside raising its full‑year guidance for revenue, profit and earnings per share for the year ending March 31, 2026. The company linked its brighter outlook to stable sales despite a challenging demand backdrop and to foreign exchange movements it expects to be more favorable than previously assumed. We’ll now examine how Makita’s upgraded earnings guidance and new...
TSE:6098
TSE:6098Professional Services

The Bull Case For Recruit Holdings (TSE:6098) Could Change Following Expanded Share Buyback Terms – Learn Why

Recruit Holdings recently set the specific terms for the next phase of its share repurchase program, planning to buy back up to 2 million shares via the ToSTNeT-3 system under a broader authorization of up to 38 million shares and ¥250 billion through April 2026. This continued execution of a sizeable buyback framework highlights management’s focus on capital return and potentially higher capital efficiency for existing shareholders. We’ll now examine how this expanded share repurchase...
TSE:6981
TSE:6981Electronic

Murata Manufacturing Q3 2026 Margin Slip Reinforces Bearish Profitability Narrative

Murata Manufacturing (TSE:6981) has reported Q3 2026 revenue of ¥467.5 billion and basic EPS of ¥13.72, with net income excluding extra items of ¥24,969 million setting the tone for this update. The company has seen quarterly revenue move from ¥448.0 billion in Q3 2025 to ¥411.9 billion in Q4 2025, ¥416.2 billion in Q1 2026, ¥486.6 billion in Q2 2026 and now ¥467.5 billion in Q3 2026. Over the same period, EPS has ranged from ¥38.14 to ¥17.43, then ¥26.84, ¥44.99 and now ¥13.72. With trailing...
TSE:8935
TSE:8935Consumer Durables

3 Global Dividend Stocks Yielding Up To 4.3%

As global markets navigate a period of mixed economic signals, with the Federal Reserve holding interest rates steady and consumer confidence sliding in the U.S., investors are keenly observing opportunities for stable returns. In this environment, dividend stocks can offer a reliable income stream, making them an attractive option for those seeking to balance growth and income amidst fluctuating market conditions.
TSE:8308
TSE:8308Banks

Stronger Earnings and Completed Buyback Might Change The Case For Investing In Resona Holdings (TSE:8308)

Resona Holdings reported past nine-month results to December 31, 2025, showing higher net interest income and net income, alongside stronger earnings per share versus a year earlier. At the same time, the company fully completed its November 2025 share repurchase program, retiring 21,861,200 shares for ¥34,999.95 million, which may subtly reshape its capital structure and per-share metrics. We’ll now examine how the combination of stronger earnings and the completed share buyback program...
TSE:4768
TSE:4768IT

Otsuka (TSE:4768) Earnings Growth Surprises Narratives With 20.2% TTM Profit Increase

Otsuka (TSE:4768) has wrapped up FY 2025 with fourth quarter revenue of ¥317.1 billion and Basic EPS of ¥46.87, capping a trailing twelve month run that totals ¥1.32 trillion in revenue and Basic EPS of ¥169.57. The company has seen quarterly revenue move from ¥285.4 billion and Basic EPS of ¥44.44 in Q4 FY 2024 to ¥317.1 billion and ¥46.87 in Q4 FY 2025. Over the same period, trailing twelve month Basic EPS stepped up from ¥141.04 to ¥169.57, which frames the latest report against a steadily...
TSE:4063
TSE:4063Chemicals

A Look At Shin-Etsu Chemical (TSE:4063) Valuation After Equity Offering And Softer Quarterly Earnings

Shin-Etsu Chemical (TSE:4063) drew investor attention after reporting nine month earnings to December 31, 2025 and moving ahead with a secondary offering of 23,681,700 common shares approved by its board. See our latest analysis for Shin-Etsu Chemical. At a share price of ¥5,127.0, Shin-Etsu Chemical has seen a 5.21% 1 month share price return and a 10.40% 3 month share price return, while total shareholder return over the past year is 13.67%. This suggests momentum has been building despite...
TSE:7272
TSE:7272Auto

Yamaha Motor (TSE:7272) Valuation Check After Board Revises Earnings And Dividend Forecasts

Why Yamaha Motor’s latest board meeting matters for shareholders Yamaha Motor (TSE:7272) held a board meeting on 2 February 2026 to revise its forecast for consolidated results and dividends for the fiscal year ending December 2025, a development investors typically watch closely. See our latest analysis for Yamaha Motor. At a share price of ¥1,165, Yamaha Motor has seen a 4.77% 90 day share price return, while the 1 year total shareholder return of 2.18% decline contrasts with a 71.96% gain...
TSE:4819
TSE:4819IT

High Growth Tech Stocks In Asia With Promising Potential

As global markets experience fluctuations, with small- and mid-cap stocks facing challenges and consumer confidence in the U.S. hitting a low not seen since 2014, investors are increasingly turning their attention to high growth opportunities in Asia's tech sector. In this dynamic environment, identifying promising tech stocks involves looking for companies that demonstrate strong innovation potential and resilience amid broader economic shifts.
TSE:7433
TSE:7433Electronic

Asian Dividend Stocks To Watch In February 2026

As global markets navigate a complex landscape of economic indicators and policy decisions, the Asian market remains a focal point for investors seeking stability and growth. With central banks maintaining steady interest rates and consumer confidence fluctuating, dividend stocks in Asia offer potential for income-seeking investors amidst these dynamic conditions.
TSE:9064
TSE:9064Logistics

Leadership Shake-Up At Yamato Holdings Might Change The Case For Investing In Yamato Holdings (TSE:9064)

On January 22, 2026, Yamato Holdings Co., Ltd. announced that its board approved the resignation of President Yutaka Nagao effective April 1, 2026, alongside upcoming changes to representative directors and officers, and the planned retirement of Director Toshizo Kurisu after the June 2026 shareholders’ meeting. This leadership transition signals a reconfiguration of Yamato Holdings’ top management structure, which could influence how the company sets and executes its operational...
TSE:8002
TSE:8002Trade Distributors

The Bull Case For Marubeni (TSE:8002) Could Change Following Major Saudi Onshore Wind Project Win

Marubeni Corporation recently reached financial close on a 700 MW onshore wind project in Saudi Arabia, underscoring its role in supplying renewable power capacity in the Middle East. This large-scale project highlights how Marubeni’s infrastructure expertise is being applied to energy transition opportunities in a region traditionally dominated by hydrocarbons. We’ll now examine how this major Saudi wind project shapes Marubeni’s investment narrative, particularly its positioning within...