Japanese Software Stock News

TSE:4519
TSE:4519Pharmaceuticals

Stronger Q4 Results And Centennial Payout Could Be A Game Changer For Chugai Pharmaceutical (TSE:4519)

Chugai Pharmaceutical reported past fourth-quarter and full-year 2025 results showing higher sales of ¥283,200 million and revenue of ¥346,300 million in the quarter, alongside a planned ¥72 year-end dividend and a ¥75 special year-end dividend per share for approval at the March 2026 AGM. Alongside these payouts, Chugai reaffirmed its medium-term policy of targeting an average 45% dividend payout ratio versus Core EPS while planning to relocate its head office in 2029 to support its 2030...
TSE:7211
TSE:7211Auto

Should Mitsubishi Motors’ (TSE:7211) New President & COO Appointment Reshape Its Management Priorities and Strategy?

Mitsubishi Motors Corporation announced at its January 21, 2026 board meeting that it will reshuffle top leadership, appointing Keisuke Kishiura as Representative Executive Officer, President & COO and shifting Takao Kato to Representative Executive Officer, CEO, effective April 1, 2026. Kishiura’s progression through roles spanning human resources, electric vehicles, overseas after-sales, European operations, and corporate planning highlights a leadership profile deeply rooted in both...
TSE:8766
TSE:8766Insurance

Is It Too Late To Consider Tokio Marine Holdings (TSE:8766) After Its Strong Multi‑Year Run?

If you are wondering whether Tokio Marine Holdings is still reasonably priced after a strong run, you are not alone; many investors are asking the same question. The share price is currently ¥5,727, with returns of 14.6% over 1 year, very large growth over 5 years, and shorter term moves of a 2.3% decline over 7 days and a 1.5% decline over 30 days, plus a 3.1% decline year to date. Recent coverage of Tokio Marine has focused on its position in the Japanese insurance sector and how investors...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Is Down 10.7% After Earnings Beat, Guidance Raise And Dividend Reset - What's Changed

In January 2026, NEC Corporation reported past nine‑month results to December 31, 2025, showing higher sales of ¥2,422,317 million and net income of ¥142,278 million, updated full‑year revenue guidance to ¥3.56 trillion, outlined new executive appointments from April 1, 2026, and issued dividend guidance reflecting its 5‑for‑1 share split effective April 1, 2025. An interesting aspect for investors is how NEC’s stronger earnings and revised outlook are being paired with refreshed leadership...
TSE:6594
TSE:6594Electrical

Why Nidec (TSE:6594) Is Down 7.3% After Governance Scrutiny And Culture Overhaul Moves And What's Next

Nidec Corporation recently submitted an internal controls improvement plan to the Tokyo Stock Exchange and was placed under Special Attention status amid governance concerns, while also appointing Shinichi Kishida as Chief, Culture Transformation Lab, effective February 1, 2026. The combination of formal regulatory scrutiny and a new culture-focused leadership role highlights how deeply Nidec is being pushed to reshape its governance and internal practices. We will now examine how Nidec’s...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713) Is Up 10.3% After Regnault Gold Resource Confirmation Has The Bull Case Changed?

In late January 2026, Kenorland Minerals filed an NI 43-101 Technical Report confirming a substantial inferred gold resource at the Regnault deposit, which is 100% owned and operated by Sumitomo Metal Mining Canada Ltd., a subsidiary of Sumitomo Metal Mining. This report effectively highlighted Sumitomo Metal Mining’s exposure to a large, defined gold resource through its Canadian operations, sharpening investor focus on the company’s longer-term resource pipeline. We’ll now examine how the...
TSE:4373
TSE:4373IT

Simplex Holdings (TSE:4373) Valuation Check After Earnings Beat Stock Split And New Buyback

Simplex Holdings (TSE:4373) has moved into focus after reporting robust revenue and profit growth for the nine months to December 31, 2025, launching a four-for-one stock split and announcing a sizable new share repurchase program. See our latest analysis for Simplex Holdings. Despite the latest earnings beat, stock split and new buyback plan, Simplex Holdings’ 30 day share price return of 8.75% and 90 day share price return of 10.79% show recent momentum cooling. This comes even as the 1...
TSE:1812
TSE:1812Construction

How Investors Are Reacting To Kajima (TSE:1812) Leadership Shift After President’s Passing

Kajima Corporation announced that President and Representative Director Hiromasa Amano passed away on January 23, 2026, prompting the Board on January 27, 2026 to appoint long-serving executive Yoshikazu Oshimi as Chairman and President. This rapid appointment of a successor with more than five decades at the company highlights Kajima’s emphasis on continuity in its senior leadership structure. We’ll now examine how this leadership transition and emphasis on continuity could influence...
TSE:285A
TSE:285ASemiconductor

Does Kioxia Holdings' (TSE:285A) New CEO and Sandisk Deal Extension Reframe Its AI Storage Ambitions?

Kioxia Holdings and KIOXIA Corporation recently announced that CEO and President Nobuo Hayasaka will step down after the June 2026 shareholders’ meeting, with long-time memory engineer and current Executive Vice President Hiroo Oota set to assume the CEO role on April 1, 2026. Coming alongside the extension of Kioxia’s NAND flash joint venture with Sandisk through 2034, the leadership change highlights a deeper commitment to long-horizon, technology-focused execution in AI-driven storage...
TSE:3231
TSE:3231Real Estate

Does Nomura Real Estate’s Upgraded Profit And Dividend Outlook Change The Bull Case For Nomura Real Estate Holdings (TSE:3231)?

Nomura Real Estate Holdings, Inc. recently raised its full-year guidance for the year ending March 31, 2026, lifting expected operating revenue to ¥950,000 million, operating profit to ¥128,000 million, and increasing its planned annual dividend from ¥18.00 to ¥22.00 per share. Although nine-month net income and earnings per share were lower than a year earlier, management’s willingness to upgrade profit and dividend forecasts signals confidence in the company’s current business...
TSE:5838
TSE:5838Banks

Rakuten Bank Stock Options Spark Fresh Look At Valuation Premium For Shareholders

Stock option plan and why it matters for shareholders Rakuten Bank (TSE:5838) has approved a new stock option program for 316 employees, covering up to 31,900 shares, with a 10 year exercise window starting one year after issuance. The plan is tied to the bank’s share price and vests gradually until the fourth anniversary. This creates a long term incentive that links employee rewards directly to the company’s performance and stock behaviour. See our latest analysis for Rakuten Bank. The...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Valuation Check After Strong Nine Month Earnings And Share Price Jump

Earnings jump puts Capcom in focus Capcom (TSE:9697) moved into the spotlight after reporting earnings for the nine months to December 31, 2025, with higher sales, net income and earnings per share compared with the same period a year earlier. See our latest analysis for Capcom. The latest earnings release and Q3 2026 call came alongside a sharp short term move, with a 1 day share price return of 4.74% and 7 day return of 11.12%. The 1 year total shareholder return of 11.85% and 5 year total...
TSE:9506
TSE:9506Electric Utilities

Tohoku Electric Power Company (TSE:9506) Margin Improvement Tests Bearish Earnings Decline Narrative

Tohoku Electric Power Company (TSE:9506) has put out a steady Q3 2026 update, with revenue of ¥558.3 billion and basic EPS of ¥56.09 anchoring the latest numbers. The company has seen quarterly revenue move from ¥608.9 billion in Q3 2025 to ¥558.3 billion in Q3 2026, while basic EPS shifted from ¥43.76 to ¥56.09 over the same stretch. On a trailing basis EPS stands at ¥341.05, with net profit margin higher over the last year than the prior year. For investors, the key focus is how this...
TSE:6262
TSE:6262Machinery

Pegasus (TSE:6262) Net Margin Compression Tests Bullish Growth Narratives In Q3 2026

Pegasus (TSE:6262) has released its Q3 2026 numbers, reporting revenue of ¥5,098 million and basic EPS of ¥8.81. Trailing twelve month EPS stands at ¥24.39 on revenue of ¥22,515 million. The company has reported quarterly revenue between ¥5,324.80 million and ¥6,167.29 million since Q2 2025, with basic EPS ranging from a loss of ¥5.82 to a high of ¥30.33 over that period. This provides a mixed backdrop for interpreting the latest results and what they may suggest about margins. See our full...
TSE:4658
TSE:4658Commercial Services

Nippon Air Conditioning Services (TSE:4658) Margin Improvement Reinforces Bullish Earnings Narratives

Nippon Air Conditioning Services (TSE:4658) has posted its Q3 2026 numbers, reporting revenue of ¥17.3b and basic EPS of ¥15.65, alongside trailing twelve month EPS of ¥97.70. The company recorded revenue of ¥17.3b in both Q3 2025 and Q3 2026, while quarterly basic EPS moved from ¥19.26 to ¥15.65. Over the last year, the trailing net profit margin was 5% compared with 4.6% in the prior year. Together, the latest quarter and the trailing profitability profile provide investors with a clearer...
TSE:2782
TSE:2782Multiline Retail

Seria Q3 2026 Margin Improvement Reinforces Bullish Narratives Despite Premium P/E

Seria (TSE:2782) has put solid numbers on the table for Q3 2026, with revenue of ¥68.7b and basic EPS of ¥78.86, setting the tone for how investors read the latest update. The company has seen quarterly revenue move from ¥60.9b in Q2 2026 and ¥60.5b in Q1 2026 to ¥68.7b in Q3, while EPS climbed from ¥42.18 and ¥37.17 over those periods to ¥78.86. This gives a clear view of how the top line and EPS are tracking through the fiscal year. With net income progressing alongside higher EPS, the...
TSE:9759
TSE:9759IT

NSD (TSE:9759) Earnings Growth Outpaces Revenue And Tests Premium P/E Narrative

NSD (TSE:9759) has released its Q3 2026 results, reporting revenue of ¥30.2b and basic EPS of ¥48.00, supported by trailing twelve month revenue of ¥115.1b and EPS of ¥166.64 that are above the prior year’s trailing levels. The company’s quarterly revenue has moved from ¥26.8b in Q2 2025 to ¥30.2b in Q3 2026, while basic EPS has increased from ¥36.49 to ¥48.00 over the same period. This puts the focus on how its 11.1% trailing net margin is influencing the earnings profile. See our full...