Japanese Tobacco Stock News

TSE:5801
TSE:5801Electrical

Furukawa Electric (TSE:5801) Stock Looks Fully Priced After New FY2027 Guidance

Furukawa Electric (TSE:5801) issued fresh consolidated guidance for the fiscal year ending March 31, 2027, outlining targets of ¥1,460,000 million in net sales, ¥95,000 million in operating profit, and ¥82,000 million in profit attributable to shareholders. See our latest analysis for Furukawa Electric. Furukawa Electric's latest guidance arrives after a sharp move in the share price, with a 1-day share price return of 2.84% and a 7-day share price return of 15.59%, offset by a 30-day share...
TSE:6594
TSE:6594Electrical

Is Nidec (TSE:6594) Trading Governance Continuity for Renewed Credibility Amid Accounting Probes?

Nidec Corporation has already held a Board meeting to propose amendments to its Articles of Incorporation and is set to shift key convening and chairing roles for shareholder and board meetings from the Founder and Executive Chairman to the board President, with the changes scheduled to take effect following the June 18, 2026 shareholder vote. Alongside this governance reshuffle, Nidec is also weighing a deadline extension for its latest Annual Securities Report as it investigates improper...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Stock Could Be 6.6% Overvalued After Stablecoin Push

Mitsubishi UFJ Financial Group (TSE:8306) is in focus after forming a joint council with Mizuho Bank and Sumitomo Mitsui Banking Corporation to develop a yen-backed stablecoin, targeting blockchain-based payments under Japan’s regulated stablecoin framework. See our latest analysis for Mitsubishi UFJ Financial Group. Alongside the stablecoin council and the decision to redeem its US$2.1b senior notes in 2026, Mitsubishi UFJ Financial Group shares have produced a 9.25% 1 month share price...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Stock Could Be 27.8% Undervalued After New Franchise Announcements

Capcom (TSE:9697) stock is back in focus after a cluster of product announcements, including new expansions for Dragon’s Dogma 2 and Monster Hunter Wilds, a Resident Evil remake and a revived Onimusha installment. See our latest analysis for Capcom. The recent suite of franchise updates appears to have caught investors’ attention, with a 1-day share price return of 4.82% and a 7-day share price return of 3.17%. The share price is still down over the year to date, however, and the 1-year total...
TSE:4151
TSE:4151Pharmaceuticals

Is Strong MRD Clearance With Ziftomenib Reshaping The Investment Case For Kyowa Kirin (TSE:4151)?

Kura Oncology and Kyowa Kirin recently reported encouraging long-term Phase 1/2 KOMET-007 results showing that investigational ziftomenib plus 7+3 chemotherapy produced high remission rates, deep molecular responses and a manageable safety profile in newly diagnosed NPM1-m or KMT2A-r acute myeloid leukemia. A distinctive feature of the data is the high rate of early, deep minimal residual disease negativity alongside low treatment-related mortality, highlighting the regimen’s potential to...
TSE:6869
TSE:6869Medical Equipment

Sysmex (TSE:6869) Stock Could Be 17.8% Undervalued After VolitionRx Collaboration

Collaboration news puts Sysmex stock in focus Sysmex (TSE:6869) is back on investors' radar after VolitionRx Limited announced a collaboration to optimize its Nu.Q NETs H3.1 assay on the Sysmex platform, targeting diseases linked to NETosis. See our latest analysis for Sysmex. At a share price of ¥1,424.5, Sysmex has seen modest positive share price momentum in the past month with a 1-month share price return of 3.11% and 90-day share price return of 2.85%, yet the 1-year total shareholder...
TSE:6762
TSE:6762Electronic

TDK (TSE:6762) Stock Could Be 45% Overvalued After Its Aston Power AI Data Center Backing

TDK (TSE:6762) stock is back in focus after TDK Ventures backed Aston Power, a power delivery startup for AI and high performance computing data centers, highlighting TDK’s push into energy and AI infrastructure. See our latest analysis for TDK. Those AI and energy efforts are landing at a time when TDK’s ¥3,830 share price has been moving strongly, with a 30 day share price return of 28.63% and a 1 year total shareholder return of 151.51%. This suggests that momentum has been building over...
TSE:3480
TSE:3480Real Estate

J.S.B.Co.Ltd (TSE:3480) Stock Faces Rich Valuation As 14.1% Earnings Growth Fuels Bullish Narrative

J.S.B.Co.Ltd (TSE:3480) has put up a punchy Q2 2026 print, with revenue of ¥29.1b and basic EPS of ¥297.64, set against trailing twelve month EPS growth of 14.1% and a 13.8% annualized earnings growth rate over five years. The company has seen quarterly revenue move from ¥27.0b in Q2 2025 to ¥29.1b in Q2 2026, while basic EPS shifted from ¥267.87 to ¥297.64 over the same period, with trailing twelve month revenue at ¥79.6b and basic EPS at ¥315.17. For investors, the combination of higher...
TSE:2695
TSE:2695Hospitality

Kura Sushi (TSE:2695) Stock Faces Thin 1.4% Net Margin Challenging Bullish Narratives

Kura Sushi (TSE:2695) opened Q2 2026 with revenue of ¥62.3 billion and net income of ¥759 million, set against a trailing twelve month EPS of ¥58.47 and net income of ¥3.49 billion that benefited from a sharp year over year earnings swing. The company has seen quarterly revenue move in a relatively tight band around the ¥59.1 billion to ¥64.1 billion range over the past six reporting periods. EPS has ranged from ¥1.82 to ¥18.95 per quarter, feeding into that higher trailing figure and helping...
TSE:3382
TSE:3382Consumer Retailing

What Seven & i Holdings (TSE:3382)'s International Reorganization and Leadership Shuffle Means For Shareholders

Seven & i Holdings has announced an organizational overhaul, creating a new international business management office and international operations department to oversee markets outside Japan and North America, alongside several executive changes effective July 1. This restructuring highlights management’s effort to tighten global oversight and potentially sharpen execution in overseas convenience and retail operations. We’ll now examine how the new international business management office and...
TSE:6856
TSE:6856Electronic

HORIBA (TSE:6856) Stock Looks Fully Valued After Fujifilm Biopharma Process Control News

Why the HORIBA stock story now starts with biopharma process control HORIBA (TSE:6856) has moved into focus after FUJIFILM announced a jointly developed inline Raman system that targets real-time control in biopharmaceutical manufacturing, with reported antibody yield gains of about 10% versus conventional methods. See our latest analysis for HORIBA. The FUJIFILM partnership arrives against a backdrop of strong momentum in HORIBA’s stock, with a 90 day share price return of 46.60% and a 1...
TSE:7261
TSE:7261Auto

Japanese Export Manufacturing Stocks With Surprising Growth And Funding Tradeoffs

The Bank of Japan’s latest rate hike to about 1% has put funding costs, inflation risks and the yen back at the center of every Japan investor’s playbook. Higher rates and sticky price pressures can reward some business models and strain others, especially among large manufacturers with meaningful export activity. This article looks at three Japanese export oriented manufacturing stocks from our screener that appear closely exposed to these shifts, and explains how the new rate backdrop, bond...
TSE:8410
TSE:8410Banks

Japanese Financial Sector Stocks One Premium P/E One Margin Surge One Quiet Risk

Japan’s latest rate hike to 1% has pushed the country into a new chapter for interest rates, the yen and financial stocks. For investors watching Japanese financial sector stocks, this shift may open fresh opportunities as well as fresh risks. This article looks at three Japanese financial stocks from a screener focused on companies with stronger balance sheets and healthier profiles, all exposed to the Bank of Japan’s policy change and related currency and bond market moves. You will see how...
TSE:5802
TSE:5802Auto Components

How Rising Focus on Electrification Valuations Is Reframing Sumitomo Electric’s (TSE:5802) Core Investment Story

Recent commentary on Sumitomo Electric Industries highlights growing investor attention on its automotive components and electrification technologies, supported by valuation analyses such as discounted cash flow and price-to-earnings comparisons conducted before today. An interesting aspect is that these assessments suggest the shares are trading close to estimated intrinsic value while still appearing slightly undervalued against industry peers, which helps explain why sentiment around its...
TSE:7011
TSE:7011Machinery

Nuclear Energy Stocks With Swelling Backlogs And Quiet Buyback Power

Nuclear energy stocks are back in focus as investors weigh inflation swings, rate decisions and uneven growth across major economies. With policy paths diverging, funding costs and commodity prices remain moving targets, and that keeps reliable power generation firmly on the radar. The Nuclear Energy Stocks screener helps you cut through noise by highlighting companies across uranium supply, fuel services and reactor operations that are directly tied to this theme of steady, large scale...
TSE:4183
TSE:4183Chemicals

Japanese Dividend-Paying Stocks One Yield Play One Grower One Turnaround

The Bank of Japan’s latest rate hike to 1% has shifted the ground for income investors, especially anyone focused on Japanese dividend stocks. Higher rates can change how investors weigh cash in the bank against equity income, and they can influence which companies are better placed to handle a gradually tighter money backdrop. This article looks at three stocks from a Japanese Dividend-Paying Stocks screener that are exposed to this rate move. It highlights where the current backdrop may...
TSE:5729
TSE:5729Metals and Mining

Top Asian Dividend Stocks To Consider In June 2026

As global markets navigate a landscape marked by geopolitical tensions and fluctuating inflation rates, Asia's economic resilience continues to capture investor interest. In this environment, dividend stocks in the region offer an appealing prospect for those seeking steady income streams, particularly as they can provide stability amid market volatility.
TSE:6976
TSE:6976Electronic

Is Taiyo Yuden’s (TSE:6976) High‑Capacitance Auto MLCC a Hint About Its Competitive Moat?

Taiyo Yuden has commercialized the MAASA32MAD7227MP1D71, an AEC‑Q200‑certified automotive multilayer ceramic capacitor that doubles capacitance to 220 µF in the same 3.2 x 2.5 x 2.8 mm 3225-size package, with mass production already underway at its Tamamura Plant. By combining high capacitance with stringent automotive reliability standards, this compact MLCC is tailored to meet the rising demands of complex electronic systems in modern vehicles, including ADAS and software-defined...
TSE:3309
TSE:3309REITs

Sekisui House Reit (TSE:3309) Stock Faces Revenue Growth Beat That Tests Bearish Narratives

Sekisui House Reit (TSE:3309) has reported its FY 2026 second half results with revenue of ¥22.4b and basic EPS of ¥2,799.0, setting the tone for how the rest of the year is shaping up for holders of the stock. The REIT has seen revenue move from ¥19.7b in FY 2025 second half to ¥22.4b in FY 2026 second half, while basic EPS went from ¥2,320.4 to ¥2,799.0 over the same periods. This gives investors a clear view of how the top line and per unit earnings are tracking. Overall, the release keeps...
TSE:2802
TSE:2802Food

Panasonic Stock Meets Japan’s 1% Era With Two Quiet Rivals

With the Bank of Japan lifting rates to 1% for the first time in 31 years and the Nikkei crossing 70,000 points, Japan’s largest listed companies now sit at the centre of a rare mix of higher borrowing costs, stubborn inflation and strong risk appetite. This article looks at three Japanese large caps from our equities screener that appear most exposed to these shifting conditions, whether through sensitivity to interest rates, inflation trends or improved confidence following the Iran peace...
TSE:4523
TSE:4523Pharmaceuticals

What Eisai (TSE:4523)'s New Long‑Dated Bonds and UK Expansion Means For Shareholders

Earlier this month, Eisai Co., Ltd. issued three unsecured straight bond series totaling ¥50 billion, with fixed coupons of 2.226%, 2.614%, and 3.022% and maturities in 2031, 2033, and 2036, to fund research and development, licensed-in products, working capital, and refinance short-term debt. A separate Eisai investment in the UK, supported by the government’s Life Sciences Innovation and Manufacturing Fund, enhances its research, development, and manufacturing footprint in oncology and...