Japanese Trade Distributors Stock News

TSE:8035
TSE:8035Semiconductor

Assessing Tokyo Electron’s Valuation After Buyback, Earnings Upgrade And Dividend Increase

Tokyo Electron (TSE:8035) has drawn fresh attention after its board approved a share repurchase of up to 7,500,000 shares, together with higher earnings guidance and an increased dividend outlook for the current fiscal year. See our latest analysis for Tokyo Electron. These announcements have arrived at a time when momentum in the shares has been strong, with a 90 day share price return of 33.51% and a 1 year total shareholder return of 70.97%. This highlights how expectations around growth...
TSE:6857
TSE:6857Semiconductor

Is It Too Late To Consider Advantest (TSE:6857) After A 182% One Year Surge?

If you are wondering whether Advantest is still attractively priced after a huge run, this article will walk through what the current share price could mean for long term investors. The stock last closed at ¥26,960, with returns of 21.7% over 30 days, 27.3% year to date and 182.2% over 1 year, while the 3 year and 5 year returns are very large. Recent headlines have focused on Advantest's role in semiconductor testing equipment and its exposure to trends such as artificial intelligence...
TSE:6824
TSE:6824Electronic

Undiscovered Gems in Asia for February 2026

As global markets navigate the complexities of AI disruption and fluctuating economic indicators, the Asian market presents a unique landscape for investors seeking opportunities in under-the-radar stocks. With key indices showing varied performances and economic conditions evolving, identifying a good stock often involves looking at companies with strong fundamentals that can adapt to technological changes and shifting consumer demands.
TSE:2296
TSE:2296Food

A Look At Itoham Yonekyu Holdings (TSE:2296) Valuation After Earnings Beat And Raised Guidance

Itoham Yonekyu Holdings (TSE:2296) has come into focus after reporting nine month earnings that show higher sales and net income than a year earlier, along with raised full year guidance and a board meeting to consider a dividend. See our latest analysis for Itoham Yonekyu Holdings. The recent earnings beat, raised guidance and upcoming dividend decision sit alongside firm momentum, with a 30 day share price return of 4.55% and a 1 year total shareholder return of 76.58%, indicating...
TSE:1979
TSE:1979Construction

Taikisha (TSE:1979) Valuation Check After Upgraded Earnings Guidance And Profitability Gains

Taikisha (TSE:1979) has drawn fresh attention after reporting nine month earnings to December 31, 2025, with higher sales and net income, and raising full year profit guidance while keeping its sales outlook unchanged. See our latest analysis for Taikisha. The earnings beat and raised profit guidance sit alongside a 12.08% year to date share price return and an 18.91% 3 month share price return, while the 1 year total shareholder return of 61.35% points to strong longer term momentum. If...
TSE:7012
TSE:7012Machinery

Assessing Kawasaki Heavy Industries (TSE:7012) Valuation After Stock Split, Higher Dividend Outlook And Earnings Upgrade

Kawasaki Heavy Industries (TSE:7012) has drawn fresh investor attention after announcing a planned stock split, higher year end dividend guidance, updated full year earnings targets, and stronger nine month results. See our latest analysis for Kawasaki Heavy Industries. The latest announcements on the stock split, higher dividend guidance and stronger nine month earnings have come after a powerful run, with a 30 day share price return of 16.30% and a year to date gain of 51.29%. The 1 year...
TSE:4543
TSE:4543Medical Equipment

Terumo (TSE:4543) Valuation Check After Record Q3 Revenue And Operating Profit

Earnings trigger and why it matters now Terumo (TSE:4543) just reported record-high third quarter revenue and operating profit, backed by higher nine month sales and net income, with extra support from North America and its OrganOx acquisition. See our latest analysis for Terumo. Despite the upbeat earnings story, Terumo's share price has been under pressure, with a 90 day share price return of 17.52% and a 1 year total shareholder return of 27.41%. The 3 year total shareholder return of...
TSE:6758
TSE:6758Consumer Durables

How Sony’s Weak Q3 Results, New Guidance and Bigger Buyback Will Impact Sony Group (TSE:6758) Investors

Sony Group recently reported December 2025 quarter results showing sales of ¥3,713,681 million but a net loss of ¥1,008,612 million, while also updating full‑year 2026 guidance to sales of ¥12.30 trillion, operating income of ¥1.54 trillion and net income of ¥1.13 trillion. Alongside these earnings, Sony announced a leadership reshuffle effective April 2026 and expanded its share buyback authorization, even as its technology will underpin coaching communications, broadcast imaging and...
TSE:7974
TSE:7974Entertainment

How Nintendo’s Expanded Super Mario Galaxy Movie Toy Push At Nintendo (TSE:7974) Has Changed Its Investment Story

In February 2026, JAKKS Pacific announced it had renewed its partnership with Universal Products & Experiences, Illumination and Nintendo to launch an expanded Super Mario Galaxy Movie toy line, with figures, playsets and plush now available for pre-order at major retailers including Walmart, Target and Smyths Toys. This broadened merchandise range underlines how Nintendo’s characters are being leveraged far beyond consoles, deepening fan engagement across film, toys and collectibles. We’ll...
TSE:4503
TSE:4503Pharmaceuticals

How Upgraded Guidance, Patent Settlements And AI Deals At Astellas Pharma (TSE:4503) Has Changed Its Investment Story

In early February 2026, Astellas Pharma raised its full-year revenue and profit guidance, citing stronger global sales of XTANDI and Mirabegron and favorable foreign exchange effects, while also resolving all U.S. Myrbetriq patent litigation through settlements totaling US$210,000,000 in cash and license payments from Lupin and Zydus. Shortly afterward, Evinova announced an AI-powered clinical development collaboration with Astellas, AstraZeneca and Bristol Myers Squibb, highlighting...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Is Up 8.4% After Lifting 2026 Dividend Outlook Amid Profit Pressure – What's Changed

Kubota Corporation’s board meeting on February 12, 2026 approved a year-end dividend of ¥25 per share for 2025, confirmed capital infusion of ₹5 billion into Escorts Kubota Finance, and advanced stock-based compensation plans using treasury shares. On the same day, Kubota reported full-year 2025 earnings with slightly higher sales but lower net income, while issuing 2026 guidance that includes higher dividend expectations, highlighting a continued emphasis on shareholder returns despite...
TSE:6367
TSE:6367Building

Assessing Daikin Industries (TSE:6367) Valuation After Updated Fiscal 2026 Guidance And Nine Month Earnings

Earnings update and why it matters for Daikin IndustriesLtd (TSE:6367) Daikin IndustriesLtd (TSE:6367) is back in focus after reporting nine month earnings to December 31, 2025, alongside fresh full year guidance that gives investors a clearer view of expected sales, profit and earnings per share. See our latest analysis for Daikin IndustriesLtd. The fresh guidance and nine month update come after a period where the share price has seen a 7.70% 7 day share price return and a 28.66% 1 year...
TSE:5290
TSE:5290Basic Materials

Discovering Asia's Hidden Stock Gems In February 2026

As global markets grapple with AI disruption concerns and fluctuating economic indicators, Asia presents a unique landscape where small-cap stocks are gaining attention amidst broader market shifts. In this context, identifying promising stocks involves looking for companies that demonstrate resilience and adaptability in changing environments, often characterized by innovative strategies or niche market positions.
TSE:1812
TSE:1812Construction

A Look At Kajima (TSE:1812) Valuation After Upgraded Earnings Guidance And Strong Nine Month Results

What Kajima’s guidance revision and earnings update mean for investors Kajima (TSE:1812) has drawn fresh attention after raising its full year earnings guidance and reporting higher sales, revenue and net income for the nine months to December 2025, driven by construction business performance. The new consolidated forecast now points to revenues of ¥3,030,000 million, operating income of ¥228,000 million and net income attributable to owners of parent of ¥170,000 million, with basic earnings...
TSE:4502
TSE:4502Pharmaceuticals

How FDA Priority Review For Narcolepsy Drug Oveporexton At Takeda Pharmaceutical (TSE:4502) Has Changed Its Investment Story

Earlier this month, Takeda Pharmaceutical announced that the U.S. FDA accepted its New Drug Application and granted Priority Review for orexin agonist Oveporexton (TAK-861) in narcolepsy type 1, with a PDUFA decision expected in the third quarter of this year. This development highlights Takeda’s push into orexin-targeted neuroscience, aiming to address persistent symptoms in narcolepsy type 1 where many patients remain insufficiently treated. We’ll now examine how the FDA’s Priority Review...
TSE:9435
TSE:9435Industrials

Hikari Tsushin (TSE:9435) Valuation After Upgraded Earnings And Dividend Guidance

Hikari Tsushin (TSE:9435) drew fresh attention after reporting nine month earnings to December 31, 2025, along with higher full year profit and dividend forecasts, citing foreign exchange gains and its policy of steadily returning cash to shareholders. See our latest analysis for Hikari Tsushin. Despite the earnings and dividend guidance news, Hikari Tsushin’s recent share price has been soft, with a 7 day share price return of a 5.74% decline and a 30 day share price return of a 4.4%...
TSE:3407
TSE:3407Chemicals

Assessing Asahi Kasei (TSE:3407) Valuation After AK1960 Enters Phase I Trials

Asahi Kasei (TSE:3407) is back on investors’ radar after its pharma arm and Alchemedicine moved endothelin A receptor antagonist AK1960 into Phase I trials for refractory conditions such as chronic kidney disease. See our latest analysis for Asahi Kasei. Those healthcare moves sit alongside fresh earnings guidance and recent results. The market has responded with a strong 30 day share price return of 16.66% and a 1 year total shareholder return of 81.82%, suggesting momentum has been building...