On February 13, 2026, Rakus Co., Ltd. announced a share repurchase program of up to 8,800,000 shares for ¥5,000 million, alongside preliminary January 2026 consolidated sales of ¥5,247 million, very large year-on-year.
An interesting element is that Rakus plans to cancel all repurchased shares rather than hold them as treasury stock, explicitly targeting higher capital efficiency and shareholder returns.
We’ll now examine how this planned cancellation of repurchased shares could influence...
Ezaki Glico (TSE:2206) is in focus after activist shareholder Longchamp SICAV, represented by Dalton Investments, filed proposals that the board opposes, while the company also outlined dividends and fresh earnings guidance for 2026.
See our latest analysis for Ezaki Glico.
The recent governance dispute and fresh guidance have arrived at a time when momentum in Ezaki Glico's share price appears to be building, with a 30 day share price return of 10.55% and a 1 year total shareholder return of...
Denka (TSE:4061) recently reported nine-month earnings to December 31, 2025, with sales of ¥290,774 million, net income of ¥5,535 million, and basic EPS from continuing operations of ¥64.23.
See our latest analysis for Denka.
The earnings update appears to have supported sentiment, with a 90 day share price return of 30.86% and a 1 year total shareholder return of 54.00% suggesting momentum has picked up after a softer 30 day share price move.
If Denka’s move has you thinking about where else...
Tokyo Century earnings put recent share moves in context
Tokyo Century (TSE:8439) is back in focus after reporting nine month earnings to 31 December 2025, with sales of ¥1,040,108 million and net income of ¥115,907 million, both above the prior year.
See our latest analysis for Tokyo Century.
The latest nine month results have arrived alongside a strong run in the shares, with a 19.45% 90 day share price return and a 56.98% 1 year total shareholder return, suggesting momentum has been...
Takasago Thermal Engineering (TSE:1969) drew investor attention after raising full year earnings and dividend guidance, citing more efficient project management, cost reductions and strong contributions from domestic and overseas group companies.
See our latest analysis for Takasago Thermal Engineering.
The updated guidance and higher dividend outlook appear to have supported sentiment, with a 1 month share price return of 10.06% and a 90 day share price return of 24.97%. The 1 year total...
Yamaichi ElectronicsLtd (TSE:6941) just reported nine month results to December 31, 2025, alongside a higher full year earnings outlook and an increased year end dividend forecast tied to demand for network and AI data center products.
See our latest analysis for Yamaichi ElectronicsLtd.
Yamaichi ElectronicsLtd’s share price return of 43.71% year to date, including a 35.20% gain over the past month and a 48.25% three month move, points to strong recent momentum. The 1 year total shareholder...
ARCS (TSE:9948) drew fresh attention after its Board of Directors moved to revise the year end dividend forecast to ¥43 per share, an increase of ¥6, pending shareholder approval at the upcoming meeting.
See our latest analysis for ARCS.
The proposed dividend increase comes as ARCS shares trade at ¥3,810, with a 30 day share price return of 11.24% and a 1 year total shareholder return of 43.09%. This suggests recent momentum has added to already strong multi year gains.
If this dividend news...
AGC’s new guidance, dividend plans and governance shift
AGC (TSE:5201) has just combined full year 2025 results, detailed 2026 earnings guidance, a steady dividend outlook and a proposed governance overhaul, giving investors several fresh data points to consider at once.
See our latest analysis for AGC.
AGC’s recent earnings release, fresh 2026 guidance and confirmed dividend outlook have arrived alongside a strong run in the shares, with a 30 day share price return of 13.45% and a 1 year...
As global markets grapple with concerns over AI disruptions and economic shifts, Asian stock markets have shown resilience, with Japan's indices experiencing notable gains and China's benchmarks inching higher. In this environment, dividend stocks in Asia can offer a compelling opportunity for investors seeking steady income streams amidst market volatility.
Amidst a backdrop of fluctuating global markets, Asian stocks have shown resilience with Japan's indices surging and China's benchmarks modestly rising ahead of the Lunar New Year holidays. As investors navigate these dynamic conditions, identifying promising small-cap stocks in Asia can offer unique opportunities for growth, particularly those that demonstrate strong fundamentals and adaptability in a shifting economic landscape.
Nikkiso (TSE:6376) has drawn fresh attention after issuing new earnings forecasts for 2026 along with plans for higher cash dividends, including declared payouts for 2025 and expected increases in the current fiscal year.
See our latest analysis for Nikkiso.
The guidance and dividend news has arrived alongside very strong recent momentum, with the share price up 66.75% over 90 days and a year to date share price return of 56.15%. This has contributed to a 1 year total shareholder return of...
SMC Corporation has reported past nine-month results to December 31, 2025, with sales of ¥609,933 million and net income of ¥121,625 million, alongside higher basic earnings per share year on year.
The company also issued consolidated guidance for the fiscal year ending March 31, 2026, outlining expected net sales of ¥816,000 million and profit attributable to owners of parent of ¥153,000 million, giving investors clearer visibility on anticipated full-year performance.
With these results...
Earnings update and why it matters now
Systena (TSE:2317) just released earnings for the nine months to December 31, 2025, reporting sales of ¥70,063 million and net income of ¥8,603 million, resulting in basic EPS of ¥24.07 from continuing operations.
See our latest analysis for Systena.
The earnings update comes after a weak patch in the share price, with a 30 day share price return of a 15.93% decline and a year to date share price return of a 14.95% decline. However, the 1 year total...
Earnings jump puts Fuji Seal International (TSE:7864) in focus
Fuji Seal International (TSE:7864) has come onto investors’ radar after reporting nine month results to December 31, 2025, with net income of ¥18,973 million versus ¥9,381 million a year earlier.
See our latest analysis for Fuji Seal International.
Despite the strong nine month earnings, the share price has been under pressure recently, with a 7 day share price return showing a 12.57% decline and a 30 day share price return...
Coca-Cola Bottlers Japan Holdings (TSE:2579) has attracted fresh attention after its February 13 board meeting, which coincided with higher dividend guidance for 2026 and detailed earnings forecasts for the year ending December 31, 2026.
See our latest analysis for Coca-Cola Bottlers Japan Holdings.
The board meeting and upgraded dividend guidance have come alongside strong recent momentum, with a 40.37% 3 month share price return and a 71.41% 1 year total shareholder return suggesting...
Dentsu Group (TSE:4324) has moved sharply into the spotlight after announcing a major leadership reshuffle, plans for a sizeable goodwill impairment, and full year 2025 results that included a substantial net loss.
See our latest analysis for Dentsu Group.
That leadership shake up, goodwill impairment plan and fresh earnings detail come after a rough patch, with a 30 day share price return of 7.16% and a 1 year total shareholder return decline of 2.85%, so recent short term gains have not yet...
Inpex (TSE:1605) has come under pressure after issuing 2026 guidance that points to lower net profit and first half operating profit, even as management raised the annual dividend forecast.
See our latest analysis for Inpex.
Those guidance comments and dividend plans sit against a share price that is up 10.89% over the past month and 15.03% over the past 90 days. Inpex’s 1 year total shareholder return of 98.32% and 5 year total shareholder return of roughly 4.7x highlight how strong past...
In February 2026, NTN Corporation reported results for the nine months ended December 31, 2025, with sales of ¥603,339 million and net income of ¥3,720 million, compared with a net loss a year earlier.
At the same time, NTN revised its full-year guidance to forecast ¥805,000 million in net sales but a loss attributable to owners of parent of ¥4,000 million, highlighting a profit recovery that is not yet expected to extend to the full fiscal year.
With NTN’s recent share price gains, we’ll...
On February 10, 2026, Shimano Inc. announced a new ¥50,000 million share repurchase program covering up to 2,950,000 shares, alongside earnings, dividend guidance and a board decision setting a ceiling for treasury stock purchases.
Despite lower net income for 2025 versus the prior year, Shimano signalled a focus on shareholder returns by pairing the buyback with higher dividend guidance for 2026.
Against this backdrop, we’ll examine how the newly announced share repurchase program shapes...
C.Uyemura & Co., Ltd. recently approved a share repurchase program of up to 260,000 shares, or 1.61% of its outstanding stock, for ¥4,000 million, running through September 30, 2026.
The buyback, paired with a board review of the year-end dividend forecast, highlights management’s focus on capital efficiency and shareholder returns.
With this new buyback authorization framed as a tool to enhance capital efficiency, we’ll examine how it shapes C.Uyemura’s investment narrative.
This technology...
TIS (TSE:3626) has drawn fresh attention after reporting nine month sales of ¥436,251 million and net income of ¥38,196 million, alongside a board meeting to consider cancelling treasury shares and other capital related matters.
See our latest analysis for TIS.
Despite the latest nine month earnings update and the board’s consideration of cancelling treasury shares, TIS shares trade at ¥3,239.0 after a sharp 30 day share price return decline of 33.70% and a 1 year total shareholder return...