TSE:4114
TSE:4114Chemicals

Dividend Cut and Earnings Lift Might Change the Case for Investing in Nippon Shokubai (TSE:4114)

Nippon Shokubai Co., Ltd. recently announced a reduction in its dividend for both the second quarter ended September 2025 and the fiscal year ending March 2026, alongside a slight increase in earnings guidance for the upcoming fiscal year. The combination of a more conservative dividend outlook and a modestly improved profit forecast highlights the company’s changing approach to balancing shareholder returns with operational performance. With both dividend policy and earnings guidance...
TSE:3923
TSE:3923Software

What Rakus (TSE:3923)'s Potential Alliance with Plus Alpha Consulting Means For Shareholders

On November 14, 2025, Rakus Co., Ltd. announced that its board had considered entering into a capital and business alliance agreement with Plus Alpha Consulting Co., Ltd. This development highlights how partnerships within Japan’s business services sector may unlock new avenues for operational collaboration and innovation. We’ll examine how the prospect of enhanced collaboration with Plus Alpha Consulting influences Rakus’s broader investment narrative. We've found 15 US stocks that are...
TSE:7282
TSE:7282Auto Components

Toyoda Gosei (TSE:7282): Evaluating Valuation After Major Share Buyback Authorization

Toyoda Gosei (TSE:7282) has announced a large share buyback plan, aiming to repurchase up to 10,000,000 shares, or about 8% of its issued stock. This is part of a strategy to enhance shareholder returns and capital efficiency. See our latest analysis for Toyoda Gosei. Toyoda Gosei’s buyback comes after a strong period for shareholders, with a 38% year-to-date share price return reflecting renewed investor confidence and robust operating momentum. Over the last year, the company delivered an...
TSE:9202
TSE:9202Airlines

ANA Holdings (TSE:9202) Valuation Explored Following Major 14% Share Buyback Announcement

ANA Holdings (TSE:9202) just unveiled a sizeable share buyback, planning to repurchase up to 14% of its issued share capital by December 2026. This move often catches investors’ attention, given its focus on capital structure and shareholder value. See our latest analysis for ANA Holdings. ANA Holdings’ buyback announcement arrives as the stock shows signs of steadying after a choppy stretch. While the 1-year total shareholder return stands at 4.6%, recent share price momentum has been...
TSE:6645
TSE:6645Electronic

How OMRON’s Steady Dividend and Revised Outlook at TSE:6645 Shape Its Investment Story

On November 7, 2025, OMRON Corporation announced updated guidance for the fiscal year ending March 31, 2026, affirming its interim dividend of ¥52.00 per share and projecting annual dividends to remain unchanged from the previous year, following approval at the company's board meeting. This stability in dividend outlook, coupled with revised earnings forecasts, highlights the company’s commitment to consistent shareholder returns amidst ongoing restructuring. We'll explore how OMRON's...
TSE:1980
TSE:1980Construction

A Look at Dai-Dan (TSE:1980) Valuation After Upgraded Outlook, Share Split, and Dividend Hike

Dai-Dan (TSE:1980) caught investor attention after revealing an upgraded outlook for its full fiscal year, along with plans for a 3-for-1 share split and substantial dividend increases. These moves come amid momentum in orders and project profitability. See our latest analysis for Dai-Dan. Dai-Dan’s recent flurry of upgrades and shareholder-friendly moves has fueled strong momentum, with the stock's share price surging 75% year-to-date. Even more impressive, Dai-Dan has delivered a remarkable...
TSE:2897
TSE:2897Food

Should Nissin Foods' Lowered Earnings Guidance Amid Rising Costs Prompt Reassessment by TSE:2897 Investors?

On November 10, 2025, Nissin Foods Holdings Co., Ltd. revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, lowering expectations for revenue, operating profit, and basic earnings per share due to higher raw material costs and softer sales in key markets. The company's adjustment is driven by increased demand for lower-priced instant noodle products domestically and ongoing market challenges in the United States, prompting a reassessment of its full-year...
TSE:8086
TSE:8086Medical Equipment

Should Nipro's (TSE:8086) Lower Dividend Prompt a Rethink of Its Capital Allocation Strategy?

Nipro Corporation has announced a second-quarter dividend of ¥10.00 per share for the fiscal year ending March 31, 2026, compared to ¥12.00 per share paid a year earlier, with payments scheduled to begin December 10, 2025. This reduction in the interim dividend signals a shift in how management is approaching capital allocation and could reflect changing expectations for future cash flows. We'll explore how this dividend decrease could influence Nipro's investment narrative and perceptions...
TSE:9719
TSE:9719IT

Japan’s First Cloud FIDO Rollout Could Be a Game Changer for SCSK (TSE:9719)

On November 17, 2025, OneSpan Inc. announced that Sumitomo Mitsui Trust Bank selected SCSK Corporation and OneSpan to deploy Japan’s first cloud-based FIDO authentication solution for mobile banking, enhancing security against rising phishing-related fraud. This collaboration not only marks a technological milestone for Japan's financial sector but also directly responds to new regulatory mandates for stronger multi-factor authentication. We'll explore how SCSK’s involvement in pioneering...
TSE:6460
TSE:6460Leisure

The Bull Case For Sega Sammy Holdings (TSE:6460) Could Change Following Second Quarter Dividend Increase

Sega Sammy Holdings announced a second quarter dividend increase to ¥27.00 per share for the fiscal year ending March 31, 2026, up from ¥25.00 per share a year earlier, with payments scheduled to commence on December 3, 2025. This higher dividend marks a shift in payout policy and may indicate greater confidence from management in the company’s stability and outlook. To see how the newly announced dividend increase feeds into Sega Sammy Holdings’ investment narrative, we’ll focus on its...
TSE:8591
TSE:8591Diversified Financial

Will Higher Earnings Guidance and Expanded Capital Returns Shift ORIX’s (TSE:8591) Investment Narrative?

On November 12, 2025, ORIX Corporation announced a series of major developments, including raising its full-year net income guidance to ¥440.0 billion, approving an increased interim dividend per share of ¥93.76, reporting robust half-year earnings growth, and expanding its share repurchase plan to 60 million shares for ¥150.0 billion. This set of actions signals management's confidence in sustained business momentum and a reinforced commitment to shareholder returns through both higher...
TSE:6324
TSE:6324Machinery

Is Harmonic Drive Systems’ (TSE:6324) Management Shift a Sign of Evolving Competitive Strategy?

Harmonic Drive Systems recently announced a renewed focus on enhancing its management processes and flexibility to support long-term competitiveness in the precision engineering sector. This initiative highlights the company's ongoing commitment to its ‘Total Motion Control’ vision, aiming to solidify its leadership in high-precision motion technologies. We'll explore how Harmonic Drive Systems’ renewed management flexibility focus shapes its investment narrative and growth ambitions in...
TSE:2801
TSE:2801Food

How Kikkoman’s Upgraded 2026 Profit Outlook and Currency Gains Will Impact Investors (TSE:2801)

Kikkoman Corporation recently revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, updating its forecast to revenue of ¥731 billion and profit attributable to owners at ¥60 billion, citing a stronger-than-expected first half and exchange rate impacts. This revision reflects how fluctuations in foreign currency, specifically a more favorable yen-dollar rate compared to initial expectations, contribute significantly to the company’s financial outlook. We'll...
TSE:7013
TSE:7013Machinery

Why IHI (TSE:7013) Boosted Its Dividend and Earnings Outlook Despite Recent Share Price Pressure

IHI Corporation recently announced that it will pay a cash dividend of ¥70 per share for the second quarter ended September 30, 2025, an increase from ¥50 per share a year earlier, with payment scheduled for December 5, 2025. The company also revised its consolidated earnings guidance upward for the fiscal year ending March 31, 2026, signaling increased revenue and profit expectations which suggest a stronger outlook and enhanced potential returns for shareholders. With a higher interim...
TSE:9468
TSE:9468Media

Kadokawa (TSE:9468): Reassessing Valuation After Earnings Forecast Cut and Segment Underperformance

Kadokawa (TSE:9468) shares are in focus after the company cut its full-year earnings outlook for fiscal 2026. This decision comes as challenges in its publishing and film segments outweighed the positive impact of a successful game launch. See our latest analysis for Kadokawa. The earnings downgrade punctuates a tough year for Kadokawa, with momentum clearly fading. Despite a successful game launch, the 1-year total shareholder return has tumbled to -26.34%, reversing the strong multi-year...
TSE:7004
TSE:7004Machinery

How Lowered Profit Forecasts at Kanadevia (TSE:7004) Are Reshaping Its Investment Narrative

Kanadevia Corporation recently lowered its full-year consolidated earnings guidance for the period ending March 31, 2026, citing higher costs and project challenges in the Environment and Machinery & Infrastructure segments, while maintaining its net sales outlook at ¥620,000 million. While overall sales targets are unchanged, the downward revision in operating income and net profit underscores pressures on the company's profitability stemming from segment-specific cost overruns and project...
TSE:7936
TSE:7936Luxury

ASICS (TSE:7936) Is Down 5.1% After Share Buyback and Upgraded Earnings Guidance - Has The Bull Case Changed?

On November 12, 2025, ASICS Corporation announced a share repurchase program of up to 10 million shares worth ¥30 billion, alongside an increased dividend forecast and raised full-year earnings guidance. This series of shareholder-focused actions highlights ASICS' commitment to returning value to investors and optimizing capital allocation under its Mid-term Management Plan 2026. We’ll explore how the combination of the share buyback and higher earnings outlook influences ASICS’ overall...
TSE:4578
TSE:4578Pharmaceuticals

Will Positive Phase 3 Results for Sibeprenlimab Shift Otsuka Holdings' (TSE:4578) Investment Narrative?

On November 9, 2025, Otsuka Pharmaceutical reported 12-month interim results from its Phase 3 VISIONARY trial of sibeprenlimab for IgA nephropathy at the American Society of Nephrology Kidney Week, with summary data published in The New England Journal of Medicine. The interim analysis showed sibeprenlimab achieved a substantial reduction in proteinuria versus placebo, supporting Otsuka's recent U.S. FDA Priority Review and highlighting its innovative approach to tackling a rare kidney...
TSE:1820
TSE:1820Construction

Did Real Estate-Driven Profits Just Shift Nishimatsu Construction's (TSE:1820) Investment Narrative?

Earlier this month, Nishimatsu Construction revised its earnings guidance for the fiscal year ending March 31, 2026, lowering net sales projections due to delays in overseas orders but maintaining or raising profit forecasts thanks to anticipated capital gains from its real estate business. This update highlights how resilient performance in the real estate segment can offset softness in core construction revenues for the company. We'll explore what stronger profit guidance driven by the...