TSE:5019
TSE:5019Oil and Gas

Idemitsu Kosan (TSE:5019): Revisiting Valuation After U.S. AI Data Center Natural Gas Deal, Upbeat Earnings, and Buyback

Idemitsu KosanLtd (TSE:5019) just made headlines with its strategic alliance with Overwatch Capital, launching natural gas supply operations for AI-focused data centers across the U.S. This announcement comes as the company also boosts its earnings forecast and initiates a substantial share buyback plan. See our latest analysis for Idemitsu KosanLtd. The strong run in Idemitsu Kosan Ltd’s stock lately reflects real underlying momentum. Fuelled by upbeat earnings guidance and this big...
TSE:9449
TSE:9449IT

GMO Internet Group (TSE:9449): Evaluating Valuation After Lower Dividend Signals Shift in Capital Priorities

GMO Internet Group (TSE:9449) has announced it will pay a lower dividend of JPY 9.50 per share for the third quarter, with the payout set to begin on December 18, 2025. This move may prompt investors to reassess the company’s approach to capital allocation and near-term priorities. See our latest analysis for GMO internet group. GMO Internet Group’s share price has surged 37% year-to-date, and the stock boasts a 43% total shareholder return over the past year. This suggests that momentum is...