Japanese Banks Stock News

TSE:4755
TSE:4755Multiline Retail

Is Rakuten (TSE:4755) Recasting Its Investment Story With 2026 Guidance Excluding Securities Revenue?

In February 2026, Rakuten Group, Inc. held a board meeting that resulted in no dividend payment decision for the 29th fiscal year and discussed its shareholder benefit program, while also hosting its Q4 2025 earnings call. A day later, the company issued consolidated earnings guidance for 2026, aiming for high single-digit revenue growth excluding its securities business, giving investors clearer visibility into its operational focus. We’ll now examine how this new 2026 revenue guidance,...
TSE:9716
TSE:9716Professional Services

Assessing NOMURA (TSE:9716) Valuation After Recent Share Price Momentum And DCF Upside

What Today’s Move Might Mean for NOMURA NOMURA (TSE:9716) has attracted fresh attention after its recent share price move, with investors reassessing the business in light of its latest financial snapshot and multi year return profile. The stock last closed at ¥1,436, with reported revenue of ¥177,238 and net income of ¥11,042, alongside mixed annual trends in revenue growth and net income growth. See our latest analysis for NOMURA. Recent momentum has been positive, with a 0.63% 1 day share...
TSE:4784
TSE:4784Media

GMO Internet (TSE:4784) Valuation Check As Dividend Review And Earnings Call Draw Focus

Dividend revision and earnings call put GMO internet in focus GMO internet (TSE:4784) has set Feb 12, 2026 for a board meeting to review its dividend forecast, considering an increase, alongside a 2025 earnings call on the same day, drawing fresh attention to the shares. See our latest analysis for GMO internet. The upcoming dividend review and earnings call arrive after a sharp 11.76% 1 day share price return and 15.67% 7 day share price return, set against a weaker 1 year total shareholder...
TSE:7272
TSE:7272Auto

A Look At Yamaha Motor (TSE:7272) Valuation After Dividend Cut And Earnings Guidance Reset

Yamaha Motor (TSE:7272) shares are in focus after the company cut its fiscal 2025 dividend forecast to ¥10 per share and lowered net income guidance, citing deferred tax asset reversals linked to higher U.S. related costs. See our latest analysis for Yamaha Motor. The guidance cut comes after a weaker patch for the shares, with a 30 day share price return showing a 12% decline and a year to date return showing a 6.21% decline, while the 5 year total shareholder return of 68.12% shows how...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Is Up 23.1% After Big OpenAI Bet And Profit Rebound Has The Bull Case Changed?

SoftBank Group recently reported a quarterly net profit of ¥248.59 billion, rebounding from a loss a year earlier, helped by Vision Fund gains and a more than US$30.00 billion investment for an 11% stake in OpenAI that values the U.S. AI firm in the high hundreds of billions of dollars. With analysts increasingly viewing SoftBank as a listed proxy for OpenAI and Arm’s royalty and the telecom arm’s revenue trends under close watch, the group’s results highlight how its earnings profile is...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) Is Up 16.7% After Profit Upgrade And Buyback - Has The Bull Case Changed?

In early February 2026, Marubeni raised its full-year profit and dividend forecasts, authorized a new share buyback of up to ¥15,000 million, and reported higher nine‑month revenue and net income versus the prior year, while also advancing an electric air mobility partnership in Japan with Vertical Aerospace. An interesting angle for investors is how higher expected profits from the Chilean copper mining business and a progressive dividend policy coincide with Marubeni’s move into...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Valuation Check As Board Weighs New Share And Warrant Issuance

Board meeting drives focus to new share issuance Metaplanet (TSE:3350) has called a board meeting for January 29, 2026, to consider issuing new shares and 25th series stock acquisition rights through a third party allotment. This brings capital structure and dilution questions to the forefront for investors. See our latest analysis for Metaplanet. The ¥337.0 share price comes after a 1 month share price return decline of 36.17% and a 1 year total shareholder return decline of 47.51%, even...
TSE:7182
TSE:7182Banks

Does JAPAN POST BANK (TSE:7182)'s Modest Buyback Reveal a Deeper Capital Allocation Shift?

Japan Post Bank has now completed its previously announced share repurchase program, buying back 7,058,800 shares, or 0.2% of its stock, between December 23 and December 31, 2025 for ¥14,999.95 million. This relatively small but fully executed buyback highlights the bank’s active approach to capital management, alongside its broader goals of improving returns and refining its business mix. We’ll now examine how the completed ¥14,999.95 million share repurchase shapes Japan Post Bank’s...