TSE:2229
TSE:2229Food

Calbee (TSE:2229): Evaluating Valuation Following Share Buyback and Dividend Hike Announcements

Calbee (TSE:2229) just revealed two major moves for shareholders: a new share repurchase program running through March 2026 and an increased year-end dividend guidance for the current fiscal year. See our latest analysis for Calbee. Calbee’s recent board-approved buyback and boosted dividend have helped underpin the stock’s momentum. A 9.6% gain in the past 90 days has neatly offset earlier softness. Its one-year total shareholder return is down just 1.7%, and over the last three and five...
TSE:4523
TSE:4523Pharmaceuticals

Eisai (TSE:4523): Assessing Valuation Following UK Approval of New Leqembi Maintenance Dosing Schedule

Eisai (TSE:4523) just received approval from the UK MHRA for a new, once-every-four-weeks IV maintenance dosing schedule of Leqembi, their Alzheimer's treatment. This update brings added convenience for patients and highlights ongoing global regulatory momentum. See our latest analysis for Eisai. Eisai’s regulatory win for Leqembi comes as the stock shows modest year-to-date share price gains of just over 5%, despite a string of high-profile legal settlements and new treatment approvals in...
TSE:8283
TSE:8283Retail Distributors

Paltac (TSE:8283) Raises Dividend—What Does the Latest Payout Signal for Its Valuation?

Paltac (TSE:8283) just announced an increase to its second quarter dividend for the fiscal year ending March 2026, raising it to JPY 57 per share from JPY 50 a year earlier. This move highlights management’s confidence in the company’s ongoing financial health and stability. See our latest analysis for Paltac. Paltac’s recently announced dividend boost comes after a steady period for its shares, with a recent 4.3% year-to-date share price return and a 9.8% total shareholder return over the...
TSE:2282
TSE:2282Food

NH Foods (TSE:2282) Valuation in Focus After Upgraded Profit Outlook on Chicken and Beef Strength

NH Foods (TSE:2282) caught investors’ attention today after the company revised its full-year earnings forecast upward. The main drivers, according to management, are higher unit prices for domestic chicken and steady demand for Australian beef in its Fresh Meats Business. See our latest analysis for NH Foods. Following the upbeat earnings guidance, NH Foods’ shares have gained strong momentum lately, notching a 17.3% one-month share price return and pushing its year-to-date gain to 36.6%...
TSE:7747
TSE:7747Medical Equipment

Strong Profit Growth and Efficiency Gains Might Change the Case for Investing in Asahi Intecc (TSE:7747)

Asahi Intecc Co., Ltd. recently reported strong financial results for the quarter ending September 30, 2025, with net sales up 15.6% and operating profit rising 34% year-over-year. A very large increase in comprehensive income highlights the positive impact of management’s operational efficiency and focus in the specialized medical technology sector. We'll explore how rising operating profit and stronger efficiency shape Asahi Intecc’s overall investment narrative. Trump has pledged to...
TSE:4680
TSE:4680Hospitality

How Investors May Respond To Round One (TSE:4680) October Sales Gains in Japan and Dividend Affirmation

Round One Corporation reported unaudited sales results for October 2025, with Japan sales rising 6.1% to ¥7,646 million and USA sales down 1.9% at ¥35,783 million for the month, while also affirming a quarterly dividend of ¥4.50 per share. This update highlights year-to-date sales growth in both Japan and the USA, suggesting sustained demand and operational momentum across key markets. We'll look at how the company's ongoing year-to-date sales growth shapes the investment narrative for Round...
TSE:9449
TSE:9449IT

Can GMO Internet Group's 50% Payout Policy Shape Its Growth Ambitions TSE:9449?

GMO Internet Group, Inc. recently announced a quarterly dividend of ¥9.5 per share for the third quarter of FY2025, in line with its policy to return 50% of profits to shareholders. This move underlines the company's ongoing focus on shareholder value and highlights management's confidence in its financial stability. We'll explore how reaffirming a 50% profit return policy could shape the company's investment narrative and broader growth outlook. Find companies with promising cash flow...
TSE:6273
TSE:6273Machinery

SMC (TSE:6273) Is Up 6.8% After Deutsche Bank Upgrade Highlights Improving Cash Return Plans

Deutsche Bank recently upgraded SMC Corp’s stock rating to Buy from Hold, highlighting a 5% year-over-year increase in October orders, a strong net cash position, and management’s focus on enhancing cash allocation to boost return on equity. This move points to growing confidence in SMC’s shareholder return potential following a significant valuation correction since its 2024 peak. We’ll explore how SMC’s improved cash return plans could influence the company’s investment narrative going...
TSE:2726
TSE:2726Specialty Retail

PAL GROUP Holdings (TSE:2726) Valuation in Focus Following Boardroom Leadership Changes

PAL GROUP Holdings (TSE:2726) has just seen a major shift at the top, as Chairman and Representative Director Isamu Matsuo is stepping down for health reasons. Hirofumi Kojima, the company’s President, will now serve as Chairman. See our latest analysis for PAL GROUP Holdings. The recent leadership shuffle comes as PAL GROUP Holdings registers a 38.6% year-to-date share price return, underscoring momentum that remains intact despite short-term volatility. Over the past year, long-term holders...
TSE:2871
TSE:2871Food

Nichirei (TSE:2871) Valuation in Focus After Profit Boost from Strategic Asset Moves and Depreciation Shift

Nichirei (TSE:2871) has just unveiled its latest earnings, revealing steady sales and a boost in profits following an investment security sale and updates to its asset management approach. The company’s decision to adopt a new depreciation method and adjust asset lifespan reflects a focus on sustainable profitability and capital efficiency going forward. See our latest analysis for Nichirei. Nichirei’s recent moves have helped the stock regain momentum, with a 6.4% share price return over the...
TSE:4502
TSE:4502Pharmaceuticals

Why Takeda (TSE:4502) Is Up 6.3% After Positive Trial Data for IgA Nephropathy and Dengue Vaccine

Earlier this month, Takeda Pharmaceutical announced positive interim results from its Phase 1b study of mezagitamab in IgA nephropathy and confirmed the completion of a pivotal 7-year Phase 3 trial for its dengue vaccine QDENGA, with new data supporting the safety and sustained efficacy of both therapies. These advancements highlight Takeda's progress in developing treatments for high-need diseases and reinforce its ongoing commitment to innovation in rare disease and vaccine research. We'll...
TSE:3407
TSE:3407Chemicals

Will AgeTech and PetTech Advances Redefine Asahi Kasei's Healthcare Strategy for TSE:3407 Investors?

Asahi Kasei recently announced several product advancements, including plans to showcase new health and pet monitoring sensing technologies at CES 2026 and confirmation of Nefecon’s (marketed as TARPEYO in the U.S.) inclusion in the 2025 global KDIGO guidelines for treating IgA nephropathy. These initiatives underscore Asahi Kasei’s effort to address demographic trends in health and wellness, with innovative solutions targeting both aging populations and the growing market for pet health...
TSE:9746
TSE:9746Professional Services

TKC Corporation (TSE:9746): Assessing Valuation After Dividend Hike, Strong Turnover, and Share Buyback Plans

TKC (TSE:9746) has caught investors’ attention after announcing an 11% rise in turnover for fiscal 2025, along with decisions to increase both its annual and special dividends. See our latest analysis for TKC. TKC’s latest moves, including raising dividends, retiring shares, and publishing strong fiscal guidance, have clearly caught the market’s eye, with the share price up over 10% year-to-date. Despite some recent short-term turbulence, the stock’s five-year total shareholder return of 39%...
TSE:2784
TSE:2784Healthcare

Alfresa Holdings (TSE:2784) Valuation Spotlight After Upgraded Profit Outlook and Dividend Boost

Alfresa Holdings (TSE:2784) grabbed investor interest after the company revised its full-year profit guidance sharply upward. This revision was driven by anticipated gains from selling investment securities and a reduction in cross-shareholdings. At the same time, Alfresa announced a higher second quarter dividend. See our latest analysis for Alfresa Holdings. With excitement around the profit outlook and a lifted dividend, Alfresa’s momentum has picked up. This is reflected in a 1-month...
TSE:5411
TSE:5411Metals and Mining

Does JFE Holdings' (TSE:5411) Lower Dividend Guidance Reveal Caution Beneath Steady Profit Expectations?

On November 6, 2025, JFE Holdings revised its full-year revenue guidance downward to ¥4.6 trillion and announced lower interim and annual dividends, citing unchanged profit expectations for the year ending March 31, 2026. The decision to reduce both revenue forecasts and dividend payout reflects management's cautious outlook on future business conditions despite stable profit projections. We'll now explore how JFE Holdings' reduced dividend guidance shapes its investment narrative amid a...