TSE:3391
TSE:3391Consumer Retailing

How Strong October Sales and Subsidiary Plans At Tsuruha Holdings (TSE:3391) Have Changed Its Investment Story

On November 12, 2025, Tsuruha Holdings Inc. announced preliminary consolidated sales results indicating 5.1% year-over-year growth in all store net sales for October and 4.2% growth for the year to date. This momentum in retail sales was followed by a board meeting to consider making a consolidated subsidiary a wholly-owned subsidiary, signaling ongoing changes in the company’s business structure. We’ll examine how stronger-than-expected sales growth supports Tsuruha Holdings' investment...
TSE:2121
TSE:2121Entertainment

Will MIXI's (TSE:2121) Completed Buyback Reshape Its Capital Allocation Strategy?

Between October and November 2025, MIXI completed its share buyback program, repurchasing a total of 2,949,400 shares for ¥9.50 billion, which represents 4.38% of outstanding shares. This completion of the buyback signals MIXI's focus on shareholder returns and can influence the balance between company growth investments and capital allocation priorities. We'll explore how MIXI’s completed buyback program impacts the company’s ongoing investment narrative and future capital strategy. Find...
TSE:9987
TSE:9987Healthcare

Suzuken (TSE:9987): Assessing Valuation Following Q2 Results and New Earnings Guidance

Suzuken (TSE:9987) grabbed attention after releasing its second quarter earnings along with fresh guidance for fiscal year 2026. The company also reaffirmed its dividend payout, giving investors plenty to consider as they assess the stock’s prospects. See our latest analysis for Suzuken. Following the announcement of its Q2 results and fresh full-year guidance, Suzuken’s share price has shown noticeable upward momentum this year, with a 22.3% year-to-date share price return. The company’s...
TSE:9843
TSE:9843Specialty Retail

Nitori Holdings (TSE:9843): Assessing Valuation After Defying Market Downturn

Nitori Holdings (TSE:9843) climbed 4% during Friday’s session, standing out as Japanese equities broadly declined and the Nikkei 225 slipped 2%. The stock’s upward move suggests investors saw something different in the company. See our latest analysis for Nitori Holdings. Nitori Holdings’ strong 4.12% share price return on a challenging day for Japanese equities highlights how investor sentiment is beginning to shift, despite bigger-picture headwinds. While the 1-year total shareholder return...
TSE:2871
TSE:2871Food

Nichirei (TSE:2871): Assessing Valuation After Logistics Expansion Push in ASEAN

Nichirei (TSE:2871) is making headlines with its decision to boost the capital of Nichirei Logistics Group Inc. to reinforce logistics operations across the ASEAN region. Investors are watching how this expansion could impact the company’s growth opportunities and market footprint. See our latest analysis for Nichirei. Momentum has been building lately for Nichirei, with its proactive expansion moves sparking renewed interest. While the 1-year total shareholder return stands at -3.6%, steady...
TSE:7202
TSE:7202Auto

What Isuzu Motors (TSE:7202)'s Dividend Reaffirmation and Guidance Update Means For Shareholders

On November 12, 2025, Isuzu Motors Limited held its Q2 2026 earnings call, reaffirmed a quarterly dividend of ¥46.00 per share, and provided detailed guidance for the fiscal year ending March 31, 2026, including expected revenue of ¥3.30 trillion and profit attributable to owners of parent of ¥130.0 billion. An important takeaway is that Isuzu maintained its dividend payout and confirmed its earnings outlook, which may signal management's confidence in the company’s current financial...
TSE:8316
TSE:8316Banks

How SMFG (TSE:8316) Valuation Stacks Up After Buyback, Dividend Hike, and Profit Forecast Upgrade

Sumitomo Mitsui Financial Group (TSE:8316) just revealed a share repurchase plan, raised both interim and year-end dividends, and lifted its profit forecast. These moves are sparking close attention from shareholders and market watchers alike. See our latest analysis for Sumitomo Mitsui Financial Group. Momentum is picking up for Sumitomo Mitsui Financial Group following the buyback, dividend increases, and upbeat profit guidance. The one-month share price return is 10.3% and the total...
TSE:8473
TSE:8473Capital Markets

SBI Holdings (TSE:8473): Assessing Valuation Following Major Share Buyback Announcement

SBI Holdings (TSE:8473) just unveiled a substantial share buyback plan, committing to repurchase roughly 3% of its outstanding shares by March 2026. This move is intended to boost capital efficiency and support shareholder value. See our latest analysis for SBI Holdings. Momentum for SBI Holdings has been intense this year, with the stock advancing 59% in terms of share price since January and delivering an eye-catching 85.5% total shareholder return over the past 12 months. The buyback...
TSE:1605
TSE:1605Oil and Gas

Inpex (TSE:1605) Valuation in Focus After Upgraded Earnings Guidance and Buyback Expansion

Inpex (TSE:1605) just raised its earnings guidance for the year, citing solid operational results, better than expected sales volumes, and revised outlooks for crude oil prices and foreign exchange rates. See our latest analysis for Inpex. Inpex’s recent announcements come as the share price has surged more than 11% over the past month and recorded an impressive 58% year-to-date return, while the one-year total shareholder return now stands at nearly 66%. Momentum is clearly building, fueled...
TSE:8802
TSE:8802Real Estate

Does Mitsubishi Estate's Aggressive Share Buyback and Dividend Hike Signal a Strategic Shift at TSE:8802?

Mitsubishi Estate recently completed a substantial share buyback, repurchasing 33,605,000 shares (2.71% of shares outstanding) for ¥99.99 billion, and announced an increase in its interim dividend for the second quarter ended September 30, 2025, from JPY 21.00 to JPY 23.00 per share. In addition to the dividend increase, the company provided forward guidance of JPY 60 per share or more for dividends by March 2030, highlighting an ongoing focus on rewarding shareholders. We'll explore how...
TSE:4784
TSE:4784Media

GMO Internet (TSE:4784): Valuation in Focus After Earnings Turnaround and Special Dividends

GMO internet (TSE:4784) caught investors’ attention after announcing a swing from a net loss to substantial profit over the past nine months. The company also introduced new and increased dividends for shareholders this quarter. See our latest analysis for GMO internet. After swinging to profit and announcing fresh shareholder rewards, GMO Internet’s momentum appears to be resetting. While the one-year total shareholder return is up a healthy 17.8%, recent share price performance has cooled...
TSE:6971
TSE:6971Electronic

Is Kyocera’s 5.2Gbps Underwater Data Leap Reshaping the Investment Case for TSE:6971?

On November 11, 2025, Kyocera announced several major technology advancements, including a 5.2Gbps Underwater Wireless Optical Communication system and a Triple Lens AI-Based High-Resolution Depth Sensor, both aimed at supporting automation, robotics, and industrial applications. Kyocera’s plan to feature these innovations at CES 2026 highlights the company’s commitment to pioneering next-generation solutions for mobility, marine research, and precision manufacturing. We’ll assess how...