TSE:9147
TSE:9147Logistics

Nippon Express (TSE:9147): Assessing Valuation After Enhanced Real-Time Rail Tracking Rollout

Nippon Express Holdings (TSE:9147) has taken a notable step in its digital transformation journey. The company recently enhanced its e-NX Visibility service, allowing customers to track U.S. domestic rail shipments in real time, from loading at departure to unloading at the destination. See our latest analysis for Nippon Express Holdings. Shares of Nippon Express Holdings have shown impressive momentum this year, with a year-to-date share price return of 35.9% and a robust 1-year total...
TSE:7267
TSE:7267Auto

How Investors Are Reacting To Honda Motor (TSE:7267) Cutting Forecasts and Lowering EV Ambitions

On November 7, 2025, Honda Motor Co., Ltd. revised its full-year earnings forecast for the fiscal year ending March 2026, projecting sales of ¥20.7 trillion and operating profit of ¥550 billion, after reporting a second-quarter operating profit decline of 25% year-on-year attributed to higher electric vehicle costs, weaker sales in Asia, and U.S. import tariffs. Alongside this profit warning, Honda also lowered its long-term electric vehicle sales target as it faced increasing competition...
TSE:4547
TSE:4547Pharmaceuticals

Kissei Pharmaceutical (TSE:4547) Valuation in Focus After Strong H1 Results and Upgraded Outlook

Kissei Pharmaceutical (TSE:4547) shares are drawing attention after the company reported a 7.9% year-over-year jump in net sales for the first half of fiscal 2025. Profits and financial forecasts are now trending higher. See our latest analysis for Kissei Pharmaceutical. Kissei Pharmaceutical’s latest financial results have come on the heels of new international licenses, a recent product launch in South Korea, and a noticeably more robust R&D push. While the share price slipped over the...
TSE:5332
TSE:5332Building

TOTO (TSE:5332): Valuation in Focus After Strong Interim Results and Full-Year Forecast Revision

TOTO (TSE:5332) just wrapped up its board meeting and updated investors with a mix of positive and cautious news. While interim operating profit and net income surpassed expectations, the company revised its full-year earnings forecast downward. See our latest analysis for TOTO. Following the interim earnings update and downward revision to full-year guidance, TOTO’s share price has seen modest swings, closing recently at ¥3,859. The 1-year total shareholder return is still down 8.3%...
TSE:2413
TSE:2413Healthcare Services

Assessing M3 (TSE:2413): Is the Stock Overvalued After Recent Share Price Decline?

M3 (TSE:2413) has caught the attention of investors after its recent price movements. Over the past month, the stock has declined by 9%, despite solid annual revenue and net income growth. Let's take a closer look at what is behind these shifts. See our latest analysis for M3. After a strong run earlier this year, M3’s momentum has cooled lately, with a 30-day share price return of -9.09%. Even so, the year-to-date share price return still stands at an impressive 53.33%, and long-term...
TSE:9759
TSE:9759IT

A Look at NSD (TSE:9759) Valuation After New Share Buyback Program Approval

NSD (TSE:9759) has just announced that its Board of Directors approved a share repurchase program, targeting up to 650,000 shares, or about 1% of its issued stock, through February 2026. This move highlights NSD’s ongoing focus on shareholder returns. See our latest analysis for NSD. NSD’s newly announced buyback plan comes just as its momentum shows signs of steadying. The 1-year total shareholder return is a modest 2%. Investors who have held on through market ups and downs have seen...
TSE:9042
TSE:9042Transportation

Hankyu Hanshin Holdings (TSE:9042): Valuation Insights After New Earnings Guidance and Dividend Hike

Hankyu Hanshin Holdings (TSE:9042) caught investors’ attention after releasing earnings guidance for the year ending March 2026 and unveiling a sizeable interim dividend hike. This combination points to management’s confidence in both operations and returns. See our latest analysis for Hankyu Hanshin Holdings. After this upbeat guidance and the interim dividend boost, Hankyu Hanshin Holdings’ share price has been volatile, slipping 9.3% over the past month. Yet, looking beyond short-term...
TSE:7994
TSE:7994Commercial Services

Okamura (TSE:7994): Assessing Valuation After Profit Forecast Cut Despite Sales Growth

Okamura (TSE:7994) reported higher sales for the recent half-year but lowered its full-year profit outlook, citing increased personnel costs and weaker performance in certain business segments. The revised guidance highlights profitability pressures ahead. See our latest analysis for Okamura. Okamura’s recent downward revision to its annual profit outlook comes after strong share price momentum earlier in the year, with a 14.8% year-to-date gain. Even with near-term pressure around costs and...
TSE:8628
TSE:8628Capital Markets

Matsui Securities (TSE:8628): Assessing Valuation After Dividend Increase and Ahead of Q2 2026 Earnings Call

Matsui Securities (TSE:8628) has just announced a higher interim dividend, increasing it to JPY 25.00 per share for the second quarter. This is up from JPY 22.00 a year earlier. This move comes ahead of the company’s Q2 2026 earnings call, scheduled for October 29, 2025. See our latest analysis for Matsui Securities. The recent bump in Matsui Securities’ dividend seems to have caught some positive attention, with the share price gaining 3.3% over the past 90 days, even as the year-to-date...
TSE:9001
TSE:9001Transportation

Tobu Railway (TSE:9001): Valuation Insights Following Forecast Upgrade and Treasury Share Cancellation

Tobu Railway (TSE:9001) has taken a two-pronged approach to shareholder value with its recent upward revision to this year’s financial forecast and a Board-approved cancellation of 3.9 million treasury shares. Investors are now watching both the company’s growth outlook and capital strategy. See our latest analysis for Tobu Railway. The recent forecast upgrade and treasury share cancellation have put fresh focus on Tobu Railway, but the stock’s share price return tells a more cautious story,...
TSE:5482
TSE:5482Metals and Mining

Aichi Steel (TSE:5482): Revisiting Valuation After Upgraded Earnings Forecast and Special Dividend Announcement

Aichi Steel (TSE:5482) just lifted its outlook for full-year profits, crediting stronger-than-expected results from the first half. At the same time, the company rolled out both a regular and a special dividend for shareholders. See our latest analysis for Aichi Steel. This brighter outlook has helped fuel Aichi Steel’s strong momentum. The share price has climbed 117% so far this year and the one-year total shareholder return is nearly 139%. Recent profit upgrades and dividend announcements...
TSE:6526
TSE:6526Semiconductor

Why Socionext (TSE:6526) Expects Higher Sales But Lower Profits for Fiscal 2026

On October 31, 2025, Socionext Inc. announced a downward revision of its profit forecast for the fiscal year ending March 2026, projecting higher net sales of ¥190 billion but reduced profits and basic earnings per share due to lower gross margins and increased development expenses. This adjustment, influenced by the ramp-up of a newly mass-produced product and delayed cost reductions, underscores the operational pressures faced despite robust top-line demand and a weaker yen. We'll explore...
TSE:6752
TSE:6752Consumer Durables

A Fresh Look at Panasonic Holdings (TSE:6752) Valuation Following Lowered Earnings Guidance

Panasonic Holdings (TSE:6752) lowered its full-year earnings guidance, signaling softer expectations for net sales and profits through March 2026. The new forecast comes as the company adjusts to shifting market dynamics. See our latest analysis for Panasonic Holdings. Shares of Panasonic Holdings recently pulled back after the company's revised earnings outlook, with the one-week share price return slipping -4.34%. Still, momentum over the longer haul remains strong, as evidenced by a 28%...
TSE:7202
TSE:7202Auto

How Investors Are Reacting To Isuzu Motors (TSE:7202) Expanding Its Share Buyback Program

Isuzu Motors announced in the past that it had repurchased 18,117,300 shares as part of its ongoing buyback program, which extends through March 2026 and was initially authorized by the Board in May 2025. This move to reduce outstanding shares highlights the company’s ongoing efforts to optimize capital structure and return value to shareholders. Now, we'll explore how the progression of Isuzu Motors' share buyback initiative could influence its broader investment narrative. Uncover the next...
TSE:4204
TSE:4204Industrials

A Look at Sekisui Chemical (TSE:4204) Valuation Following Dividend Hike and Buyback After Earnings Guidance Cut

Sekisui Chemical (TSE:4204) just rolled out a sizeable share buyback plan along with a bump in its quarterly dividend. These moves come right after the company lowered its earnings guidance for the year. See our latest analysis for Sekisui Chemical. Sekisui Chemical’s latest dividend hike and buyback plan landed just as the stock has lost momentum, with a 1-month share price return of -9.6%. Still, long-term investors have enjoyed a robust 14.1% total shareholder return over the past year...
TSE:4543
TSE:4543Medical Equipment

Terumo (TSE:4543): Evaluating Valuation After Recent Share Price Weakness

Terumo (TSE:4543) continues to attract attention as investors assess its current valuation and long-term prospects. With muted short-term performance, many are curious how recent business developments could shape its outlook in the future. See our latest analysis for Terumo. Terumo’s share price has been under pressure this year, with a 16.8% year-to-date share price decline. This hints at some cooling of market momentum despite steady growth in core financials. However, looking further out,...
TSE:9045
TSE:9045Industrials

Keihan Holdings (TSE:9045): Assessing Valuation After Upbeat Results, Upgraded Forecasts, and a Higher Dividend

Keihan Holdings (TSE:9045) announced interim results that surpassed expectations, thanks in part to brisk real estate sales and Expo 2025 demand. Alongside the earnings, management raised annual forecasts and upgraded the dividend outlook. See our latest analysis for Keihan Holdings. Keihan Holdings’ upbeat earnings and new dividend outlook have helped revive momentum, even after a muted few months. The stock's share price is still down year-to-date, but patient shareholders have enjoyed an...
TSE:4452
TSE:4452Personal Products

Kao (TSE:4452): Assessing Current Valuation After Modest 3% Share Price Uptick

Kao (TSE:4452) has seen shares move modestly over the past month, returning 3%. For investors tracking the stock, recent performance invites a closer look at how the company’s fundamentals could shape its next steps. See our latest analysis for Kao. While Kao’s 3% one-month share price return suggests some renewed investor optimism, the stock’s momentum is still catching up after a patchy period. The company has posted a 6% total shareholder return over the past year and a nearly 30% total...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473): Evaluating Valuation After Strong One-Month Share Price Gains

JTEKT (TSE:6473) shares have caught the attention of investors lately, riding a steady wave of gains over the past month. With this upward movement, many are now re-examining how the stock could be valued going forward. See our latest analysis for JTEKT. JTEKT’s momentum has been impressive lately, with a 10.1% one-month share price return adding to the year-to-date rise. As the market’s focus shifts from short-term volatility to longer-term growth potential, solid 1-year total shareholder...
TSE:9433
TSE:9433Wireless Telecom

The Bull Case For KDDI (TSE:9433) Could Change Following Dividend Hike and AI Infrastructure Push – Learn Why

KDDI Corporation announced in early November 2025 a JPY 40.00 per share dividend for the second quarter of its 2026 fiscal year, payable on December 8, following strong first-half financial results and upgrades to its AI and data center investments. A key takeaway from this announcement is KDDI's confident outlook on continued profit growth, highlighted by increased shareholder returns and ambitious infrastructure initiatives. Let's explore how KDDI's dividend increase and commitment to AI...
TSE:7846
TSE:7846Commercial Services

Can Stability in Profits and Expansion Offset Slower Growth for Pilot (TSE:7846)?

Pilot Corporation recently reported a slight decline in net sales and profits for the nine months ending September 30, 2025, compared to the previous year. Despite a challenging market, the company maintained steady operating profits, enhanced its equity ratio, and deepened its presence in India through a new subsidiary. We’ll explore how Pilot’s combination of stable operating results and equity ratio improvement shapes its overall investment narrative. Trump's oil boom is here - pipelines...
TSE:5108
TSE:5108Auto Components

Bridgestone’s New Premium Racing Tire Could Be a Game Changer for Bridgestone (TSE:5108)

Bridgestone recently announced the upcoming launch of its premium BATTLAX Racing Street RS12 motorcycle tire in North America and Europe from January 2026, featuring advanced race-derived technology aimed at delivering top-tier dry grip and circuit performance to road riders. This innovation highlights Bridgestone’s commitment to blending motorsport technology with consumer products, reinforcing its focus on premiumization and supporting its broader strategy for leadership in high-value tire...
TSE:7832
TSE:7832Leisure

Can Bandai Namco's (TSE:7832) Strong IP Strategy Sustain Momentum Beyond Dividend Hikes?

Bandai Namco Holdings recently raised its full-year earnings guidance for fiscal 2026 and more than doubled its interim dividend, highlighting improved business momentum in its core segments such as Toys and Hobby and Amusement. This move follows a 5.3% net sales increase in the second quarter, underpinned by notable growth in the Gundam series and the company’s effective IP strategy. We’ll explore how Bandai Namco’s focus on leveraging its popular intellectual properties could shape its...
TSE:9021
TSE:9021Transportation

Is West Japan Railway’s Upgraded Dividend and Earnings Outlook Shifting the Case for TSE:9021?

West Japan Railway Company recently announced an interim dividend increase for the second quarter of the fiscal year ending March 31, 2026, alongside raised annual dividend guidance and upgraded earnings forecasts on both a consolidated and non-consolidated basis. These developments signal improved management confidence in future performance, with the company highlighting higher projected revenues, profits, and per-share earnings compared to its previous guidance. We’ll explore how the...