Japanese General Merchandise and Department Stores Stock News

TSE:1980
TSE:1980Construction

Why Dai-Dan (TSE:1980) Is Down 7.7% After Cutting Dividends With New 2027 Guidance

Earlier this month, Dai-Dan Co., Ltd. reported first quarter 2026 results, issued consolidated guidance for the fiscal year ending March 31, 2027, and updated its dividend outlook following a 3-for-1 stock split effective January 1, 2026. The company’s guidance combines expectations for ¥265,000 million in net sales and profit per share of ¥211.42 with a lower full-year dividend of ¥43.00 per share compared with the prior year. We’ll now examine how Dai-Dan’s combination of new full-year...
TSE:4061
TSE:4061Chemicals

Denka (TSE:4061) Raised Profit Guidance, Is The Valuation Still Justified?

Denka guidance update and what it means for investors Denka (TSE:4061) raised its operating profit outlook for the first half of the fiscal year ending March 2027, after reporting first quarter results, while guiding to lower net sales and flagging an expected extraordinary loss. The revised forecast now points to first half net sales of ¥205,000 million and operating income of ¥17,000 million, compared with the previous projection of ¥210,000 million in net sales and ¥12,000 million in...
TSE:1801
TSE:1801Construction

Is Taisei (TSE:1801) A Bargain Following Q1 Results And Higher Dividend Guidance?

Taisei (TSE:1801) is in focus after reporting first quarter results for the period to June 30, 2026, updating earnings guidance for the year to March 31, 2027, and lifting its dividend outlook. See our latest analysis for Taisei. Despite Taisei reiterating its full year guidance and lifting dividend expectations, the stock has seen its 90 day share price return decline 20.01%, while the 1 year total shareholder return is 31.81% and the 5 year total shareholder return exceeds 3x, signalling...
TSE:1878
TSE:1878Real Estate

3 Japan Dividend Stocks Paying More Than 5% With Income in Focus

Oil price volatility driven by Middle East geopolitical risk is keeping inflation expectations and bond yields in focus for 2026. That kind of uncertainty often pushes investors toward dependable income. Dividend Fortresses stocks target yields above 5% and put reliable cash payouts at the centre of the story. This article highlights three standouts from the screener that illustrate how a portfolio can lean on income when headlines remain noisy. The three Dividend Fortresses highlighted below...
TSE:6507
TSE:6507Electrical

3 Japanese AI Small Caps With Fast Earnings Growth

Energy price swings linked to Middle East risk are keeping inflation in focus and drawing attention to companies that help businesses work smarter with data and automation. That is where AI small caps can matter. These lesser known stocks in our AI Small Caps screener stay away from the headlines yet remain right in the path of this trend. This article highlights 3 stocks worth a closer look. The 3 stocks below are just a starting sample, and the full AI Small Caps screen surfaced 8 more...
TSE:5076
TSE:5076Construction

INFRONEER Holdings (TSE:5076) Is Up 5.6% After Raising Earnings And Dividend Guidance - Has The Bull Case Changed?

INFRONEER Holdings Inc. has reported first-quarter fiscal 2026 results showing sales of ¥308,365 million and net income of ¥76,135 million, alongside sharply higher earnings per share versus a year earlier. On the back of these results, the company raised its full-year earnings and dividend forecasts, linking the upgrades to the consolidation of Swing Corporation and substantial finance income from its financial assets under its INFRONEER Medium-term Vision 2027 policy. We will now examine...
TSE:8411
TSE:8411Banks

Mizuho Financial Group (TSE:8411) Lifts Outlook And Buyback As Fair Value Debate Heats Up

Mizuho Financial Group (TSE:8411) drew fresh investor attention after its July 30 update, which combined first quarter earnings, a higher full year profit outlook and an expanded, extended share buyback program. See our latest analysis for Mizuho Financial Group. Investors appeared to welcome Mizuho Financial Group's earnings beat, guidance increase and larger buyback, with the share price at ¥8,502 and a 90 day share price return of 21.74% building on a very large 5 year total shareholder...
TSE:6503
TSE:6503Electrical

What Mitsubishi Electric (TSE:6503)'s US IT Cooling Push and Energy-Saving Inverters Mean For Shareholders

In recent weeks, Mitsubishi Electric Corporation reported first quarter 2027 results with higher sales of ¥1,497,109 million and net income of ¥109,817 million year over year, raised full-year guidance, launched its S-EIV-X energy-saving inverter subscription service, and announced a new US$30 million IT Cooling manufacturing facility in Ohio. Together, these updates highlight Mitsubishi Electric's push into energy efficiency solutions for railways and its expansion of local IT Cooling...
TSE:8386
TSE:8386Banks

Hyakujushi Bank (TSE:8386) Faces A Fair Value Gap After Results And Guidance

Hyakujushi Bank (TSE:8386) has drawn fresh attention after reporting first quarter results and issuing updated earnings and dividend guidance that reflect its recent 1:4 share split and performance based stock compensation considerations. See our latest analysis for Hyakujushi Bank. Hyakujushi Bank’s recent guidance and dividend update come after a strong run in the stock, with a year to date share price return of 72.6% and a 1 year total shareholder return of 144.12%. This signals momentum...
TSE:8795
TSE:8795Insurance

How Investors Are Reacting To T&D Holdings (TSE:8795) Accelerated Portfolio Rebalancing And Capital Efficiency Focus

In its Q1 2027 earnings call held on August 7, 2026, T&D Holdings reported adjusted profit of ¥53.2 billion, alongside a sizeable increase in embedded value and a stronger economic solvency ratio. Management also highlighted that reductions in shareholdings and portfolio rebalancing are ahead of plan, signaling faster-than-expected progress on its risk and capital management agenda. Next, we’ll examine how this ahead-of-plan portfolio rebalancing could influence T&D Holdings’ existing...
TSE:5344
TSE:5344Electronic

MaruwaLtd (TSE:5344) Looks Pricey On Raised Guidance And Strong Q1 Results

Maruwa Ltd (TSE:5344) raised its second quarter and full year earnings guidance, citing expected demand in telecommunication-related and semiconductor-related businesses, alongside first quarter results that showed higher sales, net income and earnings per share year on year. See our latest analysis for MaruwaLtd. The raised guidance appears to have supported sentiment around MaruwaLtd, with the share price at ¥60,670 and a year-to-date share price return of 34.91%, alongside a 5-year total...
TSE:3097
TSE:3097Hospitality

Monogatari (TSE:3097) Sets Up A Dividend Review, Is The Stock Already Overvalued?

Monogatari (TSE:3097) has scheduled a board meeting for 10 August 2026 to consider a dividend increase, putting potential changes to shareholder payouts in focus for investors watching the stock. See our latest analysis for Monogatari. Monogatari’s recent momentum has been strong, with a 30 day share price return of 15.92% and a year to date share price return of 34.03%. The 5 year total shareholder return of 204.22% points to meaningful longer term gains, which the upcoming dividend...
TSE:5393
TSE:5393Building

Nichias (TSE:5393) Lifts Guidance As AI Demand Tests A Pricey Valuation

Nichias (TSE:5393) has raised its earnings guidance for the first half and full fiscal year, citing stronger demand in its Advanced Products Division related to semiconductor equipment used for AI investment. See our latest analysis for Nichias. The raised guidance and recent share buyback sit against a strong run in Nichias’s stock, with a year to date share price return of 53.01% and a 1 year total shareholder return of 88.59%. Shorter term weekly weakness hints at some cooling momentum...
TSE:6777
TSE:6777Electronic

3 Japanese Stocks With High ROE That Still Look Underfollowed

Energy driven inflation remains in focus as central banks watch oil prices and adjust their policy stance. That creates a window in which small caps with solid balance sheets and pricing power can quietly gain ground while larger stocks dominate attention. The High-Quality Undiscovered Gems screener looks for exactly those kinds of resilient businesses. This article highlights 3 of the strongest stocks on that list for investors to research now. The stocks covered below are just a starting...
TSE:8306
TSE:8306Banks

The Bull Case For Mitsubishi UFJ Financial Group (TSE:8306) Could Change Following Record Q1 Profitability And Debt Shelf Filing

Mitsubishi UFJ Financial Group, Inc. recently filed a shelf registration for debt securities and reported first-quarter 2026 results, with net interest income of ¥882,335 million and net income of ¥809,427 million, both higher than a year earlier. The sharp increase in earnings per share from continuing operations, rising to ¥71.77 basic and ¥71.59 diluted, highlights how higher rates and business mix are influencing MUFG’s profitability profile. We’ll now examine how this record quarterly...
TSE:6268
TSE:6268Machinery

Nabtesco (TSE:6268) Could Be 32% Overvalued As Buyback And Guidance Lift Sentiment

Nabtesco (TSE:6268) has drawn fresh attention after its board approved a share repurchase of up to 4,000,000 shares for ¥15,000 million, alongside a modest dividend increase and upgraded full year earnings guidance. See our latest analysis for Nabtesco. The cluster of announcements on 31 July appears to have shifted attention back to Nabtesco, with a 1-day share price return of 2.37% and a year-to-date share price return of 30.60%. This contrasts with a weaker 90-day share price return that...
TSE:8604
TSE:8604Capital Markets

Nomura Holdings (TSE:8604) Is Back In Focus, What Is Catching Investors' Attention?

Why Nomura Holdings Stock Is Back in Focus After Q1 Results Nomura Holdings (TSE:8604) is drawing fresh attention after reporting first quarter results on 29 July 2026, with revenue of ¥1,371,708 million and net income of ¥145,561 million. The earnings update also included basic earnings per share from continuing operations of ¥49.9 and diluted earnings per share of ¥48.34, providing investors with additional data points to assess the stock. See our latest analysis for Nomura Holdings. Nomura...
TSE:7189
TSE:7189Banks

Why Did Nishi Nippon Financial Holdings (TSE:7189) Shares Climb Today?

Earnings and Guidance Put Nishi-Nippon Financial Holdings in Focus Nishi-Nippon Financial Holdings (TSE:7189) drew fresh attention after reporting first quarter results on 3 August 2026, alongside full year earnings guidance through March 2027 that investors are now weighing against recent share price performance. See our latest analysis for Nishi-Nippon Financial Holdings. The recent first quarter earnings release and fresh guidance appear to be feeding into strong momentum in Nishi-Nippon...
TSE:8601
TSE:8601Capital Markets

Should Daiwa’s Stronger Q1 2026 Profitability Shift How Investors View Its Earnings Quality (TSE:8601)?

Daiwa Securities Group Inc. has reported past first-quarter 2026 results, with revenue rising to ¥434,364 million and net income to ¥56,414 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. This sharp improvement in profitability suggests Daiwa’s core businesses were more efficient and fee-generating in the quarter, potentially enhancing earnings quality. Next, we’ll explore how this stronger first-quarter profitability shapes...
TSE:4901
TSE:4901Tech

Should FUJIFILM Holdings (TSE:4901) Look Cheap On Guidance And Mixed First Quarter Results?

FUJIFILM Holdings (TSE:4901) drew fresh attention after issuing earnings guidance for the fiscal year ending March 31, 2027, alongside first quarter 2026 results that combined higher sales with lower net income. See our latest analysis for FUJIFILM Holdings. The FUJIFILM Holdings share price closed at ¥3,198 on the latest trading day, after a 1-day share price return of 1.14%. It is still down 16.46% over the past week and 10.32% over the past month, which suggests recent momentum has faded,...
TSE:4634
TSE:4634Chemicals

Artience (TSE:4634) On Fresh 2026 Guidance Looks Modestly Undervalued

Why artience issued fresh 2026 guidance artience (TSE:4634) recently issued consolidated earnings guidance for the year ending December 31, 2026, outlining expected net sales, profits and earnings per share. The same day, its board met to consider an interim dividend. See our latest analysis for artience. The guidance update appears to have arrived during a strong run for artience, with a 1 month share price return of 18.27% and a year to date share price return of 46.38%. The 5 year total...