TSE:5401
TSE:5401Metals and Mining

How Ongoing Losses and Reorganization Will Impact Nippon Steel (TSE:5401) Investors

Nippon Steel Corporation reported a substantial net loss of ¥113.38 billion for the half year ended September 30, 2025, and revised its full-year profit forecast, highlighting ongoing market uncertainty and anticipated reorganization losses. The company also confirmed that its planned joint venture with Nakayama Steel Works is progressing, with final contract details pending, but expects minimal immediate financial impact this fiscal year. We'll explore how continued losses and the lowered...
TSE:7201
TSE:7201Auto

Nissan (TSE:7201) Valuation in Focus After Groundbreaking Vehicle-to-Grid Technology Milestone

Nissan Motor (TSE:7201), working with PG&E and Fermata Energy, has completed a groundbreaking demonstration project that connects Nissan LEAF vehicles to a microgrid using advanced vehicle-to-grid technology. This milestone brings real-time energy support and greater grid resilience into clearer focus for investors. See our latest analysis for Nissan Motor. While Nissan’s collaboration on advanced vehicle-to-grid technology has spotlighted its commitment to innovative energy solutions, the...
TSE:7951
TSE:7951Leisure

Will Yamaha’s (TSE:7951) Major Buyback and Earnings Upgrade Shift Its Investment Narrative?

On November 4, 2025, Yamaha Corporation announced a share repurchase program to buy back 20,000,000 shares, or 4.41% of its share capital, for ¥15,000 million, and also raised its consolidated earnings guidance for the fiscal year ending March 31, 2026. This combination of a buyback aimed at enhancing shareholder returns, together with a stronger profit outlook, highlights Yamaha’s emphasis on capital efficiency and future profitability. We'll explore how Yamaha's substantial buyback...
TSE:6269
TSE:6269Energy Services

MODEC (TSE:6269) Is Up 44.7% After Raising Its 2025 Earnings and Dividend Guidance—What’s Changed

MODEC, Inc. recently announced an upward revision to its full-year 2025 earnings and dividend forecast, projecting a dividend of ¥80.00 per share and raising profit guidance to US$350 million following strong nine-month financial results. This adjustment reflects steady progress in engineering and construction projects as well as improved operational performance from MODEC’s existing floating production systems in the offshore oil and gas sector. We’ll explore how MODEC’s raised earnings and...
TSE:7181
TSE:7181Insurance

A Look at Japan Post Insurance's (TSE:7181) Valuation Following Major Share Buyback Announcement

Japan Post Insurance (TSE:7181) has announced a major share buyback program that allows for the repurchase of up to 20 million shares, or about 5% of its share capital. This move is designed to boost capital efficiency and enhance shareholder returns. It signals a proactive step by management that usually captures the interest of investors. See our latest analysis for Japan Post Insurance. With momentum clearly building, Japan Post Insurance has seen its share price surge 41.6% so far in...
TSE:8088
TSE:8088Oil and Gas

Is Iwatani's (TSE:8088) Interim Dividend a Sign of Evolving Capital Allocation Strategy?

Iwatani Corporation recently announced an interim dividend of ¥23.50 per share for shareholders as of September 30, 2025, marking a new step in its dividend policy for the fiscal year ending March 2026. The company's ability to introduce interim dividends and maintain a stable financial outlook despite mixed profitability results highlights management's focus on balancing growth investment with shareholder returns. We'll examine how Iwatani's introduction of its first interim dividend for...
TSE:6326
TSE:6326Machinery

Does Kubota’s Nine-Month Revenue Reveal New Clues About Its Competitive Positioning (TSE:6326)?

Kubota Corporation recently announced its earnings results for the nine months ended September 30, 2025, reporting sales of ¥2.20 trillion and basic earnings per share from continuing operations of ¥124.1. This update, shared alongside Kubota’s Q3 2025 earnings call on November 7, offers investors deeper insights into the company’s financial performance for the year to date. We'll explore how Kubota’s reported year-to-date sales figures shape the company’s investment narrative and future...
TSE:2331
TSE:2331Commercial Services

Will Alsok's Upgraded Earnings and Dividend Forecasts Reshape Its Investment Story (TSE:2331)?

Alsok Co., Ltd. recently raised its earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥598.0 billion and boosting its projected full-year dividend to ¥14.60 per share, up from ¥13.40 a year earlier. This upward revision signals management's increased confidence in the company's growth prospects and commitment to enhancing shareholder returns. We'll explore how the improved earnings and dividend outlook strengthens Alsok’s investment narrative and...
TSE:6841
TSE:6841Electronic

Is Yokogawa Electric’s Upward Earnings Revision Altering the Investment Case for Yokogawa Electric (TSE:6841)?

Yokogawa Electric Corporation recently raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now projecting net sales of ¥577 billion and operating profit of ¥83 billion, compared to previous forecasts of ¥560 billion and ¥80 billion respectively. This upward revision points to growing management confidence and possible improvements in business operations and profitability expectations for the coming year. We’ll explore how these strengthened earnings...
TSE:9831
TSE:9831Specialty Retail

Yamada Holdings (TSE:9831): Assessing Valuation Following Updated Earnings Forecasts

Yamada Holdings (TSE:9831) just released its updated guidance for the fiscal year ending March 2026. The company outlined expectations for net sales, operating profit, profit attributable to owners, and basic earnings per share. See our latest analysis for Yamada Holdings. Yamada Holdings’ refreshed guidance landed after a steady run in the market, with its share price rising over 2% year-to-date and the one-year total shareholder return sitting just below 2%. Momentum has been modest but...
TSE:9031
TSE:9031Transportation

A Look at Nishi-Nippon Railroad's (TSE:9031) Valuation After Board Moves to Raise Dividend Forecast

Nishi-Nippon Railroad (TSE:9031) called a board meeting to discuss a dividend increase and an updated dividend forecast for the year ending March 2026. This puts investor focus on the company's shareholder return strategy. See our latest analysis for Nishi-Nippon Railroad. The announcement sparked renewed interest in Nishi-Nippon Railroad, with the 1-day and 7-day share price returns jumping over 11% following the dividend news. Despite this momentum, the longer-term picture is mixed. The...
TSE:3289
TSE:3289Real Estate

Tokyu Fudosan Holdings (TSE:3289): Evaluating Valuation Following Strong Recent Share Price Gains

Tokyu Fudosan Holdings (TSE:3289) has seen its stock gaining momentum, with the share price climbing over 9% in the past week and about 14% over the past month. This uptick has caught investors’ attention, prompting renewed interest in the company’s recent trends and long-term prospects. See our latest analysis for Tokyu Fudosan Holdings. Tokyu Fudosan Holdings’ recent rally builds on an already strong run, with momentum accelerating as the share price return is up 42.6% year-to-date...