TSE:6736
TSE:6736Tech

A Fresh Look at Sun (TSE:6736) Valuation After Interim Dividend Decision

Sun (TSE:6736) caught investor attention following its recent board meeting, where the company decided against paying interim dividends for the period ending September 30, 2025. This shift in dividend policy raises questions around management’s outlook and priorities. See our latest analysis for Sun. Even with the recent dividend pause raising questions, Sun’s 90-day share price return of 36.78% signals robust momentum. This builds on a one-year total shareholder return of 13.84% and a...
TSE:4182
TSE:4182Chemicals

Mitsubishi Gas Chemical (TSE:4182): Assessing Valuation After Earnings Guidance Revision and Net Loss Outlook

Mitsubishi Gas Chemical Company (TSE:4182) revised its earnings guidance for the fiscal year ending March 31, 2026. The company is now projecting lower sales and a net loss after impairment losses recorded in the second quarter. See our latest analysis for Mitsubishi Gas Chemical Company. The sharply lowered earnings forecast appears to have weighed on Mitsubishi Gas Chemical’s share price. The stock has slid 11.75% over the past month and remains down 9.31% year-to-date, even as a recent...
TSE:8035
TSE:8035Semiconductor

Tokyo Electron (TSE:8035): Exploring Valuation Following Recent Share Price Surge

Tokyo Electron (TSE:8035) stock has drawn investor attention after a stretch of big swings in the past quarter. Shares have risen more than 50% over the past 3 months, highlighting renewed interest in the semiconductor sector. See our latest analysis for Tokyo Electron. Toyko Electron’s share price surge far outpaces the broader market, with a remarkable 51% share price return over the last three months and a 44.7% total shareholder return in the past year. Momentum remains strong, driven by...
TSE:2897
TSE:2897Food

Should Nissin Foods' Lowered Earnings Guidance Amid Rising Costs Prompt Reassessment by TSE:2897 Investors?

On November 10, 2025, Nissin Foods Holdings Co., Ltd. revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, lowering expectations for revenue, operating profit, and basic earnings per share due to higher raw material costs and softer sales in key markets. The company's adjustment is driven by increased demand for lower-priced instant noodle products domestically and ongoing market challenges in the United States, prompting a reassessment of its full-year...
TSE:8086
TSE:8086Medical Equipment

Should Nipro's (TSE:8086) Lower Dividend Prompt a Rethink of Its Capital Allocation Strategy?

Nipro Corporation has announced a second-quarter dividend of ¥10.00 per share for the fiscal year ending March 31, 2026, compared to ¥12.00 per share paid a year earlier, with payments scheduled to begin December 10, 2025. This reduction in the interim dividend signals a shift in how management is approaching capital allocation and could reflect changing expectations for future cash flows. We'll explore how this dividend decrease could influence Nipro's investment narrative and perceptions...
TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963) Valuation in Focus After Upgraded Financial Guidance and Strong First-Half Demand

ROHM (TSE:6963) lifted its financial projections for the current fiscal year, driven by stronger first-half demand and ongoing investments in digitalization and factory automation. These upward revisions have captured the attention of investors. See our latest analysis for ROHM. ROHM’s renewed outlook and recent innovations, such as integrating its TriC3 gate drive technology to boost energy efficiency in motors, have contributed to strong investor sentiment despite some near-term volatility...
TSE:6178
TSE:6178Insurance

Japan Post Holdings (TSE:6178): Assessing Valuation Following Lowered Earnings Guidance and Sector Headwinds

Japan Post Holdings (TSE:6178) just revised its full-year earnings outlook after facing fresh pressures in its postal and logistics divisions, along with updated forecasts in its insurance business. Investors are watching these changes closely as they reflect evolving sector challenges. See our latest analysis for Japan Post Holdings. Japan Post Holdings has seen its 1-year total shareholder return inch up by 1.5%, a modest result given the new earnings guidance and recent moves like a...
TSE:9719
TSE:9719IT

Japan’s First Cloud FIDO Rollout Could Be a Game Changer for SCSK (TSE:9719)

On November 17, 2025, OneSpan Inc. announced that Sumitomo Mitsui Trust Bank selected SCSK Corporation and OneSpan to deploy Japan’s first cloud-based FIDO authentication solution for mobile banking, enhancing security against rising phishing-related fraud. This collaboration not only marks a technological milestone for Japan's financial sector but also directly responds to new regulatory mandates for stronger multi-factor authentication. We'll explore how SCSK’s involvement in pioneering...
TSE:6754
TSE:6754Electronic

Anritsu (TSE:6754): Gauging Valuation After Launch of Virtual Network Master for AWS

Anritsu (TSE:6754) just launched its Virtual Network Master for AWS MX109030PC, a software tool designed to measure and evaluate network quality in cloud-based and virtual environments where hardware installation is tricky. See our latest analysis for Anritsu. Behind Anritsu’s latest launch, momentum seems to be building. Its 30-day share price return of 18.2% and 90-day gain of 23.5% both stand out after a particularly strong run this year. More impressively, total shareholder return over...
TSE:9409
TSE:9409Media

A Look at TVhi Holdings (TSE:9409) Valuation Following Upgraded Earnings Outlook and Dividend Increase

TVhi Holdings (TSE:9409) is in the spotlight after it raised its consolidated earnings guidance for the fiscal year ending March 2026 and announced a sizable boost to its second quarter dividend. Investors are watching these moves closely because they signal stronger financial performance and higher shareholder returns. See our latest analysis for TVhi Holdings. TVhi Holdings' recent earnings upgrade and dividend boost seem to have fueled further momentum, building on an already robust year...
TSE:6460
TSE:6460Leisure

The Bull Case For Sega Sammy Holdings (TSE:6460) Could Change Following Second Quarter Dividend Increase

Sega Sammy Holdings announced a second quarter dividend increase to ¥27.00 per share for the fiscal year ending March 31, 2026, up from ¥25.00 per share a year earlier, with payments scheduled to commence on December 3, 2025. This higher dividend marks a shift in payout policy and may indicate greater confidence from management in the company’s stability and outlook. To see how the newly announced dividend increase feeds into Sega Sammy Holdings’ investment narrative, we’ll focus on its...
TSE:1762
TSE:1762Construction

Exploring Three Undiscovered Gems in Global Markets

As global markets navigate the aftermath of the longest U.S. government shutdown in history, small-cap stocks have faced particular challenges, with indices like the Russell 2000 underperforming amid fluctuating interest rate expectations and economic uncertainties. In this environment, identifying promising investment opportunities requires a keen eye for companies that demonstrate resilience and potential for growth despite broader market headwinds.
TSE:8591
TSE:8591Diversified Financial

Will Higher Earnings Guidance and Expanded Capital Returns Shift ORIX’s (TSE:8591) Investment Narrative?

On November 12, 2025, ORIX Corporation announced a series of major developments, including raising its full-year net income guidance to ¥440.0 billion, approving an increased interim dividend per share of ¥93.76, reporting robust half-year earnings growth, and expanding its share repurchase plan to 60 million shares for ¥150.0 billion. This set of actions signals management's confidence in sustained business momentum and a reinforced commitment to shareholder returns through both higher...
TSE:8111
TSE:8111Luxury

Is Goldwin (TSE:8111) Rethinking Growth With Its New Shareholder Return Focus?

Goldwin Inc. recently announced a share repurchase program of up to 1,200,000 shares for ¥2,500 million, alongside a significant increase to its regular dividend to ¥77.00 per share and a special commemorative dividend of ¥10.00 per share, both payable on December 1, 2025. This combination of buyback and elevated shareholder payouts underscores Goldwin's focus on capital efficiency and rewarding its investors. We'll explore how Goldwin's expanded share repurchase commitment shapes the...
TSE:9602
TSE:9602Entertainment

How Investors May Respond To Toho (TSE:9602) Completing Its ¥14.9 Billion Share Buyback Program

Toho recently completed its share repurchase program, buying back 1,700,000 shares, equivalent to 1% of its outstanding stock, for ¥14,929.4 million between October 15 and November 13, 2025. This move signals management’s confidence in the company’s direction and can enhance value for existing shareholders by reducing the share count. We’ll examine how Toho’s buyback completion reinforces its investment narrative and underscores management’s commitment to shareholder returns. Trump's oil...
TSE:6744
TSE:6744Electronic

Nohmi Bosai (TSE:6744) Valuation in Focus After New Earnings and Dividend Guidance

Nohmi Bosai (TSE:6744) drew investor attention after releasing full-year earnings guidance along with an increased interim dividend. The company projects continued profitability and has raised its dividend payout compared to the previous year. See our latest analysis for Nohmi Bosai. After Nohmi Bosai unveiled its latest guidance and stepped up its dividend, the stock’s momentum has cooled slightly. After a strong year-to-date share price return of 7.7%, recent weeks have seen a pullback...
TSE:5463
TSE:5463Metals and Mining

A Look at Maruichi Steel Tube (TSE:5463) Valuation Following Upgraded Earnings Guidance and Dividend Increase

Maruichi Steel Tube (TSE:5463) updated its outlook for the year ending March 2026, raising both earnings guidance and the interim dividend. Investors are taking note because these moves highlight improved profitability and higher shareholder returns. See our latest analysis for Maruichi Steel Tube. With Maruichi Steel Tube recently bumping up its earnings guidance and interim dividend, momentum has been building, and the share price reflects that. It is up 15.4% year-to-date, and the one-year...
TSE:6324
TSE:6324Machinery

Is Harmonic Drive Systems’ (TSE:6324) Management Shift a Sign of Evolving Competitive Strategy?

Harmonic Drive Systems recently announced a renewed focus on enhancing its management processes and flexibility to support long-term competitiveness in the precision engineering sector. This initiative highlights the company's ongoing commitment to its ‘Total Motion Control’ vision, aiming to solidify its leadership in high-precision motion technologies. We'll explore how Harmonic Drive Systems’ renewed management flexibility focus shapes its investment narrative and growth ambitions in...
TSE:7974
TSE:7974Entertainment

Is It Time to Reassess Nintendo After a 43.7% Surge in 2025?

Ever wondered if Nintendo is a bargain or overpriced right now? You are not alone. With the gaming giant in the spotlight, it is a great time to dig into its real value. Despite a rocky patch this week with shares down 6.2%, Nintendo's stock has soared 43.7% year-to-date and an impressive 60.1% over the last 12 months. This hints at both momentum and market excitement. Recent headlines have kept Nintendo in focus as anticipation swirls around new game releases and ongoing buzz about its...
TSE:2801
TSE:2801Food

How Kikkoman’s Upgraded 2026 Profit Outlook and Currency Gains Will Impact Investors (TSE:2801)

Kikkoman Corporation recently revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, updating its forecast to revenue of ¥731 billion and profit attributable to owners at ¥60 billion, citing a stronger-than-expected first half and exchange rate impacts. This revision reflects how fluctuations in foreign currency, specifically a more favorable yen-dollar rate compared to initial expectations, contribute significantly to the company’s financial outlook. We'll...
TSE:7013
TSE:7013Machinery

Why IHI (TSE:7013) Boosted Its Dividend and Earnings Outlook Despite Recent Share Price Pressure

IHI Corporation recently announced that it will pay a cash dividend of ¥70 per share for the second quarter ended September 30, 2025, an increase from ¥50 per share a year earlier, with payment scheduled for December 5, 2025. The company also revised its consolidated earnings guidance upward for the fiscal year ending March 31, 2026, signaling increased revenue and profit expectations which suggest a stronger outlook and enhanced potential returns for shareholders. With a higher interim...
TSE:7337
TSE:7337Banks

Hirogin Holdings (TSE:7337): Valuation Insights as Strategic Expansion Signals New Growth Opportunities

Hirogin Holdings (TSE:7337) just made a significant move by announcing the creation of Hirogin Regional Advisors Co. Ltd., expanding into investment advisory and real estate fund management. This strategic shift complements the group's recently declared dividend increase. See our latest analysis for Hirogin Holdings. Momentum has steadily built in Hirogin Holdings’ stock, with a year-to-date share price return of nearly 25% and a striking 1-year total shareholder return of 32.6%. These gains...
TSE:9418
TSE:9418Telecom

U-NEXT Holdings (TSE:9418): Evaluating Valuation Following Major Bond Issuance for 'Road to 2030' Strategy

U-NEXT HOLDINGSLtd (TSE:9418) has just announced a major debt financing move, issuing a second series of unsecured straight bonds in Japan to support its Medium-Term Management Plan titled "Road to 2030." This step is designed to strengthen the company's financial base and fund key strategic initiatives. See our latest analysis for U-NEXT HOLDINGSLtd. Following the bond announcement, U-NEXT HOLDINGSLtd’s share price has shown solid momentum this year, with a 19.1% gain year-to-date and a...
TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849): Valuation in Focus After UBS Downgrade on Regulatory and Demand Concerns

Nihon Kohden (TSE:6849) shares came under fresh scrutiny after UBS downgraded the stock, highlighting a cloudier outlook for the company. Investors are now weighing how regulatory headwinds and softer hospital spending could influence performance. See our latest analysis for Nihon Kohden. Nihon Kohden’s share price has lost significant ground this year, with a year-to-date share price return of -25.66% and a one-year total shareholder return of -27.29%. The market’s cautious stance has...