TSE:9020
TSE:9020Transportation

Upward Guidance Revision Could Be a Game Changer for East Japan Railway (TSE:9020)

In late October 2025, East Japan Railway announced an upward revision of its earnings and dividend guidance for the fiscal year ending March 2026, now expecting operating revenues of ¥3.06 trillion, profits attributable to owners of ¥237.0 billion, and a second-quarter dividend of ¥35 per share. The company cited increased passenger revenues and other positive operational factors as key reasons for this updated outlook, signaling stronger-than-anticipated performance across its core and...
TSE:9435
TSE:9435Industrials

Hikari Tsushin (TSE:9435): Assessing Valuation After New Corporate Bond Issuance to Bolster Financial Stability

Hikari Tsushin (TSE:9435) has announced plans to issue its 54th unsecured corporate bond, raising 15 billion yen to support bond redemption. This step is intended to strengthen the company’s financial stability and credibility with investors. See our latest analysis for Hikari Tsushin. Hikari Tsushin’s recent bond issuance comes on the back of strong momentum for shareholders. Its total shareholder return has soared 34.37% over the past year and an impressive 140.46% over three years,...
TSE:6136
TSE:6136Machinery

OSG (TSE:6136): Is the Valuation Justified After Strong Share Price Gains?

OSG (TSE:6136) has been on investors’ radar lately, with shares showing a steady climb over the past year. The stock’s performance stands out when compared with industry peers, drawing attention to its latest financials and strategic moves. See our latest analysis for OSG. OSG’s share price has marched consistently higher, notching a 22.1% year-to-date gain and outpacing many industry peers. Momentum has not faded either; a robust 1-year total shareholder return of 28.3% underscores growing...
TSE:4203
TSE:4203Chemicals

Sumitomo Bakelite (TSE:4203) Valuation: Assessing Shares After the Latest Interim Dividend Announcement

Sumitomo Bakelite (TSE:4203) declared an interim dividend of 50 yen per share following its recent board meeting. This move highlights how the company balances rewarding shareholders with pursuing future investments and corporate growth. See our latest analysis for Sumitomo Bakelite. The interim dividend comes at a time when momentum around Sumitomo Bakelite has been building. The share price has climbed 34.9% year-to-date. Over the past year, the total shareholder return sits at an...
TSE:7970
TSE:7970Chemicals

Shin-Etsu Polymer (TSE:7970): Assessing Valuation After Share Buyback and Dividend Hike Announced

Shin-Etsu Polymer Ltd (TSE:7970) has announced a new share repurchase program along with an increase to its interim dividend, signaling a strong focus on delivering value back to shareholders this quarter. See our latest analysis for Shin-Etsu PolymerLtd. Momentum has been strong for Shin-Etsu PolymerLtd, with investor enthusiasm building as the company’s buyback and dividend boost hit the headlines. The share price has climbed 19.1% year-to-date, while its total shareholder return over the...
TSE:9202
TSE:9202Airlines

Assessing ANA Holdings (TSE:9202) Valuation Following Upgraded Earnings Guidance and Stronger Outlook

ANA Holdings (TSE:9202) has just raised its full-year earnings guidance, lifting projections across operating revenue, operating income, and net income for the fiscal year ending March 2026. This signals stronger operational momentum. See our latest analysis for ANA Holdings. ANA Holdings’ upbeat guidance comes as its share price has gained 4.05% over the past day and moved steadily higher in recent weeks, suggesting growing investor confidence. While the one-year total shareholder return...
TSE:2802
TSE:2802Food

A Fresh Take on Ajinomoto (TSE:2802) Valuation After Its Sustainable GRe:en Drop Coffee Launch

Ajinomoto (TSE:2802) has introduced GRe:en Drop Coffee, a limited edition dairy-free ice latte under its Atlr.72® brand. The product features beanless coffee and Solein, a protein with a low environmental footprint. This launch reflects a push toward sustainability and innovation within its portfolio. See our latest analysis for Ajinomoto. Ajinomoto’s share price has climbed an impressive 37.4% year-to-date, and momentum appears to be building with launches like GRe:en Drop Coffee and the...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735): Evaluating Valuation After a 52% Share Price Surge

SCREEN Holdings (TSE:7735) has been on investors' radar lately, thanks to its share price performance and steady financial growth in recent months. The company’s shares have posted noticeable gains, which has fueled interest in its long-term prospects. See our latest analysis for SCREEN Holdings. Momentum has been building rapidly for SCREEN Holdings, with its share price climbing over 52% so far this year and an impressive 50.7% total shareholder return over the past 12 months. This follows...
TSE:6758
TSE:6758Consumer Durables

Does Sony’s ¥249.99 Billion Buyback Strengthen the Long-Term Investment Case for Sony Group (TSE:6758)?

In late October 2025, Sony Group completed its previously announced share buyback program, having repurchased 63,156,800 shares, equal to 1.05% of its outstanding shares, for ¥249.99 billion. This signals management's focus on capital returns and can often be seen as a vote of confidence in the company's long-term value by market participants. We'll examine how the completion of Sony’s ¥249.99 billion share repurchase impacts the company's updated investment narrative and outlook. AI is...
TSE:6754
TSE:6754Electronic

Anritsu (TSE:6754): Examining Valuation Following Strong Profit Gains and Investor Optimism

Anritsu (TSE:6754) released its second quarter results for the fiscal year, showing revenue dipped by just 3%. However, operating profit and profit before tax jumped sharply, highlighting strides in efficiency. This caught investors’ attention as profitability improved despite modest top-line pressure. See our latest analysis for Anritsu. Following the strong earnings report, Anritsu’s share price surged, jumping over 21% in just one day and bringing its year-to-date gain to nearly 70%. This...
TSE:9501
TSE:9501Electric Utilities

A Look at TEPCO (TSE:9501) Valuation Following Extraordinary Losses from Disaster Recovery and Nuclear Compensation Updates

Tokyo Electric Power Company Holdings (TSE:9501) disclosed a large extraordinary loss related to costs from disaster recovery and updated nuclear damage compensation estimates for the period ending March 31, 2026. The news highlights ongoing financial pressures as well as continued uncertainty about nuclear plant restarts. See our latest analysis for Tokyo Electric Power Company Holdings. Despite headline-grabbing losses related to disaster recovery, Tokyo Electric Power Company Holdings’...
TSE:9065
TSE:9065Logistics

How Investors May Respond To Sankyu (TSE:9065) Boosting Interim Dividend After Upward Earnings Revision

On October 31, 2025, Sankyu Inc. held a board meeting and approved an increase in interim dividends from JPY 116 to JPY 118 per share, following an upward revision of its full-year financial outlook for fiscal year ending March 2026. This marks Sankyu’s alignment with its medium-term management plan, signaling a drive for sustainable growth and enhanced shareholder value despite a recent decline in comprehensive income. Next, we assess how these revised earnings and dividend forecasts...
TSE:6368
TSE:6368Machinery

Is a Potential Dividend Revision Shifting the Investment Case for Organo (TSE:6368)?

On October 31, 2025, Organo Corporation’s board convened to consider approval and revision of the year-end dividend, referencing a record date of September 30, 2025, as well as other matters. This decision regarding the dividend policy has the potential to directly influence shareholder expectations for returns and future capital allocation. We'll explore how the board’s focus on dividend revisions may affect Organo's investment narrative and shareholder outlook. AI is about to change...
TSE:6436
TSE:6436Electronic

Amano (TSE:6436) Valuation in Focus After Dividend Increase and Upcoming Earnings Call

Amano (TSE:6436) just announced it will raise its dividend to JPY 55 per share for the first half of the year, up from last year’s JPY 50. Investors may also be watching closely ahead of its Q2 earnings call on October 31. See our latest analysis for Amano. After a stretch of choppy trading, Amano’s latest dividend boost and anticipation around its upcoming earnings call appear to have nudged sentiment. Although the share price is still down slightly for the year, long-term investors have...
TSE:6762
TSE:6762Electronic

TDK (TSE:6762) Is Up 5.7% After Raising FY26 Guidance and Announcing Gelion Battery Partnership—Has the Bull Case Changed?

On October 31, 2025, TDK Corporation raised its full-year earnings guidance for the fiscal year ending March 2026, citing strong first-half results driven by demand for rechargeable batteries and HDD components, despite weakness in the automotive market. Gelion plc also announced a multi-year collaboration with TDK to commercialize next-generation sulfur battery technology, potentially positioning TDK to accelerate innovation in energy storage solutions. We'll look at how TDK's guidance...
TSE:6857
TSE:6857Semiconductor

Can Advantest (TSE:6857) Leverage its New Power Test Platform for Long-Term Market Leadership?

Advantest Corporation recently announced the global launch of its MTe power test platform, a modular and scalable solution designed to address heightened testing demands in the rapidly growing power semiconductor market. The platform’s capability to efficiently test wide-bandgap semiconductors and integrate digital IP cores positions Advantest to meet emerging challenges across automotive, industrial, renewable energy, and data infrastructure sectors. We’ll now explore how Advantest’s...
TSE:8088
TSE:8088Oil and Gas

A Fresh Look at Iwatani (TSE:8088) Valuation as Stock Momentum Softens

Iwatani (TSE:8088) has recently caught investors’ attention as its stock movement stands out against broader industry trends. Although there is no single headline event, many are scrutinizing its recent price performance and operating results. See our latest analysis for Iwatani. Iwatani’s share price has cooled off after a quick start to the year, slipping to ¥1,606.5 and leaving the year-to-date share price return down 9.3%. However, long-term investors have still seen a 26% total return...
TSE:9023
TSE:9023Transportation

Tokyo Metro’s 2026 Earnings Outlook Might Change The Case For Investing In Tokyo Metro (TSE:9023)

On October 31, 2025, Tokyo Metro Co., Ltd. announced its consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting operating revenue of ¥420.60 billion, operating profit of ¥88.70 billion, and profit attributable to owners of parent of ¥58.20 billion. The guidance, paired with the half-year earnings call, offered investors clear visibility into anticipated business performance and financial priorities for the coming year. We'll explore how this forward-looking...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503) Is Up 7.8% After Upward Guidance, Buyback and Dividend Hike—Has the Bull Case Changed?

In the past week, Mitsubishi Electric completed a major share buyback and declared a higher interim dividend of ¥25 per share, while also revising its full-year revenue guidance upward by ¥270 billion to ¥5.67 trillion, primarily due to favorable foreign exchange rates and increased sales in its Infrastructure segment. An additional development saw Mitsubishi Electric, in collaboration with academic institutions, advance efforts to set new global standards for measuring workplace thermal...
TSE:4578
TSE:4578Pharmaceuticals

Otsuka Holdings (TSE:4578) Valuation in Focus After New Full-Year Financial Forecast Released

Otsuka Holdings (TSE:4578) just released its financial forecast for the year ending December 2025. The company offered investors key figures about expected revenue, operating profit, and net income. This kind of forward-looking guidance often shapes market sentiment. See our latest analysis for Otsuka Holdings. After Otsuka Holdings released its new forecast and wrapped up its latest earnings call, investors responded with a steady lift, as seen in a 13.7% share price return over the past 90...
TSE:8473
TSE:8473Capital Markets

SBI Holdings (TSE:8473) Is Up 5.0% After Dividend Hike and Stock Split Announcement – Has The Bull Case Changed?

SBI Holdings announced a stock split effective December 1, 2025, doubling the number of issued shares and updating its Articles of Incorporation, alongside a second-quarter dividend raise to ¥40 per share from ¥30 a year earlier. This dual focus on increasing shareholder returns through a higher dividend and improving share liquidity via a stock split underscores management's commitment to capital efficiency and broadening investor participation. We'll explore how the recent interim dividend...
TSE:9684
TSE:9684Entertainment

Square Enix (TSE:9684) Valuation in Focus After Dragon Quest Erdrick Trilogy Completion and Major Release

Square Enix Holdings (TSE:9684) just unveiled the DRAGON QUEST I & II HD-2D Remake for a wide range of platforms, concluding the celebrated Erdrick trilogy. The digital-only Erdrick Trilogy Collection also launched simultaneously, a move sure to interest fans and investors alike. See our latest analysis for Square Enix Holdings. Square Enix Holdings has made headlines this year with its highly anticipated Dragon Quest releases, but the momentum in its share price paints a more complex...
TSE:5214
TSE:5214Electronic

A Look at Nippon Electric Glass (TSE:5214) Valuation Following Upgraded Forecasts and New Share Buyback Plan

Nippon Electric Glass (TSE:5214) has raised its earnings outlook for the full year, citing stronger productivity and fewer foreign exchange losses. The company’s plan also includes share buybacks, which could appeal to shareholders. See our latest analysis for Nippon Electric Glass. The recent upgrade to Nippon Electric Glass’s earnings forecast and the new share buyback plan have helped spark renewed momentum, with a 54% year-to-date share price return and an impressive 61% total return over...
TSE:8714
TSE:8714Banks

Assessing Senshu Ikeda Holdings (TSE:8714) Valuation Following Strategic Move Into M&A Advisory and Investment Management

Senshu Ikeda Holdings (TSE:8714) has unveiled plans to launch two new subsidiaries focused on M&A advisory and investment management following its recent board meeting. This move is intended to strengthen regional business continuity and economic resilience. See our latest analysis for Senshu Ikeda Holdings. Senshu Ikeda Holdings has garnered market attention with its latest steps to expand in M&A advisory and investment management, adding to a year marked by remarkable momentum. The stock’s...