TSE:9435
TSE:9435Industrials

Hikari Tsushin (TSE:9435) Valuation After Share Buyback, Upgraded Earnings, and Dividend Boost

On November 11, 2025, Hikari Tsushin (TSE:9435) announced a significant share buyback, in addition to raised earnings forecasts and an increase in its dividend guidance. These moves demonstrate clear confidence from management in the company's future prospects. See our latest analysis for Hikari Tsushin. Momentum has been building for Hikari Tsushin, as evidenced by a 31.4% year-to-date share price return and a robust 36.6% total shareholder return over the last twelve months. The recent...
TSE:3391
TSE:3391Consumer Retailing

Is Tsuruha Holdings' Sustained Sales Growth Shaping Its Competitive Edge in Japan (TSE:3391)?

Tsuruha Holdings recently reported its preliminary consolidated sales results for October 2025, showing all store net sales grew 5.1% year over year, with year-to-date sales up 4.2% from the previous year. This sustained sales growth highlights ongoing consumer demand for the company’s offerings in a competitive retail landscape. We’ll explore how the consistent sales momentum underpins Tsuruha Holdings' investment narrative amid evolving market conditions. These 13 companies survived and...
TSE:7004
TSE:7004Machinery

A Fresh Look at Kanadevia (TSE:7004) Valuation After Downward Earnings Guidance Revision

Kanadevia (TSE:7004) has just announced revised earnings guidance for the fiscal year ending March 2026, lowering profit projections as higher costs and segment challenges weigh on its outlook. While sales guidance remains steady, profitability is expected to decrease. See our latest analysis for Kanadevia. Kanadevia’s shares have seen increased volatility lately, with the recent profit outlook shift adding fuel to longer-term uncertainty. While this year’s share price return is down, total...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries (TSE:7011) Valuation in Focus After Raised Guidance and Dividend Upgrade

Mitsubishi Heavy Industries (TSE:7011) released an updated earnings forecast for the fiscal year ending March 2026, raising its revenue outlook following a solid first half of results. The company also increased its second quarter dividend. See our latest analysis for Mitsubishi Heavy Industries. After a rapid ascent earlier this year, Mitsubishi Heavy Industries' share price has taken a breather in recent weeks. However, momentum remains robust, with a remarkable 88% year-to-date share price...
TSE:3110
TSE:3110Building

Nitto Boseki (TSE:3110) Is Up 26.3% After Upgrading FY 2025 Profit and Dividend Forecasts

Nitto Boseki announced a significant increase in its full-year earnings guidance for fiscal 2025, projecting profit attributable to owners of parent to rise to ¥37.5 billion along with a proposed year-end dividend increase to ¥86 per share. This update followed a board decision to transfer non-current assets, with management emphasizing a balanced approach to shareholder returns, reinvestment, and financial soundness while excluding extraordinary income from steady earnings in their dividend...
TSE:5020
TSE:5020Oil and Gas

A Look at ENEOS Holdings (TSE:5020) Valuation After Dividend Hike and Revised Earnings Guidance

ENEOS Holdings (TSE:5020) has just announced increases to both its interim and full-year dividend forecasts, even as it lowered earnings guidance for the fiscal year due to changes in crude oil prices and currency rates. See our latest analysis for ENEOS Holdings. ENEOS Holdings has enjoyed strong momentum in recent months, with a 1-month share price return of 15.56% and a year-to-date share price rally of 26.05%. Factoring in dividends, the 1-year total shareholder return now stands at an...
TSE:9984
TSE:9984Wireless Telecom

How Do SoftBank’s AI Bets and 120% Surge Shape Its Value in 2025?

Thinking of buying SoftBank Group stock or just curious if you might be missing out on value? You are not alone, especially with all the buzz surrounding this giant. SoftBank's stock has soared 133.8% over the past year and is up an impressive 120.3% year-to-date, but the past month has seen an 11.7% pullback, which may indicate shifting sentiment or emerging risks. Recent headlines include SoftBank’s aggressive AI and tech investments, its Vision Fund rebounding with new deals, and moves to...
TSE:6417
TSE:6417Leisure

Does Sankyo's Dividend Increase Reflect Confidence in Its Capital Allocation Strategy for TSE:6417?

Sankyo Co., Ltd. announced a cash dividend increase to JPY 45.00 per share for the end of the second quarter of fiscal year ending March 31, 2026, up from JPY 40.00 paid a year earlier and payable on December 1, 2025. This higher dividend highlights Sankyo’s emphasis on shareholder returns and signals confidence in the company’s ongoing financial performance. We’ll examine how Sankyo’s commitment to increasing dividends shapes its investment narrative and outlook for shareholder value...
TSE:6134
TSE:6134Machinery

Fuji (TSE:6134) Is Up 14.8% After Raising Guidance on Strong Robotic Solutions Demand – Has the Narrative Shifted?

On November 7, 2025, Fuji Corporation revised its full-year earnings guidance for the fiscal year ending March 31, 2026, raising expectations across net sales, operating profit, and profit attributable to owners, driven by robust demand in its Robotic Solutions business serving the Asian computer and server markets. This improved outlook, combined with the affirmation of a ¥40 cash dividend per share for the recent quarter, highlights the company’s sustained operational momentum despite...
TSE:4704
TSE:4704Software

Should Trend Micro's (TSE:4704) Share Buyback and New Guidance Prompt Investor Reassessment?

Trend Micro Incorporated recently announced a ¥10,000 million share repurchase program for 1,670,000 shares, 1.27% of its share capital, and issued new earnings guidance projecting net sales of ¥274 billion and net income of ¥30.2 billion for the fiscal year ending December 2025. This move aims to improve shareholder equity efficiency and provides investors with clearer expectations as the company adapts to shifts in the business landscape. We'll explore how the newly announced buyback...
TSE:7762
TSE:7762Electronic

Citizen Watch (TSE:7762) Is Up 15.1% After Profits Surge and Earnings Forecast Raised—What's Changed

Earlier this month, Citizen Watch reported a 1.7% increase in net sales and a notable 32.0% rise in ordinary profit for the six months ending September 30, 2025, and revised its full-year earnings forecast upward while announcing a dividend increase. Sales growth was led by strong performance in North America and higher unit selling prices, alongside improved profitability in its e-commerce business. We'll examine how Citizen Watch's improved profitability and raised forecast may influence...
TSE:9684
TSE:9684Entertainment

Will Square Enix's Dividend Hike and Profit Cut Shift Its Strategic Outlook (TSE:9684)?

Square Enix Holdings recently reported that it will increase its second quarter dividend for the fiscal year ending March 31, 2026, to ¥54.00 per share, up from ¥28.00 a year earlier, while also announcing a downward revision to full-year profit guidance due to an extraordinary loss approved at a recent board meeting. While expected profit attributable to owners was cut, the company maintained its net sales and operating income forecasts, highlighting a complex financial outlook. We’ll...
TSE:9432
TSE:9432Telecom

Does NTT's (TSE:9432) Modest Dividend Hike Reflect Strategic Confidence or Conservative Capital Allocation?

NTT, Inc. recently announced an increase in its second quarter dividend to ¥2.65 per share for the fiscal year ending March 31, 2026, compared to ¥2.60 a year earlier, with payments scheduled for November 28, 2025. This incremental dividend hike highlights management's confidence in NTT's financial position and signals a focus on rewarding shareholders through steady capital returns. We'll examine how NTT's decision to raise its dividend payout may influence its investment narrative and...
TSE:9302
TSE:9302Logistics

Does MITSUI-SOKO’s Upward Guidance Revision Signal a Stronger Growth Outlook for TSE:9302 Investors?

On November 7, 2025, MITSUI-SOKO HOLDINGS Co., Ltd. announced an upward revision of its consolidated earnings guidance for the fiscal year ending March 31, 2026, driven by stronger air freight volumes and increased automobile-related cargo handling. This revision highlights how shifts in specific logistics sectors, such as automobile cargo, can materially impact overall company performance projections. We will explore how the upwardly revised guidance, driven by heightened air freight and...
TSE:4543
TSE:4543Medical Equipment

Terumo (TSE:4543): Updated Guidance and Dividend Hike Spark Fresh Valuation Debate

Terumo (TSE:4543) just updated its full-year financial outlook, reflecting new assumptions around exchange rates, gains from pricing actions, and costs related to acquisitions and business portfolio reviews. The company also announced a higher upcoming dividend. See our latest analysis for Terumo. After riding a wave of optimism earlier in the year, Terumo’s share price has pulled back sharply with a 20.18% year-to-date decline, as the market recalibrates around the latest guidance and moving...
TSE:8316
TSE:8316Banks

Sumitomo Mitsui Financial Group (TSE:8316) Is Up 7.8% After Announcing Major Buyback and Dividend Hike – What's Changed

Sumitomo Mitsui Financial Group recently announced a share repurchase program of up to 50 million shares (1.3% of issued capital) for ¥150 billion, raised its interim dividend to ¥78 per share, and forecasted a year-end dividend of ¥79 per share following a period of strong profit growth and upgraded full-year earnings guidance. These actions highlight the bank's focus on rewarding shareholders and optimizing its capital structure in response to improved financial results. With a major...
TSE:7013
TSE:7013Machinery

IHI Corporation (TSE:7013): Valuation Insights Following Upgraded Earnings Guidance and Dividend Increase

IHI (TSE:7013) released revised earnings guidance for the upcoming fiscal year, projecting stronger revenue and profits. The company also raised its second-quarter dividend compared to last year, which highlights confidence from management and potential investor interest. See our latest analysis for IHI. IHI’s recent upward revisions and dividend boost appear to have fueled renewed optimism, with the stock posting a remarkable 135.8% share price return so far this year. Momentum is clearly...