TSE:2784
TSE:2784Healthcare

Did Alfresa Holdings' (TSE:2784) Upgraded Profit Outlook and Expense Discipline Just Shift Its Investment Narrative?

Alfresa Holdings recently raised its consolidated earnings guidance for the six months ended September 30, 2025, forecasting net sales of ¥1.53 trillion, an operating profit of ¥16.2 billion, and earnings per share of ¥63.24, an increase from its earlier projections. The company attributed these gains mainly to stricter expense control, delayed recognition of some costs, and an extraordinary profit from reducing cross-shareholdings. We'll explore how expense discipline and gains from...
TSE:8129
TSE:8129Healthcare

Toho Holdings (TSE:8129) Valuation in Focus Following Share Buyback Program Update

Toho Holdings (TSE:8129) recently disclosed the acquisition of 508,000 shares under its ongoing buyback program. This initiative is aimed at enhancing shareholder value and optimizing the company’s capital structure. This announcement has drawn some investor attention. See our latest analysis for Toho Holdings. The buyback update comes as Toho Holdings builds on a year of steady progress, including initiatives to strengthen governance and refine operations. While the 1-month share price...
TSE:2811
TSE:2811Food

Kagome (TSE:2811) Valuation in Focus After Earnings Forecast Cut and International Sales Challenges

Kagome (TSE:2811) recently lowered its earnings forecast for the year, citing softer sales in its international business, slower customer demand in tomato processing, discontinued seasonal items, and temporary losses related to manufacturing defects. See our latest analysis for Kagome. After Kagome’s downward earnings revision and ongoing international challenges, the share price has struggled to regain momentum, with a 1.9% one-day gain offering only a brief reprieve from its longer slide...
TSE:3110
TSE:3110Building

Nitto Boseki (TSE:3110) Is Up 11.8% After Strong H1 Results and T-glass Optimism – Has the Bull Case Changed?

Nitto Boseki recently reported an 8.2% increase in net sales and a 28.7% rise in operating profit for the first half of its fiscal year ending March 2026, along with an upward revision to its full-year earnings forecast. An analyst upgrade followed management’s positive outlook on its T-glass product, with anticipated price increases and shipment growth fueled by productivity gains. We’ll explore how T-glass shipment growth expectations help refresh Nitto Boseki’s investment narrative amid...
TSE:7947
TSE:7947Packaging

FP Corporation (TSE:7947): Valuation Perspectives Following Upgraded Earnings Outlook and Dividend Hike

FP (TSE:7947) just raised its earnings guidance for both the first half and full fiscal year. Along with the improved outlook, the company announced a notable interim dividend increase, signaling a stronger sense of confidence from management. See our latest analysis for FP. FP’s recent guidance boost and dividend hike have given the share price a gentle lift in the short term, with a 2.93% gain over the past month, but momentum remains muted as longer-term total shareholder returns are still...
TSE:4403
TSE:4403Chemicals

NOF (TSE:4403) Is Up 6.7% After Announcing Share Buyback and Upgrading Earnings Outlook – Has the Bull Case Changed?

NOF Corporation recently announced a share repurchase program to buy back up to 2,000,000 shares, or 0.87% of its outstanding stock, for a total cost of ¥5,000 million, alongside an upward revision of its earnings and dividend forecasts for the current fiscal year. This move aligns with NOF's Mid-Term Management Plan and showcases the company's focus on delivering stable shareholder returns even as it reports mixed segment performance. We’ll examine how the share buyback and enhanced...
TSE:9507
TSE:9507Electric Utilities

Shikoku Electric Power (TSE:9507): Assessing Valuation After Dividend Increase Signals Management Optimism

Shikoku Electric Power Company (TSE:9507) announced a boost to its second quarter dividend, increasing the payout to JPY 25 per share, up from JPY 20 per share last year. The higher dividend is set for distribution beginning November 28, 2025. This move highlights management's confidence in the company's outlook. See our latest analysis for Shikoku Electric Power Company. Alongside the dividend boost, Shikoku Electric Power Company’s share price has steadily gained ground, with a year-to-date...
TSE:2002
TSE:2002Food

Nisshin Seifun Group (TSE:2002): Shareholder Payout Boosts and Earnings Cut Spark Fresh Valuation Debate

Nisshin Seifun Group (TSE:2002) announced a sizable share buyback program and a higher dividend, with both moves aimed at rewarding shareholders. At the same time, the company trimmed its full-year earnings forecasts following business challenges abroad. See our latest analysis for Nisshin Seifun Group. Nisshin Seifun Group’s latest buyback and dividend boost come as the stock’s momentum has flattened out after a modest run. Despite this week’s upbeat news, the 1-year total shareholder return...
TSE:9147
TSE:9147Logistics

Nippon Express (TSE:9147): Assessing Valuation After Enhanced Real-Time Rail Tracking Rollout

Nippon Express Holdings (TSE:9147) has taken a notable step in its digital transformation journey. The company recently enhanced its e-NX Visibility service, allowing customers to track U.S. domestic rail shipments in real time, from loading at departure to unloading at the destination. See our latest analysis for Nippon Express Holdings. Shares of Nippon Express Holdings have shown impressive momentum this year, with a year-to-date share price return of 35.9% and a robust 1-year total...
TSE:7267
TSE:7267Auto

How Investors Are Reacting To Honda Motor (TSE:7267) Cutting Forecasts and Lowering EV Ambitions

On November 7, 2025, Honda Motor Co., Ltd. revised its full-year earnings forecast for the fiscal year ending March 2026, projecting sales of ¥20.7 trillion and operating profit of ¥550 billion, after reporting a second-quarter operating profit decline of 25% year-on-year attributed to higher electric vehicle costs, weaker sales in Asia, and U.S. import tariffs. Alongside this profit warning, Honda also lowered its long-term electric vehicle sales target as it faced increasing competition...
TSE:4547
TSE:4547Pharmaceuticals

Kissei Pharmaceutical (TSE:4547) Valuation in Focus After Strong H1 Results and Upgraded Outlook

Kissei Pharmaceutical (TSE:4547) shares are drawing attention after the company reported a 7.9% year-over-year jump in net sales for the first half of fiscal 2025. Profits and financial forecasts are now trending higher. See our latest analysis for Kissei Pharmaceutical. Kissei Pharmaceutical’s latest financial results have come on the heels of new international licenses, a recent product launch in South Korea, and a noticeably more robust R&D push. While the share price slipped over the...
TSE:5332
TSE:5332Building

TOTO (TSE:5332): Valuation in Focus After Strong Interim Results and Full-Year Forecast Revision

TOTO (TSE:5332) just wrapped up its board meeting and updated investors with a mix of positive and cautious news. While interim operating profit and net income surpassed expectations, the company revised its full-year earnings forecast downward. See our latest analysis for TOTO. Following the interim earnings update and downward revision to full-year guidance, TOTO’s share price has seen modest swings, closing recently at ¥3,859. The 1-year total shareholder return is still down 8.3%...
TSE:2413
TSE:2413Healthcare Services

Assessing M3 (TSE:2413): Is the Stock Overvalued After Recent Share Price Decline?

M3 (TSE:2413) has caught the attention of investors after its recent price movements. Over the past month, the stock has declined by 9%, despite solid annual revenue and net income growth. Let's take a closer look at what is behind these shifts. See our latest analysis for M3. After a strong run earlier this year, M3’s momentum has cooled lately, with a 30-day share price return of -9.09%. Even so, the year-to-date share price return still stands at an impressive 53.33%, and long-term...
TSE:9759
TSE:9759IT

A Look at NSD (TSE:9759) Valuation After New Share Buyback Program Approval

NSD (TSE:9759) has just announced that its Board of Directors approved a share repurchase program, targeting up to 650,000 shares, or about 1% of its issued stock, through February 2026. This move highlights NSD’s ongoing focus on shareholder returns. See our latest analysis for NSD. NSD’s newly announced buyback plan comes just as its momentum shows signs of steadying. The 1-year total shareholder return is a modest 2%. Investors who have held on through market ups and downs have seen...
TSE:9042
TSE:9042Transportation

Hankyu Hanshin Holdings (TSE:9042): Valuation Insights After New Earnings Guidance and Dividend Hike

Hankyu Hanshin Holdings (TSE:9042) caught investors’ attention after releasing earnings guidance for the year ending March 2026 and unveiling a sizeable interim dividend hike. This combination points to management’s confidence in both operations and returns. See our latest analysis for Hankyu Hanshin Holdings. After this upbeat guidance and the interim dividend boost, Hankyu Hanshin Holdings’ share price has been volatile, slipping 9.3% over the past month. Yet, looking beyond short-term...
TSE:7994
TSE:7994Commercial Services

Okamura (TSE:7994): Assessing Valuation After Profit Forecast Cut Despite Sales Growth

Okamura (TSE:7994) reported higher sales for the recent half-year but lowered its full-year profit outlook, citing increased personnel costs and weaker performance in certain business segments. The revised guidance highlights profitability pressures ahead. See our latest analysis for Okamura. Okamura’s recent downward revision to its annual profit outlook comes after strong share price momentum earlier in the year, with a 14.8% year-to-date gain. Even with near-term pressure around costs and...
TSE:8628
TSE:8628Capital Markets

Matsui Securities (TSE:8628): Assessing Valuation After Dividend Increase and Ahead of Q2 2026 Earnings Call

Matsui Securities (TSE:8628) has just announced a higher interim dividend, increasing it to JPY 25.00 per share for the second quarter. This is up from JPY 22.00 a year earlier. This move comes ahead of the company’s Q2 2026 earnings call, scheduled for October 29, 2025. See our latest analysis for Matsui Securities. The recent bump in Matsui Securities’ dividend seems to have caught some positive attention, with the share price gaining 3.3% over the past 90 days, even as the year-to-date...
TSE:9001
TSE:9001Transportation

Tobu Railway (TSE:9001): Valuation Insights Following Forecast Upgrade and Treasury Share Cancellation

Tobu Railway (TSE:9001) has taken a two-pronged approach to shareholder value with its recent upward revision to this year’s financial forecast and a Board-approved cancellation of 3.9 million treasury shares. Investors are now watching both the company’s growth outlook and capital strategy. See our latest analysis for Tobu Railway. The recent forecast upgrade and treasury share cancellation have put fresh focus on Tobu Railway, but the stock’s share price return tells a more cautious story,...
TSE:5482
TSE:5482Metals and Mining

Aichi Steel (TSE:5482): Revisiting Valuation After Upgraded Earnings Forecast and Special Dividend Announcement

Aichi Steel (TSE:5482) just lifted its outlook for full-year profits, crediting stronger-than-expected results from the first half. At the same time, the company rolled out both a regular and a special dividend for shareholders. See our latest analysis for Aichi Steel. This brighter outlook has helped fuel Aichi Steel’s strong momentum. The share price has climbed 117% so far this year and the one-year total shareholder return is nearly 139%. Recent profit upgrades and dividend announcements...
TSE:6526
TSE:6526Semiconductor

Why Socionext (TSE:6526) Expects Higher Sales But Lower Profits for Fiscal 2026

On October 31, 2025, Socionext Inc. announced a downward revision of its profit forecast for the fiscal year ending March 2026, projecting higher net sales of ¥190 billion but reduced profits and basic earnings per share due to lower gross margins and increased development expenses. This adjustment, influenced by the ramp-up of a newly mass-produced product and delayed cost reductions, underscores the operational pressures faced despite robust top-line demand and a weaker yen. We'll explore...
TSE:6752
TSE:6752Consumer Durables

A Fresh Look at Panasonic Holdings (TSE:6752) Valuation Following Lowered Earnings Guidance

Panasonic Holdings (TSE:6752) lowered its full-year earnings guidance, signaling softer expectations for net sales and profits through March 2026. The new forecast comes as the company adjusts to shifting market dynamics. See our latest analysis for Panasonic Holdings. Shares of Panasonic Holdings recently pulled back after the company's revised earnings outlook, with the one-week share price return slipping -4.34%. Still, momentum over the longer haul remains strong, as evidenced by a 28%...
TSE:7202
TSE:7202Auto

How Investors Are Reacting To Isuzu Motors (TSE:7202) Expanding Its Share Buyback Program

Isuzu Motors announced in the past that it had repurchased 18,117,300 shares as part of its ongoing buyback program, which extends through March 2026 and was initially authorized by the Board in May 2025. This move to reduce outstanding shares highlights the company’s ongoing efforts to optimize capital structure and return value to shareholders. Now, we'll explore how the progression of Isuzu Motors' share buyback initiative could influence its broader investment narrative. Uncover the next...
TSE:4204
TSE:4204Industrials

A Look at Sekisui Chemical (TSE:4204) Valuation Following Dividend Hike and Buyback After Earnings Guidance Cut

Sekisui Chemical (TSE:4204) just rolled out a sizeable share buyback plan along with a bump in its quarterly dividend. These moves come right after the company lowered its earnings guidance for the year. See our latest analysis for Sekisui Chemical. Sekisui Chemical’s latest dividend hike and buyback plan landed just as the stock has lost momentum, with a 1-month share price return of -9.6%. Still, long-term investors have enjoyed a robust 14.1% total shareholder return over the past year...
TSE:4543
TSE:4543Medical Equipment

Terumo (TSE:4543): Evaluating Valuation After Recent Share Price Weakness

Terumo (TSE:4543) continues to attract attention as investors assess its current valuation and long-term prospects. With muted short-term performance, many are curious how recent business developments could shape its outlook in the future. See our latest analysis for Terumo. Terumo’s share price has been under pressure this year, with a 16.8% year-to-date share price decline. This hints at some cooling of market momentum despite steady growth in core financials. However, looking further out,...