TSE:3038
TSE:3038Consumer Retailing

Kobe Bussan (TSE:3038) Is Up 6.2% After Record Results And Higher Dividends And Guidance – Has The Bull Case Changed?

Kobe Bussan recently reported full-year results for the period ended October 31, 2025, posting record sales of ¥551,701 million and net income of ¥31,878 million, alongside higher ordinary and special dividends and an upward revision to earnings guidance for the fiscal year ending October 31, 2026. The company credited its Gyomu Super discount supermarket chain, benefiting from strong price appeal and private-label products amid ongoing inflation, for both the earnings outperformance and its...
TSE:3774
TSE:3774Telecom

Could Safous’ Expanded Cybersecurity Services Recast Internet Initiative Japan’s Subscription Strategy Story (TSE:3774)?

Earlier this month, Internet Initiative Japan Inc. launched an enhanced Safous Security Assessment service, adding broader attack surface monitoring, sharper threat intelligence, monthly risk reports, real-time alerts, and optional analyst-led consulting to help clients strengthen cyber resilience. The move shifts Safous toward a more subscription- and services-oriented model, potentially deepening customer relationships through ongoing monitoring and expert remediation support. We’ll now...
TSE:8972
TSE:8972REITs

KDX Realty Investment (TSE:8972) H1 2026 Revenue Uptick Tests Bearish Slow-Growth Narrative

KDX Realty Investment (TSE:8972) just posted its H1 2026 numbers, with total revenue of about ¥39.9 billion and basic EPS of roughly ¥4,203, giving investors a clean snapshot of how the latest half-year is shaping up. The trust has seen revenue move from roughly ¥39.4 billion in H1 2025 to ¥39.9 billion in H1 2026, while basic EPS has stayed in a similar range at around ¥4,169 to ¥4,203 over the same period. This sets the stage for investors to focus on how margins are evolving beneath the...
TSE:3451
TSE:3451REITs

Tosei Reit (TSE:3451) Cash-Flow-Strained 5.16% Yield Reinforces Cautious Income Narrative

Tosei Reit Investment (TSE:3451) has just posted its FY 2025 second half numbers, with revenue at ¥3.7 billion and EPS of ¥3,873, setting the tone for another steady year of distributions. The REIT has seen revenue edge from ¥3.7 billion in FY 2024 second half to ¥3.7 billion in FY 2025 second half, while trailing twelve month EPS moved from ¥7,501 to ¥7,685, leaving investors with a picture of incremental progress rather than a step change in performance as they weigh the latest results...