TSE:7011
TSE:7011Machinery

Mitsubishi Heavy (TSE:7011) Lifts Dividend and Guidance—Is a Greener Vision Driving the Shift?

Mitsubishi Heavy Industries recently increased its second quarter-end dividend to ¥12.00 per share for the fiscal year ending March 2026 and raised its consolidated earnings guidance, reflecting improved business performance over the first half of the year. Alongside updated forecasts, the company entered a new alliance with ICM, Inc. to advance ethanol dehydration technology, signaling a push into more energy-efficient and lower-carbon solutions. We'll examine how the upward revision to...
TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713) Raises Guidance and Dividend: Taking a Fresh Look at Its Valuation

Sumitomo Metal Mining (TSE:5713) delivered two key updates: a sizable increase to its full-year profit guidance and a jump in its interim dividend payment. Both moves help paint a picture of renewed operating strength. See our latest analysis for Sumitomo Metal Mining. Following the news, Sumitomo Metal Mining’s momentum has accelerated, with a 44.5% share price return year to date and a 44.7% total shareholder return over the past year. This reflects renewed confidence as recent profit...
TSE:8572
TSE:8572Consumer Finance

Acom (TSE:8572): Evaluating Valuation After Profit Surge and Upbeat Financial Results

Acom (TSE:8572) just reported a sharp jump in its financial performance for the past half year, with profit attributable to shareholders up 71% compared to last year and strong revenue growth. Investors are taking notice because the company maintained its earnings forecast, supporting a sense of stability and focus. See our latest analysis for Acom. Acom’s steady execution is showing up in the numbers as well as the market. After a robust 70% profit surge, the share price has climbed over 21%...
TSE:8078
TSE:8078Trade Distributors

Hanwa (TSE:8078): Assessing Valuation Following Share Buyback Announcement

Hanwa (TSE:8078) just unveiled plans for a share repurchase program, aiming to buy back 1,000,000 shares, or about 3% of its share capital, by September 2026. This move highlights a clear focus on boosting shareholder value and improving capital efficiency. See our latest analysis for Hanwa. Hanwa's stock has been steadily gaining momentum, with a 37.7% share price return year-to-date, capped off by the company’s buyback announcement, which has likely boosted confidence among investors. Even...
TSE:1812
TSE:1812Construction

Kajima (TSE:1812) Valuation in Focus After Upgraded Earnings Forecasts and Dividend Hike

Kajima (TSE:1812) shares drew early attention after the company raised both its consolidated and non-consolidated earnings guidance for the fiscal year ending March 2026. The company also announced an increase in planned dividends. See our latest analysis for Kajima. Kajima’s decision to boost its earnings forecast and lift dividends has caught the market's attention, sparking strong momentum in the stock. The company’s 1-day share price return of 3.5% leads a sensational rally over the past...
TSE:1959
TSE:1959Construction

Kraftia’s Higher Dividend and New Guidance Might Change The Case For Investing In Kraftia (TSE:1959)

Kraftia Corporation declared a dividend of ¥90 per share for the second quarter ended September 30, 2025, up from ¥65 per share a year earlier, and also released updated earnings guidance for the fiscal year ending March 31, 2026. This combination of a higher dividend and full-year financial forecasts provides investors with additional clarity on Kraftia’s capital return direction and operational outlook. We’ll examine how Kraftia’s increased dividend signals its confidence in future...
TSE:268A
TSE:268AElectronic

Rigaku Holdings’ Sharp Profit Drop and Upbeat Guidance Might Change The Case For Investing In TSE:268A

Rigaku Holdings reported its consolidated financial results for the nine months ended September 30, 2025, showing a 4.9% decline in revenue and a 47.2% drop in profit before tax compared to the previous year. Despite ongoing operational headwinds, management remains confident, forecasting a slight 3.8% revenue increase for the full fiscal year ending December 31, 2025. We'll explore how the company's forward guidance for revenue recovery shapes perceptions of Rigaku Holdings’ investment...
TSE:6501
TSE:6501Industrials

The Bull Case For Hitachi (TSE:6501) Could Change Following AAT’s IT Upgrade Using Hitachi Vantara’s Platform

Asia Airfreight Terminal (AAT) recently announced that it has modernized its IT infrastructure at Hong Kong International Airport by deploying Hitachi Vantara’s Virtual Storage Platform One to support uninterrupted cold chain logistics operations. This collaboration not only improved operational resilience with zero downtime but also delivered a threefold increase in storage capacity and cut energy consumption by over half, supporting sustainability in mission-critical air cargo...
TSE:7735
TSE:7735Semiconductor

Is SCREEN Holdings’ Higher Dividend Shaping the Investment Case for SCREEN (TSE:7735)?

SCREEN Holdings announced in the past that its second quarter dividend for fiscal 2026 was raised to ¥123 per share from ¥120 per share last year, with payment on December 1, 2025, and the board confirmed no changes to its full-year dividend forecast. Alongside reaffirmed earnings guidance, the combination of a higher dividend and steady outlook signals management's confidence in future financial performance. Now, we'll consider how SCREEN Holdings' increase in quarterly dividend informs its...
TSE:9201
TSE:9201Airlines

A Look at JAL (TSE:9201) Valuation Following Buyback and Dividend Hike for Shareholder Returns

Japan Airlines (TSE:9201) just announced plans to buy back up to 8 million shares and raised its second quarter dividend. Both moves are focused on boosting shareholder returns as part of its ongoing capital strategy. See our latest analysis for Japan Airlines. It’s been a busy year for Japan Airlines, with today’s fresh buyback announcement following a boost in its interim dividend and a series of capital moves aimed squarely at rewarding shareholders. Over the past 12 months, momentum has...
TSE:2768
TSE:2768Trade Distributors

Sojitz (TSE:2768): Evaluating Valuation Following the Latest Dividend Increase

Sojitz (TSE:2768) just revealed an increase in its second quarter dividend, rising to JPY 82.50 per share compared to JPY 75.00 last year. Payment is scheduled for December 1, 2025. See our latest analysis for Sojitz. Sojitz has caught the market’s attention lately, not just with its higher dividend but also with a strong run in its stock price. The shares have climbed 13.71% over the past month, adding to their impressive year-to-date gain of 36.64%. Over the long term, the total shareholder...
TSE:5444
TSE:5444Metals and Mining

The Bull Case For Yamato Kogyo (TSE:5444) Could Change Following Upgraded Outlook and New Buyback Program

Yamato Kogyo Co., Ltd. recently announced an upward revision to its fiscal 2026 earnings guidance, citing improved results from its domestic subsidiaries and reduced foreign exchange losses, while also launching a fresh share buyback program approved by its board in late October 2025. This combination of enhanced financial outlook and share repurchase underscores management's intention to optimize capital allocation and demonstrate confidence in the company's longer-term prospects. We'll...
TSE:9064
TSE:9064Logistics

Should Yamato Holdings' (TSE:9064) Dividend Stability Guide Investor Decisions After New 2026 Earnings Outlook?

Yamato Holdings recently announced its earnings guidance for the fiscal year ending March 2026, projecting operating revenue of ¥1.88 trillion, operating profit of ¥40 billion, and maintaining a dividend of ¥23 per share, with payments scheduled to begin on December 10, 2025. This affirmation of both earnings and dividend stability offers investors a clearer outlook on Yamato's financial expectations amid a period of operational visibility. We’ll explore how Yamato’s reaffirmed dividend...
TSE:1333
TSE:1333Food

Maruha Nichiro (TSE:1333): Assessing Valuation After Stock Split, Dividend Changes and Profit Outlook Update

Maruha Nichiro (TSE:1333) just announced a 3-for-1 stock split, a revised dividend policy, and flagged a likely drop in full-year profit. This follows modest growth in sales and operating income but a nearly 10% profit decline. See our latest analysis for Maruha Nichiro. Maruha Nichiro’s latest moves come on the back of strong positive momentum. The stock notched a 20.4% year-to-date share price return, outpacing many peers, and its 23.8% one-year total shareholder return highlights...
TSE:9504
TSE:9504Electric Utilities

A Look at Chugoku Electric Power’s (TSE:9504) Valuation Following Substantial Upgrades to Earnings and Dividend Guidance

Chugoku Electric Power (TSE:9504) has raised both its full-year earnings and dividend guidance for the fiscal year ending March 2026, attributing the improved projections to stronger supply and demand profit as well as fuel cost adjustments. See our latest analysis for Chugoku Electric Power. After boosting its guidance, Chugoku Electric Power has seen momentum gather pace, notching a 13.4% share price gain over the past month and 7.5% year-to-date. Even with market volatility, its three-year...
TSE:1893
TSE:1893Construction

How Investors Are Reacting To Penta-Ocean Construction (TSE:1893) Board-Approved ¥5 Billion Share Buyback

On November 7, 2025, Penta-Ocean Construction Co., Ltd. announced that its board authorized a share buyback program of up to 4,500,000 shares, or 1.63% of issued share capital, with a budget of ¥5,000 million, set to run through March 31, 2025. This move aims to strengthen management, improve profitability, and enhance both shareholder returns and capital efficiency by investing in technology and capital projects. We'll explore how this focus on strengthening the capital base and supporting...