TSE:2784
TSE:2784Healthcare

A Look at Alfresa Holdings (TSE:2784) Valuation Following Upgraded H1 Profit Outlook and Cost Controls

Alfresa Holdings (TSE:2784) has updated its first half fiscal 2025 forecast, now expecting higher operating and ordinary profits. This outlook comes as a result of tighter cost controls, deferred expenses, and gains from investment securities sales. See our latest analysis for Alfresa Holdings. After a steady stretch earlier this year, Alfresa Holdings' recent gains have picked up steam, with a 4.01% 1-month share price return and a solid 4.68% total shareholder return over the past year...
TSE:4507
TSE:4507Pharmaceuticals

The Bull Case For Shionogi (TSE:4507) Could Change Following Cost-Driven Profit Outlook Amid Revenue Slowdown

Shionogi & Co., Ltd. announced a corporate reorganization and personnel changes effective December 1, 2025, along with an upward revision to profit guidance due to improved cost management, despite an expected decrease in annual revenue resulting from slower domestic drug sales. This development highlights Shionogi’s capacity to grow profitability through disciplined expense controls and increased other income, even amid industry and operational challenges. We’ll now explore how Shionogi’s...
TSE:2317
TSE:2317Software

A Look at Systena (TSE:2317)’s Valuation After Upgraded Earnings and Dividend Guidance

Systena (TSE:2317) just raised its earnings outlook and bumped up its year-end dividend forecast, with the company crediting better performance in higher-value growth areas and a solid stream of project wins. See our latest analysis for Systena. Backed by upbeat earnings guidance and a higher dividend forecast, Systena’s momentum has truly picked up. The one-year total shareholder return sits at 57.8 percent, outpacing the market and signaling that confidence in its growth strategy is...
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...