Why Advantest’s Latest Earnings Shifted Investor Focus
Advantest (TSE:6857) recently reported first quarter sales of ¥367,473 million and net income of ¥174,780 million, alongside higher full year guidance that management linked to stronger semiconductor and AI related demand.
The company now forecasts net sales of ¥1.714 trillion and net income of ¥660,000 million for the year ending March 2027, citing higher expected test demand for inference AI semiconductors within a semiconductor market...
In late July 2026, SCREEN Holdings Co., Ltd. revised past earnings guidance for the six months to September 30, 2026 and the fiscal year to March 31, 2027, setting out targets including net sales of ¥317,000,000,000 and operating income of ¥56,000,000,000 for the half-year, alongside updated profit and earnings per share figures.
At the same time, the company raised its full-year dividend guidance for the year ending March 31, 2027 to ¥123.00 per share after a recent stock split, signaling a...
Japanese government bond yields are moving higher under Prime Minister Takaichi's expansionary fiscal push, and that is shaking up the income corner of the stock market. When borrowing costs and policy signals feel less predictable, dependable dividend payers can suddenly look more or less attractive. This article looks at three high dividend Japanese stocks exposed to the latest policy news and explains why some investors may see both risks and openings right now.
The three high dividend...
Why Itochu EnexLtd (TSE:8133) is Back on Investor Radar
Itochu EnexLtd (TSE:8133) has drawn fresh attention after issuing earnings guidance for the fiscal year ending March 2027, along with updated dividend plans that adjust both the full year and second quarter payouts.
See our latest analysis for Itochu EnexLtd.
The new guidance sits against a share price of ¥2,153, with a 1 month share price return of 5.59% and an 11.79% year to date share price return. The 5 year total shareholder return...
Why Shikoku Electric Power Company stock is back on investor radars
Shikoku Electric Power Company (TSE:9507) has just combined a new share repurchase program with higher dividend guidance and a fresh quarterly earnings update, giving investors several moving parts to weigh at once.
See our latest analysis for Shikoku Electric Power Company.
Against this backdrop of buybacks, higher dividend guidance and stronger quarterly earnings, Shikoku Electric Power Company’s 16.37% 1 month share price...
Why Nisshin Seifun Group Stock Is In Focus After Treasury Share Plan
Nisshin Seifun Group (TSE:2002) has drawn fresh attention after scheduling a July 30, 2026 board meeting to consider cancelling treasury shares under Article 178 of Japan’s Companies Act, a move that directly affects share supply.
See our latest analysis for Nisshin Seifun Group.
At a share price of ¥1,997.5, Nisshin Seifun Group has posted a 4.2% year-to-date share price return, while its 1-year total shareholder return of...
Why Tokyo Tatemono’s latest earnings and board meeting matter for investors
Tokyo Tatemono (TSE:8804) reported half year earnings on August 6, 2026, with lower sales but higher net income and earnings per share. The board also met to review full year forecasts and the year end dividend.
Sales for the half year came in at ¥194,415 million compared with ¥208,793 million a year earlier. Over the same period, net income was ¥23,364 million compared with ¥20,549 million, and basic earnings per...
A weaker yen, huge swings in global bond markets and fresh questions about Japan’s debt and interest rates are pulling Japanese exporters back into the spotlight. Currency moves can quickly reshape which stocks benefit or struggle, and the window to react can be short. This article looks at three large Japanese exporters exposed to these forces and explains how the current backdrop could either support or challenge each stock’s story.
The three Japanese exporters discussed below are only a...
East Japan Railway (TSE:9020) has released a busy set of updates, including first quarter results, new guidance for the year to March 2027, and an increase in planned dividends, all announced together.
See our latest analysis for East Japan Railway.
At a share price of ¥3,453, East Japan Railway’s 1-year total shareholder return of 0.20% contrasts with a 3-year total shareholder return of 35.57% and a 5-year total shareholder return of 55.90%. This indicates that longer-term returns have been...
Why Mitsubishi Materials Stock Is Back On Earnings Watch
Mitsubishi Materials (TSE:5711) is back on investor radar after first quarter 2026 results showed sales of ¥597,005 million and net income of ¥51,284 million, reversing a loss in the prior year period.
The quarter also saw basic earnings per share from continuing operations at ¥392.35, compared with a basic loss per share of ¥31 a year earlier. This gives investors fresh numbers to reassess the stock.
See our latest analysis for...
Bridgestone (TSE:5108) is in focus after its H1 2026 earnings call on 7 August, which reported higher half-year sales and net income along with full-year guidance and detailed dividend plans.
See our latest analysis for Bridgestone.
The earnings update and detailed dividend guidance have arrived alongside strong price momentum for Bridgestone, with a 30 day share price return of 21.04% and a 1 year total shareholder return of 36.43%, suggesting improving sentiment after recent results and...
Mitsubishi Motors earnings trigger fresh look at the stock
Mitsubishi Motors (TSE:7211) posted first quarter results on 3 August 2026 that showed higher sales and net income than a year earlier, while keeping full year earnings and dividend guidance unchanged.
See our latest analysis for Mitsubishi Motors.
Despite the stronger first quarter result and confirmed guidance, Mitsubishi Motors' recent trading tells a mixed story. The share price is up 8.54% over 90 days, but the 1 year total...
Toagosei Co., Ltd. recently raised its consolidated earnings guidance for the year ending December 31, 2026 and increased both interim and year-end dividend forecasts, following stronger-than-expected first-half performance in semiconductor-related, polymer, and plastics businesses.
This combination of upgraded profit expectations and a higher payout, aligned with Toagosei’s Medium-Term Management Plan, highlights management’s emphasis on converting business strength into enhanced...
In late July 2026, Shimano Inc. raised its full-year 2026 guidance, reported stronger half-year results with higher net income, and announced an increased interim dividend of ¥181.50 per share, up from ¥169.50 a year earlier.
The company linked its upgraded outlook to progress in trimming market inventories, currency tailwinds, and higher non-operating income from foreign-exchange valuation gains.
With these guidance upgrades and profit drivers in mind, we’ll now examine how Shimano’s...
Amidst a backdrop of record highs in major U.S. stock indexes and resilient business activity across global markets, investors are keenly observing opportunities for undervalued stocks. In the current environment, characterized by favorable corporate earnings and easing energy-related inflation concerns, identifying stocks trading below their intrinsic value can be an effective strategy to potentially capitalize on market inefficiencies.
SoftBank Corp. has released its first-quarter 2026 results, reporting sales of ¥1,814,722 million and net income of ¥150,070 million, both higher than a year earlier, alongside modest increases in basic and diluted earnings per share from continuing operations.
The combination of higher sales and slightly improved earnings per share suggests resilient operations in SoftBank’s core businesses during the latest quarter.
Next, we’ll examine how this year-on-year revenue and net income growth...
Mitsubishi Chemical Group (TSE:4188) is back in focus after reporting first quarter 2026 results with higher sales, stronger net income and earnings per share, alongside raised first half guidance and reaffirmed dividend plans.
See our latest analysis for Mitsubishi Chemical Group.
Mitsubishi Chemical Group's recent earnings beat and raised first half guidance have come alongside a 31.46% 90 day share price return and a 60.22% 1 year total shareholder return, which signals strong momentum...
Nomura Research Institute, Ltd. reported first-quarter results for the period ended June 30, 2026, with year-over-year growth in sales, net income and earnings per share, while also issuing fiscal 2027 earnings guidance that includes expected revenue of ¥850,000 million and profit attributable to owners of parent of ¥119,000 million.
The company also raised its second quarter-end dividend guidance to ¥42.00 per share, compared with ¥35.00 a year earlier, signaling management’s willingness to...
Akatsuki Games Inc., co-producing with Toho and Production I.G, has been marking the 1st anniversary of KAIJU NO. 8 THE GAME with new high-rarity characters, weapons, story content, and a packed slate of livestreams, in-game events, and anime tie-ins rolling from early August 2026 onward.
This coordinated push across mobile gaming, streaming animation, and live events highlights how Toho is extending the Kaiju No. 8 franchise beyond traditional film and TV into a broader, monetizable...
Why Sojitz Stock Is Back on Investor Radars
Sojitz (TSE:2768) has drawn fresh attention after reporting first quarter results, issuing profit guidance for the fiscal year ending March 2027, and outlining higher dividend plans for both the second quarter and year end.
See our latest analysis for Sojitz.
The recent guidance and dividend news comes after a strong run in Sojitz’s share price this year, with a year to date share price return of 14.04% and a 1 year total shareholder return of...
Why the latest earnings and board decisions matter for Japan Petroleum Exploration
Japan Petroleum Exploration (TSE:1662) has drawn fresh attention after reporting first quarter 2026 results that showed lower sales and net income compared with a year earlier, alongside plans to record extraordinary income from selling investment securities.
See our latest analysis for Japan Petroleum Exploration.
Despite the weaker first quarter and the plan to sell investment securities, Japan Petroleum...