TSE:9531
TSE:9531Gas Utilities

Tokyo Gas (TSE:9531): Valuation in Focus as Shareholder Returns Get Major Boost with Buybacks and Higher Dividends

Tokyo Gas Ltd (TSE:9531) just unveiled a major package of shareholder-focused measures. On October 29, the company announced a significant share buyback, raised its dividend, and updated its shareholder return policy to boost capital efficiency. See our latest analysis for Tokyo GasLtd. Momentum has been building for Tokyo GasLtd, with a 30.5% year-to-date share price return and an impressive 51.3% total shareholder return over the past year. The recent surge in price, likely fueled by the...
TSE:2768
TSE:2768Trade Distributors

Sojitz (TSE:2768) Dividend Increase Puts Spotlight on Valuation and Growth Prospects

Sojitz (TSE:2768) just revealed it will raise its second quarter dividend to JPY 82.50 per share for the year ending March 2026, up from last year’s JPY 75.00. The payout, set for December 1, highlights management’s confidence in the company’s current trajectory. See our latest analysis for Sojitz. After a stellar year for shareholders, Sojitz's decision to boost its dividend only underscores the momentum building behind the stock. The share price has soared nearly 31% so far this year, while...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) Margin Gain Reinforces Bullish Community Narrative Despite Forward Growth Concerns

Marubeni (TSE:8002) posted a net profit margin of 7%, up from 6.2% previously, and delivered year-on-year earnings growth of 24.7%, outstripping its five-year average of 23% per year. While the company’s revenue is forecast to climb 4.99% annually, beating the broader Japanese market projection of 4.4%, expected forward earnings growth of just 0.2% per year may underwhelm in light of the market’s 7.9% outlook. The recent profit margin gains and a strong run of historical earnings growth are...
TSE:1802
TSE:1802Construction

Why Obayashi (TSE:1802) Is Up 10.9% After Upgrading Earnings Guidance on Overseas Profitability Momentum

On November 5, 2025, Obayashi Corporation announced an upward revision to its consolidated and non-consolidated earnings guidance for the fiscal year ending March 31, 2026, citing strong progress in construction projects and higher profitability in overseas subsidiaries. The forecast now anticipates operating income of ¥165 billion and profit attributable to owners of parent at ¥149 billion, reflecting increased gross margins from both domestic and international construction activity. We'll...
TSE:2326
TSE:2326Software

High Growth Tech Stocks In Asia For November 2025

As the global economic landscape shifts, Asia's tech sector is capturing attention with its potential for high growth, particularly amidst easing U.S.-China trade tensions and Japan's record stock market highs. In this dynamic environment, identifying promising tech stocks involves assessing their innovation capabilities and adaptability to changing geopolitical and economic conditions.
TSE:9934
TSE:9934Trade Distributors

Discovering Undiscovered Gems in Asia This November 2025

As global markets navigate a mixed landscape, with U.S. small-cap indexes declining and Asia's economic dynamics shifting, investors are keenly observing opportunities in the region. In this context, identifying promising stocks involves seeking companies that can capitalize on local market trends and demonstrate resilience amid broader economic fluctuations.
TSE:8053
TSE:8053Trade Distributors

Dividend Hike and Profit Guidance Could Be a Game Changer for Sumitomo (TSE:8053)

Sumitomo Corporation recently announced earnings guidance for the year ending March 31, 2026, projecting profit attributable to owners of the parent at ¥570 billion and earnings per share at ¥471.75, alongside a second-quarter cash dividend increase to ¥70.00 per share from ¥65.00 a year ago, with dividend payments starting December 1, 2025. This guidance, combined with the dividend hike, signals management’s confidence in the company’s future earnings capacity and shareholder returns. We’ll...
TSE:3086
TSE:3086Multiline Retail

Tourism Surge and Cold Snap Might Change The Case For Investing In J. Front Retailing (TSE:3086)

J. Front Retailing reported an 8.2% year-on-year increase in department store sales for October 2025, marking the third consecutive month of growth, driven by strong spending from overseas visitors and brisk demand for autumn and winter apparel after a sudden temperature drop. This sustained sales momentum highlights how both tourism recovery and weather shifts are materially influencing the company's retail operations. We’ll explore how robust foreign visitor spending is shaping J. Front...
TSE:6301
TSE:6301Machinery

A Fresh Look at Komatsu (TSE:6301) Valuation Following Recent Sector Dip

Komatsu (TSE:6301) has caught investor attention as its stock moved slightly down this week, following a broader dip in the capital goods sector. Recent trading comes after a solid year for the company. This has sparked fresh questions about valuation. See our latest analysis for Komatsu. Komatsu’s share price has slipped this week alongside the broader sector, but zoom out and the stock’s momentum really stands out. After a strong start to the year, shareholders have enjoyed a year-to-date...
TSE:8591
TSE:8591Diversified Financial

Is ORIX’s Share Buybacks and Expansion Signaling Opportunity for 2025 Investors?

Wondering whether ORIX is a hidden gem or an overhyped stock? You are not alone, especially if you are looking for value plays in today’s shifting market. The stock has delivered an impressive 17.8% return over the last year, achieving 11.9% year-to-date and nearly doubling over three years. However, it dipped slightly by -2.2% over the past month. Much of the recent price movement is being discussed in the context of ORIX’s continual expansion into global infrastructure...
TSE:1723
TSE:1723Building

Nihon Dengi (TSE:1723) Earnings Surge 39.8%, Challenging Cautious Valuation Narratives

Nihon Dengi (TSE:1723) delivered robust earnings growth of 39.8% over the past year, handily outpacing its five-year average growth rate of 19% per year. Revenue is projected to rise at 5.1% per year, slightly ahead of the Japanese market’s 4.5% expectation. EPS is forecast to grow at 6.91% per year, tracking just behind the market’s 7.8% pace. The company’s profit margins jumped to 15.1% from last year’s 12.7%, giving investors reason for optimism about the sustainability of performance. See...
TSE:7609
TSE:7609Electronic

Daitron (TSE:7609) Delivers 42.7% Profit Growth, Reinforcing Bullish Community Narratives

Daitron (TSE:7609) posted standout earnings this year, with profit expanding 42.7%, far outpacing its five-year annual growth rate of 16%. Net profit margins improved to 5.2% from last year’s 3.9%, underscoring rising profitability and consistent high-quality earnings according to recent filings. With a price-to-earnings ratio of 9.4x, which is well below industry and peer averages, the current share price may catch the eye of investors searching for value, even as a minor risk around...