TSE:8766
TSE:8766Insurance

Tokio Marine (TSE:8766) Is Down 6.4% After Announcing Major Buyback and Dividend Increase Has The Bull Case Changed?

Tokio Marine Holdings, Inc. recently announced board approval for a sizeable share repurchase program of up to 80 million shares, representing 4.2% of issued share capital, for ¥130.00 billion, alongside an upward revision to its annual dividend forecast to ¥211 per share for the year ending March 31, 2026. This combination of enhanced shareholder return initiatives reflects the company’s ongoing emphasis on capital flexibility and commitment to aligning dividends with profit growth. We'll...
TSE:4061
TSE:4061Chemicals

Assessing Denka’s (TSE:4061) Valuation After Goldman Sachs Upgrade on Electronics Recovery

Goldman Sachs just upgraded Denka (TSE:4061) to Neutral, citing a faster recovery in its electronics and innovative products, especially in semiconductor and power infrastructure materials. The company's expanding footprint in AI server applications is also drawing attention. See our latest analysis for Denka. Denka’s 1-year total shareholder return of nearly 22% signals a firm rebound, with momentum clearly gathering steam over the last quarter. New product wins and stable dividends have...