TSE:8698
TSE:8698Capital Markets

Monex Group (TSE:8698): Valuation in Focus After Strong Earnings and Increased Dividend

Monex Group (TSE:8698) just shared its half-year results, highlighting stronger revenue and net income. Alongside the earnings release, the company announced a higher dividend for both the current quarter and full year. See our latest analysis for Monex Group. Monex Group’s shares have faced a tough stretch in 2024, with a 1-year total shareholder return of -25.4%. This comes even as the company delivered stronger interim earnings and increased its dividend payouts. Short-term selling...
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902): Assessing Valuation After Recent Share Price Uptick

DENSO (TSE:6902) has caught some attention after a recent share price move, trading up by almost 1% in its latest session. For investors keeping an eye on automotive suppliers, this small uptick may prompt questions about longer-term trends. See our latest analysis for DENSO. Looking beyond today’s modest climb, DENSO’s 1-year total shareholder return stands at -8.95 percent. This caps off a stretch marked by short-term volatility and a pullback from earlier highs. Recent declines suggest...
TSE:6728
TSE:6728Semiconductor

Is ULVAC's (TSE:6728) Updated Earnings Guidance Reshaping Its Investment Narrative?

On November 11, 2025, ULVAC, Inc. held its Q1 2026 earnings call and issued new consolidated earnings guidance, forecasting net sales of ¥115.5 billion for the half year and ¥250 billion for the full fiscal year ending June 30, 2026. The guidance included detailed expectations for operating profit, profit attributable to owners, and basic earnings per share, offering investors a transparent view of ULVAC's financial targets for both periods. We'll examine how ULVAC's updated forecasts shape...
TSE:5713
TSE:5713Metals and Mining

How Investors May Respond To Sumitomo Metal Mining (TSE:5713) Dividend Hike and Upgraded Earnings Outlook

Sumitomo Metal Mining recently announced a second-quarter dividend increase to ¥65.00 per share, up from ¥49.00 a year ago, and revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, expecting net sales of ¥1.55 trillion and profit attributable to owners of the parent of ¥74.00 billion. These updates signal management’s outlook on both business performance and shareholder returns, drawing attention to the company’s capital allocation priorities. With a boosted...
TSE:5805
TSE:5805Electrical

SWCC (TSE:5805): Rethinking Valuation After Earnings Guidance and Dividend Hike

SWCC (TSE:5805) drew market attention after raising its full-year earnings guidance. The company pointed to higher operating profit in its Energy and Infrastructure division and stronger momentum across Communication, Mobility, and Semiconductor businesses. See our latest analysis for SWCC. SWCC’s momentum has been building, with the company’s recent guidance upgrade and dividend boost fueling a 50% share price return over the past month and a remarkable 47.6% total shareholder return over...
TSE:6525
TSE:6525Semiconductor

Kokusai Electric (TSE:6525) Valuation Perspectives Following Earnings Forecast Revision and Equipment Sales Delay

Kokusai Electric (TSE:6525) has just lowered its full-year earnings forecast for the period ending March 2026. The company cites delays in sales of certain NAND and DRAM equipment as the reason behind this downward revision. See our latest analysis for Kokusai Electric. Despite Kokusai Electric’s downward revision to its full-year outlook, the company’s momentum over the past year has been remarkable, with a 1-year total shareholder return of 94.45%. While the past month saw a 12.43% decline...
TSE:4046
TSE:4046Chemicals

Will Buyback and Raised Forecasts Shift Osaka Soda's (TSE:4046) Focus to Shareholder Rewards?

On November 7, 2025, Osaka Soda Co., Ltd. announced a share repurchase program of 5,000,000 shares (3.99% of outstanding shares) for ¥5,000 million, raised its full-year profit and dividend forecasts, and reported improved market conditions for key products. This combination of actions underlines the company’s focus on delivering higher shareholder returns and capital efficiency while adapting to evolving demand trends in its core chemical markets. We’ll examine how Osaka Soda’s new buyback...
TSE:1812
TSE:1812Construction

Is Kajima’s Upgraded Profit Outlook and Dividend Raise Shifting the Investment Case for TSE:1812?

Kajima Corporation recently raised its consolidated and non-consolidated earnings forecasts for the year ending March 31, 2026, and announced higher dividends for both the interim and full-year periods. The guidance revision reflects improved gross profit margins in Japan’s civil engineering and building construction businesses, with strong contributions from domestic subsidiaries and real estate operations. We’ll look at how Kajima’s improved forecast and dividend increase could influence...
TSE:7261
TSE:7261Auto

Mazda’s Dividend Reinstatement Raises New Questions About Capital Priorities for TSE:7261

Mazda Motor Corporation released consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting net sales of ¥4.9 trillion and raising its year-end dividend forecast to ¥30 per share. This reinstatement of dividend guidance, after previously leaving it undecided, signals Mazda's emphasis on stable shareholder returns in response to current business performance. With the year-end dividend now set, we'll look at how Mazda's focus on steady returns shapes its...
TSE:1662
TSE:1662Oil and Gas

How a Surprise Earnings Upgrade and Dividend Cut at Japan Petroleum Exploration (TSE:1662) Is Shaping Its Investment Story

On November 12, 2025, Japan Petroleum Exploration Co., Ltd. raised its full-year earnings guidance for the fiscal year ending March 31, 2026, citing higher-than-expected crude oil and natural gas sales prices, while also announcing a significant decrease in its interim dividend to ¥20.00 per share from ¥125.00 a year earlier. This marked revision highlights how commodity price movements can outweigh dividend policy shifts in influencing earnings outlooks for resource-focused companies. We'll...
TSE:6857
TSE:6857Semiconductor

Assessing Advantest (TSE:6857) Valuation Following New R&D and Automation Initiatives for AI-Driven Growth

Advantest (TSE:6857) recently took the stage at major industry conferences, where company leaders outlined how innovations in R&D, automation, and capacity expansion are shaping its response to the AI-driven shift in semiconductor demand. See our latest analysis for Advantest. Hot on the heels of those industry presentations, Advantest’s share price return has surged 123.98% since the start of the year. This reflects exceptional momentum and renewed optimism about its growth prospects. Over...
TSE:1820
TSE:1820Construction

Nishimatsu Construction (TSE:1820): Valuation Insights Following Updated FY26 Guidance and Real Estate Profit Boost

Nishimatsu Construction (TSE:1820) updated its earnings guidance for the year ending March 2026, revealing lower expected net sales because of overseas project delays. At the same time, improved profits from its real estate business are boosting the overall profit outlook. See our latest analysis for Nishimatsu Construction. After a generally steady run this year, Nishimatsu Construction’s latest guidance revision has injected some energy into the share price. The stock climbed 2.55% in the...