TSE:4922
TSE:4922Personal Products

KOSÉ (TSE:4922) Valuation: Is There Real Upside After Recent Share Price Decline?

KOSÉ (TSE:4922) shares have faced some consistent pressure this year, and the stock recently marked a 25% drop year-to-date. Investors may be weighing long-term prospects as the company adapts to shifts in the cosmetics market. See our latest analysis for KOSÉ. After a tough start to the year, KOSÉ’s one-year total shareholder return sits at -22.5%, and the share price has steadily lost ground as momentum has faded further in recent weeks. While some short-term volatility followed shifting...
TSE:2413
TSE:2413Healthcare Services

Is M3’s (TSE:2413) Share Buyback a Vote of Confidence or Capital Discipline in Action?

M3, Inc. recently announced the progress of its share repurchase program, with 196,000 shares bought back under a Board-approved plan targeting up to 20 million shares and a maximum budget of ¥20 billion. This move signals management's positive outlook on the company and could support shareholder value by reducing the number of shares outstanding. We'll explore how the ongoing buyback program, by reducing share count, may shape M3's investment narrative moving forward. Trump has pledged to...
TSE:1802
TSE:1802Construction

Did Upgraded Earnings Guidance Just Shift Obayashi's (TSE:1802) Investment Narrative?

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 increased net sales and profits due to favorable construction project progress and improved overseas subsidiary performance. An interesting detail is the significant improvement in expected profit margins for completed construction projects, driven by change orders on multiple large-scale domestic projects and the...
TSE:6701
TSE:6701IT

Could NEC's (TSE:6701) Digital ID Bet Hint at a Broader Shift in Innovation Strategy?

NEC X, backed by NEC Corporation, announced in early November 2025 that it has invested in Indicio to boost user-controlled digital identity technology, supporting Indicio’s participation in the NEC X Elev X! Boost program. This move highlights NEC’s intention to expand its influence in secure digital ID and biometric authentication, with a focus on trusted AI, travel, and access management solutions. Now, we'll assess how NEC’s partnership with Indicio to advance digital identity solutions...
TSE:1417
TSE:1417Construction

Undiscovered Gems in Asia with Strong Fundamentals November 2025

As global markets navigate a complex landscape marked by fluctuating consumer sentiment and evolving trade dynamics, the Asian stock markets have shown resilience, with China's indices experiencing modest gains amid easing U.S.-China trade tensions. In this environment, investors are increasingly on the lookout for stocks that not only exhibit robust fundamentals but also demonstrate potential to thrive despite broader economic uncertainties.
TSE:6088
TSE:6088Professional Services

Asian Dividend Stocks Yielding Up To 3.8% For Your Portfolio

Amidst a backdrop of easing U.S.-China trade tensions and cautious optimism in Asian markets, investors are increasingly looking towards stable income sources like dividend stocks. In this environment, selecting stocks that offer consistent dividend yields can be a prudent strategy for those seeking to balance potential growth with reliable returns.
TSE:9076
TSE:9076Transportation

Assessing Seino Holdings (TSE:9076) Valuation After Strong H1 Results and New Interim Dividend Approval

Seino Holdings (TSE:9076) just wrapped up a board meeting where management approved an interim dividend. This follows strong growth in both revenue and profit for the first half of 2025. Investors have been watching for signals like these, particularly given the company’s focus on maintaining a consistent dividend payout alongside solid financial results. See our latest analysis for Seino Holdings. Seino Holdings’ share price has held steady above ¥2,100 lately despite a turbulent year. After...
TSE:8012
TSE:8012Trade Distributors

Nagase (TSE:8012) Valuation: Assessing Shareholder Value After Buyback and Updated Earnings Outlook

Nagase (TSE:8012) just announced a share repurchase program, planning to buy back up to 3.35% of its shares by January 2026. In addition, the company is revising its earnings forecast and expanding employee stock ownership. See our latest analysis for Nagase. Nagase’s buyback news comes as its share price has gained real momentum in recent months, with a 14.98% return over the past 30 days and 18.80% over the last quarter. The 1-year total shareholder return sits at 14.13%. The long-term...
TSE:8031
TSE:8031Trade Distributors

What Mitsui (TSE:8031)'s Profit Outlook Hike and Major Buyback Mean for Shareholders

In the past week, Mitsui & Co., Ltd. raised its earnings guidance for the year ending March 2026 to ¥820 billion, approved a share repurchase program involving up to 40 million shares, and announced an increased interim dividend of ¥55 per share, payable in December 2025. These capital allocation moves highlight Mitsui’s focus on enhancing shareholder returns and capital efficiency amid evolving market opportunities. As Mitsui launches a significant share buyback and lifts its profit...
TSE:8473
TSE:8473Capital Markets

SBI Holdings (TSE:8473): Assessing Valuation After Boosted Dividend and Stock Split Announcement

SBI Holdings (TSE:8473) just announced both a higher interim dividend and a stock split, along with related changes to its Articles of Incorporation. These moves are catching the market’s attention for good reason. See our latest analysis for SBI Holdings. SBI Holdings’ recent pop in share price, with a year-to-date share price return of nearly 79%, follows the company’s move to boost its interim dividend and approve a stock split. These shareholder-friendly steps have amplified momentum and...
TSE:2282
TSE:2282Food

Will Higher Chicken Prices and Australian Beef Demand Shift NH Foods' (TSE:2282) Earnings Trajectory?

NH Foods recently raised its full-year consolidated earnings guidance for the period ending March 31, 2026, citing an expected increase in net sales to ¥1.43 trillion and profit attributable to owners to ¥34 billion, driven by strength in its Fresh Meats Business. This upward revision reflects higher domestic chicken prices and strong demand for Australian beef, supporting improved operational performance in key product lines. With production increases in Australian beef highlighted in the...
TSE:4536
TSE:4536Pharmaceuticals

Santen Pharmaceutical (TSE:4536): Assessing Valuation After UK Approval of Ryjunea for Pediatric Myopia

Santen Pharmaceutical (TSE:4536) just received approval from the UK medicines regulator for its new pediatric myopia treatment, Ryjunea. This move strengthens the company’s footprint in Europe and signals a growing opportunity in children’s eye health. See our latest analysis for Santen Pharmaceutical. Santen Pharmaceutical’s shares have shown fresh momentum lately, helped by regulatory wins and a sizable buyback program that wrapped up just last week. While the stock’s year-to-date price...
TSE:4046
TSE:4046Chemicals

Osaka Soda (TSE:4046) Authorizes Major Share Buyback Is Management Signaling Confidence or Caution?

On November 7, 2025, Osaka Soda Co., Ltd. announced board approval for a share repurchase program, aiming to buy back 5,000,000 shares, about 3.99% of its outstanding shares, for ¥5,000 million by January 30, 2026. This move highlights the company's priority to enhance shareholder returns and capital efficiency, reflecting management's confidence in its outlook. We'll explore how Osaka Soda's significant buyback initiative shapes its investment narrative and what this means for shareholder...