TSE:8113
TSE:8113Household Products

Does Unicharm’s Profit Resilience Amid Lower Sales Reveal a Shift in Strategy for TSE:8113?

Unicharm Corporation recently reported its financial results for the nine months ended September 30, 2025, with net sales decreasing by 3.9% year-on-year and a decline in core operating income. Despite lower sales, the company achieved a slight increase in profit attributable to owners, signaling resilience amid challenging market conditions. We’ll explore how Unicharm’s ability to maintain profitability amid falling sales influences the company’s overall investment narrative. These 13...
TSE:4208
TSE:4208Chemicals

What UBE (TSE:4208)'s Expanded Consolidation Means for Its Evolving Investment Narrative

UBE Corporation reported a very large increase in ordinary profit for the first half of 2025, driven by expanding its consolidation scope to include 11 additional companies. This move has considerably strengthened UBE's operational capabilities and international market position within the chemical industry. We will explore how the addition of new companies to UBE’s consolidation scope could shape its evolving investment narrative. We've found 17 US stocks that are forecast to pay a dividend...
TSE:6367
TSE:6367Building

Is Daikin’s (TSE:6367) Lower Dividend a Sign of Shifting Priorities in Growth Strategy?

Daikin Industries Ltd. recently announced a revision of its full-year consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting net sales of ¥4.84 trillion, operating profit of ¥435 billion, and earnings per share of ¥956.28, while also declaring a lower interim dividend of ¥165.00 per share for the second quarter compared to the prior year. This combination of updated financial projections and a reduced dividend payment can influence how shareholders evaluate the...
TSE:4307
TSE:4307IT

Did Nomura Research Institute’s (TSE:4307) Dividend Hike and Outlook Just Shift Its Investment Narrative?

Nomura Research Institute recently announced a second-quarter dividend of ¥35.00 per share, up from ¥29.00 a year ago, and provided full-year dividend guidance of ¥39.00 per share alongside detailed earnings forecasts for the year ending March 31, 2026. This dividend growth and clear earnings outlook highlight management’s confidence in future performance and enhance visibility for shareholders. We’ll explore how the company’s higher dividend and earnings guidance update could strengthen its...
TSE:4202
TSE:4202Chemicals

Will Daicel’s (TSE:4202) Buyback Plan Mark a Shift in Its Capital Efficiency Strategy?

On November 6, 2025, Daicel Corporation's Board of Directors announced a share repurchase program, authorizing the buyback of up to 11,000,000 shares, equivalent to 4.14% of its issued share capital, for a maximum total of ¥15,000 million by March 31, 2026. This move is part of Daicel's medium-term capital policy, aiming to enhance shareholder returns and promote more efficient use of capital. We'll explore how Daicel's substantial buyback initiative shapes the company's investment narrative...
TSE:4733
TSE:4733Software

OBIC Business Consultants (TSE:4733): How Does the Latest Dividend Hike Reflect on Its Current Valuation?

OBIC Business Consultants (TSE:4733) just announced a hike in its second quarter dividend, raising it to ¥53 per share from ¥50 last year. This move signals the company’s continued focus on shareholder returns and financial strength. See our latest analysis for OBIC Business Consultants. The latest dividend increase adds to a year already marked by strong momentum, with the share price climbing over 29% year-to-date and a total shareholder return of nearly 23% over the past year. In addition,...
TSE:8604
TSE:8604Capital Markets

Should Nomura Holdings' (TSE:8604) Dividend Increase Spark a Closer Look at Its Earnings Quality?

Nomura Holdings announced a dividend increase to ¥27 per share for shareholders of record as of September 30, with payment set for December 1, 2025, up from the previous year’s ¥23 per share dividend. This heightened payout reflects the firm's willingness to share a larger portion of profits with investors, potentially highlighting confidence in its current financial position or future prospects. We’ll explore how this dividend boost may influence views on Nomura’s earnings quality and...
TSE:9101
TSE:9101Shipping

Does Nippon Yusen’s (TSE:9101) New Dividend Plan Reflect a Shift in Capital Allocation Priorities?

On November 6, 2025, Nippon Yusen Kabushiki Kaisha announced revised consolidated earnings guidance for the fiscal year ending March 31, 2026, alongside updated dividend policies including a lower ordinary dividend of ¥85.00 per share and a commemorative dividend of ¥25.00 per share. This combination of a regular dividend decrease and the introduction of a one-off commemorative dividend highlights the company’s intention to balance shareholder returns amid changing earnings...
TSE:7741
TSE:7741Medical Equipment

How HOYA’s (TSE:7741) Record Interim Dividend Signals a Shift in Its Investment Narrative

On October 31, 2025, HOYA Corporation's board approved an interim dividend of ¥125.00 per share for shareholders of record as of September 30, 2025, a very large increase compared to the ¥45.00 per share paid the previous year, with payment scheduled for November 28, 2025. This substantial dividend increase highlights HOYA's capacity to return more capital to shareholders and signals management's confidence in its financial position. We now explore how this unusually large interim dividend,...
TSE:7846
TSE:7846Commercial Services

Evaluating Pilot (TSE:7846): Has the Latest Buyback Unlocked Hidden Value?

Pilot (TSE:7846) has caught the market’s attention after announcing it has acquired over 1.2 million treasury shares as part of a buyback plan this quarter. More purchases are expected by December. See our latest analysis for Pilot. Pilot’s buyback news comes after a period of mixed momentum for the stock. While the 1-year total shareholder return is down 4.5%, longer-term investors have seen a strong 68% total return over five years. This highlights how much the company’s long game has...
TSE:2914
TSE:2914Tobacco

Japan Tobacco (TSE:2914): Assessing Valuation Following Dividend Hike and Upbeat Financial Forecasts

Japan Tobacco (TSE:2914) just made headlines with an increase to its year-end dividend guidance and fresh financial forecasts. This gives investors clear indications of confidence in the company's revenue and earnings outlook for 2025. See our latest analysis for Japan Tobacco. Japan Tobacco’s upbeat dividend news and robust forecast have sparked renewed investor attention, fueling momentum in the stock. The share price has climbed sharply, delivering a 35.1% year-to-date gain and an...
TSE:6301
TSE:6301Machinery

Does Komatsu’s (TSE:6301) Boosted Guidance and Dividend Signal a Shift in Shareholder Strategy?

On October 29, 2025, Komatsu Ltd. revised its consolidated earnings guidance upward for FY2026, increased its annual dividend to ¥95 per share from ¥83 a year prior, and reported progress on its ongoing share buyback plan, citing the Japanese yen’s depreciation and U.S. tariffs among contributing factors. This combination of rising guidance, a dividend boost, and active share repurchases signals management’s focus on enhancing shareholder returns amid shifting currency and trade...
TSE:3231
TSE:3231Real Estate

Why Nomura Real Estate Holdings (TSE:3231) Is Down 5.4% After Slashing Its Quarterly Dividend

On October 30, 2025, Nomura Real Estate Holdings reported its Q2 2026 earnings, announced a second-quarter dividend of ¥18.00 per share (significantly lower than last year), and released consolidated earnings guidance for the fiscal year ending March 2026 that includes expected operating revenue of ¥940 billion and profit attributable to owners of parent of ¥75 billion. The sharply reduced dividend for the quarter highlights a substantial shift in cash return policy compared to the prior...
TSE:9503
TSE:9503Electric Utilities

Kansai Electric Power (TSE:9503): How Has the Upgraded Outlook and Higher Dividend Shifted Its Valuation?

Kansai Electric Power Company (TSE:9503) just updated its outlook for the fiscal year ending March 2026, announcing higher earnings expectations along with a planned boost to its annual dividend. The company is seeing stronger profits across its key segments. See our latest analysis for Kansai Electric Power Company. Momentum has surged for Kansai Electric Power Company, with the latest share price up over 37% year-to-date as investors respond to upgraded profit expectations and a dividend...
TSE:6504
TSE:6504Electrical

Fuji Electric (TSE:6504) Is Up After Dividend Hike and Earnings Upgrade Is Management’s Optimism Justified?

On October 30, 2025, Fuji Electric Co., Ltd. announced an increase to its interim dividend to ¥91.00 per share and revised its consolidated earnings guidance upward for the fiscal year ending March 31, 2026. This dual move signals that management is increasingly confident in the company’s financial outlook and its ability to deliver enhanced returns to shareholders. Given the upward revision of earnings guidance, we will examine how this development impacts Fuji Electric's investment...