TSE:4784
TSE:4784Media

GMO Internet (TSE:4784): Valuation in Focus After Earnings Turnaround and Special Dividends

GMO internet (TSE:4784) caught investors’ attention after announcing a swing from a net loss to substantial profit over the past nine months. The company also introduced new and increased dividends for shareholders this quarter. See our latest analysis for GMO internet. After swinging to profit and announcing fresh shareholder rewards, GMO Internet’s momentum appears to be resetting. While the one-year total shareholder return is up a healthy 17.8%, recent share price performance has cooled...
TSE:6971
TSE:6971Electronic

Is Kyocera’s 5.2Gbps Underwater Data Leap Reshaping the Investment Case for TSE:6971?

On November 11, 2025, Kyocera announced several major technology advancements, including a 5.2Gbps Underwater Wireless Optical Communication system and a Triple Lens AI-Based High-Resolution Depth Sensor, both aimed at supporting automation, robotics, and industrial applications. Kyocera’s plan to feature these innovations at CES 2026 highlights the company’s commitment to pioneering next-generation solutions for mobility, marine research, and precision manufacturing. We’ll assess how...
TSE:2802
TSE:2802Food

How Investors Are Reacting To Ajinomoto (TSE:2802) Doubling Gene Therapy Productivity After Share Buyback

In recent news, Ajinomoto Co., Inc. announced the completion of a buyback program totaling 27,902,000 shares (2.83% of shares outstanding) for ¥99.99 billion and revealed a collaboration with subsidiary Forge Biologics to double viral vector manufacturing productivity in gene therapy through a new culture media supplement. This partnership directly targets the fast-growing gene therapy CDMO segment and signals Ajinomoto's intent to strengthen its presence in healthcare innovation as mapped...
TSE:8766
TSE:8766Insurance

Tokio Marine (TSE:8766) Valuation Update: Assessing Value After Profit Forecast Cut and Enhanced Shareholder Returns

Tokio Marine Holdings (TSE:8766) just rolled out a significant series of updates for investors, including a cut to its full-year profit forecast and an expanded share buyback program. This comes alongside a small increase in the annual dividend. See our latest analysis for Tokio Marine Holdings. Tied to these updates, recent news sparked heavy trading volatility, with Tokio Marine Holdings ranking among the Nikkei 225's biggest decliners after its lowered profit outlook. Even so, the...
TSE:4045
TSE:4045Chemicals

A Fresh Look at Toagosei (TSE:4045) Valuation Following Bold Organizational Overhaul Plans

Toagosei (TSE:4045) has revealed major organizational changes set to take effect in January 2026. The changes focus on streamlining operations and increasing innovation as part of the company's ongoing Medium-Term Management Plan. See our latest analysis for Toagosei. Toagosei's bold restructuring has come at a time when momentum is positive, with shareholders enjoying a 1-year total return of nearly 9% and a strong 3-year total return of almost 50%. The latest plans for leadership and...
TSE:3099
TSE:3099Multiline Retail

Isetan Mitsukoshi (TSE:3099): Valuation Insights After Dividend Hike and Profit Upgrade Announcement

Isetan Mitsukoshi Holdings (TSE:3099) just announced a higher dividend for the fiscal year and updated its profit outlook. These moves often catch the attention of investors seeking reliable returns and steady growth. See our latest analysis for Isetan Mitsukoshi Holdings. Isetan Mitsukoshi Holdings’ latest dividend hike and upgraded profit forecasts seem to have sparked renewed interest among investors, as reflected by a 4.1% gain in the share price over a single day. While short-term price...
TSE:8058
TSE:8058Trade Distributors

Could Mitsubishi’s Arcade Pop-Up Reveal a Shift in Consumer Strategy for TSE:8058?

A limited-time pop-up store called "Gacha & Catch," featuring over 100 gacha capsule machines and 300 exclusive prizes, was launched in Santa Monica on November 22, 2025 by Japan Entertainment One Inc. (a Mitsubishi Corporation subsidiary), in collaboration with TOMY and SEGA. This collaboration brings iconic Japanese arcade culture to the U.S. for the first time through an immersive entertainment event backed by leading industry brands. We’ll explore how Mitsubishi’s push into experiential...
TSE:8986
TSE:8986Residential REITs

Daiwa Securities Living Investment (TSE:8986) Valuation After Upgraded 2026 Forecasts on Asset Growth

Daiwa Securities Living Investment (TSE:8986) recently updated its forecasts for the fiscal period ending March 2026, projecting higher operating revenue, income, and distributions per unit. These revisions result from finalized asset transfers and acquisitions. See our latest analysis for Daiwa Securities Living Investment. Momentum has been building for Daiwa Securities Living Investment over the past year, with its share price climbing nearly 27% year-to-date and delivering an impressive...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Valuation Spotlight as VMware Cloud Partnership Signals Next Phase of Growth

NEC (TSE:6701) is expanding its partnership with Broadcom to implement VMware Cloud Foundation in its own IT systems. This move sets the stage for enhanced private cloud services and deeper digital transformation capabilities. See our latest analysis for NEC. NEC’s latest move with Broadcom to modernize its cloud services is part of a broader digital transformation push that has also seen it support KDDI’s operational upgrades and engage investors at its recent Analyst Day. Momentum is...
TSE:4088
TSE:4088Chemicals

Air Water (TSE:4088): How Does Its Valuation Stack Up After the Latest Interim Dividend Decision?

Air Water (TSE:4088) announced the approval of an interim dividend at its recent board meeting. Shareholders will receive JPY 37.50 per share, with the distribution scheduled to take effect in December. See our latest analysis for Air Water. The interim dividend news has put Air Water back in focus, and while the share price has pulled back 6.1% over the past month, its year-to-date gain stands at 13.7%. Factoring in dividends, the one-year total shareholder return is a healthy 20.2%, with a...
TSE:8354
TSE:8354Banks

Fukuoka Financial Group (TSE:8354) Valuation in Focus After Upgraded Guidance and Higher Dividend

Fukuoka Financial Group (TSE:8354) just released updated guidance, projecting higher consolidated net income for the next fiscal year. Alongside this, the company raised its second quarter dividend to JPY 85 per share, an increase from JPY 65 last year. See our latest analysis for Fukuoka Financial Group. News of higher net income guidance and the boosted dividend has clearly sparked renewed optimism around Fukuoka Financial Group. The 1-month share price return has reached 7.1%, with...
TSE:3769
TSE:3769Diversified Financial

How Investors May Respond To GMO Payment Gateway (TSE:3769) Dividend Hike and Upgraded Earnings Guidance

GMO Payment Gateway recently announced an increase in its annual dividend to ¥144.00 per share for the fiscal year ended September 2025, provided guidance for a further increase to ¥170.00 per share in the next fiscal year, and released updated earnings expectations for the next six and twelve-month periods. This combination of higher shareholder returns and detailed forward guidance offers insight into management’s capital allocation priorities and operational outlook. We'll examine how the...
TSE:2181
TSE:2181Professional Services

A Look at Persol Holdings (TSE:2181) Valuation Following Raised Dividend Guidance

Persol HoldingsLtd (TSE:2181) just raised its interim dividend guidance for the fiscal year ending March 2026, planning to pay JPY 5.50 per share instead of last year’s JPY 4.50. The scheduled payment date is December 10, 2025. See our latest analysis for Persol HoldingsLtd. Persol HoldingsLtd’s updated dividend outlook has clearly boosted sentiment, with a 10.2% share price return over the past month and a robust 22.4% gain year-to-date. While momentum is building in the short term, the...
TSE:4568
TSE:4568Pharmaceuticals

Could Daiichi Sankyo (TSE:4568) and Partner’s Push Into Protein Targets Signal a New R&D Strategy?

General Proximity announced a collaboration with Daiichi Sankyo’s Boston Research Institute to apply its OmniTAC discovery platform to identify new targets in cancer treatment, while also advancing programs in other disease areas. This partnership highlights Daiichi Sankyo’s continued investment in next-generation oncology research and its effort to address protein targets previously considered undruggable. We’ll examine how this expansion into novel protein targeting could reshape Daiichi...
TSE:4063
TSE:4063Chemicals

How a GaN Substrate Breakthrough Could Shape Shin-Etsu Chemical’s (TSE:4063) Role in Advanced Electronics

IMEC announced that Shin-Etsu Chemical's 300-mm QST substrate, developed in partnership with QROMIS, enabled a record-breaking voltage resistance in GaN power device evaluations, surpassing 800V and addressing key scalability challenges. This advance could accelerate the mass adoption of large-diameter GaN devices in fast-growing areas like AI data centers, electric vehicles, and industrial power systems. We'll examine how Shin-Etsu Chemical's breakthrough in large-diameter GaN substrate...
TSE:9984
TSE:9984Wireless Telecom

Can SoftBank Group (TSE:9984) Reshape Its Growth Strategy With a Share Split and India AI Push?

SoftBank Group recently announced that its Board of Directors approved a share split and amendments to its Articles of Incorporation, to take effect on January 1, 2026. This move comes as SoftBank considers minority investment opportunities in India’s AI-focused cloud infrastructure sector, signaling renewed interest in growth markets after a multi-year pause. We'll now explore how SoftBank's board-approved share split may shape its investment narrative and future capital market...