TSE:6460
TSE:6460Leisure

The Bull Case For Sega Sammy Holdings (TSE:6460) Could Change Following Second Quarter Dividend Increase

Sega Sammy Holdings announced a second quarter dividend increase to ¥27.00 per share for the fiscal year ending March 31, 2026, up from ¥25.00 per share a year earlier, with payments scheduled to commence on December 3, 2025. This higher dividend marks a shift in payout policy and may indicate greater confidence from management in the company’s stability and outlook. To see how the newly announced dividend increase feeds into Sega Sammy Holdings’ investment narrative, we’ll focus on its...
TSE:1762
TSE:1762Construction

Exploring Three Undiscovered Gems in Global Markets

As global markets navigate the aftermath of the longest U.S. government shutdown in history, small-cap stocks have faced particular challenges, with indices like the Russell 2000 underperforming amid fluctuating interest rate expectations and economic uncertainties. In this environment, identifying promising investment opportunities requires a keen eye for companies that demonstrate resilience and potential for growth despite broader market headwinds.
TSE:8591
TSE:8591Diversified Financial

Will Higher Earnings Guidance and Expanded Capital Returns Shift ORIX’s (TSE:8591) Investment Narrative?

On November 12, 2025, ORIX Corporation announced a series of major developments, including raising its full-year net income guidance to ¥440.0 billion, approving an increased interim dividend per share of ¥93.76, reporting robust half-year earnings growth, and expanding its share repurchase plan to 60 million shares for ¥150.0 billion. This set of actions signals management's confidence in sustained business momentum and a reinforced commitment to shareholder returns through both higher...
TSE:8111
TSE:8111Luxury

Is Goldwin (TSE:8111) Rethinking Growth With Its New Shareholder Return Focus?

Goldwin Inc. recently announced a share repurchase program of up to 1,200,000 shares for ¥2,500 million, alongside a significant increase to its regular dividend to ¥77.00 per share and a special commemorative dividend of ¥10.00 per share, both payable on December 1, 2025. This combination of buyback and elevated shareholder payouts underscores Goldwin's focus on capital efficiency and rewarding its investors. We'll explore how Goldwin's expanded share repurchase commitment shapes the...
TSE:9602
TSE:9602Entertainment

How Investors May Respond To Toho (TSE:9602) Completing Its ¥14.9 Billion Share Buyback Program

Toho recently completed its share repurchase program, buying back 1,700,000 shares, equivalent to 1% of its outstanding stock, for ¥14,929.4 million between October 15 and November 13, 2025. This move signals management’s confidence in the company’s direction and can enhance value for existing shareholders by reducing the share count. We’ll examine how Toho’s buyback completion reinforces its investment narrative and underscores management’s commitment to shareholder returns. Trump's oil...
TSE:6744
TSE:6744Electronic

Nohmi Bosai (TSE:6744) Valuation in Focus After New Earnings and Dividend Guidance

Nohmi Bosai (TSE:6744) drew investor attention after releasing full-year earnings guidance along with an increased interim dividend. The company projects continued profitability and has raised its dividend payout compared to the previous year. See our latest analysis for Nohmi Bosai. After Nohmi Bosai unveiled its latest guidance and stepped up its dividend, the stock’s momentum has cooled slightly. After a strong year-to-date share price return of 7.7%, recent weeks have seen a pullback...
TSE:5463
TSE:5463Metals and Mining

A Look at Maruichi Steel Tube (TSE:5463) Valuation Following Upgraded Earnings Guidance and Dividend Increase

Maruichi Steel Tube (TSE:5463) updated its outlook for the year ending March 2026, raising both earnings guidance and the interim dividend. Investors are taking note because these moves highlight improved profitability and higher shareholder returns. See our latest analysis for Maruichi Steel Tube. With Maruichi Steel Tube recently bumping up its earnings guidance and interim dividend, momentum has been building, and the share price reflects that. It is up 15.4% year-to-date, and the one-year...
TSE:6324
TSE:6324Machinery

Is Harmonic Drive Systems’ (TSE:6324) Management Shift a Sign of Evolving Competitive Strategy?

Harmonic Drive Systems recently announced a renewed focus on enhancing its management processes and flexibility to support long-term competitiveness in the precision engineering sector. This initiative highlights the company's ongoing commitment to its ‘Total Motion Control’ vision, aiming to solidify its leadership in high-precision motion technologies. We'll explore how Harmonic Drive Systems’ renewed management flexibility focus shapes its investment narrative and growth ambitions in...
TSE:7974
TSE:7974Entertainment

Is It Time to Reassess Nintendo After a 43.7% Surge in 2025?

Ever wondered if Nintendo is a bargain or overpriced right now? You are not alone. With the gaming giant in the spotlight, it is a great time to dig into its real value. Despite a rocky patch this week with shares down 6.2%, Nintendo's stock has soared 43.7% year-to-date and an impressive 60.1% over the last 12 months. This hints at both momentum and market excitement. Recent headlines have kept Nintendo in focus as anticipation swirls around new game releases and ongoing buzz about its...
TSE:2801
TSE:2801Food

How Kikkoman’s Upgraded 2026 Profit Outlook and Currency Gains Will Impact Investors (TSE:2801)

Kikkoman Corporation recently revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, updating its forecast to revenue of ¥731 billion and profit attributable to owners at ¥60 billion, citing a stronger-than-expected first half and exchange rate impacts. This revision reflects how fluctuations in foreign currency, specifically a more favorable yen-dollar rate compared to initial expectations, contribute significantly to the company’s financial outlook. We'll...
TSE:7013
TSE:7013Machinery

Why IHI (TSE:7013) Boosted Its Dividend and Earnings Outlook Despite Recent Share Price Pressure

IHI Corporation recently announced that it will pay a cash dividend of ¥70 per share for the second quarter ended September 30, 2025, an increase from ¥50 per share a year earlier, with payment scheduled for December 5, 2025. The company also revised its consolidated earnings guidance upward for the fiscal year ending March 31, 2026, signaling increased revenue and profit expectations which suggest a stronger outlook and enhanced potential returns for shareholders. With a higher interim...
TSE:7337
TSE:7337Banks

Hirogin Holdings (TSE:7337): Valuation Insights as Strategic Expansion Signals New Growth Opportunities

Hirogin Holdings (TSE:7337) just made a significant move by announcing the creation of Hirogin Regional Advisors Co. Ltd., expanding into investment advisory and real estate fund management. This strategic shift complements the group's recently declared dividend increase. See our latest analysis for Hirogin Holdings. Momentum has steadily built in Hirogin Holdings’ stock, with a year-to-date share price return of nearly 25% and a striking 1-year total shareholder return of 32.6%. These gains...
TSE:9418
TSE:9418Telecom

U-NEXT Holdings (TSE:9418): Evaluating Valuation Following Major Bond Issuance for 'Road to 2030' Strategy

U-NEXT HOLDINGSLtd (TSE:9418) has just announced a major debt financing move, issuing a second series of unsecured straight bonds in Japan to support its Medium-Term Management Plan titled "Road to 2030." This step is designed to strengthen the company's financial base and fund key strategic initiatives. See our latest analysis for U-NEXT HOLDINGSLtd. Following the bond announcement, U-NEXT HOLDINGSLtd’s share price has shown solid momentum this year, with a 19.1% gain year-to-date and a...
TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849): Valuation in Focus After UBS Downgrade on Regulatory and Demand Concerns

Nihon Kohden (TSE:6849) shares came under fresh scrutiny after UBS downgraded the stock, highlighting a cloudier outlook for the company. Investors are now weighing how regulatory headwinds and softer hospital spending could influence performance. See our latest analysis for Nihon Kohden. Nihon Kohden’s share price has lost significant ground this year, with a year-to-date share price return of -25.66% and a one-year total shareholder return of -27.29%. The market’s cautious stance has...
TSE:7269
TSE:7269Auto

Suzuki (TSE:7269) Dividend Hike Sparks Fresh Focus on Valuation

Suzuki Motor (TSE:7269) has just announced an increased cash dividend for the second quarter, bringing the payout up to ¥22 per share from last year's ¥20. This move reflects growing confidence in the company's financial strength. See our latest analysis for Suzuki Motor. The dividend boost comes as Suzuki Motor’s share price continues its strong upward trend this year, gaining 20.7% year-to-date and recently closing at ¥2,272. Over the longer term, shareholders have enjoyed a 40% total...
TSE:8370
TSE:8370Banks

A Look at Kiyo Bank (TSE:8370) Valuation Following Its Latest Dividend Hike

Kiyo Bank (TSE:8370) is drawing investor attention after raising its second-quarter dividend to ¥58 per share, compared to ¥45 last year. Dividend payments are scheduled to begin on December 5, 2025. See our latest analysis for Kiyo Bank. That higher payout appears to have caught the market’s attention, with Kiyo Bank’s share price still sitting strong at ¥2,858 after a robust year-to-date climb of 30.5%. Impressively, investors have seen a 45.6% total shareholder return over the past twelve...
TSE:8418
TSE:8418Banks

Yamaguchi Financial Group (TSE:8418): Revisiting Valuation After Upgraded Earnings Forecast and Profitability Boost

Yamaguchi Financial Group (TSE:8418) raised its earnings forecast for the six months ended September 2025, attributing the upward revision to reduced expenses and an unexpected gain from selling a subsidiary earlier than initially planned. See our latest analysis for Yamaguchi Financial Group. Yamaguchi Financial Group’s decision to raise its earnings outlook comes after a solid run, with a 6.2% year-to-date share price increase and a standout total shareholder return of 14.5% over the past...
TSE:4732
TSE:4732Specialty Retail

Did USS' (TSE:4732) Dividend Hike and Payout Commitment Just Shift Its Investment Narrative?

On November 11, USS Co., Ltd. announced an increased second quarter dividend of ¥25.20 per share, raised full-year dividend guidance to ¥26.20, and released upgraded consolidated earnings forecasts for the fiscal year ending March 2026. The company's updated shareholder return policy includes a consolidated dividend payout ratio of at least 60% and a total payout ratio of at least 100% over the next three years. We’ll examine how USS’s commitment to higher dividends and reinforced payout...
TSE:6702
TSE:6702IT

Will Fujitsu's (TSE:6702) Supercomputer Partnerships Define Its Next Chapter in Advanced Computing?

In recent developments, NVIDIA announced that Japan's RIKEN research institute will integrate NVIDIA GB200 NVL4 systems and Blackwell GPUs into two new supercomputers, with one for AI-driven scientific research and the other for quantum computing, while continuing the codesign partnership with Fujitsu for the next-generation FugakuNEXT supercomputer. This milestone highlights Fujitsu's expanding technological collaborations in Japan's high-performance computing sector, as the company moves...
TSE:7201
TSE:7201Auto

The Bull Case For Nissan Motor (TSE:7201) Could Change Following Electric Vehicle Microgrid Pilot Collaboration

Pacific Gas and Electric Company recently announced a collaboration with Nissan and Fermata Energy to demonstrate automated frequency management by integrating electric vehicles and bi-directional chargers into a multi-customer microgrid at California's Redwood Coast Airport Microgrid. This pilot project positions Nissan at the forefront of vehicle-to-grid integration, underscoring its ongoing commitment to innovative energy solutions beyond automotive manufacturing. We'll examine how...
TSE:9468
TSE:9468Media

Kadokawa (TSE:9468): Reassessing Valuation After Earnings Forecast Cut and Segment Underperformance

Kadokawa (TSE:9468) shares are in focus after the company cut its full-year earnings outlook for fiscal 2026. This decision comes as challenges in its publishing and film segments outweighed the positive impact of a successful game launch. See our latest analysis for Kadokawa. The earnings downgrade punctuates a tough year for Kadokawa, with momentum clearly fading. Despite a successful game launch, the 1-year total shareholder return has tumbled to -26.34%, reversing the strong multi-year...
TSE:2815
TSE:2815Food

Ariake Japan (TSE:2815): Valuation Check After Dividend Hike and Strong Half-Year Results

ARIAKE JAPAN (TSE:2815) just delivered its half-year results, which topped earlier forecasts and set the stage for a major dividend hike. The board responded by boosting both interim and full-year dividend guidance for shareholders. See our latest analysis for ARIAKE JAPAN. Even with this bullish shift in dividend policy and robust earnings, ARIAKE JAPAN’s share price has struggled over the past 90 days with a return of -12.7%, leaving its one-year total shareholder return nearly flat at...
TSE:8714
TSE:8714Banks

Assessing Senshu Ikeda Holdings (TSE:8714) Valuation as Board Weighs Shareholder Return and Dividend Policy Changes

Senshu Ikeda Holdings (TSE:8714) just announced a board meeting scheduled for November 14, 2025. The meeting will focus on potential changes to its shareholder return policy, an increase in surplus dividend, and a new year-end dividend forecast. See our latest analysis for Senshu Ikeda Holdings. Senshu Ikeda Holdings has seen meaningful momentum lately, with the stock’s share price up 6.7% over the past month and an impressive year-to-date gain of 77%. The real story, though, is in its...