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...
TSE:7004
TSE:7004Machinery

How Lowered Profit Forecasts at Kanadevia (TSE:7004) Are Reshaping Its Investment Narrative

Kanadevia Corporation recently lowered its full-year consolidated earnings guidance for the period ending March 31, 2026, citing higher costs and project challenges in the Environment and Machinery & Infrastructure segments, while maintaining its net sales outlook at ¥620,000 million. While overall sales targets are unchanged, the downward revision in operating income and net profit underscores pressures on the company's profitability stemming from segment-specific cost overruns and project...
TSE:7832
TSE:7832Leisure

A Look at Bandai Namco (TSE:7832) Valuation Following Upgraded FY2026 Guidance and Dividend Increase

BANDAI NAMCO Holdings (TSE:7832) revised its fiscal 2026 guidance upward, projecting higher net sales, operating profit, and profit attributable to owners of parent. The company also raised its interim dividend, reflecting a positive financial outlook. See our latest analysis for BANDAI NAMCO Holdings. Shares have pulled back in recent weeks despite upbeat guidance and a sharply higher interim dividend, with a 30-day share price return of -7.3% and a -17.8% move over the last quarter...
TSE:7313
TSE:7313Auto Components

TS TECH (TSE:7313): Reviewing Valuation as Board Weighs Potential Treasury Stock Disposal

TS TECH (TSE:7313) has called a board meeting for November 14, where directors will discuss the potential disposal of treasury stock. Actions like this can shift a company’s shareholder mix and affect market liquidity. See our latest analysis for TS TECH. TS TECH’s shares have come under pressure lately, sliding 8.2% in the past week and drifting down 3.7% year-to-date. Despite this, the company has achieved a 1-year total shareholder return of 6.1% and a solid 33% gain over five years...
TSE:8522
TSE:8522Banks

A Look at Bank of Nagoya (TSE:8522) Valuation Following Board Meeting on Strategic Shareholding Review

Bank of Nagoya (TSE:8522) just announced a board meeting set for November 14, with a focus on revising its reduction targets for strategic shareholdings. Investors often watch these discussions closely, as changes could affect the bank’s capital allocation and future returns. See our latest analysis for Bank of Nagoya. That board meeting comes after an impressive run, with Bank of Nagoya’s share price up over 10% in the past month. Momentum is building on the back of an 84% return so far this...
TSE:2607
TSE:2607Food

Fuji Oil (TSE:2607) Valuation in Focus After Updated Earnings and Dividend Guidance

Fuji Oil (TSE:2607) just released updated earnings guidance for the year ending March 2026, detailing sales and profit expectations. The company also reaffirmed its dividend payout at last year’s levels. These updates help investors gauge future performance. See our latest analysis for Fuji Oil. After the guidance announcement, Fuji Oil’s shares have shown resilience, with the last close at ¥3,402. While the 1-year total shareholder return dipped slightly by 0.5 percent, the three-year total...
TSE:9831
TSE:9831Specialty Retail

Could Employee Share Incentives Reveal Yamada Holdings' (TSE:9831) Alignment With Long-Term Value Creation?

Yamada Holdings Co., Ltd. recently held a board meeting to approve the disposal of its own shares as part of an employee restricted share incentive plan. This initiative is designed to enhance employee ownership, bolster welfare, and better align staff interests with long-term company performance. We'll explore how the employee-focused share incentive plan could shape Yamada Holdings' investment case through workforce alignment. Trump's oil boom is here - pipelines are primed to profit...