Japanese Specialty Stores Stock News

TSE:8591
TSE:8591Diversified Financial

ORIX (TSE:8591) Lifts Dividend Guidance Following Earnings While Fair Value Still Sits Higher

ORIX (TSE:8591) has moved into focus after its board met on 6 August 2026 to revise the dividend policy for the fiscal year ending 31 March 2027, along with releasing fresh earnings and guidance. See our latest analysis for ORIX. At a share price of ¥6,294, ORIX has had a firm year to date, with a 36.35% share price return and a 70.19% total shareholder return over 12 months. This suggests momentum has been building as investors respond to stronger guidance, revised dividends and recent write...
TSE:4004
TSE:4004Chemicals

What Resonac Holdings (TSE:4004)'s Profit Upgrade and Crasus Spinoff Plan Mean For Shareholders

Resonac Holdings Corporation recently reported past half-year results to June 30, 2026, with sales rising to ¥676,852 million and net income increasing to ¥48,451 million, alongside sharply higher basic and diluted earnings per share from continuing operations. At the same time, the company revised its 2026 guidance to lower full-year revenue but higher operating and net profit, reflecting stronger Semiconductor and Electronic Materials volumes and the planned spinoff of the Crasus Chemical...
TSE:7956
TSE:7956Household Products

Pigeon (TSE:7956) Rises On Half Year Results As Fair Value Debate Heats Up

Pigeon (TSE:7956) shares moved after the company released half year results and confirmed full year guidance. Investors now have fresh earnings data and management targets to assess the stock’s recent performance. See our latest analysis for Pigeon. Pigeon’s share price has climbed through 2026, with a 31.31% year to date share price return and a 14.94% 90 day share price return. The 5 year total shareholder return remains down 19.11%, suggesting recent momentum is rebuilding after a weaker...
TSE:6383
TSE:6383Machinery

How Investors Are Reacting To Daifuku (TSE:6383) Upgraded Earnings Outlook And Higher Dividend Payout

Daifuku Co., Ltd. recently reported higher half-year sales and earnings for the period to June 30, 2026, raised its full-year earnings guidance, and increased both its interim dividend to ¥40.00 per share and forecast year-end dividend to ¥50.00 per share, implying an expected annual payout of ¥90.00 per share and a projected dividend payout ratio of 38.5%. The company linked these upgrades to stronger-than-planned progress in semiconductor cleanroom projects, improved production efficiency...
TSE:8601
TSE:8601Capital Markets

3 Stocks For Investors Watching Bond Issuance And Trading Fees

Bond markets are back in the spotlight as long term yields climb, geopolitical risks around the US and Iran stay elevated, and oil trades above $91 a barrel. That mix puts pressure on some stocks, but it can also create fresh openings where debt issuance and trading activity stay busy. This article walks through 3 stocks exposed to these forces and why their bond market links matter for your portfolio thinking. The three stocks covered next are just a starting sample, since the full screen...
TSE:4023
TSE:4023Chemicals

Can Kureha (TSE:4023) Justify Its Valuation As Earnings Guidance Rises?

Kureha (TSE:4023) raised its earnings guidance for the six months to 30 September 2026, citing earlier crop protection shipments, stronger profitability in its Specialty Chemicals segment, and higher income from investments accounted for using the equity method. See our latest analysis for Kureha. Kureha's latest guidance revision comes as the stock trades at ¥4,570, with a 90 day share price return of 23.18% and a 1 year total shareholder return of 35.47%, suggesting momentum has built over...
TSE:4021
TSE:4021Chemicals

What Nissan Chemical (TSE:4021)'s Strong Q1 Earnings and Incentive Plan Shift Means For Shareholders

Nissan Chemical Corporation has reported first-quarter 2026 results, with sales rising to ¥78,792 million and net income reaching ¥16,844 million, lifting basic earnings per share from continuing operations to ¥125.74 versus ¥102.20 a year earlier. Alongside these earnings, the board approved disposing of treasury shares to bolster a performance-linked stock compensation plan, aligning management incentives more closely with the company’s operational results. We will now examine how the...
TSE:1860
TSE:1860Construction

Toda (TSE:1860) Q1 Earnings Beat Puts Its Valuation Back In Focus

Toda (TSE:1860) is back in focus after reporting first quarter 2026 results that showed higher sales and net income compared with a year earlier, supported by stronger basic earnings per share. See our latest analysis for Toda. The latest earnings release has arrived after a strong run in Toda’s stock. The share price return year to date is 16.4% and the 1 year total shareholder return is 53.91%, suggesting momentum has been building ahead of these results. If strong construction demand has...
TSE:5830
TSE:5830Banks

Iyogin Holdings (TSE:5830) Following Guidance Raise And Buyback Still Looks Fully Valued

Iyogin Holdings (TSE:5830) drew fresh attention on August 7, 2026, after raising its earnings guidance for the half year to September and launching a new share repurchase program alongside its recent quarterly results. See our latest analysis for Iyogin Holdings. Those guidance upgrades and the new buyback have come after a strong run in Iyogin Holdings’ stock, with a year to date share price return of 55.4% and a 1 year total shareholder return of 106.76% indicating powerful momentum rather...
TSE:7203
TSE:7203Auto

Toyota (TSE:7203) Stock Looks Cheap On Earnings Yet Mixed On Value

Toyota Motor has delivered an 87.5% total return over the past five years, yet the valuation checks point to a more mixed picture rather than a clear bargain or clear overvaluation today. The 87.5% five year return signals that long term holders have already seen substantial gains, so fresh buyers need to think carefully about how much upside is left from here. Stronger profit expectations supported by higher hybrid vehicle demand and a large share buyback can help support the current share...
TSE:6622
TSE:6622Electrical

DAIHEN (TSE:6622) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings

After a strong five year run, DAIHEN’s share price now sits at ¥14,040 while the Discounted Cash Flow (DCF) intrinsic value estimate points to the stock trading at a premium, and the broader valuation checks also lean on the expensive side. DAIHEN has returned 243.7% over the past 5 years, which puts extra focus on whether today’s price still leaves much room for further value creation. Future cash flow growth can support the current valuation if DAIHEN continues to convert earnings into...
TSE:5632
TSE:5632Metals and Mining

Global Dividend Stocks To Consider In August 2026

As global markets navigate a complex landscape of easing inflation concerns, fluctuating oil prices, and geopolitical tensions, investors are seeking stability amid mixed signals from major indices. With the S&P 500 showing modest gains and European markets facing pressures from energy sector shifts, dividend stocks present an attractive option for those looking to balance potential growth with steady income. In this environment, selecting dividend stocks that offer reliable payouts can be a...
TSE:1959
TSE:1959Construction

Kraftia (TSE:1959) Could Be 24% Undervalued After ¥50 Billion Notes Filing

Kraftia (TSE:1959) has filed a ¥50 billion shelf registration for notes, signalling preparations for potential future financing. This move draws attention to how the company might fund upcoming projects or balance sheet needs. See our latest analysis for Kraftia. The ¥50 billion shelf registration comes as Kraftia’s share price has eased, with a 1-day share price return that declined 2.39% and a 30-day share price return that declined 3.29%. Even so, total shareholder return of 18.38% over 1...
TSE:5801
TSE:5801Electrical

Furukawa Electric (TSE:5801) Is Up 10.7% After Boosting Guidance And Announcing Major Fiber Expansion

In early August 2026, Furukawa Electric raised its earnings guidance for the first half and full fiscal year to March 2027 and announced large-scale global investments of about ¥100,000 million plus a planned US$500 million expansion of its India joint venture to greatly increase optical fiber and cable capacity by around 2028. The company’s plans, backed by long-term customer purchase commitments and technical collaborations with Lightera in the U.S. and partners in Japan and India,...
TSE:6594
TSE:6594Electrical

Nidec (TSE:6594) Faces An 8% Fair Value Gap As Results Delay Raises Questions

Nidec (TSE:6594) has postponed its first quarter 2027 results as it reviews prior financial statements, investigates potential product quality issues and unpaid customs duties, and completes related audit and tax checks. See our latest analysis for Nidec. Nidec's investigations into past financial reporting, product quality and customs issues come after a year where the share price has a 34.03% year to date gain to ¥2,804. However, the 5 year total shareholder return is down 53.17%, which...
TSE:9412
TSE:9412Media

Will Stronger Operating Leverage from Q1 2026 Results Change SKY Perfect JSAT's (TSE:9412) Narrative

SKY Perfect JSAT Corporation reported first-quarter 2026 results, with sales rising to ¥33,394 million from ¥29,825 million and net income increasing to ¥8,226 million from ¥5,500 million a year earlier, lifting basic earnings per share from continuing operations to ¥29.02 from ¥19.41. The combination of higher revenue and a more efficient conversion of sales into profit points to meaningfully stronger operating leverage in the latest quarter. Next, we examine how this stronger operating...
TSE:9075
TSE:9075Transportation

Is Fukuyama Transporting (TSE:9075) Undervalued Following Strong First Quarter Earnings?

Fukuyama Transporting (TSE:9075) is back in focus after reporting first quarter earnings on 6 August 2026, with sales of ¥84,279 million and net income of ¥4,448 million, both above the prior year period. See our latest analysis for Fukuyama Transporting. Fukuyama Transporting’s latest earnings release comes after a strong share price run, with a year to date share price return of 42.51% and a 1 year total shareholder return of 86.43%, which suggests momentum has been building in the...
TSE:8919
TSE:8919Real Estate

KATITAS (TSE:8919) Lifts Guidance And Dividends On A Pricey Valuation Story

KATITAS (TSE:8919) is in focus after reporting first quarter results on August 7, 2026, alongside higher dividend forecasts and fresh earnings guidance that together give investors more detail on the company’s near term outlook. See our latest analysis for KATITAS. The earnings announcement on 7 August 2026 has arrived after a stretch where KATITAS delivered a 12.56% 1 month share price return and a 15.79% year to date share price return, while the 1 year total shareholder return of 41.30%...
TSE:7267
TSE:7267Auto

Did Strong Q1 Earnings and Upgraded Guidance Just Shift Honda Motor's (TSE:7267) Investment Narrative?

Honda Motor Co., Ltd. reported first-quarter 2026 results with sales rising to ¥5,034.48 billions and net income to ¥450.92 billions, significantly higher than a year earlier. The company also raised its full-year fiscal 2027 guidance, expecting higher sales, operating profit, and earnings per share, largely due to a weaker yen against the U.S. dollar and improved profit expectations. We’ll now examine how Honda’s stronger first-quarter earnings and upgraded full-year profit outlook...
TSE:5706
TSE:5706Metals and Mining

Mitsui Kinzoku Company (TSE:5706) Unveiled A Stock Split And Battery Tie Up, Is It Fully Priced?

Mitsui Kinzoku Company (TSE:5706) has set out a cluster of corporate changes that give investors fresh information to work with. The company announced a stock split, updated earnings and dividend guidance, and a new battery materials partnership. See our latest analysis for Mitsui Kinzoku Company. The latest announcements appear to have brought fresh attention to Mitsui Kinzoku Company, with a 7.54% 1 day share price return and 13.41% 7 day share price return, although the 90 day move is down...
TSE:3436
TSE:3436Semiconductor

Sumco (TSE:3436) Is Up 16.5% After Maintaining Dividend Despite Swing To Loss - Has The Bull Case Changed?

Sumco Corporation reported past half-year results for the period ended June 30, 2026, with sales rising to ¥215,016 million while shifting from prior net income to a net loss of ¥12,895 million and a basic loss per share of ¥36.87. Despite this swing into loss and guidance pointing to further operating pressure, Sumco maintained its second-quarter dividend at ¥10.00 per share, funded from retained earnings. With these results and guidance highlighting ongoing profitability challenges, we...
TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963) After Results And Guidance The Valuation Case Gets More Complicated

ROHM (TSE:6963) is back in focus after releasing first quarter results, updated earnings and dividend guidance, and details of a new 2nd Generation terahertz device for sensing and imaging applications. See our latest analysis for ROHM. ROHM’s recent announcements on earnings, guidance and terahertz products arrive alongside strong momentum, with a 30 day share price return of 15.63% and a year to date share price return of 130.03%, while the 1 year total shareholder return is 156.77%. If...
TSE:9401
TSE:9401Media

TBS HoldingsInc (TSE:9401), Why Is It Getting Fresh Attention Now?

TBS Holdings Inc (TSE:9401) has drawn fresh attention after raising its second quarter dividend guidance and issuing new full year forecasts, while reporting first quarter results that showed lower net income than a year earlier. See our latest analysis for TBS HoldingsInc. The latest dividend guidance and full year outlook arrive as TBS HoldingsInc trades at ¥5,919, with a 1 day share price return of 1.68% and 7 day share price return of 3.66%. The 1 year total shareholder return of 9.79%...
TSE:1820
TSE:1820Construction

The Bull Case For Nishimatsu Construction (TSE:1820) Could Change Following Strong Q1 Results And Higher Dividends

In August 2026, Nishimatsu Construction Co., Ltd. reported first-quarter results showing higher revenue and net income than a year earlier, issued consolidated earnings guidance for the fiscal year ending March 31, 2027, and forecast full-year net sales of ¥440,000 million, operating profit of ¥28,500 million, and profit attributable to owners of parent of ¥20,500 million, equivalent to basic earnings per share of ¥519.19. The company also guided for higher dividends, planning to raise the...