Japanese Tobacco Stock News

TSE:4755
TSE:4755Multiline Retail

Is Rakuten (TSE:4755) Recasting Its Investment Story With 2026 Guidance Excluding Securities Revenue?

In February 2026, Rakuten Group, Inc. held a board meeting that resulted in no dividend payment decision for the 29th fiscal year and discussed its shareholder benefit program, while also hosting its Q4 2025 earnings call. A day later, the company issued consolidated earnings guidance for 2026, aiming for high single-digit revenue growth excluding its securities business, giving investors clearer visibility into its operational focus. We’ll now examine how this new 2026 revenue guidance,...
TSE:9716
TSE:9716Professional Services

Assessing NOMURA (TSE:9716) Valuation After Recent Share Price Momentum And DCF Upside

What Today’s Move Might Mean for NOMURA NOMURA (TSE:9716) has attracted fresh attention after its recent share price move, with investors reassessing the business in light of its latest financial snapshot and multi year return profile. The stock last closed at ¥1,436, with reported revenue of ¥177,238 and net income of ¥11,042, alongside mixed annual trends in revenue growth and net income growth. See our latest analysis for NOMURA. Recent momentum has been positive, with a 0.63% 1 day share...
TSE:4784
TSE:4784Media

GMO Internet (TSE:4784) Valuation Check As Dividend Review And Earnings Call Draw Focus

Dividend revision and earnings call put GMO internet in focus GMO internet (TSE:4784) has set Feb 12, 2026 for a board meeting to review its dividend forecast, considering an increase, alongside a 2025 earnings call on the same day, drawing fresh attention to the shares. See our latest analysis for GMO internet. The upcoming dividend review and earnings call arrive after a sharp 11.76% 1 day share price return and 15.67% 7 day share price return, set against a weaker 1 year total shareholder...
TSE:7272
TSE:7272Auto

A Look At Yamaha Motor (TSE:7272) Valuation After Dividend Cut And Earnings Guidance Reset

Yamaha Motor (TSE:7272) shares are in focus after the company cut its fiscal 2025 dividend forecast to ¥10 per share and lowered net income guidance, citing deferred tax asset reversals linked to higher U.S. related costs. See our latest analysis for Yamaha Motor. The guidance cut comes after a weaker patch for the shares, with a 30 day share price return showing a 12% decline and a year to date return showing a 6.21% decline, while the 5 year total shareholder return of 68.12% shows how...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Is Up 23.1% After Big OpenAI Bet And Profit Rebound Has The Bull Case Changed?

SoftBank Group recently reported a quarterly net profit of ¥248.59 billion, rebounding from a loss a year earlier, helped by Vision Fund gains and a more than US$30.00 billion investment for an 11% stake in OpenAI that values the U.S. AI firm in the high hundreds of billions of dollars. With analysts increasingly viewing SoftBank as a listed proxy for OpenAI and Arm’s royalty and the telecom arm’s revenue trends under close watch, the group’s results highlight how its earnings profile is...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002) Is Up 16.7% After Profit Upgrade And Buyback - Has The Bull Case Changed?

In early February 2026, Marubeni raised its full-year profit and dividend forecasts, authorized a new share buyback of up to ¥15,000 million, and reported higher nine‑month revenue and net income versus the prior year, while also advancing an electric air mobility partnership in Japan with Vertical Aerospace. An interesting angle for investors is how higher expected profits from the Chilean copper mining business and a progressive dividend policy coincide with Marubeni’s move into...
TSE:2875
TSE:2875Food

How Strong Nine-Month Earnings And Fresh Guidance At Toyo Suisan (TSE:2875) Has Changed Its Investment Story

Toyo Suisan Kaisha, Ltd. reported nine-month results to December 31, 2025, with sales rising to ¥402,636 million and net income to ¥53,430 million, alongside higher basic earnings per share from continuing operations at ¥541.02. At the same time, the company issued full-year 2025–2026 guidance calling for ¥535,000 million in net sales and profit attributable to owners of parent of ¥66,000 million, signalling management’s confidence in its earnings outlook. We will now examine how this...
TSE:9107
TSE:9107Shipping

How Investors May Respond To Kawasaki Kisen Kaisha (TSE:9107) Raising Dividends Despite Forecast Operating Loss

In early February 2026, Kawasaki Kisen Kaisha, Ltd. announced plans for a higher annual dividend of ¥120.00 per share for the fiscal year ending March 31, 2027, while modestly raising its operating revenue guidance and slightly improving its projected operating loss for the year ending March 31, 2026. The decision to lift shareholder payouts despite still-expected losses offers a window into management’s capital allocation priorities and confidence in cash-flow resilience. We’ll now examine...