Japanese Tobacco Stock News

TSE:1950
TSE:1950Construction

Nippon Densetsu Kogyo (TSE:1950) After Its Buyback, Dividend Outlook And Valuation Case

Nippon Densetsu Kogyo (TSE:1950) has just wrapped up a share buyback and provided fresh dividend and earnings guidance, giving investors several new data points to reassess the stock. See our latest analysis for Nippon Densetsu Kogyo. Nippon Densetsu Kogyo’s share price has eased over the past three months, with a 90 day share price return that declined 15.24%. However, the 1 year total shareholder return of 43.63% still points to strong longer term momentum. If the recent buyback and...
TSE:438A
TSE:438ADiversified Financial

Infcurion (TSE:438A) Stock Faces Profit Squeeze Under An 83.3x P E

Infcurion went into this earnings print priced for perfection, with the stock at ¥931 and trading on a P/E of 83.3x. The quarter told a tougher story. Q1 2027 basic earnings per share came in at ¥0.92 on revenue of ¥2,419.53m, setting a very different tone from the strong trailing 12 month growth narrative that had driven the premium tag. The real pressure point is valuation strain. Trailing net margin sits at 2.3% while a discounted cash flow estimate of ¥199.08 is far below the current...
TSE:5076
TSE:5076Construction

INFRONEER Holdings (TSE:5076) Lifts Outlook And Dividend Following Q1 Beat But Is The Value Gone

INFRONEER Holdings (TSE:5076) just reported sharply stronger first quarter results, raised its full year earnings outlook, and lifted dividend guidance, giving investors fresh information on growth, profitability, and shareholder returns. See our latest analysis for INFRONEER Holdings. INFRONEER Holdings’ latest guidance upgrade and dividend hike come after a strong run in the stock, with a year to date share price return of 26.31% and a 1 year total shareholder return of 111.93%, suggesting...
TSE:6965
TSE:6965Electronic

Hamamatsu Photonics K.K (TSE:6965) Lifts Guidance After Strong Nine Months, Is The Premium Too High?

Hamamatsu Photonics K.K (TSE:6965) is back in focus after reporting higher sales and net income for the nine months to June 30, 2026, and revising its full year earnings guidance upward. See our latest analysis for Hamamatsu Photonics K.K. Those better nine month results and the upgraded guidance in early August arrived alongside firm share price momentum, with a 49.19% year to date share price return and a 57.31% one year total shareholder return. However, the three year total shareholder...
TSE:9984
TSE:9984Wireless Telecom

What Is Drawing Attention To SoftBank Group (TSE:9984) Today?

SoftBank Group (TSE:9984) is back in focus after reporting first quarter earnings for the period ended June 30, 2026, with higher sales but lower net income and earnings per share year on year. See our latest analysis for SoftBank Group. Over the past month SoftBank Group’s share price return fell 15.2%, although the year to date share price return is 20.8% and the 1 year total shareholder return is 44.01%, with multi year total shareholder returns also remaining very strong. If SoftBank...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Posts Strong First Quarter Growth, Is The Stock Expensive?

Mitsubishi UFJ Financial Group (TSE:8306) drew fresh attention after reporting higher first quarter net interest income and net income year on year, as well as filing a new shelf registration for debt securities in early August 2026. See our latest analysis for Mitsubishi UFJ Financial Group. The first quarter earnings update and fresh debt shelf filing come after a strong run in Mitsubishi UFJ Financial Group’s stock, with a 26.63% 90-day share price return and a very large 5-year total...
TSE:2801
TSE:2801Food

Is Kikkoman (TSE:2801) Fully Valued On Its FY2027 Earnings Guidance?

Kikkoman (TSE:2801) has issued consolidated earnings guidance for the fiscal year ending March 31, 2027, outlining expected revenue of ¥799.1b, business profit of ¥82.3b, and basic earnings per share of ¥66.16. See our latest analysis for Kikkoman. Alongside this earnings outlook, Kikkoman’s share price has shown firm momentum, with a 30 day share price return of 8.61%, a 90 day share price return of 26.35%, and a 1 year total shareholder return of 37.35%. Taken together, these figures point...
TSE:1833
TSE:1833Construction

Okumura (TSE:1833) Q1 Earnings Weakened, Is The Stock Fully Valued?

Okumura Q1 earnings and what they mean for shareholders Okumura (TSE:1833) has drawn fresh attention after first quarter earnings showed lower sales, revenue, and net income compared with a year earlier. The market is now reassessing what this updated snapshot of performance implies. See our latest analysis for Okumura. Okumura’s share price has softened in recent months, with a 90 day share price return of 4.37% and a year to date decline of 9.68%, even though the 1 year total shareholder...
TSE:8043
TSE:8043Food

3 Asian Dividend Stocks To Watch With Up To 7.0% Yield

As Asian markets navigate a landscape marked by geopolitical shifts and economic resilience, investors are increasingly eyeing opportunities in dividend stocks that offer stable returns amid fluctuating conditions. In this environment, selecting stocks with strong fundamentals and reliable dividend yields can be a prudent strategy for those seeking to balance risk and reward in their portfolios.
TSE:4046
TSE:4046Chemicals

Osaka Soda (TSE:4046) Is Up 14.1% After Upgrading Earnings And Dividend Guidance Has The Bull Case Changed?

In August 2026, Osaka Soda Co., Ltd. raised its earnings and dividend guidance for the fiscal year ending March 31, 2027, after reporting first-quarter sales of ¥28,749 million and net income of ¥4,947 million, both higher than a year earlier. The company highlighted a temporary spike in Allyl Ether prices, a weaker yen, and steady healthcare-related demand as key factors supporting the upgraded outlook and higher dividends. We’ll now explore how the upgraded earnings guidance, underpinned...
TSE:9508
TSE:9508Electric Utilities

What Kyushu Electric Power Company (TSE:9508)'s Strong Q1 2026 Earnings and Confirmed Guidance Mean For Shareholders

Kyushu Electric Power Company reported past first-quarter 2026 results showing higher sales of ¥447,622 million and revenue of ¥532,687 million, with net income rising to ¥61,098 million and basic earnings per share reaching ¥126.17. Alongside reaffirming a ¥25.00 interim and year-end dividend per share, the company issued full-year guidance targeting ¥2.30 billions in net sales, ¥210,000 million in operating profit and profit attributable to owners of parent of ¥130,000 million, signaling...
TSE:5334
TSE:5334Auto Components

Is Coordinated Stock Split And Dividend Reset Altering The Investment Case For Niterra (TSE:5334)?

In July 2026, Niterra Co., Ltd.’s board approved a stock split effective October 1, 2026, along with related amendments to its Articles of Incorporation and revised dividend guidance, including a new full-year forecast of ¥52.50 per share after the split versus the earlier ¥112.00. The company also raised its second-quarter dividend forecast to ¥105.00 per share from ¥93.00, highlighting how the stock split and dividend policy adjustments are being coordinated through board-level decisions...
TSE:6806
TSE:6806Electronic

Hirose ElectricLtd (TSE:6806) Lifted Guidance And Unveiled A Buyback, Is It Still Below Fair Value?

Hirose ElectricLtd (TSE:6806) has drawn fresh attention after unveiling a new share repurchase program and lifting its full year earnings forecast, while also closing a prior buyback plan. See our latest analysis for Hirose ElectricLtd. Hirose ElectricLtd shares trade at ¥27,715, with a 1 day share price return of 2.57% and a year to date share price return of 57.07%. The 1 year total shareholder return of 49.48% points to strong momentum that has built steadily over the past few years. If...
TSE:8035
TSE:8035Semiconductor

Is Tokyo Electron (TSE:8035) Undervalued After Raising Earnings And Interim Dividend Guidance?

Tokyo Electron (TSE:8035) has drawn fresh attention after reporting first quarter results that showed higher sales and net income year on year, alongside raised earnings and interim dividend guidance for the current fiscal half. See our latest analysis for Tokyo Electron. Tokyo Electron's share price has pulled back over the past month, with a 1 month share price return of -16.39%. However, momentum over longer periods remains strong, including a 61.03% year to date share price return and a 1...
TSE:6324
TSE:6324Machinery

Harmonic Drive Systems (TSE:6324) Lifts Profit Guidance Again Is Its Earnings Power Underestimated?

Earlier this month, Harmonic Drive Systems Inc. raised its consolidated and non-consolidated earnings guidance for the six months to September 30, 2026, and the full year to March 31, 2027, increasing forecasts for net sales, operating profit, profit attributable to owners, and basic earnings per share. The upgraded guidance highlights stronger-than-previously-expected profit expectations across both group and parent company levels, underscoring improved confidence in the underlying business...