TSE:4307
TSE:4307IT

A Look at Nomura Research Institute’s (TSE:4307) Valuation Following New Earnings Guidance and Dividend Hike

Nomura Research Institute (TSE:4307) has just released its earnings guidance for the fiscal year ending March 2026, along with plans to raise both its quarterly and full-year dividends compared to last year. This move is drawing fresh attention from investors who closely monitor profit outlooks and shareholder rewards. See our latest analysis for Nomura Research Institute. Nomura Research Institute’s recent guidance and dividend boost landed as the stock was already building impressive...
TSE:4005
TSE:4005Chemicals

What Sumitomo Chemical Company (TSE:4005)'s Joint Venture on Glass Core Means for Shareholders

Samsung Electro-Mechanics announced it signed an MOU with Sumitomo Chemical Group to establish a joint venture for manufacturing 'Glass Core,' a next-generation material essential for advanced semiconductor packaging, alongside Dongwoo Fine-Chem, with initial production at Pyeongtaek. This collaboration comes as Sumitomo Chemical recently raised its full-year earnings guidance, reflecting stronger-than-expected North American pharma sales and restructuring benefits that signal management’s...
TSE:3231
TSE:3231Real Estate

Nomura Real Estate Holdings (TSE:3231): Assessing Valuation Following Earnings, New Guidance, and Dividend Announcement

Nomura Real Estate Holdings (TSE:3231) drew market attention after a busy day of announcements. The company held its Q2 2026 earnings call, released updated earnings guidance for the full year, and declared a second quarter dividend. See our latest analysis for Nomura Real Estate Holdings. Following a series of fundamental updates, Nomura Real Estate Holdings continues to build on positive momentum, with a 12.7% share price return year to date and a robust 22.4% total shareholder return over...
TSE:9065
TSE:9065Logistics

Sankyu (TSE:9065) Is Up 9.3% After Upgraded Guidance, Dividend Hike and Buyback Plan - Has the Bull Case Changed?

On October 31, 2025, Sankyu Inc.’s Board of Directors approved both a raised full-year earnings guidance and an interim dividend of ¥118 per share, with the dividend record date set for September 30, 2025 and payment effective December 8, 2025. These developments, coupled with a planned share buyback, highlight the company’s emphasis on increased shareholder returns and a strengthened financial outlook. Let’s explore how Sankyu’s upgraded earnings guidance shapes the company’s broader...
TSE:8015
TSE:8015Trade Distributors

How Raised Profit and Dividend Guidance at Toyota Tsusho (TSE:8015) Has Changed Its Investment Story

On October 31, 2025, Toyota Tsusho Corporation raised its consolidated earnings guidance and dividend forecast for the fiscal year ending March 31, 2026, after reporting stronger-than-expected second quarter results, attributing the improvement mainly to a continuously weak Japanese yen against the US dollar. This move not only highlights resilient operational performance but also suggests confidence in sustaining higher shareholder returns amidst ongoing currency fluctuations. We'll explore...
TSE:8035
TSE:8035Semiconductor

The Bull Case For Tokyo Electron (TSE:8035) Could Change Following Upgraded Guidance and Higher Dividend—Learn Why

On October 31, 2025, Tokyo Electron Limited raised its full-year earnings guidance for the fiscal year ending March 31, 2026, and increased its interim dividend to ¥264 per share, citing stronger-than-expected first-half financial results. This adjustment aligns with Tokyo Electron's policy of linking shareholder returns to performance, highlighting improved profitability and a commitment to maintain a payout ratio around 50% of net income attributable to owners of parent. We'll explore how...
TSE:4689
TSE:4689Interactive Media and Services

Does LY’s (TSE:4689) Enhanced Dividend Signal a Shift in Its Long-Term Growth Priorities?

On November 4, 2025, LY Corporation revised its dividend guidance for the fiscal year ending March 31, 2026, raising its expected payout to ¥7.30 per share from ¥7.00 and reaffirming its goal of maintaining a cumulative payout ratio of at least 70% over five years. This update highlights the company’s intent to balance reinvestment in growth initiatives with direct shareholder returns, signaling management's focus on both long-term expansion and sustained dividend policy. Next, we'll examine...
TSE:9020
TSE:9020Transportation

A Look at JR East (TSE:9020) Valuation After Upgraded Earnings and Dividend Outlook

East Japan Railway (TSE:9020) caught attention after announcing higher earnings and dividend forecasts for the fiscal year ending March 2026. The revisions reflect increased passenger revenues and better business momentum, which signals improved confidence for shareholders. See our latest analysis for East Japan Railway. Shares of East Japan Railway have gathered momentum lately, rising 8.8% over the past month and surging nearly 40% year-to-date, as investors embraced the company’s upgraded...