Seria (TSE:2782) updated its outlook for the year ending March 2026, guiding to net sales of ¥250,000 million, operating profit of ¥19,300 million, profit of ¥13,000 million and basic EPS of ¥193.80.
See our latest analysis for Seria.
Seria’s updated guidance comes after a strong recent run in the shares, with a 30 day share price return of 9.20% and a 90 day gain of 25.83%. The 1 year total shareholder return of 47.51% contrasts with more modest year to date share price gains of 8.88%, which...
Mitsui O.S.K. Lines, Ltd. recently reported third-quarter and nine-month results to December 31, 2025, alongside raising its non-consolidated full-year fiscal 2026 guidance, citing stronger assumptions for crude oil tankers, steady vehicle transport demand, and the benefit of suspended U.S. port entry fees.
At the same time, the company announced a leadership change effective April 1, 2026, with Representative Director Toshinobu Shinoda retiring from his executive role but remaining on the...
Komatsu’s Q3 2026 earnings call on January 30 revealed a 13% decline in net income for the nine months to December 31, 2025, while full-year profit forecasts pointing to mid-to-high-20% declines and the annual dividend outlook at ¥190 per share were left unchanged.
This combination of weaker profitability and a steady dividend commitment highlights management’s willingness to prioritize shareholder returns even as earnings come under pressure.
With Komatsu’s shares posting strong short-term...
Obayashi Corporation held a Board of Directors meeting on January 22, 2026 to consider cancelling treasury shares acquired under an August 8, 2025 resolution, in line with Article 178 of Japan’s Companies Act.
This potential cancellation of previously repurchased shares could reshape Obayashi’s capital structure by reducing outstanding share count and refining how ownership is distributed.
We’ll now examine how the planned consideration of treasury share cancellation may influence Obayashi’s...
Why ANA Holdings (TSE:9202) is back in focus after its latest board decisions
ANA Holdings (TSE:9202) has drawn fresh attention after its January 30 board meeting combined several investor relevant updates, including nine month earnings, new multi year profit targets and a proposed interim dividend system.
See our latest analysis for ANA Holdings.
The latest board announcements come after a period of steady gains, with a 1 day share price return of 3.43% at ¥3,108.0, a 90 day share price...
Olympus (TSE:7733) is reshaping its senior leadership by appointing Simone Berger as Chief Human Resources Officer and David Shan as Chief Manufacturing and Supply Officer from April 2026, as part of its ongoing MedTech transformation.
See our latest analysis for Olympus.
The leadership reshuffle comes as Olympus shares trade at ¥1,863, with a 1 year total shareholder return of 16.93% decline and a 5 year total shareholder return of 5.44% decline. This points to fading momentum despite recent...
Revised earnings guidance puts Hokkaido Electric in focus
Hokkaido Electric Power Company (TSE:9509) updated its earnings guidance for the fiscal year ending March 31, 2026, flagging expected operating revenue of ¥867,000 million and operating income of ¥59,000 million.
The company also guided for profit attributable to owners of parent of ¥28,000 million and basic earnings per share of ¥129.49. These figures give investors additional context to reassess how the current share price lines up...
Tohoku Electric Power Company (TSE:9506) is back on investors’ radar after reporting year-on-year declines in nine month sales and profits, while modestly strengthening its balance sheet and lifting the annual dividend.
See our latest analysis for Tohoku Electric Power Company.
The latest results and governance changes come after a mixed price run, with a 90 day share price return of 2.95% and a year to date share price decline of 5.94%, while the 3 year total shareholder return of 75.94%...
Advantest Corporation reported past nine-month results to December 31, 2025, with sales rising to ¥800,537 million and net income to ¥248,526 million, and it raised full-year guidance while its board considered cancelling treasury shares on January 28, 2026.
The combination of record AI-driven tester demand, higher profit outlook, segment restructuring, and a major planned treasury share cancellation marks a meaningful shift in how Advantest is positioning itself for semiconductor test...
Capcom Co., Ltd. recently reported results for the nine months ended December 31, 2025, with sales rising to ¥115,315 million and net income reaching ¥38,885 million, while basic earnings per share from continuing operations increased to ¥92.96.
The simultaneous expansion in sales and earnings per share highlights how efficiently Capcom converted its higher revenue base into stronger profitability over the period.
With this earnings-driven profitability improvement as a backdrop, we’ll now...
Takeda Pharmaceutical (TSE:4502) is back in focus after nine month earnings to December 2025 showed steady profit, followed by an increase in full year revenue and earnings guidance and a fresh product launch.
See our latest analysis for Takeda Pharmaceutical.
The stronger nine month profit, raised full year guidance and GAMMAGARD LIQUID ERC launch appear to have fed into renewed interest in the shares. A 27.17% 90 day share price return and a 35.41% 1 year total shareholder return suggest...
Yamaha (TSE:7951) has been drawing attention after a period in which the shares show mixed returns, with gains over the past year but weaker performance over the past 3 years and 5 years.
See our latest analysis for Yamaha.
With the share price at ¥1,135.5 and a 90 day share price return of 14.41%, Yamaha’s momentum over the last quarter contrasts with its weaker 3 year and 5 year total shareholder returns.
If Yamaha has you looking at the broader music and audio space, it can also be a good...
Nippon Prologis REIT, Inc. has announced a semi-annual dividend of ¥1,708.00 per share, payable on August 17, 2026, with an ex-dividend date of May 28, 2026 and a record date of May 31, 2026, reflecting a reduction from its previous payout level.
This dividend decrease is especially important for income-focused investors in REITs, for whom shifts in distribution policy can signal changing cash flow priorities.
With this dividend reduction as a focal point, we will examine how the...
ROHM recently launched its BD9xxN5 Series LDO regulator ICs with 500mA output and its RS7P200BM 100V power MOSFET, expanding solutions for automotive, industrial, communication, and AI server power systems.
By combining ultra-stable Nano Cap (TM) control technology with compact, high-SOA MOSFETs, ROHM is targeting space-saving, energy-efficient power management in increasingly dense electronics and 48V AI server architectures.
Next, we will examine how ROHM’s focus on ultra-stable, compact...
Kinden (TSE:1944) caught investor attention after reporting nine-month earnings to December 31, 2025, with sales of ¥499,267 million and net income of ¥40,257 million, along with basic EPS of ¥203.16.
See our latest analysis for Kinden.
Despite the strong nine month earnings update, Kinden's recent share price has been under pressure, with a 1 day share price return of 3.11% decline and a 7 day share price return of 12.16% decline. However, the 1 year total shareholder return of 107.65% and a...
Tokuyama (TSE:4043) is back in focus after reporting nine month earnings to December 31, 2025, with net income of ¥18,870 million on sales of ¥251,524 million, as well as an upcoming management reshuffle.
See our latest analysis for Tokuyama.
Despite the latest nine month earnings update and the upcoming management reshuffle, Tokuyama's recent share price performance has cooled, with a 7 day share price return of 16.20% decline and a year to date share price return of 10.03% decline, while...
Suzuki Motor (TSE:7269) is back in focus after reports that it is falling behind the UK's net zero emissions targets and will need to buy emissions credits from electric vehicle heavyweights.
See our latest analysis for Suzuki Motor.
The latest UK emissions headlines arrive after a softer run for Suzuki Motor, with a 1 month share price return of 10.56% and a year to date share price return of 12.69% in the red. However, the 1 year total shareholder return of 14.14% and 3 year total...
Sumitomo Pharma (TSE:4506) has released its nine-month results to 31 December 2025, reporting sales of ¥347,746 million and net income of ¥107,677 million, with basic EPS of ¥271.03.
See our latest analysis for Sumitomo Pharma.
The earnings update comes after a softer near-term share price period, with a 7-day share price return of 3.39% and a year-to-date share price decline of 8.49%. At the same time, the 1-year total shareholder return of about 3x and strong multi-year total shareholder...
Why this new carbon capture shipping deal matters for Kawasaki Kisen Kaisha
Kawasaki Kisen Kaisha (TSE:9107) just moved into liquefied carbon dioxide shipping, signing a 10 year time charter with Northern Lights JV DA for a new 12,000 cubic metre LCO2 carrier.
A second carrier contract is expected in April 2026. Together, the two vessels are planned to support Phase 2 of Norway's Northern Lights carbon capture and storage project and cross border CO2 transport from European customers to...
Tokyo Metro (TSE:9023) is back in focus after its Q3 2026 earnings call, where it reported higher year-on-year revenue and profit, reaffirmed full year guidance, and raised its annual dividend forecast.
See our latest analysis for Tokyo Metro.
The earnings announcement and dividend increase come after a period of relatively muted share price moves, with a 30 day share price return of 2.60% and a 1 year total shareholder return decline of 1.63%. This points to modest near term momentum,...
On January 29, 2026, Casio Computer Co.,Ltd. announced a new share repurchase program of up to 3,800,000 shares for ¥5,000 million, alongside revised full-year guidance and strong earnings for the nine months ended December 31, 2025.
The combination of higher sales and profit, improved earnings per share, and the decision to cancel repurchased shares highlights management’s focus on capital efficiency and shareholder returns.
Next, we’ll examine how Casio’s earnings momentum and newly...
As global markets navigate a complex landscape marked by steady interest rates in the U.S., mixed economic signals from Europe, and geopolitical uncertainties, investors are increasingly turning to reliable income sources like dividend stocks. In an environment where consumer confidence is sliding and certain sectors face headwinds, dividend stocks can offer a measure of stability and income potential, making them an attractive option for those seeking to bolster their portfolios amidst...