投資手法・選定 framework
Roughly 40% of Tokyo Stock Exchange Prime Market companies still trade below 1.0× book value — a figure that would be scandalous on Wall Street but represents a genuine, durable opportunity for patient dividend investors willing to parse the Japanese-language disclosure lists that most English-language analysts simply ignore. Investment Thesis Author’s View: Constructive | Fair … Read more
I’ve been watching the JPX monitoring list update every month since it launched in 2023, and what strikes me — sitting here in Tokyo where this story gets covered daily in Nikkei and Toyo Keizai — is how badly the English-language financial press has underestimated the 2026 enforcement cycle; the March 2026 compliance review is … Read more
I’ve been running a Japan factor screen every quarter since 2019, and the 2026 edition feels different — the TSE’s cost-of-capital pressure campaign is finally showing up in actual capital allocation decisions, not just glossy IR PDFs, and I’ve been tracking that shift through Japanese-language disclosure portals that most English-only analysts haven’t touched. Investment Thesis … Read more
I’ve been watching the TSE governance reform story from Tokyo since the March 2023 disclosure mandate dropped, and what strikes me most is how differently the story reads when you pull the actual Japanese-language filings versus the headline summaries that reach English-language investors — the gap between “companies are complying” and “companies are genuinely changing” … Read more
Annual dividend per share (¥) — source: Mitsubishi Corp IR filings via TSE Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥1 trillion buyback. 318 million shares cancelled. FY2026 net income guided at ¥1.1T — a 37% recovery. Yet the English-language IR summary for … Read more
Mitsui & Co. (TSE: 8031) is one of Buffett’s five Japanese trading house positions. This analysis covers FY2026 earnings, the shareholder return program, and the risk/reward picture for US dividend investors. Metric Value Stock Price (JPY) ¥5,290 (May 29, 2026) Dividend Yield 2.17% P/E Ratio (TTM) 18.17× PBR 1.71× Market Cap ¥15.15 trillion (~$94.7B USD) … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. I’ve been watching Hitachi’s transformation quietly for years from Tokyo. The April 2026 one-two punch — a Sovereign AI Factory alliance and an ¥800 billion shareholder return program in the same earnings cycle — finally made … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥185 billion in operating income. A 42.3% operating margin. A record ¥505 dividend per share. Disco Corp. (6146) just posted its sixth consecutive period of record-high profit — and almost no US dividend investor is talking … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Fanuc’s FY2027 operating income guidance of ¥212.2 billion — a 15.5% YoY beat against consensus — barely made a ripple in English-language financial media, yet Tokyo-based brokerage desks treated it as a genuine re-rating event. Add … Read more
