時価総額 ¥2T+
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Constant-FX adjusted operating profit: +24.9% in FY2025. Forward yield: ~3.9%. Payout ratio: ~39%. English analyst notes consistently omit the constant-FX breakdown buried in JT’s earnings report (決算短信) supplemental slides — the very figure that reframes what … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ORIX generated ¥447 billion in net income in FY2026 — 27% above the prior year — and simultaneously sold its banking arm for ¥370 billion to redeploy into private equity and renewables. Yet most US investors … 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. 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
Annual dividend per share (JPY) — source: TSE company IR filings Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Japan’s METI semiconductor strategy document runs to hundreds of pages — but the defining phrase is economic security (経済安全保障): economic security. That framing makes this … Read more
Annual dividend per share (¥) — source: Tokio Marine Holdings IR filings (東京海上ホールディングス) ¥980.4 billion in full-year net income. A ¥287 billion Berkshire Hathaway strategic stake finalized in May 2026. A 3.07% trailing dividend yield on a stock that barely registers in US financial media. Tokio Marine (8766) is hiding in plain sight — and … Read more
Key Primary Sources: ARES Japan (Association for Real Estate Securitization) | Tokyo Stock Exchange J-REIT listing | MLIT (Ministry of Land, Infrastructure, Transport and Tourism) | Nippon Building Fund IR | Japan Real Estate Investment IR I keep coming back to one number from NBF’s February 2026 earnings presentation (決算説明資料) that English-language wire services buried … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥14.41 trillion in FY2026 revenue. Sixteen straight years of dividend increases. And a Japanese-language medium-term management plan (中期経営計画) packed with AI and data-center capex detail that has barely surfaced in English analyst coverage — that information … Read more
