MUFG 8306 等のメガバンク・大手保険
I’ve been watching MS&AD’s Japanese-language IR releases more closely than usual this spring — the May 20 earnings drop included a Management Plan document that English-language aggregators summarized in two paragraphs, but the Japanese original runs to dozens of slides detailing exactly how ¥787 billion in net income gets recycled back to shareholders. That gap … Read more
I’ve been watching the Japanese megabank space closely since the BOJ’s historic exit from negative rates in March 2024, and what strikes me most — reading Mizuho’s earnings report (決算短信) and integrated report (統合報告書) in Japanese — is how much of the structural re-rating story gets lost in translation before it reaches Seeking Alpha or … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. ¥1.58 trillion in net income. A 34.4% profit surge. A 2-for-1 stock split arriving October 2026. And yet most US dividend investors have never looked past the ADR ticker. SMFG’s Japanese-language IR tells a more compelling … 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
