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Tuesday, January 23, 2024

KDDIY: Uncovering the Investment Appeal Through Current Data Analysis

event_noteJanuary 23, 2024 editBy IchikabuImpact forumNo comments

 KDDIY: Uncovering the Investment Appeal Through Current Data Analysis


Starting with the Tokyo Stock Exchange

KDDI corp.

Ticker simbol on ADR is KDDIY.

KDDIY exhibits a stable trend, marked by a golden cross. As of January 22, 2014, the closing price stands at 5,070 yen, indicating an update in the high price. The current state, with a credit ratio below 1.0, suggests a potential short squeeze due to the excess of short selling, anticipating future buybacks.


Next, let's look at the ADR.

the Other OTC Delayed Price in USD is $17.02.

KDDIY at a Glance

Understanding the Company and Its Operations

KDDIY, known as ticker symbol 9433 on the Tokyo Stock Exchange, is a leading comprehensive communication company in Japan. Its operations span mobile and fiber optic services, with an ongoing transition towards a life design company. Founded by Kazuo Inamori, who also established Kyocera, KDDIY holds a robust position as Japan's No. 2 mobile carrier with market shares as of September 30, 2023: DOCOMO (41%), KDDI (30.50%), SOFTBANK (25.80%).


A Record of Consistent Dividend Growth: Why It Matters for Investors

KDDIY boasts a history of 21 periods of consistent dividend growth, a reassuring fact for individual investors seeking long-term profitability.
The entry barriers for rivals are low, and KDDIY's strength in price competition is evident through its Au Points system, enhancing its advantageous position in Japan's telecom sector.

Trends in Stock Prices: Analyzing Past and Present Movements



A long-term view of the stock chart shows a gradual but consistent upward trend. Despite governmental pressure to reduce mobile charges, KDDIY's stock price remains resilient.

Decoding the Indicators: A Deep Dive into KDDIY's Financial Metrics

Let's examine the indicators on the Tokyo Stock Exchange.

The PE ratio stands at 15.34,

while the ADR's PE ratio as of October 12, 2023, is 13.69, maintaining a reasonable level.

The EPS on the Tokyo Stock Exchange is 310.25 yen (current exchange rate: around 148 yen to 1 USD), and the ADR's EPS (TTM) is 1.08.

Higher EPS generally leads to an increase in stock prices.

The PBR of 2.05 on the Tokyo Stock Exchange may seem a bit high, indicating a psychological inclination towards buying undervalued stocks.


Dividend Yield

The forecasted dividend yield of 2.84% is an attractive aspect for long-term investors focused on dividends.

Eight Key Attractions of KDDIY

Finally, let's summarize the eight key attractions of KDDIY:

  • 1.Japan's No. 2 mobile carrier.

  • 2.Leading share in 5G services in Japan as of March 2023.

  • 3.Expanding 'au PAY' payment services.

  • 4.Providing entertainment services like 'au Smart Pass'.

  • 5.Growing overseas business, especially in Asia.

  • 6.Strong financial foundation with a solid equity ratio.

  • 7.Efficient management and cost-cutting expertise.

  • 8.Demonstrated stable management with continuous growth over the past decade.

This article aims to analyze and is not an endorsement of individual stocks.

Investment decisions should be made at your own risk.









Friday, January 19, 2024

Looking for a Continuously Increasing Dividend Stock? Let's Decode the Numbers Behind KDDIY

event_noteJanuary 19, 2024 editBy IchikabuImpact forumNo comments

 Looking for a Continuously Increasing Dividend Stock? Let's Decode the Numbers Behind KDDIY



About KDDIY

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KDDIY is one of Japan's major comprehensive telecommunications companies, offering mobile and fiber optic services. Currently, the company is expanding into non-telecommunication areas such as retail. It is exploring a transformation into a life design company and is performing well in both financial and corporate sectors, having achieved record net profits. KDDIY is on a trend of increasing dividends. For the fiscal year ending March 2025, it continued to see an increase in profits due to rising communication charges. In October 2023, KDDIY started collaborating with AWS to support AI development. The focus is shifting towards expanding metaverse content and adopting a business model that combines their own products with AI services from supported companies.

Why This Stock is Worth Attention

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Let's look at the market share within Japan. As of September 30, 2023:

  • NTTYY: 41%
  • KDDIY: 30.50%
  • SOBKY: 25.80%

KDDIY ranks second domestically. Next, let's examine the PBR (Price Book-value Ratio). Comparing PBR with rivals:

  • NTTYY: 1.86 times
  • KDDIY: 2.10 times
  • SOBKY: 4.14 times

A lower PBR indicates a more undervalued stock price. KDDIY is the second most undervalued according to this metric. The Tokyo Stock Exchange has started demanding improvements from companies with a PBR below 1.0.

Now, let's discuss dividends, everyone's favorite topic:

  • NTTYY: 2.67%
  • KDDIY: 2.8%
  • SOBKY: 4.42%

Domestic Reputation Vuzix M300XL 2 Unit Value Bundle with Accessories KDDIY is known as a continuously increasing dividend company. It has a history of increasing dividends for 21 years and ranks 9th among the top 10 companies in Japan's continuous dividend ranking. Hence, it is preferred by Japanese individual investors for long-term portfolios.

Stock Chart The stock price is at $16.88. The chart shows a gradual upward trend with minor fluctuations.

KDDIY's Business Performance and Reputation KDDIY was recognized with a 5-star rating in the "7th Nikkei Smart Work Management Survey" (November 2023), marking its fourth consecutive year. This survey by Nikkei Inc., started in 2017, targets listed and major unlisted companies nationwide. It defines "Smart Work Management" as efforts to maximize organizational performance through diverse and flexible working styles, innovative business creation, and market development, including management foundations. Out of 834 companies surveyed, KDDIY received high marks in "Innovation" and "Market Development."

Is It an Attractive Investment? The current stock price level may not seem undervalued in terms of PBR and PER, but buying stocks of companies that have achieved continuous dividend growth at a reasonable price is a hallmark of value investing. It can be enjoyable to watch the market movements for a while, searching for the right moment to invest.

Recent News Trends There has been news that could influence short-term market movements. Trading of the Huaxia Nomura Nikkei 225 ETF, listed on the Shanghai market, was temporarily suspended on the 17th. It appears that the influx of funds into Japanese stocks in the Shanghai market led to this temporary suspension due to overheating popularity. This news can be seen on Reuters at Reuters link.

For active funds, it's becoming increasingly challenging to outperform indices in the Chinese market, and there's a perspective that passive investment might hold a greater advantage. However, for investors who favor active funds, this may seem like a moment to rally behind them.

Trends in Japan In Japan, shareholders who reside in the country have access to a unique shareholder benefits program. Previously, these benefits included catalog gifts that allowed for shopping, but starting from 2025, shareholders will have the option to choose from specific services such as AuPay Market, convenience stores, or points usable online.

This change is likely to appeal to individual investors who prefer long-term investments, as it enhances the value of holding shares by offering more flexible and practical rewards.

My Perspective I am a supporter of the global economy and believe in sending encouragement to those managing active funds, even in challenging times. The investment world is complex, and there are always opportunities for different strategies to thrive. In this evolving landscape, supporting diverse investment approaches is essential.


"Interested in exploring more about KDDIY's broader investment potential? Be sure to check out our detailed exploration in 'KDDIY: Uncovering the Investment Appeal Through Current Data Analysis.' In this article, we delve deeper into what makes KDDIY a compelling option for investors, from market trends to strategic operations. [Continue Reading]



Saturday, December 30, 2023

Trend Micro Incorporated (TMICY): Unveiling the High-Dividend Japanese Stock Transforming Global Cybersecurity

event_noteDecember 30, 2023 editBy IchikabuImpact forumNo comments

 Trend Micro Incorporated (TMICY): Unveiling the High-Dividend Japanese Stock Transforming Global Cybersecurity





Let's dig into what Trend Micro Incorporated (TMICY) has to offer!


Trend Micro Incorporated (TMICY) stands out as a high-dividend Japanese stock in the global cybersecurity arena. The company has achieved significant milestones, including obtaining the prestigious FedRAMP® authorization, showcasing its compliance leadership. Anticipating AI-driven cyber threats in 2024, Trend Micro is at the forefront of evolving cybersecurity challenges. Their collaboration with AWS accelerates cloud security success, while their integration of cloud risk management with XDR demonstrates innovation. The introduction of AI-powered platforms and AI-assistants enhances security analyst productivity. Marking 100 consecutive quarters of growth, Trend Micro's unrecognized potential in security ETFs, global acclaim in endpoint security, and significant role in cloud workload security make it a compelling investment choice for those seeking high-dividend stocks in the tech sector.


There are many attractions and not enough time to tell them all. In this article, I will share only the headlines for your reference.

FedRAMP® Triumph: Trend Micro's Leap in Global Cybersecurity Compliance


Bracing for AI-Powered Threats: How Trend Micro Anticipates Cyber Evolution in 2024


Trend Micro and AWS: Accelerating Cloud Security Success


Pioneering the Future: Trend Micro Integrates Cloud Risk Management with XDR


Generative AI Meets Cybersecurity: Trend Micro's Innovative Platform Evolution


AI-Assistant Breakthrough: Trend Micro Enhances Security Analyst Productivity


Continuing the Legacy: Trend Micro Marks 100 Quarters of Growth Amid High Dividends


The Unrecognized Gem: Trend Micro's Potential in Security ETFs


Trend Micro's Endpoint Security Acclaimed Globally: A Leader in the Cybersecurity Domain


Investing in the Future: Trend Micro's Significant Role in Cloud Workload Security


Friday, December 29, 2023

Interested in a high dividend stock that is increasing its dividend for the first time in 15 years?

event_noteDecember 29, 2023 editBy IchikabuImpact forumNo comments

Interested in a high dividend stock that is increasing its dividend for the first time in 15 years?




TSE: 4502/NYSE: TAK

Let's delve into the appeal of Takeda Pharmaceutical (TAK). The current stock price is attractively undervalued. Buying stocks during periods of suboptimal performance always requires careful analysis.


Global Business Expansion

Takeda operates in over 60 countries worldwide, delivering pharmaceuticals to patients globally. For the fiscal year ending March 2023, its revenue was 1.6443 trillion yen, with overseas sales exceeding 800 billion yen.


Robust Research and Development

Takeda boasts world-class research and development capabilities, with an annual R&D budget of approximately 300 billion yen. The company has a comprehensive system for drug discovery, development, manufacturing, and quality control.


Diverse Product Lineup


Takeda offers a wide range of pharmaceuticals across various fields, including oncology, cardiology, gastroenterology, central nervous system, immunology, respiratory, diabetes, and rare diseases, contributing to patients with diverse needs.


Strong Brand Presence


Takeda owns several globally recognized brands, such as "Takeda," "Aricept," and "Adempas," acquired from Novartis, earning high acclaim worldwide.


Stable Financial Foundation


Takeda maintains a stable financial situation, with an equity ratio of over 50% and minimal interest-bearing debt.


Social Contribution Activities


Takeda actively engages in social contribution activities, including medical and educational support and environmental protection, contributing to the sustainable development of society.


Future-Oriented Business Strategy


Takeda aims to achieve 2 trillion yen in sales and 100 billion yen in operating profit by 2025. The company is aggressively pursuing new drug development and mergers and acquisitions to reach these goals.


Talented Workforce


Takeda attracts top talent, producing numerous outstanding researchers and executives since its inception.


High Growth Potential


Takeda is a company with high growth potential. Its revenue for the fiscal year ending March 2023 increased by 4.2% compared to the previous period, and further growth is anticipated through new drug development and strategic mergers and acquisitions.


Shareholder Returns


Takeda is proactive in returning value to shareholders, with dividends showing an increasing trend. The company also implements share buybacks.


Innovation in Product Development


ENTYVIO, initially used intravenously, has been innovatively developed for subcutaneous injection, securing patent longevity even after the expiration of its IV patent. [ENTYVIO Summary of Product Characteristics (SmPC). Available at: ENTYVIO Product Information. Last updated: April 2023. Last accessed: August 2023.]


Takeda aims to enhance its manufacturing capacity by 2025.


While the acquisition of Shire was initially viewed negatively, it's important to focus on the positives such as ENTYVIO, the WHO-recommended dengue fever vaccine, and the therapeutic drug TAK-270.


First Dividend Increase in 15 Years Announced


From 2014 to March 2023, the dividend remained at 180 yen. Starting in 2024, it will increase to 188 yen. This news is greatly welcomed by individual investors who favor high dividend stocks, and the company's future performance is highly anticipated.


Considering these attributes, Takeda Pharmaceutical can be regarded as a suitable company for long-term investment.