Still in time! Which three stocks with a 30% increase in September dividends in just one month? Even after the August crash, high-dividend stocks are performing well!
On August 5th, when the Nikkei average stock price fell by 12.4%.It has been one month since the historic plunge.At present, there is a sluggish trend overall, with a focus on high-tech stocks, due to concerns about the deceleration of the US economy and the significant decline in shares of the leading semiconductor company Nvidia.The strong yen is also weighing heavily on export-related stocks. On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.It has been one month since the historic plunge. At present, there is a sluggish trend overall, with a focus on high-tech stocks, due to concerns about the deceleration of the US economy and the significant decline in shares of the leading semiconductor company Nvidia. The strong yen is also weighing heavily on export-related stocks. On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.The strong yen is also weighing heavily on export-related stocks.On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.High dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.High dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.Nikkei High Dividend Stock 50 IndexETF (Exchange Traded Fund) linked to $NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$The year-to-date performance of the ETF has been outperforming the performance of the Nikkei Average and TOPIX since spring, and has shown strong rebound after the market crash. It has risen significantly from August 5th to September 5th.High dividend stocks with September dividendsAmongst them,stocks with high capital efficiency and in a medium to long-term upward trendwere picked up.
From the constituent stocks of the Nikkei High Dividend Stock 50 Index
- The rate of increase from August 5th to September 5th is 25% or more
- Scheduled for dividend in September
- Medium to long-term lines (75 days, 200 days) are upward
ROE of 10% or more in the previous period.
It was $Sompo Holdings (8630.JP)$、 $Tokio Marine Holdings (8766.JP)$、 $Isuzu Motors (7202.JP)$ of three stocks.
Three non-life insurance groups ranked within the top 10 in terms of growth rate. The non-life insurance industry continues to face issues such as the fraudulent claims problem at the former Big Motor (BM), pre-adjustment issue of corporate insurance premiums, and incidents of customer contract information leakage.Expectations of improved performance due to the Bank of Japan's interest rate hike.And active.Shareholder returns.In addition,Profit contribution through the promotion of the sale of policy holdings.が強い買い材料となっている。年初来での株価パフォーマンスが最も良いメガ損保は、MS＆ADだ。東京海上、SOMPOが続く形で、今後売却される予定の政策保有株の量が大きい順に選好されているSOMPO, which had lagged behind in stock price due to an expected decrease in profit for the current period, has a PE ratio of7.6倍（9月6日時点）と他社（MS＆ADは11.3倍、東京海上は13.6It seems that the stock is undervalued compared to others (five times), and it appears that funds came in late after the market crash. After all the positive factors have been factored in, it will be observed whether there will be a continuous positive trend.
◆ $Sompo Holdings (8630.JP)$
A corner of the megabank. Also in the nursing care business. The highest profit was recorded in the April-June period of 2024. The progress rate of the reduction plan for policy-owned shares reached 76% as of the first quarter. The domestic automobile insurance, which is their main business, has worsened due to the increase in repair costs.For the fiscal year ending in March 2025, the consolidated net profit is expected to decrease by 44.7% compared to the previous year, to 230 billion yen, due to factors such as system development expenses. Despite the decrease in profits, they are expecting an increase in dividends for the 11th consecutive period. They also plan to invest approximately 30 billion yen in a capital and business alliance with the RIZAP Group. According to domestic analysts, the expectations for additional shareholder returns are not low.The average target stock price of analysts suggests a potential increase of 19.6% from the closing price on September 5th.Additional shareholder returns are not low.According to a report on August 9th, domestic analysts stated, "The expectations for additional shareholder returns are not low."The average target stock price suggests a potential increase of 19.6% from the closing price on September 5th.The expected dividend yield (as of 5th May according to Nikkei Profile data) is3.27%.
A corner of the megabank. Also in the nursing care business. The highest profit was recorded in the April-June period of 2024. The progress rate of the reduction plan for policy-owned shares reached 76% as of the first quarter. The domestic automobile insurance, which is their main business, has worsened due to the increase in repair costs.For the fiscal year ending in March 2025, the consolidated net profit is expected to decrease by 44.7% compared to the previous year, to 230 billion yen, due to factors such as system development expenses. Despite the decrease in profits, they are expecting an increase in dividends for the 11th consecutive period. They also plan to invest approximately 30 billion yen in a capital and business alliance with the RIZAP Group. According to domestic analysts, the expectations for additional shareholder returns are not low.The average target stock price of analysts suggests a potential increase of 19.6% from the closing price on September 5th.Additional shareholder returns are not low.According to a report on August 9th, domestic analysts stated, "The expectations for additional shareholder returns are not low."The average target stock price suggests a potential increase of 19.6% from the closing price on September 5th.The expected dividend yield (as of 5th May according to Nikkei Profile data) is3.27%.
◆ $Tokio Marine Holdings (8766.JP)$
Leading in mega insurance. Ahead in overseas large-scale M&A. Highest profit in the 24th fiscal year from April to June. Improvement in revenue and expenses in automobile insurance through rate increases, etc.Plan to complete the sale of policy-held shares by the end of the fiscal year 2029Expected to continue increasing dividendsExpected consolidated net profit for the fiscal year ending in March 2025 to increase by 25% compared to the previous year, reaching a record high of 870 billion yenForeign analysts in their report (August 6) evaluated, "Contribution of profits from overseas insurance operations is significant within the insurance group, demonstrating advantages in both growth and profitability." The average analyst target stock price suggests a 18.6% upside from the closing price on September 5th.18.64.19Based on the ROE target for the 7-year period ending March (15%), it is expected that there will be large-scale share buybacks in the future.%.
Leading in mega insurance. Ahead in overseas large-scale M&A. Highest profit in the 24th fiscal year from April to June. Improvement in revenue and expenses in automobile insurance through rate increases, etc.Plan to complete the sale of policy-held shares by the end of the fiscal year 2029Expected to continue increasing dividendsExpected consolidated net profit for the fiscal year ending in March 2025 to increase by 25% compared to the previous year, reaching a record high of 870 billion yenForeign analysts in their report (August 6) evaluated, "Contribution of profits from overseas insurance operations is significant within the insurance group, demonstrating advantages in both growth and profitability." The average analyst target stock price suggests a 18.6% upside from the closing price on September 5th.18.64.19Based on the ROE target for the 7-year period ending March (15%), it is expected that there will be large-scale share buybacks in the future.%.
◆ $Isuzu Motors (7202.JP)$
Major truck manufacturer. The number of pickups produced in Thailand has decreased significantly due to a sluggish market. The rising cost of materials is also a heavy burden. By the end of the 2025 fiscal year, a maximum of 75 billion yen in share buybacks and cancellations will be carried out. Domestic analysts anticipate large-scale share buybacks in the future based on the ROE target for the fiscal year ending March 2027 (15%).Based on the ROE target for the 7-year period ending March (15%), it is expected that there will be large-scale share buybacks in the future."and expecting. Foreign analysts have evaluated the profit resilience, including securing export profitability, even as the Thai market has fallen to levels similar to those after the Lehman shock." (August 7 report) The average analyst target stock price suggests a 7.2% upside from the September 5th closing price. The estimated dividend yield is 4.19%. moomoo news Kei Even as the Thai market has fallen to levels similar to those after the Lehman shock, it has secured high-level profits, including ensuring export profitability. Some foreign analysts also evaluate the profit resilience. The average analyst target stock price suggests a 7.2% upside from the September 5th closing price. The estimated dividend yield is 4.19%.7.2%7.2%.4.194.19%.
Major truck manufacturer. The number of pickups produced in Thailand has decreased significantly due to a sluggish market. The rising cost of materials is also a heavy burden. By the end of the 2025 fiscal year, a maximum of 75 billion yen in share buybacks and cancellations will be carried out. Domestic analysts anticipate large-scale share buybacks in the future based on the ROE target for the fiscal year ending March 2027 (15%).Based on the ROE target for the 7-year period ending March (15%), it is expected that there will be large-scale share buybacks in the future."and expecting. Foreign analysts have evaluated the profit resilience, including securing export profitability, even as the Thai market has fallen to levels similar to those after the Lehman shock." (August 7 report) The average analyst target stock price suggests a 7.2% upside from the September 5th closing price. The estimated dividend yield is 4.19%. moomoo news Kei Even as the Thai market has fallen to levels similar to those after the Lehman shock, it has secured high-level profits, including ensuring export profitability. Some foreign analysts also evaluate the profit resilience. The average analyst target stock price suggests a 7.2% upside from the September 5th closing price. The estimated dividend yield is 4.19%.7.2%7.2%.4.194.19%.
moomoo News Kei
Source: Bloomberg, each company's IR materials, Shikiho, moomoo
Source: Bloomberg, each company's IR materials, Shikiho, moomoo
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