Honda Motor (7267.T) enters the next three years with a mixed setup: stable cash generation and a dependable dividend offset by compressed profitability and uneven sales. Trailing 12‑month revenue stands at 21.62T with gross profit of 4.54T and EBITDA of 1.42T, yet the profit margin is 2.95% and quarterly earnings growth is -50.20% year over year. Liquidity is solid (current ratio 1.30; total cash 4.17T) against total debt of 11.87T and debt/equity of 98.42%. Shares recently closed at 1,637.5, near the 52‑week high of 1,674.5 and above both the 50‑day and 200‑day moving averages. A forward dividend yield of 4.27% with a 47.25% payout ratio provides income support. Recent updates include a June 2025 production/sales report and a push into insurance distribution.

Advantest (6857.T), a leading semiconductor test equipment maker, enters August 2025 with strong operating momentum and a volatile but upward-trending share price. The stock has climbed 68.29% over 12 months and recently traded around ¥11,295, within sight of its ¥12,040 52‑week high, after rebounding from April lows. Fundamentals are robust: trailing‑12‑month revenue stands at ¥904.76 billion with 90.10% year‑over‑year quarterly growth, while operating and net margins of 46.99% and 25.14% underscore healthy pricing and mix. Cash generation remains solid (TTM operating cash flow ¥305.14 billion; free cash flow ¥242.93 billion) against modest debt of ¥91.78 billion, supporting flexibility through a cyclical capex environment tied to AI and advanced nodes. With a 0.35% dividend yield and a 17.89% payout ratio, Advantest offers income discipline alongside growth, though results remain sensitive to the timing of customer capital spending.

As of August 2025, Tokyo Electron (8035.T) enters a volatile stretch. The stock has swung from a late‑July weekly close near 27,960 to 21,505 on August 15, and sits 26.59% below its 52‑week level despite durable profitability. The company’s trailing 12‑month revenue is 2.43T with a 22.08% profit margin and 26.33% operating margin; cash stands at 367.51B and the current ratio is 2.97. Short‑term pressure stems from a Digitimes‑reported profit forecast cut and an ongoing investigation into alleged TSMC technology leaks involving a TEL Taiwan employee, which the company says it is addressing. Dividend support remains meaningful (forward yield 2.26%; ex‑date 9/29/2025). This note outlines a three‑year outlook, balancing cycle dynamics in wafer‑fab equipment against headline risk, governance steps, and customer capex plans.

SoftBank Group (9984.T) enters August 2025 with momentum tied to the AI cycle and renewed operating performance. Over the past year the shares have gained 84.99%, approaching a 52‑week high of ¥15,860. Fundamentals have improved: trailing‑twelve‑month revenue stands at ¥7.36 trillion, gross profit at ¥3.79 trillion, and profit margin at 23.76%, supported by EBITDA of ¥1.2 trillion and diluted EPS of ¥779.19. The balance sheet remains leveraged (total debt ¥19.65 trillion versus total cash ¥4.19 trillion; current ratio 0.84), but free cash flow is positive on a levered basis. A 0.30% dividend yield and low 5.65% payout leave flexibility for investment. With headlines highlighting an AI‑led profit recovery and a push into AI server manufacturing via a Foxconn Ohio plant deal, investors will watch execution, valuations and capital allocation closely.