TSE:9147
TSE:9147Logistics

Is Nippon Express (TSE:9147) Overvalued or Undervalued Given Its Premium P/E and DCF Upside?

Recent performance and why investors are watching Nippon Express Holdings (TSE:9147) has been quietly reshaping its investment story, with shares up about 34% year to date even as returns over the past 3 months have slipped. See our latest analysis for Nippon Express Holdings. That strong year to date share price return sits alongside a three year total shareholder return in the mid 30s, suggesting investors are still rewarding Nippon Express Holdings for steady profit growth but have...
TSE:7733
TSE:7733Medical Equipment

Olympus (TSE:7733): Revisiting Valuation After a Recent Share Price Bounce

Olympus (TSE:7733) has been quietly grinding through a mixed year in the market, but the latest bounce in the share price has investors revisiting the story around its medical equipment growth and earnings momentum. See our latest analysis for Olympus. Despite a solid 90 day share price return of 11.33 percent, Olympus is still nursing a weaker year to date share price performance and a 1 year total shareholder return of negative 14.23 percent. This suggests sentiment is only cautiously...
TSE:8473
TSE:8473Capital Markets

Is SBI’s ¥50 Billion Buyback And New Stock Options Plan Altering The Investment Case For SBI Holdings (TSE:8473)?

In November 2025, SBI Holdings, Inc. (TSE:8473) announced a ¥50,000 million share repurchase program of 10,000,000 shares (3.09% of outstanding shares as of October 31, 2025), running until March 31, 2026, while its board also approved issuing paid stock options to directors of the company and its subsidiaries. Together, the buyback aimed at enhancing capital efficiency and the new stock options framework indicate a concerted effort to refine SBI Holdings’ capital structure and align...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981): Evaluating Valuation After New High‑Voltage MLCC for SiC Power Electronics

Murata Manufacturing (TSE:6981) just rolled out mass production of a new high voltage multilayer ceramic capacitor designed for silicon carbide based power systems, a quiet but meaningful development for its EV and high performance electronics exposure. See our latest analysis for Murata Manufacturing. That focus on next generation power components seems to be resonating with investors, with a strong 35.14% 3 month share price return and a solid 34.37% 1 year total shareholder return,...
TSE:8801
TSE:8801Real Estate

Mitsui Fudosan (TSE:8801): Evaluating Valuation After Completing Its Share Buyback Program

Mitsui Fudosan (TSE:8801) has just wrapped up its latest share repurchase program, confirming the planned buybacks are complete, a move that often signals management confidence and can subtly reshape the stock’s risk reward profile. See our latest analysis for Mitsui Fudosan. The completion of the buyback comes after a strong run, with the share price at ¥1,779.5 and a solid 30 day share price return of 11.11 percent alongside a 5 year total shareholder return of 165.5 percent. This suggests...
TSE:6645
TSE:6645Electronic

Is OMRON Attractively Priced After a 53.9% Five Year Share Price Slide?

If you are wondering whether OMRON is quietly turning into a value opportunity or if the recent share price slide is a warning sign, you are not alone. That is exactly what we will unpack here. The stock has inched up 1.4% over the last week but is still down 8.5% over 30 days, with deeper drawdowns of 23.5% year to date and 53.9% over five years. This naturally raises questions about whether the market has overshot on pessimism. Recent coverage has focused on OMRON's push into automation...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473): Assessing Valuation After a Strong 40% Year-to-Date Share Price Rally

JTEKT (TSE:6473) has quietly delivered a strong run, with the share price climbing about 10% over the past month and roughly 15% in the past 3 months, catching more investors’ attention. See our latest analysis for JTEKT. That momentum sits on top of a much bigger move, with the share price now at ¥1,698.5 and a year to date share price return above 40%, while one year total shareholder return is approaching 70%, suggesting confidence in both earnings resilience and future growth. If JTEKT’s...
TSE:4631
TSE:4631Chemicals

Is DIC (TSE:4631) Still Undervalued After Its Recent Share Price Gains?

DIC (TSE:4631) has been quietly rewarding patient investors, with the share price climbing about 11% year to date and roughly 14% over the past year, outpacing many Japanese materials peers. See our latest analysis for DIC. That steady climb reflects improving sentiment around DIC’s gradual earnings growth, with the latest 3.0% one month share price return feeding into a solid 11.0% year to date share price gain and strong three year total shareholder return. If this kind of steady...
TSE:6503
TSE:6503Electrical

Will Mitsubishi Electric’s New High‑Isolation HVIGBT Modules Redefine Its Power Role (TSE:6503)?

Mitsubishi Electric recently announced it will launch new standard‑isolation (6.0kVrms) and high‑isolation (10.2kVrms) 4.5kV/1,200A HVIGBT modules on December 9, offering higher moisture resistance, lower switching loss, and improved reliability for inverters in large industrial equipment, including railcars used outdoors. By shrinking chip termination regions, greatly boosting moisture resistance, and improving switching efficiency, these modules reinforce Mitsubishi Electric’s power...