TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963): Valuation Check After New Energy-Efficient Motor Driver IC Launch Targets Electrification Demand

ROHM (TSE:6963) just rolled out two new brushed DC motor driver ICs that target energy efficient home and industrial appliances, a product move that neatly lines up with growing electrification demand. See our latest analysis for ROHM. That backdrop helps explain why, even with a modest 1 day share price gain of 0.69 percent and a recent pullback, ROHM still boasts a strong year to date share price return of 40.99 percent and a robust 1 year total shareholder return of 54.45 percent. This...
TSE:7181
TSE:7181Insurance

Will Reform-Friendly Takaichi Policies Unlock New Value for Japan Post Insurance's (TSE:7181) Shareholders?

Japan Post Insurance has recently gained attention as investors reassess its prospects under Prime Minister Sanae Takaichi, whose policy agenda is expected to support a more favorable investment climate for major financial groups. A key angle for investors is how potential reforms of large, post-linked financial entities could enhance operational flexibility and unlock fresh value for Japan Post Insurance shareholders. We’ll now examine how the prospect of reform-friendly policies under...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Valuation After New Green Aluminium and Energy Transition Deal With AM Green

Mitsui (TSE:8031) just signed a Memorandum of Understanding with AM Green to explore investment in an integrated green aluminium platform, a move that ties its trading clout directly to the energy transition narrative. See our latest analysis for Mitsui. That backdrop helps explain why, even after a soft 7 day share price return, Mitsui’s 30 day share price return of 13.78 percent and hefty 1 year total shareholder return of 48.57 percent suggest momentum is still building rather than...
TSE:8303
TSE:8303Banks

Reassessing SBI Shinsei Bank (TSE:8303) Valuation After Recent Share Price Recovery

Recent Performance and Investor Context SBI Shinsei Bank (TSE:8303) has quietly delivered a 7% gain for investors this year, even as its 3 year total return still sits roughly 22% lower. This creates an interesting reset point for expectations. See our latest analysis for SBI Shinsei Bank. With the share price now at ¥1,731, the modest year to date share price return of 6.65% contrasts with a still negative three year total shareholder return of 22.39%. This suggests momentum is cautiously...