TSE:7201
TSE:7201Auto

Will Perrone Robotics’ IP Lawsuits Cloud Nissan Motor’s (TSE:7201) Software-Led Margin Ambitions?

Perrone Robotics has previously filed patent infringement lawsuits against several major automakers, including Nissan, in U.S. federal courts, alleging unauthorized use of its automated driving and robotics technologies in production vehicle software stacks. The cases highlight how core driver-assistance and autonomy features may rest on intellectual property claims from early robotics innovators, exposing Nissan’s software-defined vehicle ambitions to legal and licensing uncertainty. We’ll...
TSE:1605
TSE:1605Oil and Gas

Should Inpex’s Buyback and Leadership Shift Reshape Capital Allocation Priorities for Inpex (TSE:1605) Investors?

In November 2025, INPEX Corporation reported acquiring 6,072,000 treasury shares under a Board-approved plan to repurchase up to 60.00 million shares by January 31, 2026, with Hiroshi Fujii set to step down as Representative Director and Senior Executive Vice President and become Director and Corporate Advisor from January 1, 2026. This combination of a sizeable, time-bound buyback program and leadership transition underscores how INPEX is actively reshaping capital allocation and governance...
TSE:6273
TSE:6273Machinery

Does SMC’s Incremental Buybacks Reveal a Deeper Shift in Capital Allocation Discipline (TSE:6273)?

SMC Corporation recently completed a portion of its previously announced share repurchase program, buying 7,700 shares as part of an authorization to repurchase up to 750,000 shares, with the stated aim of enhancing shareholder value and optimizing its capital structure. This measured progress on the larger buyback plan offers investors a clearer view of how management is actively reshaping the company’s balance sheet over time. We’ll now examine how SMC’s incremental share repurchase...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation After India Joint Venture Call With JSW Steel Fuels Investor Optimism

JFE Holdings (TSE:5411) is back in focus after scheduling a special call to discuss its integrated steel plant joint venture with JSW Steel in India, a move that points to strategic expansion. See our latest analysis for JFE Holdings. The buzz around the India joint venture seems to be feeding into sentiment, with a 1 month share price return of 9.4 percent and a 1 year total shareholder return of 19.8 percent suggesting momentum is building rather than fading. If this kind of strategic...
TSE:6103
TSE:6103Machinery

Okuma (TSE:6103): Does a Premium P/E Hide a Deep Value Opportunity?

Okuma (TSE:6103) has quietly turned in a strong stretch for shareholders, with the stock up about 10% over the past month and more than 20% over the past year, outpacing many industrial peers. See our latest analysis for Okuma. The recent pullback in Okuma’s 7 day share price return looks more like a breather than a reversal, given its double digit 1 month share price gain and healthy multi year total shareholder returns. If Okuma’s steady recovery has you thinking about where else momentum...
TSE:5401
TSE:5401Metals and Mining

NN Steel’s Low‑CO2 Furnace Joint Venture Might Change The Case For Investing In Nippon Steel (TSE:5401)

In November 2025, NN STEEL Corporation approved a joint venture with Nippon Steel to own and lease new low-CO2 electric arc furnace facilities at NN STEEL’s Funamachi Plant, supplying steel slabs and hot-rolled products between the partners. This joint venture advances both companies’ decarbonization and resource-recycling ambitions by expanding electric arc furnace capacity and aligning production with growing demand for lower-emission steel. Next, we’ll explore how this low-CO2 electric...
TSE:5333
TSE:5333Machinery

NGK Insulators (TSE:5333) Deepens US AI Chip Exposure With ¥8.96b Capacity Push – What's Changed

NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027. By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains. Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...
TSE:7272
TSE:7272Auto

Will Nikon Lab Hosting CELL HANDLER 2 Shift Yamaha Motor's (TSE:7272) Innovation Narrative Beyond Mobility?

In December 2025, Nikon Instruments Inc. announced a partnership with Yamaha Motor under which the Nikon BioImaging Lab near Boston will host Yamaha’s CELL HANDLER 2 system, combining advanced imaging and automated cell picking to support U.S.-based drug discovery researchers. The collaboration effectively turns NBIL into a hands-on evaluation hub for CELL HANDLER 2, letting researchers test their own samples and design custom assay workflows, which may help Yamaha deepen its footprint in...
TSE:9766
TSE:9766Entertainment

Will Happy Valley SYNKROS Deal Deepen Konami Group's (TSE:9766) US Casino Systems Narrative?

Konami Gaming announced that it has been selected to supply its SYNKROS casino management system, including the SYNKROS Drink System and Konetic mobile app, to the soon-to-open Happy Valley Casino in Pennsylvania. This contract highlights ongoing adoption of Konami’s casino technology in the US gaming market, potentially deepening its role as a key systems provider to new properties. Next, we’ll examine how the Happy Valley SYNKROS win shapes Konami’s investment narrative around its growing...
TSE:8801
TSE:8801Real Estate

Does Mitsui Fudosan’s (TSE:8801) Completed ¥45 Billion Buyback Clarify Its Capital Allocation Priorities?

Mitsui Fudosan has now completed its previously announced share repurchase program, buying back 26,275,200 shares, or 0.95% of shares outstanding, for ¥45,000 million following board confirmation of the program’s status and closure in late November 2025. This buyback modestly reduces the share count while signaling management’s commitment to capital return, which may influence perceptions of future earnings per share and capital allocation discipline. We’ll now examine how the completed...
TSE:9684
TSE:9684Entertainment

Square Enix (TSE:9684): Assessing an Expensive Valuation After Strong 1-Year Share Price Gains

Square Enix Holdings (TSE:9684) has quietly given back some recent gains, with the stock down around 5% over the past month even as its longer term returns remain strong for patient investors. See our latest analysis for Square Enix Holdings. Despite the recent 4.8% 1 month share price pullback to ¥3,061, Square Enix still boasts a powerful year to date share price return of roughly 48% and a 1 year total shareholder return of about 56%. This suggests long term momentum remains intact even as...
TSE:4528
TSE:4528Pharmaceuticals

Ono Pharmaceutical (TSE:4528): Reassessing Valuation After This Year’s Share Price Rebound

Ono Pharmaceutical (TSE:4528) has quietly pushed higher this month, extending a steady run that contrasts with its weaker multi year record. That shift alone has investors rethinking how they value this Japanese drug maker. See our latest analysis for Ono Pharmaceutical. Ono’s recent climb to a ¥2,127.5 share price, backed by a roughly 10 percent 1 month share price return and near 28 percent year to date performance, suggests sentiment is turning more optimistic even as the 3 year total...
TSE:2337
TSE:2337Real Estate

Ichigo (TSE:2337): Reviewing Valuation After Strong November 2025 Power Generation Beats Forecasts

Ichigo (TSE:2337) just posted stronger than expected November 2025 power generation, with output rising year on year and topping internal forecasts, giving investors fresh data on its clean energy engine. See our latest analysis for Ichigo. The November beat slots into a mixed year for the stock, with an 8.53% year to date share price return and an 11.75% one year total shareholder return signalling steady, if not explosive, momentum as investors reassess Ichigo’s clean energy upside...
TSE:3197
TSE:3197Hospitality

Skylark (TSE:3197) Valuation Check After November Sales Strength and Ongoing Share Price Momentum

Skylark Holdings (TSE:3197) just reported higher November sales, a data point investors are watching closely as the restaurant operator leans on its wide mix of brands across Japan and overseas. See our latest analysis for Skylark Holdings. Even after a soft patch this week, with a 1 week share price return of minus 4.76 percent, Skylark’s 30 day share price gain of 18.07 percent and 1 year total shareholder return of 43.16 percent suggest momentum is still building behind the latest sales...
TSE:6125
TSE:6125Machinery

3 Global Dividend Stocks Yielding Up To 4%

As global markets navigate a complex landscape marked by hopes for interest rate cuts and mixed economic signals, investors are increasingly focused on strategies that can provide steady returns amid uncertainty. In this environment, dividend stocks stand out as a compelling option, offering the potential for regular income while participating in market growth.
TSE:4523
TSE:4523Pharmaceuticals

How New Long-term Leqembi Data And At-home Injections At Eisai (TSE:4523) Have Changed Its Investment Story

Eisai and Biogen recently presented new long-term data at the CTAD 2025 conference showing that Leqembi (lecanemab) treatment, including a subcutaneous autoinjector formulation, may substantially delay progression from mild cognitive impairment to more advanced Alzheimer’s disease while maintaining a safety profile consistent with earlier trials. The findings that earlier and continued Leqembi use could translate into several additional years before patients reach moderate Alzheimer’s stage,...
TSE:9502
TSE:9502Electric Utilities

Chubu Electric Power (TSE:9502): Checking the Valuation After a Recent Share Price Pullback

Chubu Electric Power Company (TSE:9502) has quietly pulled back about 7% over the past week, even though shares remain up roughly 37% this year, setting up an interesting entry check for investors. See our latest analysis for Chubu Electric Power Company. That recent 7 day share price pullback looks more like a pause within a strong run, with the year to date share price return still robust and long term total shareholder returns pointing to steadily improving sentiment toward Chubu Electric...
TSE:6098
TSE:6098Professional Services

3 Asian Stocks Estimated To Be Up To 36.2% Below Intrinsic Value

As Asian markets navigate a landscape marked by mixed economic signals and evolving monetary policies, investors are increasingly focused on identifying opportunities that may be undervalued relative to their intrinsic worth. In this context, understanding the fundamentals of a stock becomes crucial, as it can help uncover potential value in an environment where market conditions are constantly shifting.