TSE:3405
TSE:3405Chemicals

Reassessing Kuraray (TSE:3405) Valuation After New PFAS Water Treatment Patent Win

Kuraray (TSE:3405) just gained fresh attention after its subsidiary Calgon Carbon secured a new U.S. patent for using reactivated carbon to remove PFAS from water, strengthening its position in regulatory driven treatment demand. See our latest analysis for Kuraray. That patent win lands at a tricky time for Kuraray, with the share price down sharply year to date but still supported by a solid three year total shareholder return. This suggests long term holders have not lost faith even as...
TSE:6971
TSE:6971Electronic

Kyocera (TSE:6971): Assessing Valuation After a Strong 7% Monthly and 43% Annual Share Price Rally

Kyocera (TSE:6971) has quietly put together an impressive run, with the share price climbing about 7% over the past month and roughly 43% over the past year, easily outpacing broader Japanese indices. See our latest analysis for Kyocera. The latest leg higher has been supported by solid underlying results, with steady revenue growth and a sharp improvement in net income helping to reframe Kyocera’s risk profile and fuel its strong year to date share price return. If Kyocera’s momentum has...
TSE:5706
TSE:5706Metals and Mining

Assessing Mitsui Kinzoku (TSE:5706) After Its Strong Share Price Run: Is the Valuation Still Justified?

Mitsui Kinzoku Company (TSE:5706) has quietly turned into a serious momentum story, with the share price climbing about 75% over the past 3 months and nearly tripling investors money year to date. See our latest analysis for Mitsui Kinzoku Company. That surge has come on top of an already impressive run, with the 1 year total shareholder return near 290% and the 3 year total shareholder return above 540%. This suggests that momentum is still very much building rather than fading. If Mitsui...
TSE:4568
TSE:4568Pharmaceuticals

Daiichi Sankyo (TSE:4568) Valuation After Patent Win and New ENHERTU, DATROWAY Oncology Milestones

Daiichi Sankyo Company (TSE:4568) has just cleared a major legal hurdle while pushing deeper into oncology, with a U.S. appeals court invalidating a Seagen patent and fresh clinical momentum around ENHERTU and DATROWAY. See our latest analysis for Daiichi Sankyo Company. The mix of a cleared patent overhang and steady ENHERTU and DATROWAY news flow has not yet turned the tide. The share price has delivered a year-to-date return of negative 19.3 percent and a one-year total shareholder return...
TSE:3407
TSE:3407Chemicals

Is Asahi Kasei (TSE:3407) Quietly Trading HMD For A Higher-Return Materials Future?

Asahi Kasei recently announced it will phase out production of hexamethylene diamine (HMD) by April 2027 as part of its portfolio optimization, while keeping PA66 and HDI operations in Miyazaki Prefecture unchanged and reassigning all affected employees. At the same time, its ROICA brand is partnering with NILIT’s SENSIL to develop biomass-balanced, lower-impact stretch fabrics, underscoring Asahi Kasei’s push toward higher-return, sustainability-oriented materials businesses. We’ll now...
TSE:4516
TSE:4516Pharmaceuticals

Nippon Shinyaku (TSE:4516): Rethinking Valuation After Deramiocel’s Phase 3 Win and JPMorgan Upgrade

Nippon Shinyaku (TSE:4516) just caught investors’ attention after deramiocel cleared a key Phase 3 hurdle in Duchenne muscular dystrophy, prompting a JPMorgan upgrade that reframes the company’s long-term profit and pipeline story. See our latest analysis for Nippon Shinyaku. The deramiocel news has lit a fire under Nippon Shinyaku, with a 7 day share price return of 64.20 percent and a 30 day share price return of 82.37 percent, signalling rapidly building momentum despite a weaker 3 year...
TSE:4205
TSE:4205Chemicals

Zeon (TSE:4205): Assessing Valuation After a 31% One-Year Shareholder Return

Zeon (TSE:4205) has quietly delivered a 31% return over the past year, even as earnings growth has been mixed. That combination makes the latest move in Zeon stock worth a closer look. See our latest analysis for Zeon. With the share price now around ¥1,757.5, Zeon has shrugged off a soft patch earlier in the year. It has posted a solid 1 month share price return and a robust 1 year total shareholder return, suggesting momentum is gradually rebuilding as investors reassess its growth and risk...
TSE:8053
TSE:8053Trade Distributors

Sumitomo (TSE:8053) Valuation After ¥300 Billion Bond Shelf Registration Spurs Growth Strategy Questions

Sumitomo (TSE:8053) just filed a ¥300 billion bond shelf registration, a move that puts fresh financing within easy reach and immediately raises questions about how management plans to deploy that firepower. See our latest analysis for Sumitomo. The move comes after a strong run for the stock, with a 47.2% year to date share price return and a 56.1% one year total shareholder return signaling momentum rather than fatigue. If Sumitomo’s financing plans have you thinking bigger picture, this is...
TSE:7912
TSE:7912Commercial Services

Dai Nippon Printing (TSE:7912): Valuation Check After 10nm NIL Breakthrough Challenges Costly EUV Lithography

Dai Nippon Printing (TSE:7912) just caught semiconductor investors attention with a new nanoimprint lithography template that patterns circuits at 10 nanometers, a potential alternative to more expensive, power hungry EUV tools. See our latest analysis for Dai Nippon Printing. The announcement lands after a steady rerating, with a 17.5% year to date share price return and a powerful 203% five year total shareholder return suggesting momentum has been quietly building rather than fading. If...
TSE:7974
TSE:7974Entertainment

Is Nintendo (TSE:7974) Turning Brand Collaborations Into a Durable Consumer Engagement Engine?

Ferrero’s Kinder Joy recently launched its Super Mario Collection in collaboration with Nintendo in the U.S., offering 26 different Super Mario-themed toys inside Kinder Joy eggs from December through April 2026. The tie-up extends Nintendo’s Super Mario franchise more deeply into everyday snacking and collectibles, potentially reinforcing brand engagement among both families and nostalgic adult fans. We’ll now look at how this Kinder Joy Super Mario collaboration, by deepening franchise...
TSE:6146
TSE:6146Semiconductor

Disco (TSE:6146) Is Up 16.9% After US Eases Nvidia AI Chip Export Curbs to China

Earlier today, US President Donald Trump approved exports of Nvidia’s H200 AI semiconductors to China and eased related regulatory restrictions, a shift that investors interpreted as reducing supply-chain uncertainty for chipmakers. For Disco, a key supplier of semiconductor manufacturing equipment, the move has been read as an indirect boost to potential demand visibility across the broader hardware ecosystem. We’ll now examine how the easing of US export curbs to China may shape Disco’s...
TSE:6703
TSE:6703Electronic

Reassessing Oki Electric Industry (TSE:6703)’s Valuation After Its Projection Assembly System Expansion in Southeast Asia

Oki Electric Industry (TSE:6703) just pushed its Projection Assembly System into Thailand and Indonesia, extending a proven Japanese factory tool into Southeast Asia and quietly opening a fresh growth channel for its digital manufacturing business. See our latest analysis for Oki Electric Industry. The timing of this rollout lines up neatly with the market’s growing optimism, with Oki’s share price now at ¥1,945 after an 87.6% year to date share price return and a 109.8% one year total...
TSE:4502
TSE:4502Pharmaceuticals

Takeda Pharmaceutical (TSE:4502): Reassessing Valuation After Landmark Actos RICO Class Action Ruling

Takeda Pharmaceutical (TSE:4502) is back in the spotlight after the Ninth Circuit upheld a landmark civil RICO class action over alleged concealment of bladder cancer risks tied to its former diabetes blockbuster, Actos. See our latest analysis for Takeda Pharmaceutical. Despite the overhang from the Actos litigation, Takeda’s share price has held up reasonably well, with a 1 month share price return of 7.44% and a 1 year total shareholder return of 14.13%. This suggests sentiment is still...
TSE:4755
TSE:4755Multiline Retail

3 Global Growth Companies With High Insider Ownership Expecting Up To 77% Earnings Growth

As global markets navigate a complex landscape marked by hopes for interest rate cuts and mixed economic signals, investors are closely watching indices like the Nasdaq Composite and Russell 2000, which have shown resilience amid these conditions. In this environment, growth companies with high insider ownership can be particularly appealing as they often signal confidence from those closest to the business, potentially aligning well with investor interests during periods of market uncertainty.
TSE:9020
TSE:9020Transportation

Earthquake‑Driven Service Suspensions Could Be A Game Changer For East Japan Railway (TSE:9020)

A powerful magnitude-7.5 to 7.6 earthquake struck northeastern Japan recently, triggering tsunami alerts, mass evacuations, power outages, and leading East Japan Railway to suspend some train services in the affected regions. Beyond the immediate safety response, the disruption raises questions about short‑term ridership and revenue impacts for a railway operator that already faces structural cost and demand pressures. We’ll now examine how the suspension of services after the earthquake...
TSE:4812
TSE:4812IT

Dentsu Soken (TSE:4812): Assessing Valuation After Board-Approved 2026 Organizational Restructuring Plan

Restructuring move puts Dentsu Soken in focus Dentsu Soken (TSE:4812) just signed off on a sizable internal shake up, with its board approving an organizational restructuring effective January 1, 2026, a move that naturally draws investor attention. See our latest analysis for Dentsu Soken. The 35.4% year to date share price return and 35.7% one year total shareholder return suggest momentum has been building, and this restructuring looks like the next deliberate step in that growth story...
TSE:3289
TSE:3289Real Estate

Tokyu Fudosan Holdings (TSE:3289) Valuation After Launching Japan’s First ICMA-Aligned Climate and Nature Linked Bonds

Tokyu Fudosan Holdings (TSE:3289) just launched Climate and Nature Linked Bonds, Japan’s first sustainability linked issue aligned with ICMA guidelines, a financing move that ties its cost of capital directly to environmental performance. See our latest analysis for Tokyu Fudosan Holdings. The market seems to be rewarding this sustainability push, with a roughly 50 percent year to date share price return and a 5 year total shareholder return above 200 percent, suggesting momentum is still...
TSE:6471
TSE:6471Machinery

NSK (TSE:6471): Evaluating Valuation After a Strong Near‑Term Share Price Rally

NSK (TSE:6471) has quietly delivered a strong run lately, with the share price climbing about 5% over the past week and more than 20% in the past 3 months. See our latest analysis for NSK. Zooming out, that momentum is not a blip. The 1 year total shareholder return of roughly 51% and the strong year to date share price return suggest investors are increasingly pricing in improving fundamentals and a better growth outlook. If NSK's recent gains have you thinking about where else momentum and...
TSE:7701
TSE:7701Electronic

JPMorgan’s Backing Of Shimadzu’s US Push Might Change The Case For Investing In Shimadzu (TSE:7701)

In recent research, JPMorgan reaffirmed its positive stance on Shimadzu, pointing to the company’s US-focused measuring instruments plan launched in fiscal 2024 and the expected earnings impact from new products rolling out in fiscal 2025. The broker also highlighted signs of recovery in Shimadzu’s China business and suggested that a new medium-term plan, anticipated between March and May 2026, could become an important catalyst for the company’s next phase of growth. With this backdrop,...