TSE:4516
TSE:4516Pharmaceuticals

Nippon Shinyaku (TSE:4516): Valuation Insights Following Positive Brogidirsen Clinical Results

Nippon Shinyaku (TSE:4516) shares are in focus after its subsidiary NS Pharma released 3.5-year clinical data on brogidirsen for Duchenne muscular dystrophy. The results highlighted stable motor function and a favorable safety overview in treated participants. See our latest analysis for Nippon Shinyaku. While news of brogidirsen’s progress has put a spotlight on Nippon Shinyaku, the share price has yet to show positive momentum, with a year-to-date decline of 19.6% and a one-year total...
TSE:6199
TSE:6199IT

SERAKU (TSE:6199) Margin Dip Reinforces Cautious Narrative Despite Forecast-Beating Growth Outlook

SERAKU (TSE:6199) posted earnings growth of 8.6% over the past year, coming in below its five-year annual average of 14.3%. Net profit margins ticked down slightly to 6.9% from 7.1% a year ago. Investors will note that forecasts point to earnings growth of 14.7% and revenue growth of 9.5% per year, both expected to beat the broader JP market. This sets up a positive outlook following these results. See our full analysis for SERAKU. Now, let’s see how these figures stack up against the...
TSE:9005
TSE:9005Transportation

Tokyu (TSE:9005) Valuation in Focus After Completion of Share Buyback Program

Tokyu (TSE:9005) just wrapped up its latest share buyback program, purchasing around 0.7% of its outstanding shares as originally planned. Investors often watch these events for signals on management’s outlook and company valuation. See our latest analysis for Tokyu. Tokyu's share buyback wrapped up against a backdrop of shifting market sentiment. After a solid run earlier this year, the stock saw some pressure in recent weeks with a 1-month share price return of -8.4%. Its long-term picture...
TSE:6457
TSE:6457Machinery

Glory (TSE:6457): Evaluating Valuation After Strong Share Price Momentum

Glory (TSE:6457) shares have shown some movement lately, catching the eye of investors who are monitoring the company’s recent performance history. Looking at key return figures over the past month and year, the stock’s trends present an interesting backdrop for further evaluation. See our latest analysis for Glory. Glory’s 41.2% year-to-date share price gain hints at growing optimism, and the impressive 48.3% total shareholder return over the past year points to strong, sustained momentum...
TSE:6448
TSE:6448Tech

A Fresh Look at Brother Industries (TSE:6448) Valuation After Latest Business Printer Launch

Brother Industries (TSE:6448) just rolled out its next generation of business color laser printers and all-in-ones, targeting the needs of small and midsize businesses. This launch introduces new features for workplaces that prioritize efficiency and security. See our latest analysis for Brother Industries. Amid new product launches and a completed share buyback, Brother Industries’ 1-year total shareholder return stands at -10.94%, reflecting both shifting sentiment and a market...
TSE:3287
TSE:3287Hotel and Resort REITs

Does Osaka-Kansai Expo Demand Shift the Bull Case for Hoshino Resorts REIT (TSE:3287)?

In August 2025, Hoshino Resorts REIT reported a 9.0 percentage point increase in occupancy rate and a 10.2% rise in RevPAR, largely fueled by demand from the Osaka-Kansai World Expo, despite some Kyushu properties experiencing weaker performance due to natural disasters earlier in the year. This performance underscores the REIT’s ability to benefit from large-scale regional events while effectively managing risks from environmental disruptions. We’ll examine how Hoshino Resorts REIT’s...
FKSE:6076
FKSE:6076Hospitality

Amaze (FKSE:6076) Margin Decline Challenges Bullish Narratives Despite Sector-Low Valuation

Amaze (FKSE:6076) reported a net profit margin of 10.4%, down from last year’s 12.4%. Over the past five years, the company’s earnings have grown at an impressive average rate of 34.1% per year. However, the most recent annual results showed a decline in earnings, which makes direct year-over-year comparisons less useful. With the stock trading at a Price-to-Earnings Ratio of 10.8x, well below both the JP Hospitality industry average and its immediate peers, investors may see an opportunity...
TSE:9948
TSE:9948Consumer Retailing

ARCS (TSE:9948): Assessing Valuation Following New Buyback and Strong Half-Year Results

ARCS (TSE:9948) just rolled out a new share buyback program, planning to repurchase 700,000 shares by January 2026. This move comes alongside stronger half-year results and a clear focus on shareholder returns. See our latest analysis for ARCS. ARCS has attracted fresh attention lately, following its strong half-year growth and new buyback initiative. The momentum is clear, with a 25% share price return year to date and a robust 33.9% total shareholder return over the past 12 months,...
TSE:8953
TSE:8953Retail REITs

Did Securing Over 94% of Kyoto’s Kawaramachi OPA Just Shift Japan Metropolitan Fund’s (TSE:8953) Investment Narrative?

Japan Metropolitan Fund Investment Corporation announced it will acquire an additional stake in Kawaramachi OPA, a prime retail property in Kyoto's major commercial district, for ¥790 million, bringing its ownership interest to over 94%. This increased ownership is part of the company’s effort to improve liquidity, operational flexibility, and enhance property returns within its retail portfolio. We will explore how this move to consolidate a landmark Kyoto asset strengthens Japan...
TSE:9602
TSE:9602Entertainment

Toho (TSE:9602) Margin Compression Raises Questions for Premium Valuation

Toho (TSE:9602) posted revenue and earnings growth this year, with earnings forecast to climb 5.53% annually and revenue expected to grow 3.7% per year. Over the past five years, earnings rose by an average of 19.9% per year, but growth in the latest year was just 0.6%, paired with a net profit margin of 14.8% compared to 16.3% previously. This points to some margin compression. Investors may focus on the company’s steady historical performance and premium valuation as they weigh the outlook...
TSE:3436
TSE:3436Semiconductor

Sumco (TSE:3436) Valuation in Focus Following Broker Upgrade and Renewed Wafer Demand Optimism

Sumco (TSE:3436) saw its shares react after Okasan Securities upgraded the company’s rating. This reflects renewed optimism about a recovery in demand for 300mm wafers. Investors appear to be taking note of the improved sentiment. See our latest analysis for Sumco. Sumco’s share price has surged 43% over the past three months, as recent momentum builds on the heels of improving outlook for wafer demand and bullish sentiment from brokerage upgrades. While the one-year total shareholder return...