TSE:6113
TSE:6113Machinery

Amada’s Accelerated Buybacks Raise a Key Question on Capital Priorities (TSE:6113)

Amada Holdings Co., Ltd. reported that it repurchased 1,239,000 of its common shares in November 2025 for approximately ¥2.24 billion, as part of an ongoing buyback program targeting up to 18 million shares by March 2026. This accelerated use of its share repurchase authorization highlights Amada’s current capital management priorities and how it is choosing to return cash to shareholders. Next, we will examine how this sizeable share buyback, alongside recent share price gains, shapes...
TSE:3774
TSE:3774Telecom

Is IIJ’s Upgraded Safous Cyber Tool Redefining Its Competitive Edge In Security Services (TSE:3774)?

Internet Initiative Japan Inc. recently highlighted at the Nomura Investment Forum 2025 that it has launched an enhanced Safous Security Assessment, offering continuous external attack surface monitoring, monthly risk reports, real-time alerts, and optional analyst-led consulting from December 2025. The upgrade, which deepens IIJ’s use of SecurityScorecard’s scanning and expert remediation support, underscores the company’s push to differentiate its cybersecurity offerings through ongoing,...
TSE:6702
TSE:6702IT

Fujitsu (TSE:6702) Valuation Check After Multi‑AI Supply Chain Platform Reveal

Fujitsu (TSE:6702) just pulled back the curtain on a multi AI agent collaboration platform for supply chains, with real world trials starting in 2026, and investors are already weighing what this means for long term growth. See our latest analysis for Fujitsu. The announcement sits against a backdrop of strong momentum, with a roughly 47 percent year to date share price return and a 5 year total shareholder return above 200 percent signaling that investors are backing Fujitsu's AI driven...
TSE:6758
TSE:6758Consumer Durables

Sony's AI-Driven Gaming Vision Might Change The Case For Investing In Sony Group (TSE:6758)

Earlier this month, Sony Group outlined plans to incorporate AI more deeply into its future games, aligning with a broader industry shift toward AI-enhanced development and in-game experiences. The announcement underscored that while AI can streamline production and personalize gameplay, Sony and peers still view human creativity as the ultimate differentiator in game quality. We’ll now consider how Sony’s push to embed AI in future games could influence its investment narrative centered on...
TSE:8955
TSE:8955Office REITs

Assessing Japan Prime Realty Investment (TSE:8955)’s Valuation After Its Follow-On Equity Offering Announcement

Japan Prime Realty Investment (TSE:8955) is moving ahead with a follow on equity offering of 100,000 new units, after board meetings to review and approve the issuance, putting dilution and growth plans in sharper focus for investors. See our latest analysis for Japan Prime Realty Investment. The follow on offering lands after a steady run, with a year to date share price return of about 33 percent and a roughly 40 percent one year total shareholder return. This signals that momentum is still...
TSE:6963
TSE:6963Semiconductor

Is ROHM’s New SiC MOSFET and Optical Sensor Lineup Altering The Investment Case For ROHM (TSE:6963)?

ROHM Semiconductor recently began mass production of its SCT40xxDLL SiC MOSFET series in compact TOLL packages and its RPR-0730 high-precision analog optical sensor, targeting high-power-density systems like AI servers, ESS, printers, and conveyor equipment. By combining higher-voltage, thermally efficient SiC devices with ultra-compact, fast optical sensing, ROHM is sharpening its focus on miniaturized, high-performance industrial and computing applications. We’ll now examine how the new...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434) Valuation Check as It Joins Nvidia-Led Skild AI Funding Talks

SoftBank (TSE:9434) is back in the AI spotlight, reportedly joining Nvidia in talks to fund Skild AI in a billion dollar plus round that could reshape how investors view SoftBank’s tech exposure. See our latest analysis for SoftBank. All of this comes as SoftBank’s ¥217.3 share price has delivered a solid year to date, with a 10.75% year to date share price return and a 12.63% one year total shareholder return. This builds on a 110.85% five year total shareholder return that signals momentum...
TSE:8001
TSE:8001Trade Distributors

Did ITOCHU's (TSE:8001) E‑Methane Export Push Just Recast Its Low‑Carbon Energy Ambitions?

TotalEnergies, TES, Osaka Gas, Toho Gas, and ITOCHU recently signed a Joint Development and Operating Agreement for the Live Oak e-methane project in Nebraska, targeting around 250 MW of electrolysis and 75 ktpa of methanation with commercial operations planned by 2030. By coordinating Japanese participation in this carbon-neutral gas initiative, ITOCHU is helping unlock e-methane exports to Japan using existing LNG infrastructure and biogenic CO2 resources. We’ll now examine how ITOCHU’s...
TSE:4088
TSE:4088Chemicals

The Bull Case For Air Water (TSE:4088) Could Change Following Leadership Power Consolidation Around New CEO

Air Water Inc. recently announced that Chairman and Representative Director Kikuo Toyoda resigned from his roles on December 3, 2025, transitioning to Senior Advisor while Ryosuke Matsubayashi became the sole Representative Director as President, CEO, and COO. This consolidation of top leadership into a single Representative Director marks a meaningful shift in the company’s governance structure and decision-making center. We’ll now examine how concentrating leadership authority in Ryosuke...
TSE:9984
TSE:9984Wireless Telecom

Has SoftBank’s 102% Rally in 2025 Outrun Its Fundamentals?

If you are wondering whether SoftBank Group’s huge tech bets and sprawling portfolio make the current share price a bargain or a bubble, you are not alone. That is exactly what we are going to unpack here. The stock has risen 102.1% year to date and 104.4% over the last year, even after a sharp 16.2% pullback in the past month and an 11.9% rebound over the last week. As a result, the risk reward profile is shifting fast. Much of that volatility has been driven by headlines around SoftBank’s...