TSE:9513
TSE:9513Renewable Energy

How J-POWER's Investment in Perovskite Solar Start-Up Has Changed Its Investment Story (TSE:9513)

J-POWER recently announced an investment in the US-based perovskite solar technology start-up Active Surfaces, reinforcing its commitment to renewable energy innovation. This move signals heightened interest in next-generation solar solutions as J-POWER seeks to expand its clean energy portfolio through international partnerships. We'll look at how investing in perovskite solar technology adds a new layer to J-POWER's renewable energy investment narrative. The end of cancer? These 27...
TSE:6479
TSE:6479Machinery

Assessing Minebea Mitsumi (TSE:6479) Valuation Following New Segment Outlook in Morgan Stanley Coverage

Morgan Stanley has resumed its analysis of MINEBEA MITSUMI (TSE:6479), providing fresh projections for fiscal year 2026. The firm expects profit growth in most business areas, even as the semiconductor and electronics segment faces a decline. See our latest analysis for MINEBEA MITSUMI. MINEBEA MITSUMI shares have shown real momentum lately, notching a 27.7% gain over the past 90 days and a 20.5% share price return year-to-date. Looking at the bigger picture, total shareholder returns have...
TSE:5803
TSE:5803Electrical

A Look at Fujikura (TSE:5803) Valuation After Takaichi’s AI Investment Pledge and Expansion Moves

Fujikura (TSE:5803) shares have climbed after Sanae Takaichi was elected prime minister. Her promises of targeted investment in artificial intelligence and key industries have added to investor optimism around the company’s recent expansion moves. See our latest analysis for Fujikura. Fujikura’s share price has not only rallied on fresh optimism around AI investment but has shown remarkable momentum all year, with a 1-day share price return of nearly 4% and an eye-catching 171% gain so far in...
TSE:2268
TSE:2268Hospitality

Baskin-Robbins (TSE:2268) P/E Discount to Peers Reinforces Value Narrative Despite Slight Margin Decline

B-R 31 Ice Cream Ltd. (TSE:2268) posted a net profit margin of 5.5%, slightly down from 5.6% a year earlier. The company’s Price-to-Earnings Ratio comes in at 21.8x, which is more attractive than both the Japanese hospitality industry average of 24.3x and the peer group average of 42.8x. Shares at ¥4,140 currently trade well above the discounted cash flow fair value estimate of ¥1,020.8. With analysts noting high quality earnings and no flagged risks, investors are focused on B-R 31 Ice Cream...
TSE:7240
TSE:7240Auto Components

NOK (TSE:7240) Valuation in Focus After Strong iPhone 17 Sales Signal Bright Outlook for Apple Suppliers

The latest sales data for Apple’s iPhone 17 series is already shaping conversations about suppliers like NOK (TSE:7240). Early reports show the new phones are off to a stronger start than the previous generation. This is important for companies in Apple’s supply chain. See our latest analysis for NOK. NOK’s recent momentum is turning heads, with a 23.3% 90-day share price return and a 31.3% total shareholder return over the past year. These gains come as robust iPhone 17 sales fuel optimism...
TSE:6532
TSE:6532Professional Services

How Investors May Respond To Baycurrent (TSE:6532) Doubling Its Dividend and Raising Guidance

Baycurrent, Inc. recently announced that its interim cash dividend for the second quarter ended August 31, 2025, will be JPY 50.00 per share, double the JPY 25.00 per share distributed a year earlier, and set year-end dividend guidance at JPY 50.00 per share, up from JPY 37.00 per share last year, with payment scheduled for November 28, 2025. This significant increase in both interim and year-end dividends highlights management's confidence in the company's financial position and its...
TSE:6367
TSE:6367Building

Daikin Industries (TSE:6367) Valuation: Is Market Optimism Justified After a 7% Share Price Gain?

Daikin IndustriesLtd (TSE:6367) is coming off a month where shares climbed 7%, despite recent volatility in Japanese equities. Investors are taking a closer look at the company’s fundamentals and how its business outlook compares in the current market. See our latest analysis for Daikin IndustriesLtd. Daikin IndustriesLtd’s share price has notched a solid 1-month gain, with momentum building despite a tougher start to the year. Over the past year, the stock’s total shareholder return of 3.8%...
TSE:7203
TSE:7203Auto

Toyota Motor (TSE:7203) Is Up 6.6% After Unveiling Advanced Hybrid and EV Connectivity Suite

Toyota unveiled the next-generation 2026 RAV4 with new hybrid and plug-in hybrid options, advanced 5G connectivity, enhanced safety features, and a redesigned multimedia platform, while also expanding electric vehicle capabilities with the 2026 Toyota bZ, which benefits from improved range and wider DC fast-charging support through NACS compatibility. The introduction of Toyota's Arene Software Developed Vehicle platform and onboard 5G highlights the company's accelerated integration of...
TSE:268A
TSE:268AElectronic

Will Rigaku Holdings’ (TSE:268A) Taiwan R&D Center Reinforce Its Edge in Asia’s Tech Ecosystem?

Rigaku Holdings Corporation has opened the Rigaku Technology Center Taiwan (RTTW), a new engineering base in the Tai Yuen Hi-Tech Industry Park, to strengthen research, development, and customer support in the region. This initiative is designed to provide tailored engineering solutions and foster collaboration across semiconductor measurement, materials, and life science fields, deepening the firm's presence in Asia's technology ecosystem. We'll explore how Rigaku’s enhanced R&D...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473) Valuation in Focus After Strong Share Price Rally

JTEKT (TSE:6473) has shown steady performance lately, with its stock gaining almost 22% over the past week and a remarkable 32% so far this year. The latest numbers offer some interesting signals for investors considering the company’s growth trajectory. See our latest analysis for JTEKT. JTEKT’s share price has picked up strong momentum this year, with a 31.7% gain year-to-date and boosted further by a 19.5% surge over the past three months. The one-year total shareholder return sits at 59%,...
TSE:6762
TSE:6762Electronic

TDK (TSE:6762) Valuation in Focus as New Battery Partnership Drives Innovation and Growth Narrative

TDK (TSE:6762) just made headlines with a new strategic partnership, teaming up with Gelion to develop and commercialize advanced battery technologies. The collaboration will focus on integrating Gelion's Sulfur battery materials into next-generation batteries for mobility, aviation, and energy storage. See our latest analysis for TDK. TDK’s recent rally has been hard to miss, with the share price surging nearly 19% over the past month and momentum accelerating after the Gelion partnership...
TSE:6963
TSE:6963Semiconductor

ROHM's New Diode Innovation Might Change The Case For Investing In ROHM (TSE:6963)

Earlier this month, ROHM Co., Ltd. announced the launch of its RBE01VYM6AFH Schottky barrier diode, which offers both low forward voltage and low reverse current to provide high-reliability protection for high-resolution image sensor applications such as ADAS cameras. This technical breakthrough addresses the longstanding VF/IR trade-off, making the device especially well-suited for next-generation automotive and IoT electronics where space, reliability, and thermal stability are...
TSE:8031
TSE:8031Trade Distributors

India’s Semiconductor Breakthrough Could Be a Game Changer for Mitsui (TSE:8031)

On October 15, 2025, Kaynes Semicon Private Limited announced the shipment of 900 domestically assembled Multi-Chip Modules (IPM5) from its OSAT facility in Sanand, marking a significant step for India's semiconductor manufacturing under the India Semiconductor Mission 1.0 and delivering to Alpha & Omega Semiconductor in the US. An essential factor in this milestone was Kaynes' collaboration with Mitsui & Co., whose global logistics network and procurement expertise enabled efficient...
TSE:8473
TSE:8473Capital Markets

How Investors May Respond To SBI Holdings (TSE:8473) Backing US AI Fund to Advance Digital Finance

SBI Holdings recently invested in AI2 Incubator Fund III, launched by US-based AI2 Incubator Partners, reinforcing its commitment to expanding its AI and blockchain capabilities within the financial sector. This move could enable SBI Holdings to apply cutting-edge AI models to blockchain-based risk assessment and asset management, particularly as Japan considers regulatory changes around digital assets. We'll explore how SBI’s investment in AI2 may strengthen its positioning as a leader in...
TSE:6098
TSE:6098Professional Services

Is Recruit Holdings (TSE:6098) Using Share Buybacks to Balance Capital Efficiency With Future Flexibility?

Recruit Holdings Co., Ltd. recently announced a share repurchase program, authorizing the buyback of up to 38,000,000 shares, about 2.68% of its outstanding stock excluding treasury shares, for a total amount of ¥250 billion, with the aim to improve capital efficiency and maximize shareholder returns by April 2026. The company has positioned the repurchased shares for potential use in stock compensation, strategic mergers and acquisitions, or cancellation, offering flexibility in how it...
TSE:6999
TSE:6999Electronic

KOA (TSE:6999) Net Margin Rebound Reinforces Turnaround Narrative Despite Lofty Valuation

KOA (TSE:6999) delivered an impressive turnaround this year, with earnings growing 194.2% after a five-year period that averaged a 12.7% annual decline. Net profit margins rose to 3%, up from 1.1% the prior year, while revenue is now forecast to expand 4.6% per year, outpacing the Japanese market's 4.4% projection. With earnings now set to climb at 17.5% annually, investors are watching KOA closely for signs of a sustained operational recovery. See our full analysis for KOA. Now, it’s time to...
TSE:7936
TSE:7936Luxury

ASICS (TSE:7936): Assessing Valuation After Strong Share Price Momentum

ASICS (TSE:7936) is drawing investor attention following its recent share price movement. The company’s performance over the past month and quarter hints at shifting market sentiment. This encourages a closer look at what might be driving this activity. See our latest analysis for ASICS. ASICS’ impressive year-to-date share price return of 30.27% reflects building momentum, with a steep 51.97% total shareholder return over the last 12 months underscoring steadily rising optimism for the...