TSE:6361
TSE:6361Machinery

The Bull Case For Ebara (TSE:6361) Could Change Following Goldman’s Semiconductor Pivot Call On Profits

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432) Valuation Check as New AIVista Unit and Photonic AI Breakthrough Expand Its Tech Ambitions

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...
TSE:6371
TSE:6371Machinery

How Investors Are Reacting To Tsubakimoto Chain (TSE:6371) New AI Logistics Automation Partnership

KIOXIA America announced that Kioxia, Tsubakimoto Chain and EAGLYS have formed a collaboration to develop AI-driven image recognition technology that automates identification of products in logistics workflows, with the jointly built system already showcased at the December 2025 International Robot Exhibition in Tokyo. The project is interesting because it links Tsubakimoto Chain’s conveyor and logistics expertise with Kioxia’s Memory-Centric AI and EAGLYS’s image analytics to address...
TSE:7911
TSE:7911Commercial Services

Can TOPPAN Holdings (TSE:7911) Recasting Its Electronics Portfolio Deepen Its Semiconductor Packaging Moat?

Earlier this week, TOPPAN Holdings Inc. held a board meeting to consider a new executive structure, while subsidiary TOPPAN Inc. and Tekscend Photomask Corp. prepared to showcase advanced semiconductor photomasks, packaging technologies, and FC-BGA substrates targeting AI and data center demand at SEMICON Japan 2025. Together with an Electronics Business Strategy Briefing for analysts and investors, these moves highlight TOPPAN’s push to reposition its electronics business around...
TSE:8306
TSE:8306Banks

Has Mitsubishi UFJ Financial Group’s Strong Multi Year Rally Left Much Upside in 2025?

If you are wondering whether Mitsubishi UFJ Financial Group still offers good value after such a strong run, or if you are arriving too late, this breakdown is designed to help you decide with a cool head. The stock has slipped 2.7% over the last week but is still up 5.4% over the past month, 31.7% year to date, 36.5% over 1 year, and an eye catching 254.1% over 3 years and 557.6% over 5 years. This naturally raises the question of how much upside is left from here. Recent market attention...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check as Switch 2 Cost Pressures Trigger Sharp Market Repricing

Nintendo (TSE:7974) is back in the spotlight as worries over rising memory costs for its upcoming Switch 2 console collide with unexpected holiday price cuts, wiping roughly ¥2 trillion from its market value. See our latest analysis for Nintendo. That nervous reaction is hitting a stock that still looks strong in the rear-view mirror, with a year-to-date share price return of about 26 percent and a three-year total shareholder return above 110 percent. This suggests long term momentum remains...
TSE:3659
TSE:3659Entertainment

Did Nexon’s AI Ethics Stance in Arc Raiders Just Shift NEXON's (TSE:3659) Investment Narrative?

Nexon’s CEO Junghun Lee recently argued that “every game company” now uses AI, while stressing that human creativity still separates standout titles from average ones, as debate intensified over the ethical limits of AI in its hit game Arc Raiders. Following criticism, Embark Studios clarified that Arc Raiders relies on machine learning and reinforcement learning rather than generative AI, putting Nexon’s broader technology choices and stance on AI ethics under a spotlight. We’ll now examine...
TSE:3663
TSE:3663Software

High Growth Tech Stocks To Watch In Asia December 2025

As Asian markets navigate a complex landscape marked by mixed economic indicators and evolving investor sentiment, the region's technology sector continues to capture attention with its potential for high growth. In this environment, identifying promising tech stocks involves looking for companies that demonstrate resilience and innovation amidst shifting global trends and local challenges.
TSE:4506
TSE:4506Pharmaceuticals

Hematology Pipeline Advances Could Be A Game Changer For Sumitomo Pharma (TSE:4506)

In December 2025, Sumitomo Pharma America presented updated Phase 1/2 clinical data at the 67th American Society of Hematology Annual Meeting in Orlando, highlighting its investigational oral menin inhibitor enzomenib for relapsed or refractory acute leukemia and PIM1 kinase inhibitor nuvisertib for relapsed or refractory myelofibrosis. The promising response rates and favorable safety profiles reported for these two early-stage oncology candidates point to a strengthening hematology...
TSE:4587
TSE:4587Biotechs

3 Asian Stocks Estimated To Be Up To 35.4% Below Intrinsic Value

As Asian markets navigate a complex economic landscape marked by fluctuating manufacturing activity and evolving monetary policies, investors are increasingly on the lookout for opportunities that may be undervalued amid these conditions. Identifying stocks that are trading below their intrinsic value can be a strategic move, offering potential for growth as market dynamics continue to shift.
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: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...