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...
TSE:5201
TSE:5201Building

How AGC’s ATUM Partnership and Leadership Shuffle Could Shape AGC (TSE:5201) Life Science Ambitions

On December 9, 2025, AGC Inc. held a board meeting to approve changes to its Board of Directors, Audit & Supervisory Board, and Executive Officers, while AGC Biologics earlier partnered with ATUM to integrate the Leap-In Transposase expression platform into its global Cell Line Development Center of Excellence. This collaboration adds a modern transposase-based system alongside AGC Biologics’ CHEF1 Expression Technology, aiming to shorten drug developers’ timelines and broaden the company’s...
TSE:6503
TSE:6503Electrical

Is Mitsubishi Electric Still Attractive After a 73% Surge and Rising Growth Expectations?

If you are wondering whether Mitsubishi Electric is still good value after such a strong run, you are not alone. This article is going to unpack what the current price might really be telling us. The stock has climbed 6.9% over the last week, 7.6% over the past month, and an eye catching 72.7% year to date, building on gains of 78.3% over 1 year and 257.4% over 3 years. Investors have been reacting to Mitsubishi Electric's ongoing strategic push into factory automation and energy efficient...
TSE:6643
TSE:6643Electrical

Global Dividend Stocks: 3 Top Picks For Your Portfolio

As global markets navigate the anticipation of interest rate decisions and mixed economic signals, investors are eyeing potential opportunities in dividend stocks to enhance portfolio stability amid these dynamic conditions. In this environment, a good dividend stock is characterized by consistent payouts and financial resilience, offering a reliable income stream even as market uncertainties persist.
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Is Up 17.6% After Unveiling MARS Bitcoin-Linked Preferred Shares Plan - Has The Bull Case Changed?

In recent days, Tokyo-listed Metaplanet outlined plans to launch novel perpetual preferred share structures, including its MARS instrument, to raise capital dedicated to expanding its Bitcoin holdings, with a related Mercury digital credit instrument targeted for Japan’s perpetual preferred market by early 2026. By securing a 12‑month head start in Japan after Strategy ruled out issuing similar preferred equity locally, Metaplanet is positioning these new instruments as a potentially...
TSE:4151
TSE:4151Pharmaceuticals

KOMZIFTI Menin Inhibitor Data Might Change The Case For Investing In Kyowa Kirin (TSE:4151)

Kura Oncology and Kyowa Kirin recently reported new Phase 1a/1b data showing that KOMZIFTI (ziftomenib), combined with venetoclax and azacitidine, produced encouraging antileukemic activity and a favorable safety profile in patients with acute myeloid leukemia harboring NPM1 mutations or KMT2A rearrangements, with results presented at the 67th ASH Annual Meeting. An important insight is that these findings support ongoing registrational trials that aim to position KOMZIFTI as a core menin...
TSE:1770
TSE:1770Construction

Top Asian Dividend Stocks To Consider In December 2025

As global markets closely watch the final Federal Reserve meeting of the year and navigate mixed economic signals, Asian markets have been marked by enthusiasm for technology and AI trades, despite some signs of economic slowdown. In this environment, dividend stocks in Asia offer a compelling option for investors seeking stable income streams amidst market fluctuations.
TSE:7267
TSE:7267Auto

Is Honda Still Attractively Priced After Its EV and Hybrid Strategy Acceleration?

If you are wondering whether Honda Motor is still a value play after such a long run for auto stocks, or if the easy money has already been made, you are not alone. The stock is up 21.4% over the last year and 56.5% over three years, even though it has slipped 3.8% over the past month and is down 3.4% year to date. Recently, Honda has been in the spotlight for ramping up its electric and hybrid vehicle strategy, including new model rollouts and expanded partnerships in battery technology. At...
TSE:6480
TSE:6480Machinery

Asian Dividend Stocks To Consider In December 2025

As global markets closely monitor the final Federal Reserve meeting of the year with hopes for an interest rate cut, Asian markets are also navigating a complex landscape marked by mixed economic signals, such as China's ongoing property crisis and Japan's potential monetary tightening. In this environment, dividend stocks can offer a measure of stability and income, making them an attractive option for investors looking to balance growth with reliable returns amidst fluctuating market...
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: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: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: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,...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503): Valuation Check After New Cooling Tech and High-Voltage IGBT Module Advances

Mitsubishi Electric (TSE:6503) just put its R and D engine on display, unveiling microbubble driven cooling tech and new high isolation HVIGBT modules that directly target efficiency, carbon neutrality, and heavy duty industrial demand. See our latest analysis for Mitsubishi Electric. Investors seem to be noticing these moves, with a 1 day share price return of 3.42 percent adding to a strong year to date share price return of 72.10 percent and an 81.38 percent 1 year total shareholder...
TSE:6954
TSE:6954Machinery

Fanuc (TSE:6954) Valuation After Nvidia AI Robotics Partnership and Recent Share Price Surge

Fanuc (TSE:6954) just surged after unveiling a collaboration with Nvidia to build industrial robots that blend AI with physical hardware, placing the company squarely in the middle of the physical AI narrative. See our latest analysis for Fanuc. That surge fits into a broader upswing, with a 7 day share price return of 17.25 percent and a 90 day gain of 41.82 percent. The 1 year total shareholder return of 50.93 percent shows momentum has been building rather than fading. If this physical AI...