TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical Group (TSE:4188) Quietly Repositioning Itself as an AI Infrastructure Materials Leader?

In December 2025, Boston Materials announced a collaboration with Mitsubishi Chemical Group, including an investment from Diamond Edge Ventures, to co-develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center semiconductors. The partnership not only advances a new class of liquid metal and carbon fiber thermal materials, but also sees Mitsubishi Chemical Group building semiconductor packaging integration and application...
TSE:9404
TSE:9404Media

Nippon Television (TSE:9404) Valuation After モーニングショー-Driven Earnings Boost and Strong Investor Optimism

Nippon Television Holdings (TSE:9404) is back in the spotlight after a recent board meeting approved a share acquisition plan, just as earnings are getting a lift from breakout hit program モーニングショー. See our latest analysis for Nippon Television Holdings. The share acquisition news, combined with the モーニングショー earnings boost, comes on top of a strong backdrop. The stock has delivered a roughly 45% year to date share price return and a powerful three year total shareholder return near 295%,...
TSE:6723
TSE:6723Semiconductor

Is Renesas (TSE:6723) Using Matter‑Ready Wi‑Fi 6 To Deepen Its IoT Platform Advantage?

Earlier this month, Renesas Electronics introduced its first RA-series Wi-Fi 6 microcontrollers, the RA6W1 and RA6W2, which combine dual-band connectivity, advanced security, long-term product support and development tools to target ultra-low-power IoT applications across smart home, industrial, medical and consumer markets. An interesting angle for investors is that these MCUs are Matter-ready, RED-certified and integrated into Renesas’ scalable RA platform and “winning Combinations,”...
TSE:5332
TSE:5332Building

TOTO (TSE:5332): Assessing Valuation After a Solid Recent Share Price Rebound

TOTO (TSE:5332) has quietly put together a solid run, with the stock gaining around 12% over the past month and 16% year to date, as investors reassess its earnings momentum. See our latest analysis for TOTO. That recent 11.9% one month share price return looks like investors are warming back up to TOTO, even though the five year total shareholder return is still negative. This suggests this latest momentum may be a reset rather than a full rerating. If TOTO has put the plumbing trade on your...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902)’s Valuation After Recent Short-Term Share Price Strength

DENSO (TSE:6902) has quietly outperformed the broader auto parts space over the past week, and that short term strength comes against a mixed backdrop of modest 1 month gains but flat performance over the past 3 months. See our latest analysis for DENSO. Zooming out, DENSO’s recent 7 day share price return sits against a year to date share price decline, even as its multi year total shareholder return remains firmly positive. This hints that long term momentum is intact while near term...