TSE:7733
TSE:7733Medical Equipment

Olympus (TSE:7733): Revisiting Valuation After a Recent Share Price Bounce

Olympus (TSE:7733) has been quietly grinding through a mixed year in the market, but the latest bounce in the share price has investors revisiting the story around its medical equipment growth and earnings momentum. See our latest analysis for Olympus. Despite a solid 90 day share price return of 11.33 percent, Olympus is still nursing a weaker year to date share price performance and a 1 year total shareholder return of negative 14.23 percent. This suggests sentiment is only cautiously...
TSE:8473
TSE:8473Capital Markets

Is SBI’s ¥50 Billion Buyback And New Stock Options Plan Altering The Investment Case For SBI Holdings (TSE:8473)?

In November 2025, SBI Holdings, Inc. (TSE:8473) announced a ¥50,000 million share repurchase program of 10,000,000 shares (3.09% of outstanding shares as of October 31, 2025), running until March 31, 2026, while its board also approved issuing paid stock options to directors of the company and its subsidiaries. Together, the buyback aimed at enhancing capital efficiency and the new stock options framework indicate a concerted effort to refine SBI Holdings’ capital structure and align...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981): Evaluating Valuation After New High‑Voltage MLCC for SiC Power Electronics

Murata Manufacturing (TSE:6981) just rolled out mass production of a new high voltage multilayer ceramic capacitor designed for silicon carbide based power systems, a quiet but meaningful development for its EV and high performance electronics exposure. See our latest analysis for Murata Manufacturing. That focus on next generation power components seems to be resonating with investors, with a strong 35.14% 3 month share price return and a solid 34.37% 1 year total shareholder return,...
TSE:8801
TSE:8801Real Estate

Mitsui Fudosan (TSE:8801): Evaluating Valuation After Completing Its Share Buyback Program

Mitsui Fudosan (TSE:8801) has just wrapped up its latest share repurchase program, confirming the planned buybacks are complete, a move that often signals management confidence and can subtly reshape the stock’s risk reward profile. See our latest analysis for Mitsui Fudosan. The completion of the buyback comes after a strong run, with the share price at ¥1,779.5 and a solid 30 day share price return of 11.11 percent alongside a 5 year total shareholder return of 165.5 percent. This suggests...
TSE:6645
TSE:6645Electronic

Is OMRON Attractively Priced After a 53.9% Five Year Share Price Slide?

If you are wondering whether OMRON is quietly turning into a value opportunity or if the recent share price slide is a warning sign, you are not alone. That is exactly what we will unpack here. The stock has inched up 1.4% over the last week but is still down 8.5% over 30 days, with deeper drawdowns of 23.5% year to date and 53.9% over five years. This naturally raises questions about whether the market has overshot on pessimism. Recent coverage has focused on OMRON's push into automation...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473): Assessing Valuation After a Strong 40% Year-to-Date Share Price Rally

JTEKT (TSE:6473) has quietly delivered a strong run, with the share price climbing about 10% over the past month and roughly 15% in the past 3 months, catching more investors’ attention. See our latest analysis for JTEKT. That momentum sits on top of a much bigger move, with the share price now at ¥1,698.5 and a year to date share price return above 40%, while one year total shareholder return is approaching 70%, suggesting confidence in both earnings resilience and future growth. If JTEKT’s...
TSE:4631
TSE:4631Chemicals

Is DIC (TSE:4631) Still Undervalued After Its Recent Share Price Gains?

DIC (TSE:4631) has been quietly rewarding patient investors, with the share price climbing about 11% year to date and roughly 14% over the past year, outpacing many Japanese materials peers. See our latest analysis for DIC. That steady climb reflects improving sentiment around DIC’s gradual earnings growth, with the latest 3.0% one month share price return feeding into a solid 11.0% year to date share price gain and strong three year total shareholder return. If this kind of steady...
TSE:6503
TSE:6503Electrical

Will Mitsubishi Electric’s New High‑Isolation HVIGBT Modules Redefine Its Power Role (TSE:6503)?

Mitsubishi Electric recently announced it will launch new standard‑isolation (6.0kVrms) and high‑isolation (10.2kVrms) 4.5kV/1,200A HVIGBT modules on December 9, offering higher moisture resistance, lower switching loss, and improved reliability for inverters in large industrial equipment, including railcars used outdoors. By shrinking chip termination regions, greatly boosting moisture resistance, and improving switching efficiency, these modules reinforce Mitsubishi Electric’s power...
TSE:6701
TSE:6701IT

Should NEC’s Agentic AI “Client Zero” Sales Push Require Action From NEC (TSE:6701) Investors?

NEC Corporation has announced a new Agentic AI-powered sales support solution in Japan, launched earlier in 2025, which automatically generates customer-specific proposals and discussion sheets by drawing on sales activity records and standard templates to streamline sales workflows. A key differentiator is NEC’s “Client Zero” roll-out approach, using its own operations as a proving ground to validate the solution’s real-world effectiveness before wider commercialization. We’ll now examine...
TSE:5831
TSE:5831Banks

Shizuoka Financial Group (TSE:5831): Assessing Valuation After New Share Buyback Activity

Shizuoka Financial GroupInc (TSE:5831) just confirmed it bought 2.4 million of its own shares on the Tokyo Stock Exchange, the latest step in a larger 10 million share buyback program aimed at tightening its capital base. See our latest analysis for Shizuoka Financial GroupInc. The buyback comes after a strong run, with the share price returning 76 percent year to date and a 1 year total shareholder return of roughly 79 percent, suggesting momentum is still firmly on the upside. If this...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434): Evaluating Valuation After Recent Share Price Pullback and Strong Multi‑Year Returns

SoftBank (TSE:9434) has quietly slipped over the past week, even though its year to date return still looks solid. That mix of short term weakness and longer term strength is where the story starts. See our latest analysis for SoftBank. That recent 7 day share price return of minus 3.7 percent looks more like a breather than a trend change, given the 10 percent year to date share price gain and a robust 5 year total shareholder return above 100 percent suggests momentum has cooled but not...
TSE:6856
TSE:6856Electronic

HORIBA (TSE:6856): Assessing Valuation After a Strong 60% Share Price Gain This Year

HORIBA (TSE:6856) has quietly turned into one of Japan’s stronger compounders, with the share price climbing over 60% this year and roughly 76% over the past year on steady earnings growth. See our latest analysis for HORIBA. That sharp move has not come out of nowhere, with investors rewarding both HORIBA’s solid earnings progress and steady demand for its semiconductor and environmental testing equipment, as the 90 day share price return of just over 30 percent shows. If HORIBA’s strong run...
TSE:3854
TSE:3854Software

High Growth Tech Stocks With Promising Potential In Global Markets

As global markets navigate a complex landscape marked by dovish Federal Reserve signals and mixed economic indicators, small-cap stocks have notably outperformed larger counterparts, with the Russell 2000 Index advancing significantly. In this environment, where technology shares are rebounding amid renewed optimism about growth potential, identifying high-growth tech stocks involves looking for companies that can leverage technological advancements and adapt to shifting market dynamics...
TSE:8725
TSE:8725Insurance

Evaluating MS&AD Insurance Group Holdings (TSE:8725) After New Buyback, Dividend Hikes and Upgraded Guidance

MS&AD Insurance Group Holdings (TSE:8725) just rolled out a sizeable capital return package, combining a new share repurchase plan, higher ordinary and special dividends, and upgraded earnings guidance for the current fiscal year. See our latest analysis for MS&AD Insurance Group Holdings. The market seems to be warming to that message, with a 1 month share price return of 10.51 percent helping lift the stock to ¥3,521. A huge 5 year total shareholder return of 323.49 percent underlines how...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432): Reassessing Valuation as Long-Term Growth Outpaces Recent Share Price Performance

NTT (TSE:9432) has been edging lower over the past month even as its long term track record and steady earnings growth remain intact. This sets up an interesting moment to reassess the stock. See our latest analysis for NTT. At ¥155.7, NTT’s modest 7 day share price gain contrasts with a slightly negative year to date share price return, while a solid five year total shareholder return signals that long term momentum remains constructive rather than broken. If you are weighing NTT against...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Valuation Check After Strong Recent Share Price Performance

Recent performance and what is driving interest Mitsui (TSE:8031) has quietly put together a strong run, with the stock up around 8% over the past month and roughly 15% in the past 3 months, easily outpacing Japan’s broader market. See our latest analysis for Mitsui. Those gains sit on top of a robust backdrop, with the share price up strongly year to date and a three year total shareholder return of 129 percent hinting that investors see enduring cash flow strength rather than a short term...
TSE:3269
TSE:3269Residential REITs

Advance Residence Investment (TSE:3269): Valuation Check After New Loan Deals and Property Acquisition Move

Advance Residence Investment (TSE:3269) just lined up two new loans, including a seven year fixed rate facility, to both refinance obligations and help fund its latest property acquisition, reshaping its balance sheet mix. See our latest analysis for Advance Residence Investment. The timing of these loans lines up with a reasonably solid backdrop, with a year to date share price return of 16.12% and a one year total shareholder return of 21.68%, suggesting steady momentum rather than a sudden...
TSE:8001
TSE:8001Trade Distributors

Did ITOCHU's (TSE:8001) Live Oak E‑Methane Role Just Recast Its Energy Transition Story?

TotalEnergies, TES, Osaka Gas, Toho Gas, and ITOCHU recently signed a Joint Development and Operating Agreement giving the Japanese firms a combined 33.3% stake in the Live Oak e-methane project in Nebraska, which targets 250 MW of electrolysis and 75 ktpa of methanation capacity with commercial operations planned by 2030. The deal highlights ITOCHU’s role as coordinator among Japanese partners to secure carbon-neutral gas supplies for Japan using existing LNG infrastructure and biogenic CO2...