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: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:7201
TSE:7201Auto

Is Nissan a Value Opportunity After Recent EV Expansion and Mixed Valuation Signals?

Wondering if Nissan Motor is quietly turning into a value opportunity, or if the market is cheap for a reason? This breakdown will help you decide whether the current price really stacks up. The stock has inched up 0.4% over the last week and 4.5% over the past month, but it is still down 22.3% year to date and only 1.7% higher over the last year. That makes the recent moves more intriguing than euphoric. Recent headlines have focused on Nissan Motor's intensified push into electric and...
TSE:8593
TSE:8593Diversified Financial

Is It Too Late To Consider Mitsubishi HC Capital After Its Strong Multi Year Share Price Rally?

If you are wondering whether Mitsubishi HC Capital is still good value after its strong run, you are not alone. That is exactly what we are going to unpack here. The share price has continued to grind higher, with gains of 2.0% over the last week, 3.6% over the past month, and 19.7% year to date, adding to a 25.7% 1 year return and 120.0% over 3 years and 219.1% over 5 years. Investor interest has been supported by steady expansion in its leasing and structured finance businesses, alongside...
TSE:7261
TSE:7261Auto

Does Mazda Still Offer Value After Its 104% Five Year Share Price Surge?

If you have been wondering whether Mazda Motor’s share price still offers value after its big run, you are not alone. This breakdown is designed to answer exactly that. The stock is up 19.4% over the last year and 104.3% over five years, even though it has been a bit choppy more recently with a 4.1% gain over 30 days and a modest 3.0% return year to date. That climb has been supported by steady progress on Mazda’s electrification roadmap and deepening alliances with larger partners...