TSE:8035
TSE:8035Semiconductor

Tokyo Electron (TSE:8035) Valuation Check After Cooling Share Price and Strong Multi‑Year Returns

Tokyo Electron (TSE:8035) has quietly outperformed many chip peers over the past year, riding demand for advanced fabrication gear even as the stock has cooled in the past month after a strong run. See our latest analysis for Tokyo Electron. Short term, the share price has cooled with a 1 month share price return of minus 5.95% after a hot run, but a 1 year total shareholder return of 34.98% and 3 year total shareholder return of 145.10% still show strong underlying momentum. If Tokyo...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306): Assessing Valuation After Recent Pullback and Multi‑Year Share Price Surge

Mitsubishi UFJ Financial Group (TSE:8306) has quietly outpaced Japan’s broader banking sector over the past year, and that steady climb has investors asking whether the recent pullback is an opportunity. See our latest analysis for Mitsubishi UFJ Financial Group. Despite the latest 1 day share price dip and mild weekly softness, Mitsubishi UFJ’s 90 day share price return of 8.66 percent and standout 3 year total shareholder return of 233.77 percent suggest momentum is still firmly in its...
TSE:3655
TSE:3655IT

High Growth Tech Stocks in Asia Featuring Beisen Holding

As global markets respond to the Federal Reserve's interest rate adjustments, small-cap indices like the Russell 2000 have shown resilience, reflecting a broader sentiment of cautious optimism despite challenges such as technology stock valuation concerns and AI infrastructure spending. In this context, identifying high-growth tech stocks in Asia requires a focus on companies that demonstrate strong fundamentals and adaptability to shifting economic landscapes, with Beisen Holding being one...
TSE:9531
TSE:9531Gas Utilities

Tokyo Gas (TSE:9531) Valuation Check as It Commits Major Capital to US Gas Infrastructure Expansion

Tokyo GasLtd (TSE:9531) just signaled a bigger push into the US, earmarking hundreds of billions of yen for downstream assets such as liquefaction plants and export terminals to tighten its global gas supply chain. See our latest analysis for Tokyo GasLtd. That planned US expansion comes on the back of a powerful rally, with Tokyo GasLtd’s share price up around 42 percent year to date and a hefty 1 year total shareholder return near 44 percent, signaling still strong momentum despite today’s...
TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...