TSE:9692
TSE:9692Software

Computer Engineering & Consulting (TSE:9692) Q3 EPS Growth Tests Margin-Concern Narrative

Computer Engineering & Consulting (TSE:9692) has posted Q3 2026 results with revenue of ¥16.4 billion and basic EPS of ¥38.7, while net income excluding extra items came in at ¥1.2 billion, setting a clear marker for the latest quarter. The company has seen quarterly revenue move from ¥13.7 billion in Q3 2025 to ¥16.4 billion in Q3 2026, alongside basic EPS rising from ¥32.5 to ¥38.7. This gives investors a numbers-first view of how the top and bottom line are tracking as margins do a bit...
TSE:7911
TSE:7911Commercial Services

Can TOPPAN Holdings (TSE:7911) Recasting Its Electronics Portfolio Deepen Its Semiconductor Packaging Moat?

Earlier this week, TOPPAN Holdings Inc. held a board meeting to consider a new executive structure, while subsidiary TOPPAN Inc. and Tekscend Photomask Corp. prepared to showcase advanced semiconductor photomasks, packaging technologies, and FC-BGA substrates targeting AI and data center demand at SEMICON Japan 2025. Together with an Electronics Business Strategy Briefing for analysts and investors, these moves highlight TOPPAN’s push to reposition its electronics business around...
TSE:8306
TSE:8306Banks

Has Mitsubishi UFJ Financial Group’s Strong Multi Year Rally Left Much Upside in 2025?

If you are wondering whether Mitsubishi UFJ Financial Group still offers good value after such a strong run, or if you are arriving too late, this breakdown is designed to help you decide with a cool head. The stock has slipped 2.7% over the last week but is still up 5.4% over the past month, 31.7% year to date, 36.5% over 1 year, and an eye catching 254.1% over 3 years and 557.6% over 5 years. This naturally raises the question of how much upside is left from here. Recent market attention...
TSE:7936
TSE:7936Luxury

Assessing ASICS (TSE:7936) Valuation After a Strong Year and Recent Share Price Cooldown

ASICS (TSE:7936) has quietly turned into a long term winner, even if the past 3 months have been choppy. With the share price still well above last year, investors are asking what comes next. See our latest analysis for ASICS. After a strong run earlier in the year, ASICS has cooled off with a softer 90 day share price return. However, its roughly 24 percent one year total shareholder return still points to underlying confidence as investors reassess growth and valuation. If ASICS has piqued...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Valuation Check as New MARS and Mercury Preferred Shares Target Bigger Bitcoin Treasury

Metaplanet (TSE:3350) just moved ahead in Japan’s crypto-financing race, detailing plans for new MARS and Mercury preferred-share structures to fund additional Bitcoin purchases, while a key rival sidelines similar offerings for at least a year. See our latest analysis for Metaplanet. The latest MARS and Mercury plans come after a volatile stretch, with the share price down 11.25 percent over the last day but still showing a positive year to date share price return of 16.92 percent and a...
TSE:4503
TSE:4503Pharmaceuticals

Astellas Pharma (TSE:4503) Valuation Check as New XOSPATA AML Data Heads to ASH Meeting

Astellas Pharma (TSE:4503) is back in the spotlight as it prepares to unveil fresh XOSPATA clinical data at the American Society of Hematology meeting, a catalyst investors watch closely for clues on future leukemia revenue. See our latest analysis for Astellas Pharma. That backdrop of fresh XOSPATA data lands just as momentum has been rebuilding in the stock, with a 30 day share price return of 14.41 percent helping drive a 1 year total shareholder return of 36.03 percent and signalling...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check as Switch 2 Cost Pressures Trigger Sharp Market Repricing

Nintendo (TSE:7974) is back in the spotlight as worries over rising memory costs for its upcoming Switch 2 console collide with unexpected holiday price cuts, wiping roughly ¥2 trillion from its market value. See our latest analysis for Nintendo. That nervous reaction is hitting a stock that still looks strong in the rear-view mirror, with a year-to-date share price return of about 26 percent and a three-year total shareholder return above 110 percent. This suggests long term momentum remains...
TSE:2206
TSE:2206Food

Ezaki Glico (TSE:2206) Valuation Check After Chocolate Recall and Ongoing Financial Impact Review

Ezaki Glico (TSE:2206) just moved to voluntarily recall 20 chocolate products, including Pocky Chocolate, after spice contamination led to unintended flavor changes. This puts short term margins, brand perception, and recall costs under the microscope. See our latest analysis for Ezaki Glico. Despite the recall headlines, Ezaki Glico’s 90 day share price return of 4.70% and 1 year total shareholder return of 16.89% suggest momentum is still quietly building rather than breaking. If this kind...
TSE:3659
TSE:3659Entertainment

Did Nexon’s AI Ethics Stance in Arc Raiders Just Shift NEXON's (TSE:3659) Investment Narrative?

Nexon’s CEO Junghun Lee recently argued that “every game company” now uses AI, while stressing that human creativity still separates standout titles from average ones, as debate intensified over the ethical limits of AI in its hit game Arc Raiders. Following criticism, Embark Studios clarified that Arc Raiders relies on machine learning and reinforcement learning rather than generative AI, putting Nexon’s broader technology choices and stance on AI ethics under a spotlight. We’ll now examine...
TSE:6723
TSE:6723Semiconductor

Renesas (TSE:6723) Valuation Check After Launching New Wi‑Fi 6 Wireless Microcontrollers for IoT Growth

Renesas Electronics (TSE:6723) just rolled out its first Wi-Fi 6 microcontrollers, the RA6W1 and RA6W2, aiming squarely at always connected, low power IoT gear across smart homes, factories and healthcare. See our latest analysis for Renesas Electronics. The new Wi-Fi 6 MCUs land at a time when Renesas’ 1 month share price return of 18.38 percent and 3 month share price return of 26.66 percent signal strengthening momentum, while its 5 year total shareholder return of 118.19 percent...
TSE:7203
TSE:7203Auto

Has Toyota’s 20% Gain in 2025 Already Reflected Its EV and Hybrid Growth Prospects?

Wondering if Toyota Motor is still good value after its big run up, or if most of the upside is already priced in? You are not alone, and that is exactly what this breakdown aims to unpack. The stock has climbed 20.1% over the last year and 125.2% over five years, even though the past month has been a touch softer at -0.5%. A recent 3.7% gain in the last week hints at renewed interest. Behind these moves, markets have been digesting a steady stream of news around Toyota's push into electric...
TSE:3663
TSE:3663Software

High Growth Tech Stocks To Watch In Asia December 2025

As Asian markets navigate a complex landscape marked by mixed economic indicators and evolving investor sentiment, the region's technology sector continues to capture attention with its potential for high growth. In this environment, identifying promising tech stocks involves looking for companies that demonstrate resilience and innovation amidst shifting global trends and local challenges.
TSE:6378
TSE:6378Machinery

Asian Dividend Stocks To Enhance Your Portfolio

As global markets exhibit mixed signals, with Japan facing monetary tightening and China experiencing an economic slowdown, investors are increasingly turning their attention to dividend stocks in Asia as a potential source of steady income amidst uncertainty. In such a dynamic environment, selecting dividend stocks that offer stable yields and have resilient business models can be crucial for enhancing portfolio performance.
TSE:3994
TSE:3994Software

Assessing Money Forward (TSE:3994) Valuation After Governance Shake-Up and Board Restructuring Plans

Money Forward (TSE:3994) just unveiled a governance reshuffle, with several long serving external directors set to retire under newly formalized term limit and age rules, alongside a fresh review of its management structure. See our latest analysis for Money Forward. The governance clean up comes after a tough stretch for investors, with the share price down sharply over the last quarter and a weaker one year total shareholder return signaling that momentum has been fading. Still, today's...
TSE:6856
TSE:6856Electronic

Evaluating HORIBA (TSE:6856)’s Valuation After Its Strong Recent Share Price Momentum

HORIBA (TSE:6856) has been quietly building momentum, with the share price up around 16% over the past month and more than 80% over the past year. This has drawn fresh attention to its valuation. See our latest analysis for HORIBA. With the share price now around ¥15,980, HORIBA’s strong 30 day and year to date share price returns, alongside an impressive multi year total shareholder return, point to clear positive momentum as investors reassess its growth and risk profile. If HORIBA’s run...