TSE:8725
TSE:8725Insurance

Assessing MS&AD Insurance Group Holdings (TSE:8725) Valuation After Recent Share Price Strength

MS&AD Insurance Group Holdings (TSE:8725) has been drawing attention after a recent share price move, with the stock higher over the past month and over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for MS&AD Insurance Group Holdings. That short term share price strength, including a 9.03% 30 day share price return and 14.02% 90 day share price return to ¥3,838, sits alongside a 17.66% 1 year total shareholder return and very large 5 year total...
TSE:6594
TSE:6594Electrical

Is Nidec’s New Tech Org And Urban Air Mobility Push Altering The Investment Case For Nidec (TSE:6594)?

Nidec Corporation has implemented a series of organizational and personnel changes effective January 1, 2026, including creating new CTO Technology Planning and Intellectual Property departments and repositioning executive responsibilities for Chief Technology Officer Michio Kaida. By carving out dedicated planning and intellectual property functions and launching Urban Air Mobility and Inverter System Development projects, Nidec is sharpening its focus on technology-driven growth...
TSE:4208
TSE:4208Chemicals

A Look At UBE Corporation (TSE:4208) Valuation After Kiln Closure And Recycling Shift

UBE (TSE:4208) has drawn investor attention after its board approved plans to shut the kiln at Kanda District 2 of its Kyushu Plant by March 2027 and convert the site into a recycling promotion center. See our latest analysis for UBE. The kiln closure plan comes after a period of firm share price momentum for UBE, with the 90 day share price return of 14.62% and 1 year total shareholder return of 13.86% pointing to gradually improving sentiment rather than a sudden re rating. If this kind of...
TSE:2201
TSE:2201Food

Morinaga & Co (TSE:2201) Valuation Check As Share Buybacks Continue Under Existing Authorization

Morinaga&Co (TSE:2201) has drawn fresh attention after Morinaga Milk Industry reported ongoing progress in its share buyback program, with 2,463,700 shares acquired under a board approved authorization running through March 31, 2026. See our latest analysis for Morinaga&Co. At a share price of ¥2,740.5, Morinaga&Co has recently seen a 1 month share price return of 5.49% and a 3 year total shareholder return of 59.35%, hinting that recent buyback headlines are landing in a market that has...
TSE:8985
TSE:8985Hotel and Resort REITs

How Investors Are Reacting To Japan Hotel REIT Investment (TSE:8985) Strong November Occupancy And RevPAR Figures

Japan Hotel REIT Investment Corporation reported past operating results for November 2025, with its 28 variable-rent hotels posting an 89.3% occupancy rate, average daily rate of ¥22,647, revenue per available room of ¥20,216, and monthly revenue of ¥7,391 million, contributing to year‑to‑date revenue of ¥70,954 million. The disclosure of occupancy, pricing, and revenue per room across the portfolio offers a detailed window into how efficiently these hotels are being utilized and...
TSE:8058
TSE:8058Trade Distributors

Why Mitsubishi (TSE:8058) Is Up 5.6% After Completing Its ¥794 Billion Share Buyback Program

Mitsubishi has now completed its previously announced share repurchase program, buying back 272,947,511 shares, or 7.01% of its stock, for ¥794,312.97 million as of December 31, 2025. This sizable reduction in shares outstanding could amplify future per-share metrics and underscores management’s commitment to returning excess capital to investors. Next, we’ll examine how the completion of this large buyback program may influence Mitsubishi’s broader investment narrative and outlook. Rare...
TSE:4755
TSE:4755Multiline Retail

Is Rakuten (TSE:4755) Quietly Reframing Its Global Telecom Strategy Through The Kazakhstan Open RAN Deal?

VEON Ltd. and Rakuten Group’s Rakuten Symphony unit recently signed a Memorandum of Understanding with Beeline Kazakhstan to explore collaboration on next-generation connectivity, Open RAN, AI-powered network intelligence, and cloud-native telecom infrastructure in Kazakhstan. This move highlights Rakuten Symphony’s push to apply its cloud-native telecom expertise in new international markets, potentially broadening Rakuten Group’s role in global network modernization and digital...
TSE:8001
TSE:8001Trade Distributors

Does Rising Long‑Term Investor Interest in Diversified Returns Reshape the Bull Case for Itochu (TSE:8001)?

Itochu Corp, the diversified Japanese trading group, has recently drawn fresh attention from global investors for its broad exposure to everyday consumer and industrial businesses and its emphasis on shareholder returns via dividends and buybacks. This renewed interest highlights Itochu’s role as a globally connected, comparatively steady conglomerate that offers portfolio diversification away from more volatile, hype-driven names. With Itochu increasingly recognized for its steady,...
TSE:8306
TSE:8306Banks

Assessing Mitsubishi UFJ Financial Group (TSE:8306) Valuation After Share Buybacks And Higher Net Interest Income Expectations

Investor attention on Mitsubishi UFJ Financial Group (TSE:8306) has picked up after the bank completed a ¥115,292.29 million share buyback, repurchasing 47,059,100 shares, or 0.41% of its outstanding equity. See our latest analysis for Mitsubishi UFJ Financial Group. The buyback sits alongside a 1-year total shareholder return of 41.39% and a very large 5-year total shareholder return, while the 90-day share price return of 11.92% suggests positive momentum has been building recently. If you...
TSE:7211
TSE:7211Auto

Could Mitsubishi Motors' (TSE:7211) US EV Push And Retail Revamp Quietly Reshape Its Investment Story?

Mitsubishi Motors North America has outlined past 2026 plans to launch three new or refreshed SUVs, including an updated Outlander Plug-in Hybrid, an all-new electric crossover, and a rugged off-road Outlander variant, alongside opening its first Gallery dealership under the Momentum 2030 business plan. By pairing an expanded electrified SUV lineup with a new Gallery retail model and a dash-cam partnership with Nextbase, Mitsubishi is signaling a push to refresh its brand experience and...