TSE:4205
TSE:4205Chemicals

A Look At Zeon (TSE:4205) Valuation As The Board Weighs Treasury Share Cancellation

Board meeting focus and why it matters for Zeon shareholders Zeon (TSE:4205) has called a board meeting for December 23, 2025, to consider cancelling treasury shares under Article 178 of the Companies Act, a corporate move that directly relates to shareholder value. See our latest analysis for Zeon. Zeon’s ¥1,843.5 share price comes after a 1-day share price return of 1.54%, building on a 30-day share price return of 7.21% and a 1-year total shareholder return of 30.14%. This indicates that...
TSE:6758
TSE:6758Consumer Durables

Analyst Critique Of PlayStation Strategy Might Change The Case For Investing In Sony Group (TSE:6758)

In early January 2026, Wedbush Securities managing director Michael Pachter argued that Sony Group’s PlayStation 5 business is struggling, citing persistent high console prices and questioning the value of recent moves such as the Bungie acquisition. By casting consoles as a future niche product and criticizing Sony’s gaming deal-making, Pachter has drawn fresh attention to the resilience and direction of one of Sony’s most important entertainment engines. We’ll now examine how concerns over...
TSE:2753
TSE:2753Hospitality

Amiyaki Tei (TSE:2753) Margin Compression Challenges Bullish Valuation Narratives In Q3 2026

Amiyaki Tei (TSE:2753) has posted Q3 2026 revenue of ¥9.5b and basic EPS of ¥13.97, with trailing twelve month figures at ¥36.8b of revenue and EPS of ¥66.93, setting a clear benchmark for how the business is currently earning its keep. The company has seen quarterly revenue move from ¥8.6b in Q2 2025 to ¥9.5b in Q3 2026, while basic EPS has ranged from ¥19.13 to ¥13.97 over the same period, giving investors a concrete view of how sales and per share earnings have tracked into the latest...
TSE:3186
TSE:3186Specialty Retail

NEXTAGE (TSE:3186) Earnings Jump 60% Year On Year Reinforces Bullish Growth Narratives

Fresh off its FY 2025 results, NEXTAGE (TSE:3186) reported fourth quarter revenue of ¥175.4b and basic EPS of ¥62.61, giving investors a clear read on both top line scale and per share earnings power. The company has seen quarterly revenue range from ¥144.9b in Q1 FY 2025 to ¥175.4b in Q4, while basic EPS moved from ¥13.98 to ¥62.61 over the same period. Trailing twelve month EPS at ¥161.65 on revenue of ¥652.1b provides a fuller view of earnings capacity. With net profit margin at 2%, up...
TSE:4097
TSE:4097Chemicals

Global Dividend Stocks To Consider In January 2026

As global markets navigate the new year, investors have witnessed a mixed start with U.S. stocks experiencing slight declines despite strong annual gains in 2025, while European and Asian indices show signs of resilience amid economic improvements and policy adjustments. In this context, dividend stocks remain an attractive option for those seeking steady income streams, particularly as lower mortgage rates and wage growth in the U.S., along with strategic economic policies worldwide, create...
TSE:3549
TSE:3549Consumer Retailing

Kusuri No Aoki Holdings (TSE:3549) Valuation After December Sales Momentum And New Shareholder Returns

Kusuri No Aoki Holdings (TSE:3549) has drawn fresh attention after reporting preliminary December 2025 sales, with all stores at 110.6% and existing stores at 100.9%, alongside several new shareholder return measures. See our latest analysis for Kusuri No Aoki Holdings. Those December sales figures and fresh shareholder returns arrive after a strong run, with a 15.36% 1 month share price return and 23.16% 3 month share price return. The 1 year total shareholder return of 45.50% suggests...
TSE:8591
TSE:8591Diversified Financial

Will ORIX's (TSE:8591) New USA–Europe Unit Under Suzuki Reshape Its Global Asset Management Narrative?

In early January 2026, ORIX Corporation USA announced that President and CEO Terry Suzuki had already taken on the additional role of Senior Managing Executive Officer of ORIX Corporation, leading the newly formed USA & Europe Business Unit within a global structure built around three regional and infrastructure-focused units. This reorganization gives Suzuki a central role in aligning ORIX’s U.S. and European asset management operations, including Robeco and ORIX U.K., to seek...
TSE:1860
TSE:1860Construction

Assessing Toda (TSE:1860) Valuation After Strong Recent Share Price Momentum

Toda (TSE:1860) has drawn attention after recent share price gains over the month and past 3 months, prompting investors to look more closely at its construction focused business and current fundamentals. See our latest analysis for Toda. That recent 7.98% 1 month share price return and 25.67% 3 month share price return comes on top of a 41.03% 1 year total shareholder return. Together, these may point to momentum that investors may see as reflecting changing expectations for Toda’s...
TSE:3105
TSE:3105Industrials

What Nisshinbo Holdings (TSE:3105)'s Micro Devices Restructuring And Early Retirement Plan Means For Shareholders

Nisshinbo Holdings Inc. held a board meeting on December 24, 2025, to approve an early retirement incentive program linked to restructuring its Micro Devices business. This move highlights a significant reshaping of the Micro Devices segment’s workforce and cost base, with potential implications for efficiency and long-term competitiveness. Next, we will examine how this early retirement incentive program within the Micro Devices business shapes Nisshinbo Holdings’ broader investment...
TSE:6103
TSE:6103Machinery

Okuma (TSE:6103) Valuation Check After Recent Share Price Move

Event driven snapshot of Okuma shares Okuma (TSE:6103) has come onto investors’ radar after a recent price move, with the shares last closing at ¥3,640. That has prompted closer attention to its fundamentals and recent return profile. See our latest analysis for Okuma. That latest move comes after a mixed few months for Okuma, with a 90 day share price return of 4.45% and a 1 year total shareholder return of 10.44%, while the 3 year total shareholder return of 70.30% points to momentum that...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434) Valuation Check After Strong Multi Year Total Shareholder Returns

SoftBank (TSE:9434) has recently drawn attention as investors reassess its telecom focused business against current returns, with the share price at ¥216.2 and total return figures available across multiple timeframes. See our latest analysis for SoftBank. At a share price of ¥216.2, SoftBank’s recent moves in telecom and digital services come against a relatively quiet share price trend over shorter periods. At the same time, a 1 year total shareholder return of 14.57% and 3 and 5 year total...
TSE:9401
TSE:9401Media

A Look At TBS Holdings (TSE:9401) Valuation After Governance Shock And Executive Resignation

TBS HoldingsInc (TSE:9401) is under governance scrutiny after Managing Director Shigetoshi Ida resigned on December 25, 2025, following internal findings of fraudulent entertainment expense reimbursements and the company’s acknowledgement of a breach of stakeholder trust. See our latest analysis for TBS HoldingsInc. At a share price of ¥5,823, TBS HoldingsInc has seen a 5.32% 1 month share price return and an 8.68% 3 month share price return. Its 1 year total shareholder return of 51.23% and...
TSE:2264
TSE:2264Food

A Look At Morinaga Milk Industry (TSE:2264) Valuation After Completing Its Latest Share Buyback

Morinaga Milk Industry (TSE:2264) has completed its latest share buyback tranche, repurchasing 2,463,700 shares, or 2.98% of outstanding stock, for ¥8,282.97 million under the program announced in May 2025. See our latest analysis for Morinaga Milk Industry. The buyback update comes after a solid run in the shares, with a 90-day share price return of 10.95% and a 1-year total shareholder return of 33.75%. The latest ¥3,758 close also reflects momentum supported by recent capital returns. If...
TSE:4568
TSE:4568Pharmaceuticals

Is China’s ENHERTU Approval in HR-positive HER2-low Breast Cancer Altering The Investment Case For Daiichi Sankyo Company (TSE:4568)?

In late 2025, Daiichi Sankyo and AstraZeneca reported that ENHERTU® (trastuzumab deruxtecan) had been approved in China for treating specific forms of unresectable or metastatic hormone receptor-positive, HER2 low or ultralow breast cancer after progression on endocrine therapy, based on positive DESTINY-Breast06 phase 3 results. This approval opens access to an important new therapy option in one of the world’s largest breast cancer markets, underlining the growing role of antibody-drug...