TSE:6645
TSE:6645Electronic

OMRON (TSE:6645): Reassessing Valuation After Recent Share Price Rebound

OMRON (TSE:6645) has had a mixed run lately, with shares slipping over the past month but still edging higher in the past 3 months. This raises a fresh valuation question. See our latest analysis for OMRON. At around ¥4,111, the recent one-week share price rebound contrasts with a weak year-to-date share price return and a significant multi-year total shareholder return decline. This suggests that momentum remains tentative, despite some pockets of optimism. If OMRON has you rethinking your...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation Check After Recent Share Price Drift and Earnings Recovery

Teijin (TSE:3401) has been drifting lower in the past week even as its share price still sits modestly above where it started the year, creating an interesting setup for valuation minded investors. See our latest analysis for Teijin. With the latest pullback, Teijin’s share price return over the past month remains positive, but its year to date share price return is still slightly negative. Over the longer term, total shareholder returns have been modest rather than momentum driven. If...
TSE:4922
TSE:4922Personal Products

KOSÉ (TSE:4922) Valuation Check After Prolonged Share Price Weakness and Mixed Growth Signals

KOSÉ (TSE:4922) has quietly slid over the past month, even as revenue and net income continue to grow year over year. This invites a closer look at whether the market is overly discounting its long term prospects. See our latest analysis for KOSÉ. Despite solid revenue and net income growth, KOSÉ’s 30 day share price return of minus 9.79 percent and steep five year total shareholder return of minus 67.89 percent suggest sentiment is still cautious rather than improving. If KOSÉ’s recent slide...
TSE:9022
TSE:9022Transportation

Did Central Japan Railway’s ¥110 Billion Buyback Plan Just Shift (TSE:9022) Investors’ Focus on Capital Returns?

Earlier in 2025, Central Japan Railway Company began executing a Board-approved share repurchase program, buying back over 3 million shares as part of an authorization covering up to 48 million shares and as much as ¥110 billion through market purchases on the Tokyo Stock Exchange. This sizable buyback initiative underlines management’s focus on returning capital to shareholders and refining the company’s capital structure over time. Next, we’ll examine how this large-scale share repurchase...
TSE:7261
TSE:7261Auto

Perrone Robotics’ Patent Suits Over Automated Driving Software Might Change The Case For Investing In Mazda Motor (TSE:7261)

Perrone Robotics and its affiliate recently filed patent infringement lawsuits in U.S. federal courts against seven major automakers, including Mazda, alleging unauthorized use of their automated vehicle and robotics technologies in advanced driving systems. The case spotlights how foundational software platforms for autonomy, once pioneered by a smaller specialist like Perrone, have become deeply embedded in mainstream vehicle safety and convenience features across the industry. We’ll now...
TSE:5301
TSE:5301Chemicals

Tokai Carbon (TSE:5301) Valuation Check After U.S. Subsidiary Reorganization and Governance Overhaul

Tokai Carbon (TSE:5301) is shaking up its U.S. footprint by folding three fine carbon subsidiaries into a single entity under its American holding company, a structural tidy up that could quietly improve efficiency and oversight. See our latest analysis for Tokai Carbon. Despite the recent U.S. restructuring push, market sentiment has been mixed. The latest pullback leaves the 1 year total shareholder return at 14.23%, while shorter term share price momentum has softened. This hints at fading...
TSE:1860
TSE:1860Construction

Toda (TSE:1860) Valuation Check After Strong 12‑Month Share Price Rally

Toda (TSE:1860) has quietly outperformed the broader Japanese construction sector over the past year, with shares up roughly 33% over 12 months and about 26% year to date, inviting a closer look. See our latest analysis for Toda. That upward move has come in bursts rather than a straight line, with a strong 30 day share price return and an impressive multi year total shareholder return. Together, these suggest momentum is still building as investors re rate Toda's prospects. If Toda's run has...
TSE:4506
TSE:4506Pharmaceuticals

Taking a Fresh Look at Sumitomo Pharma (TSE:4506)’s Valuation After Its Strong 1-Year Share Price Surge

Sumitomo Pharma (TSE:4506) has quietly turned into a momentum story, with the share price climbing roughly 36% over the past 3 months and tripling over the past year, far outpacing its earnings growth. See our latest analysis for Sumitomo Pharma. That surge sits against a powerful backdrop, with a 90 day share price return of 36.14% and a 1 year total shareholder return of 326.00%. This signals strong, still building momentum as investors reassess Sumitomo Pharma’s risk reward profile. Given...
TSE:6954
TSE:6954Machinery

Why Fanuc (TSE:6954) Is Up 18.0% After Announcing Nvidia-Powered “Physical AI” Robot Partnership

Earlier this week, robot maker Fanuc announced a partnership with U.S. chip company Nvidia to develop industrial robots powered by “physical AI,” lifting sentiment across Japan’s robotics names and helping the Nikkei 225 close at a multi-week high. The collaboration highlights how advances in AI hardware and software are increasingly converging on factory floors, potentially reshaping how investors think about automation leaders like Fanuc. Next, we will examine how Fanuc’s Nvidia-powered...