TSE:3861
TSE:3861Forestry

Oji Holdings (TSE:3861): Revisiting Valuation After Earnings Forecast Cut on Overseas Weakness

Oji Holdings (TSE:3861) caught investors’ attention after lowering its earnings forecast for the second quarter, mainly due to weaker profits in its overseas businesses. Domestic operations stayed steady. The full-year outlook is now under review. See our latest analysis for Oji Holdings. Oji Holdings’ share price has held up well despite the revised outlook, closing at ¥782.5 and posting a solid year-to-date share price return of 29.1%. Total shareholder returns tell an even stronger story,...
TSE:9412
TSE:9412Media

A Fresh Look at SKY Perfect JSAT (TSE:9412) Valuation Following SpaceX Satellite Partnership

SKY Perfect JSAT Holdings (TSE:9412) is moving forward with a collaborative initiative to launch three satellites in partnership with SpaceX. This step supports the company’s strategy to enhance its satellite communications capabilities and appears to be attracting fresh attention from investors. See our latest analysis for SKY Perfect JSAT Holdings. Investor excitement following the SpaceX collaboration is evident, with SKY Perfect JSAT Holdings posting a stunning 9% share price gain in a...
TSE:6981
TSE:6981Electronic

Is Murata Manufacturing's (TSE:6981) Major Buyback a Sign of Strategic Capital Shifting?

Murata Manufacturing recently completed a share buyback of 42,158,500 shares for ¥99.99 billion and released new consolidated earnings guidance for the fiscal year ending March 31, 2026. This combination of a substantial capital return and updated profit outlook highlights the company's approach to shareholder value and financial planning. We’ll look at how Murata’s major buyback may influence the company’s investment narrative and future capital allocation focus. Trump has pledged to...
TSE:3350
TSE:3350Hospitality

Metaplanet (TSE:3350) Is Down 12.9% After Announcing Bitcoin-Backed Share Buyback—Has The Bull Case Changed?

On October 28, 2025, Metaplanet Inc. announced a significant share repurchase program, authorizing the buyback of up to 150,000,000 shares (13.13% of its outstanding shares) for ¥75,000 million, set to expire by October 28, 2026. The buyback is structured to leverage Bitcoin-backed financing as bridge capital for corporate initiatives and an upcoming preferred stock issuance. With the company using Bitcoin assets to facilitate the buyback, we’ll explore how this financial approach influences...
TSE:4568
TSE:4568Pharmaceuticals

Daiichi Sankyo (TSE:4568): Valuation Update After Enhertu’s Health Canada Approval Expands Market Potential

Daiichi Sankyo (TSE:4568) shares drew attention after the company, together with AstraZeneca Canada, secured Health Canada's approval for Enhertu as a treatment for specific advanced breast cancer types. This approval followed strong phase III trial results. See our latest analysis for Daiichi Sankyo Company. This pivotal news comes after a difficult stretch for Daiichi Sankyo’s stock, which has seen its share price drop over 20% year-to-date and a one-year total shareholder return of -28.5%...