TSE:2910
TSE:2910Hospitality

Rock Field (TSE:2910) Q2 Losses Undercut Bullish Margin-Recovery Narrative

Rock Field Ltd (TSE:2910) has posted another loss making quarter for Q2 2026, with revenue of ¥12.6 billion and net income of minus ¥90 million translating to basic EPS of minus ¥3.44. The company has seen quarterly revenue hover in a tight band over recent periods, from ¥12.7 billion in Q1 2026 and ¥11.7 billion in Q4 2025 to the latest ¥12.6 billion. EPS has swung from ¥19.25 in Q3 2025 to minus ¥10.87 in Q4 2025 and minus ¥0.38 in Q1 2026, creating a mixed picture for margins as investors...
TSE:2353
TSE:2353Commercial Services

Nippon Parking Development (TSE:2353) Margin Compression Reinforces Cautious Valuation Narratives

NIPPON PARKING DEVELOPMENT Ltd (TSE:2353) opened fiscal 2026 with Q1 revenue of ¥9.2 billion and basic EPS of ¥4.34, setting the tone for how investors will judge its latest parking and urban services performance. The company has seen quarterly revenue move from ¥8.8 billion in Q1 2025 to ¥9.2 billion in Q1 2026, while EPS has held in a similar band at around ¥4.34 per share over the same stretch as markets watch how those headline figures filter through to profits. With margins in focus...
TSE:6702
TSE:6702IT

Fujitsu’s Multi‑AI Agent Supply Chain Initiative Could Be A Game Changer For Fujitsu (TSE:6702)

In late November and early December 2025, Fujitsu Limited announced a new multi‑AI agent collaboration technology for secure, cross‑company supply chain optimization, initiated plans for 2026 field trials with Rohto Pharmaceutical and the Institute of Science Tokyo, and held a board meeting to consider a tender offer and business integration agreements. This push to embed agentic AI into real‑world supply chains, with an eye to rolling it into Fujitsu’s Uvance Dynamic Supply Chain services...
TSE:8985
TSE:8985Hotel and Resort REITs

Japan Hotel REIT Investment (TSE:8985): Valuation Check After Detailed October Occupancy and Revenue Update

Japan Hotel REIT Investment (TSE:8985) just opened its books on October, sharing detailed revenue and operating metrics that give investors a fresh read on Japan’s hotel demand and the REIT’s income momentum. See our latest analysis for Japan Hotel REIT Investment. That solid October update lands against a backdrop where the latest ¥85,700 share price still reflects strong underlying confidence, with a double digit year to date share price return and robust multi year total shareholder...
TSE:9616
TSE:9616Hospitality

Kyoritsu Maintenance (TSE:9616) Valuation Check After Ongoing Sales Growth Update

Kyoritsu Maintenance (TSE:9616) just posted its October 2025 preliminary sales, showing both monthly and year to date revenue edging higher compared with last year, providing a useful check on the company’s growth trajectory. See our latest analysis for Kyoritsu Maintenance. Even with the latest monthly sales growth, the 90 day share price return of negative 15.73 percent shows momentum has cooled recently. However, the five year total shareholder return of 51.46 percent still points to a...
TSE:7733
TSE:7733Medical Equipment

Did PolyLoop Safety Fix and Stent Deal Just Shift Olympus' (TSE:7733) Medtech Investment Narrative?

In early December 2025, Olympus Corporation announced a voluntary corrective action for its Single-Use Ligating Device (“PolyLoop”) after reports that the loop could fail to release, potentially causing bleeding, mucosal injury, perforation, or requiring emergency or surgical intervention, although no deaths were reported. On the same day, Olympus, W. L. Gore & Associates, and ConMed detailed a planned handover of global distribution rights for the GORE VIABIL Biliary Endoprosthesis to...
TSE:3110
TSE:3110Building

Does Nitto Boseki (TSE:3110) Already Price In Its Glass Expansion-Led Future?

Mizuho recently downgraded Nitto Boseki Co Ltd to Neutral from Outperform, arguing that the current share price already reflects its new NE/NER glass capacity expansion. Despite the downgrade, Mizuho still highlights a positive longer-term demand backdrop for Nitto Boseki’s glass products, underscoring ongoing structural support for its core business. We’ll now examine how Mizuho’s view that expansion benefits are fully priced in shapes Nitto Boseki’s broader investment narrative and risk...
TSE:8957
TSE:8957Office REITs

Tokyu REIT (TSE:8957) Valuation Review After New ¥100 Billion Bond Shelf Registration Filing

Tokyu REIT (TSE:8957) just filed a shelf registration to issue up to ¥100 billion in investment corporation bonds, a material financing move that could reshape its capital structure and potential future options. See our latest analysis for Tokyu REIT. The bond shelf comes as Tokyu REIT’s share price has climbed to ¥200,600, with a strong year to date share price return of 26.32% and a 1 year total shareholder return of 34.21%. This suggests momentum is still broadly constructive rather than...
TSE:3498
TSE:3498Real Estate

Board Overhaul And New CEO Might Change The Case For Investing In Kasumigaseki Capital (TSE:3498)

Kasumigaseki Capital Co. Ltd. recently approved a revamped executive structure at its 14th Annual General Meeting, appointing a new President and CEO, multiple Deputy Presidents, several Senior Executive Officers, and a refreshed slate of outside directors and audit & supervisory board members. An interesting feature of this overhaul is the influx of independent directors with deep backgrounds in investment banking, real estate, and corporate governance, which could influence how the company...
TSE:8316
TSE:8316Banks

Sumitomo Mitsui (TSE:8316) EPS Surge Tests Bullish Growth Narrative Despite Margin Slippage

Sumitomo Mitsui Financial Group (TSE:8316) just posted a punchy Q2 2026 print, with revenue of ¥1.6 trillion and EPS of ¥144.69, while trailing 12 month revenue sits at about ¥3.4 trillion alongside EPS of ¥177.26 as the broader earnings picture continues to evolve. The company has seen revenue move from ¥1.54 trillion in Q2 2025 to ¥1.61 trillion in Q2 2026 and EPS shift from ¥90.39 to ¥144.69 over the same period, setting up this quarter as a clean read on how its profit engine is holding...
TSE:6762
TSE:6762Electronic

TDK (TSE:6762): Assessing Valuation After a Strong Multi‑Year Share Price Run

Recent performance and why TDK is on investors’ radar TDK (TSE:6762) has quietly outpaced the broader Japanese tech space over the past year, and that steady climb is what makes the stock worth a closer look right now. See our latest analysis for TDK. Despite a softer patch lately, with a recent pullback tempering its 90 day share price return of 19.68 percent, TDK still has a 22.11 percent one year total shareholder return. This suggests the longer term momentum remains firmly positive. If...
TSE:9024
TSE:9024Transportation

Seibu Holdings (TSE:9024): Valuation Check After Completing Its Substantial November 2025 Share Buyback

Seibu Holdings (TSE:9024) just wrapped up a sizeable share buyback in November 2025. This move tightens the share count and puts capital allocation squarely in focus for investors. See our latest analysis for Seibu Holdings. The November buyback comes after a volatile few months, with a roughly 10% 1 month share price return decline and an 8.8% 3 month share price return drop. However, momentum over the year remains strong, backed by a 50% year to date share price return and a 63% 1 year...
TSE:7272
TSE:7272Auto

Yamaha Motor (TSE:7272): Valuation Check After New Nikon Life Sciences Collaboration

Yamaha Motor (TSE:7272) just teamed up with Nikon Instruments to showcase its CELL HANDLER 2 system at Nikon’s BioImaging Lab in greater Boston, giving investors a fresh angle on the company’s life sciences ambitions. See our latest analysis for Yamaha Motor. The Nikon collaboration gives investors a fresh reason to revisit Yamaha Motor, especially with the latest share price at ¥1,138.5 and a 30 day share price return of 3.27 percent, which may help stabilize sentiment after a weaker year to...
TSE:4523
TSE:4523Pharmaceuticals

Assessing Eisai’s Valuation After Recent Gains and Alzheimer’s Treatment Milestones

If you are wondering whether Eisai is quietly turning into a value opportunity or still a value trap after a tough few years, this article will walk you through what the current share price is really baking in. Despite a painful longer term slide of about 46.9% over three years and 30.5% over five years, the stock is up 7.5% over the last month, 6.8% year to date and 8.3% over the past year, even after a recent 4.7% pullback in the last week. Recent sentiment around Eisai has been shaped by...