TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002): Assessing Valuation After a Powerful Multi‑Year Share Price Run

Recent performance puts Marubeni in focus Marubeni (TSE:8002) has quietly delivered a strong run lately, with the stock up about 15% over the past month and roughly doubling over the past year, inviting a closer look at what is driving sentiment. See our latest analysis for Marubeni. That recent 15.5% 1 month share price return sits on top of an 83.1% year to date share price gain and a 100.8% 1 year total shareholder return, suggesting momentum is still firmly on Marubeni’s side as investors...
TSE:8473
TSE:8473Capital Markets

Evaluating SBI Holdings (TSE:8473) After SBI Shinsei Bank Listing and Extraordinary Gain

SBI Holdings (TSE:8473) has just crystallized value from its banking portfolio by listing subsidiary SBI Shinsei Bank on the Tokyo Stock Exchange Prime Market while cashing in part of its stake for an extraordinary gain. See our latest analysis for SBI Holdings. Those portfolio moves come on top of SBI’s new stake in Indonesia’s Amar Bank and fresh stock option plans for employees, and the market has taken notice, with a roughly 65 percent year to date share price return and a striking multi...
TSE:9364
TSE:9364Infrastructure

Kamigumi (TSE:9364) Valuation Check as Board Weighs Change in Representative Director President

Kamigumi (TSE:9364) has called a December 12 board meeting to consider changing its Representative Director, President. This leadership move could subtly reshape strategy and how investors think about this long established logistics group. See our latest analysis for Kamigumi. The leadership review comes after a strong run, with Kamigumi’s share price delivering a robust year to date return of about 46.7 percent and a three year total shareholder return of roughly 108 percent. This suggests...
TSE:6645
TSE:6645Electronic

Is OMRON’s Recent Share Rebound Justified by Its Current Valuation Metrics?

If you are wondering whether OMRON is quietly turning into a value opportunity or remains a value trap, you are not alone. That is exactly what we are going to unpack here. Despite a tough backdrop with the share price down 24.4% year to date and 22.1% over the last 12 months, the stock has seen a 5.0% bounce over the past 30 days after a 5.0% pullback in just the last week. Recent market chatter has centered on OMRON's positioning in factory automation and healthcare equipment, as investors...
TSE:5201
TSE:5201Building

Does Leadership Turnover And Governance Shift Change The Bull Case For AGC (TSE:5201)?

On December 9, 2025, AGC Inc. announced wide‑ranging governance moves, including the upcoming resignation of CFO Shinji Miyaji and multiple board and audit & supervisory board departures effective March 27, 2026, alongside a planned shift to a Company with Audit and Supervisory Committee structure, subject to shareholder approval in March 2026. This combination of leadership turnover and a board structure change signals a meaningful reset of how AGC will oversee risk, capital allocation and...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503) Valuation After New AI Drunk-Driving Detection Tech Gains Investor Attention

Mitsubishi Electric (TSE:6503) just unveiled AI powered in vehicle tech designed to spot driver intoxication from pulse and driving behavior, a move that puts its automotive safety ambitions firmly in the spotlight. See our latest analysis for Mitsubishi Electric. The announcement caps a busy run of AI and sustainability updates, and the market seems to like the direction, with a roughly 71 percent year to date share price return and a near 80 percent one year total shareholder return...
TSE:3549
TSE:3549Consumer Retailing

Assessing Kusuri No Aoki Holdings (TSE:3549)’s Valuation After Strong November 2025 Sales Growth

Kusuri No Aoki Holdings (TSE:3549) just posted its preliminary November 2025 sales, with all stores up roughly 114% and existing stores around 105% year on year, which may indicate a healthy growth trajectory. See our latest analysis for Kusuri No Aoki Holdings. The latest sales beat lands after a choppy spell, with a 1 month share price return of minus 5.9% and a year to date share price return of 18.3%. The 3 year total shareholder return of 33.2% points to still solid long run compounding...
TSE:7974
TSE:7974Entertainment

Nintendo (TSE:7974) Valuation Check as Switch 2 Sales Climb and Memory Costs Pressure Margins

Nintendo (TSE:7974) is in the spotlight after higher memory chip costs pressured margins just as its Switch 2 console takes off, a timing twist that is reshaping how investors think about its next hardware cycle. See our latest analysis for Nintendo. The recent drop, including a 1 month share price return of negative 18.27 percent, likely reflects investors recalibrating near term margin expectations, even as Nintendo’s 3 year total shareholder return of 103.06 percent suggests the longer...