TSE:6371
TSE:6371Machinery

Tsubakimoto Chain (TSE:6371): Valuation Check After New AI Logistics Alliance with Kioxia and EAGLYS

Tsubakimoto Chain (TSE:6371) is back in the spotlight after teaming up with Kioxia and EAGLYS on an AI powered image recognition system for logistics, a move that could quietly reshape its growth story. See our latest analysis for Tsubakimoto Chain. That AI collaboration lands on top of a completed share buyback program, and investors seem to be warming to the story, with a roughly 17% year to date share price return and an impressive multi year total shareholder return suggesting momentum is...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group (TSE:9984) Valuation Check After Strong One-Year Shareholder Returns

SoftBank Group (TSE:9984) has quietly become one of the more polarizing names in Japan, with the stock swinging sharply this year as investors weigh its investment bets against uneven profit trends. See our latest analysis for SoftBank Group. The latest 5.41% one day and 14.03% seven day share price returns show momentum snapping back after a 15.26% one month pullback. At the same time, a 112.82% one year total shareholder return underlines how strongly sentiment has turned in SoftBank...
TSE:8411
TSE:8411Banks

Mizuho’s Share Buyback Review Could Be A Game Changer For Mizuho Financial Group (TSE:8411)

On 14 November 2025, Mizuho Financial Group’s board met to consider a repurchase of common stock, signaling a renewed focus on capital management and shareholder returns. This move puts fresh attention on how Mizuho balances cash deployment between buybacks, investments, and rising cost pressures across its global banking and securities operations. We’ll now explore how the planned share repurchase discussion could reshape Mizuho’s investment narrative around capital allocation and earnings...
TSE:4661
TSE:4661Hospitality

Oriental Land (TSE:4661) Valuation After Board Weighs Treasury Stock Disposal via Third-Party Allotment

Board meeting puts treasury stock plans in focus Oriental Land (TSE:4661) has called a November 25 board meeting to consider disposing of treasury stock through a third party allotment, a move that could reshape its capital structure and dilute existing shareholders. See our latest analysis for Oriental Land. The treasury stock move comes after a tough stretch for investors, with a roughly 20 percent 3 month share price return and a 3 year total shareholder return near minus 25 percent,...
TSE:5741
TSE:5741Metals and Mining

UACJ (TSE:5741) Valuation After Furukawa Electric’s Major Share Sale and Shareholder Base Shift

UACJ (TSE:5741) is back in focus after major shareholder Furukawa Electric offloaded a large 13 million share block, reshaping the shareholder mix and prompting investors to reassess control and influence around the company. See our latest analysis for UACJ. Even with the recent 1 week share price pullback and Furukawa Electric’s selldown, UACJ still shows firm momentum, with a roughly 44% year to date share price return and a 1 year total shareholder return of about 46%. If this shift in...
TSE:4502
TSE:4502Pharmaceuticals

Does Takeda Still Offer Value After Pipeline Progress and a 43% Five Year Gain?

If you are wondering whether Takeda Pharmaceutical is still a solid buy at today’s price, or if the easy gains are behind it, you are in the right place to unpack what the market is really paying for this business. The stock is up 12.0% over the last year and 43.0% over five years, even after a recent 2.0% dip over the past week and a 6.1% rise in the last month. This suggests sentiment is quietly shifting rather than exploding. Recent headlines have focused on Takeda’s late stage pipeline...
TSE:1928
TSE:1928Consumer Durables

Sekisui House (TSE:1928) Margin Compression Challenges Bullish Growth Narrative Heading Into Earnings Season

Sekisui House (TSE:1928) has laid out another quarter of solid scale in its Q3 2026 update, with recent quarterly revenue running between about ¥0.9 trillion and ¥1.2 trillion and EPS ranging from roughly ¥51 to ¥112 over the last five reported quarters, while trailing twelve month revenue sits around ¥4.2 trillion and EPS just above ¥300. The company has seen revenue move from about ¥3.5 trillion to ¥4.2 trillion on a trailing basis, with EPS easing back from roughly ¥359 to ¥303 over the...
TSE:9434
TSE:9434Wireless Telecom

Is It Too Late To Consider SoftBank After Its 108.4% Five Year Surge

Wondering if SoftBank is still worth buying after its big run over the last few years, or if you might be late to the party? This breakdown will walk through whether the current price really reflects its underlying value. SoftBank’s share price has cooled slightly in the last week, down about 3.3%, but it is still up 10.0% year to date and an impressive 108.4% over the past 5 years. That naturally raises the question of whether the upside from here is already priced in. Those moves sit...
TSE:8316
TSE:8316Banks

3 Global Stocks Estimated To Be Trading At Discounts Of 34.7% To 47.8%

As global markets navigate a landscape marked by dovish Federal Reserve comments, subdued inflation in the eurozone, and resilient economic indicators in Japan, investors are increasingly focused on identifying opportunities amid these shifting conditions. In this context, undervalued stocks can offer potential value by trading at prices below their estimated worth, making them attractive options for those looking to capitalize on market inefficiencies.
TSE:5844
TSE:5844Banks

Kyoto Financial Group (TSE:5844) Valuation Check After Unused Share Buyback Authorization

Kyoto Financial GroupInc (TSE:5844) just confirmed that, despite board approval for a sizeable share buyback program, it did not repurchase any stock during the late November window on the Tokyo market. See our latest analysis for Kyoto Financial GroupInc. The decision not to execute the buyback comes as Kyoto Financial GroupInc’s share price has climbed to ¥3,427, supported by a robust year to date share price return and a powerful multi year total shareholder return that suggest momentum is...
TSE:5901
TSE:5901Packaging

Assessing Toyo Seikan Group Holdings (TSE:5901) Valuation After Its Health-Focused Investment in TOY MEDICAL

Toyo Seikan Group Holdings (TSE:5901) has kicked off a new chapter by investing in TOY MEDICAL, tying its packaging expertise to patented salt offset technology that targets healthier, lower salt diets without sacrificing taste. See our latest analysis for Toyo Seikan Group Holdings. The fresh TOY MEDICAL tie up comes as Toyo Seikan’s 1 month share price return of 12.81 percent builds on strong year to date momentum of 60.87 percent, supported by a striking 5 year total shareholder return of...
TSE:9005
TSE:9005Transportation

Tokyu (TSE:9005) Dividend Hike Prompts Fresh Look at Valuation and Long‑Term Upside Potential

Tokyu (TSE:9005) just lifted its interim dividend to JPY 14 per share from JPY 11 a year ago, a clear signal that management feels comfortable with cash flows and medium term earnings. See our latest analysis for Tokyu. The higher interim payout comes after a board meeting on a planned transfer of a specified subsidiary. The stock has delivered a 6.28 percent year to date share price return alongside a robust 5 year total shareholder return of 47.87 percent, suggesting steady but not...
TSE:2502
TSE:2502Beverage

Should Asahi’s Cyberattack‑Driven FY2025 Earnings Delay Require Action From Asahi Group Holdings (TSE:2502) Investors?

In late November 2025, Asahi Group Holdings announced it was postponing the release of its FY2025 financial results after an October cyberattack disrupted its systems and delayed year‑end closing procedures and audits. This delay highlights how operational resilience and cybersecurity preparedness can become central issues for investors assessing a consumer staples group’s risk profile and disclosure reliability. We’ll now explore how the cyberattack‑driven postponement of Asahi’s earnings...
TSE:5108
TSE:5108Auto Components

Is Bridgestone’s New ENLITEN Potenza Track Tire Quietly Repositioning Its Premium Mix (TSE:5108)?

In December 2025, Bridgestone expanded its Potenza ultra-high performance tire range with the Potenza RE-71RZ, an extreme summer tire for grassroots racing that features ENLITEN technology, new performance compounds, a redesigned tread pattern and structural enhancements aimed at faster lap times, sharper handling and improved wear. By pairing motorsports-derived engineering with a focus on sustainability and premium niche positioning, the RE-71RZ strengthens Bridgestone’s push into...
TSE:7270
TSE:7270Auto

Does Subaru’s Ongoing ¥50 Billion Buyback Clarify Its Capital Strategy For Investors (TSE:7270)?

Subaru Corporation recently reported progress on its August 2025 share repurchase program, having bought back over 12.5 million shares for approximately ¥39.16 billion through November 30, 2025. This ongoing buyback, which could reach up to 20.84 million shares or ¥50.00 billion by late December, signals a clear focus on capital returns to shareholders. Next, we will examine how Subaru’s active share repurchase program shapes its investment narrative and what it may mean for investors. The...
TSE:7846
TSE:7846Commercial Services

What Pilot (TSE:7846)'s ¥6 Billion Share Buyback Completion Means For Shareholders

Pilot has completed its share repurchase program announced on May 9, 2025, buying back 1,354,600 shares, or 3.55% of its stock, for ¥5,999.74 million by November 28, 2025. This buyback’s completion reduces the company’s free-float share count, a capital allocation choice that can meaningfully influence how investors view Pilot. We’ll now examine how the completion of Pilot’s ¥5,999.74 million share repurchase program shapes the company’s broader investment narrative. The best AI stocks today...
TSE:9449
TSE:9449IT

GMO Internet Group (TSE:9449) Valuation After New 4.14% Share Buyback Plan

GMO internet group (TSE:9449) just rolled out a fresh share buyback, planning to retire up to 4.14% of its outstanding stock, which can be read as a clear signal about how management views the current valuation. See our latest analysis for GMO internet group. The buyback lands on top of a strong run, with a year to date share price return of nearly 49% and a 46% one year total shareholder return. This suggests positive momentum that appears more than a short term pop despite some recent...
TSE:3407
TSE:3407Chemicals

Assessing Asahi Kasei (TSE:3407) Valuation After New Sustainable Textiles Collaboration

Asahi Kasei (TSE:3407) just expanded its sustainability credentials by teaming up its ROICA stretch fiber with NILIT’s SENSIL ByNature to create biomass balanced, lower impact fabrics for high performance apparel. See our latest analysis for Asahi Kasei. Investors seem to be warming to this sustainability push, with a 9.7 percent 1 month share price return supporting an already solid 22.4 percent year to date share price gain and a 25.5 percent 1 year total shareholder return. This suggests...
TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849): Valuation Check as New FDA-Cleared EEG Devices Debut at AES 2025

Nihon Kohden (TSE:6849) is stepping into the American Epilepsy Society 2025 meeting with fresh, FDA cleared EEG gear that tightens its neurological care story and gives investors a clearer view of future demand. See our latest analysis for Nihon Kohden. Despite this uptick in clinical visibility, the stock has had a choppy run, with a weak year to date share price return but a positive three year total shareholder return suggesting the longer term story is still intact. If Nihon Kohden's move...
TSE:7003
TSE:7003Machinery

Mitsui E&S (TSE:7003): Valuation Check After S&P Japan 500 Inclusion and a Powerful Share Price Run

MITSUI E&S (TSE:7003) just earned a spot in the S&P Japan 500, a shift that can pull the stock onto more institutional radars and naturally raise questions about what is already priced in. See our latest analysis for MITSUI E&S. That index inclusion comes after a powerful run, with the share price delivering a roughly 51 percent 3 month share price return and a striking 1 year total shareholder return above 330 percent, suggesting momentum is still building rather than fading. If MITSUI E&S...
TSE:6963
TSE:6963Semiconductor

Reassessing ROHM (TSE:6963) Valuation After a Strong Year-To-Date Rally and Recent Pullback

ROHM (TSE:6963) has quietly pulled back over the past month, even as its year to date and 1 year returns remain strong. That gap between recent weakness and longer term strength deserves a closer look. See our latest analysis for ROHM. Over the past year, ROHM’s momentum has shifted gears, with a strong year to date share price return giving way to a 1 month share price pullback. The 1 year total shareholder return still looks impressive versus its flat 5 year record, hinting that...