TSE:8979
TSE:8979Residential REITs

Starts Proceed Investment (TSE:8979) Margin Decline Tests Bullish Valuation Narrative After H1 2026 Results

Starts Proceed Investment (TSE:8979) has just posted its H1 2026 numbers, with revenue of ¥3.6 billion and basic EPS of ¥4,430.7, while trailing twelve month revenue came in at ¥7.3 billion alongside EPS of ¥9,337.1. Over the last year, the REIT has seen revenue hover around the ¥7.2 billion to ¥7.3 billion mark on a trailing basis, with EPS similarly tracking in a tight band just under the ¥10,000 level. This sets a steady backdrop for today’s release. With trailing net margins easing from...
TSE:8917
TSE:8917Consumer Durables

First Juken (TSE:8917) Margin Compression Reinforces Bearish Narrative Despite DCF Valuation Upside

First Juken (TSE:8917) has just closed out FY 2025 with fourth quarter revenue of ¥11.7 billion and basic EPS of ¥32.3, capping a year in which trailing 12 month revenue reached ¥42.9 billion and EPS came in at ¥103.2. Over the last few quarters the company has seen revenue move from ¥10.3 billion and EPS of ¥118.6 in Q4 FY 2024 to a range of roughly ¥9.0 billion to ¥12.3 billion per quarter in FY 2025, with EPS fluctuating between ¥13.6 and ¥32.4, leaving investors focused on how...
TSE:7683
TSE:7683Specialty Retail

WA (TSE:7683) Margin Squeeze and Net Profit Drop Challenge Bullish Growth Narrative

WA (TSE:7683) has put out its Q3 2026 scorecard, reporting revenue of ¥5.1 billion and Basic EPS of ¥1.31, alongside trailing 12 month revenue of ¥23.2 billion and EPS of ¥46.76 that reflects a 20.1% annualized earnings growth rate over the past five years but a weaker most recent year. Over recent quarters the company has seen revenue move from ¥6.6 billion in Q2 2025 to ¥6.4 billion in Q4 2025 and then ¥7.0 billion in Q2 2026 before landing at ¥5.1 billion in Q3 2026, while net income...
TSE:4917
TSE:4917Personal Products

Global Market's Trio Of Stocks Estimated Below Intrinsic Value

As global markets navigate a period of mixed performance, with U.S. indices hitting all-time highs amid interest rate cuts and European markets showing varied results, investors are increasingly focused on identifying opportunities that may be undervalued. In this context, understanding the intrinsic value of stocks becomes crucial, as it allows investors to potentially capitalize on discrepancies between market price and fundamental worth amidst evolving economic conditions.
TSE:3475
TSE:3475Real Estate

3 Global Dividend Stocks Yielding Over 3.4%

As global markets navigate a complex landscape marked by interest rate adjustments and economic uncertainties, investors are increasingly seeking stability through dividend stocks. In this environment, selecting stocks that offer consistent income potential while yielding over 3.4% can provide a buffer against market volatility and support long-term financial goals.
TSE:4088
TSE:4088Chemicals

Air Water (TSE:4088) Valuation Check as Leadership Transitions to New Sole Representative Director and CEO

Air Water (TSE:4088) just announced a leadership reshuffle, with longtime Chairman and Representative Director Kikuo Toyoda stepping down to become Senior Advisor as of December 3, 2025, while Ryosuke Matsubayashi assumes sole representative authority. See our latest analysis for Air Water. The leadership reshuffle lands after a mixed stretch for investors, with a 1 day share price return of 1.50 percent but a weaker 90 day share price return of negative 17.18 percent, even as the 3 year...
TSE:1963
TSE:1963Construction

JGC Holdings (TSE:1963) Valuation Check After LNG Canada Train 2 Milestone with Fluor

JGC Holdings (TSE:1963) just cleared a major milestone with partner Fluor, finishing Train 2 of the LNG Canada Project and effectively wrapping up phase one of Canada’s first LNG mega development. See our latest analysis for JGC Holdings. The milestone in Canada comes as momentum in JGC Holdings’ shares has been building, with a 90 day share price return of 26.19 percent and a year to date share price return of 42.05 percent, alongside a robust 1 year total shareholder return of 51.75...
TSE:9048
TSE:9048Transportation

Nagoya Railroad (TSE:9048) Valuation After Major Nagoya Station Redevelopment Delays and Project Reassessment

Nagoya Railroad (TSE:9048) has hit the brakes on its flagship Nagoya Station District Redevelopment and Meitetsu Nagoya Station Renovation projects, after a board meeting revealed delays tied to higher construction costs and contractor shortages. See our latest analysis for Nagoya Railroad. The news lands after a softer stretch for investors, with the share price at ¥1,626 and a negative 1 year total shareholder return contrasting with modest recent share price gains. This suggests sentiment...
TSE:6952
TSE:6952Consumer Durables

Casio (TSE:6952) Valuation Check After AI‑Engineered Full‑Metal G‑SHOCK GMWBZ5000 Launch

Casio Computer Ltd (TSE:6952) just leaned into its G SHOCK heritage with the new GMWBZ5000 full metal lineup, an AI engineered evolution of the classic 5000 series launched ahead of the holiday season. See our latest analysis for Casio ComputerLtd. Despite this high profile G SHOCK launch, Casio ComputerLtd’s share price return has been modest, with a roughly low single digit gain over the past quarter and year to date. Multi year total shareholder returns remain subdued, which hints that...
TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...
TSE:4523
TSE:4523Pharmaceuticals

Evaluating Eisai (TSE:4523) After New CTAD Alzheimer’s Data and Pipeline Updates

Eisai (TSE:4523) just put its Alzheimer’s program back in the spotlight at the CTAD conference, with fresh lecanemab and etalanetug data that sharpen the long term commercial picture around its neurology pipeline. See our latest analysis for Eisai. Those CTAD updates land after a choppy stretch for investors, with the 1 year total shareholder return at 10.27% but a 3 year total shareholder return still deeply negative, so near term momentum looks tentative while the long term rebuilds. If...
TSE:9101
TSE:9101Shipping

U.S. Gulf Coast Methanol Bunkering Push Could Be A Game Changer For Nippon Yusen Kabushiki Kaisha (TSE:9101)

In December 2025, American Bureau of Shipping, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR Holdings began a joint study to develop a low‑carbon methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting the first commercial-scale ship-to-ship methanol bunkering operations in the country. The collaboration positions NYK Line to apply its LNG bunkering experience to emerging methanol fuel infrastructure, aligning its shipping operations with the International Maritime...
TSE:3064
TSE:3064Trade Distributors

Does MonotaRO (TSE:3064)'s November Sales Drop Hint At Deeper Questions About Demand Resilience?

MonotaRO Co., Ltd. reported that its non-consolidated sales for November 2025 fell to ¥23,952 million from ¥28,724 million in the same month a year earlier, signaling a clear year-on-year contraction in activity. This sharp monthly sales drop may prompt investors to reassess how resilient MonotaRO’s demand base and growth ambitions are in a softer operating backdrop. Next, we will examine how this abrupt November sales slowdown could reshape MonotaRO’s investment narrative and investors’...
TSE:4631
TSE:4631Chemicals

Is DIC (TSE:4631) Still Undervalued After Its Recent Share Price Momentum?

DIC (TSE:4631) has quietly outperformed the market this year, and that steady climb has investors asking whether the specialty materials maker still offers value or if expectations are already baked into the price. See our latest analysis for DIC. At ¥3,786 per share, DIC’s steady year to date share price return of roughly low teens, supported by a three year total shareholder return above 70 percent, suggests momentum is still building as investors reassess its growth and earnings...
TSE:9984
TSE:9984Wireless Telecom

Is SoftBank (TSE:9984) Rebalancing Risk Or Doubling Down With Its Latest AI Infrastructure Moves?

In early December 2025, reports emerged that SoftBank Group Corp. was in talks to acquire DigitalBridge Group, an AI-focused digital infrastructure owner, as broader technology markets turned cautious following disappointing Oracle earnings and questions about data center returns. At the same time, Masayoshi Son used higher SoftBank valuations to cut back share pledges by about US$2.10 billion, signaling a push to reduce leverage even as the group pursues more AI-related assets. Next, we’ll...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Valuation After New SiC-Optimized High-Voltage MLCC Enters Mass Production

Murata Manufacturing (TSE:6981) just moved its next generation high voltage MLCC into mass production, a quiet but meaningful step for investors tracking the shift to SiC based power systems and EV hardware. See our latest analysis for Murata Manufacturing. The market seems to be noticing these moves, with a roughly mid teens 1 month share price return and a strong double digit year to date share price return supported by healthy multi year total shareholder returns. This signals building...
TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical Group (TSE:4188) Quietly Repositioning Itself as an AI Infrastructure Materials Leader?

In December 2025, Boston Materials announced a collaboration with Mitsubishi Chemical Group, including an investment from Diamond Edge Ventures, to co-develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center semiconductors. The partnership not only advances a new class of liquid metal and carbon fiber thermal materials, but also sees Mitsubishi Chemical Group building semiconductor packaging integration and application...