TSE:4540
TSE:4540Pharmaceuticals

Will Tsumura’s R&D Priorities Reshape Its Long‑Term Role In Traditional Medicine (TSE:4540)?

Tsumura recently held an R&D briefing session, updating stakeholders on the progress and direction of its research and development pipeline. The event sharpened attention on how Tsumura’s R&D priorities could influence its long-term positioning in the traditional medicine and healthcare space. We will now examine how heightened investor focus on Tsumura’s R&D pipeline shapes the company’s investment narrative going forward. AI is about to change healthcare. These 29 stocks are working on...
TSE:8987
TSE:8987Office REITs

Japan Excellent (TSE:8987): Reassessing Valuation After Senshin Building Sale and Debt Reduction Moves

Japan Excellent (TSE:8987) is reshaping its portfolio by selling the underperforming Senshin Building and using the proceeds, along with cash on hand, to pay down short term debt and strengthen its balance sheet. See our latest analysis for Japan Excellent. Those balance sheet moves seem to be resonating, with a solid year to date share price return of around 27 percent and a one year total shareholder return near 36 percent, which suggests momentum is building as investors reassess the...
TSE:8968
TSE:8968Retail REITs

Fukuoka REIT (TSE:8968) Valuation After New Dividend Declaration and Green Loan Refinancing

Fukuoka REIT (TSE:8968) just paired a fresh semi annual dividend announcement with a new long term green loan refinancing, a mix that reshapes both its income profile and balance sheet quality. See our latest analysis for Fukuoka REIT. Those moves land against a strong backdrop, with the share price up roughly 27 percent year to date and a 1 year total shareholder return near 38 percent. This suggests momentum is still firmly on Fukuoka REIT's side. If this mix of income and sustainability...
TSE:3064
TSE:3064Trade Distributors

How Investors May Respond To MonotaRO (TSE:3064) November 2025 Sales Slump And Demand Slowdown

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. This sharp year-on-year drop in monthly sales highlights a meaningful slowdown in customer demand or order volumes during the period. We’ll now examine how this pronounced November sales decline shapes MonotaRO’s investment narrative and what it could mean for investors. Rare earth metals are an input to most high-tech devices, military...
TSE:5108
TSE:5108Auto Components

Bridgestone (TSE:5108): Reassessing Valuation After a Strong Run and Recent Pullback

Bridgestone (TSE:5108) has had a strong run this year, and with the stock still trading below some valuation estimates, investors are asking whether the recent pullback offers a fresh entry point. See our latest analysis for Bridgestone. After a strong year of gains, including a solid double digit year to date share price return, the recent dip around ¥7,170 looks more like a pause than a trend reversal, especially given Bridgestone's robust multi year total shareholder returns. If...
TSE:4755
TSE:4755Multiline Retail

Is Rakuten (TSE:4755) Turning Open RAN Ambitions Into a Durable Global Telecom Software Edge?

Earlier in 2025, VEON’s Beeline Kazakhstan and Rakuten Group’s subsidiary Rakuten Symphony signed a Memorandum of Understanding to explore collaboration on next‑generation connectivity, Open RAN-based networks, AI-powered network intelligence, and cloud-native infrastructure in Kazakhstan. This agreement extends Rakuten Symphony’s international telecom technology footprint, building on its work with VEON’s Kyivstar Group and underscoring growing demand for its software-driven network...
TSE:8174
TSE:8174Gas Utilities

Nippon Gas (TSE:8174): Evaluating the Valuation After Its Latest Governance and Executive Reshuffle

Nippon Gas (TSE:8174) just shuffled its executive deck, elevating Keiichi Ozaku to lead Corporate Headquarters and broadening Madoka Yamagishi’s remit across planning, investor relations, and finance, which sharpens the company’s governance focus. See our latest analysis for Nippon Gas. The governance reshuffle comes after a strong run, with the share price up roughly 38 percent year to date and a 1 year total shareholder return of about 43 percent, suggesting momentum is still building...
TSE:7157
TSE:7157Insurance

Lifenet Insurance (TSE:7157): Valuation Check After Solid Growth in Monthly Premiums

Premium growth gives investors fresh data point Lifenet Insurance (TSE:7157) just posted its November 2025 premium figures, showing steady year on year growth in both individual and group credit life policies, giving investors another data point on operating momentum. See our latest analysis for Lifenet Insurance. The latest premium update lands after a choppy few months, with a 5.02 percent 7 day share price return and a 10.52 percent year to date share price gain contrasting with a modest...
TSE:6965
TSE:6965Electronic

The Bull Case For Hamamatsu Photonics (TSE:6965) Could Change Following Potential New Share Issuance Decision

On December 19, 2025, Hamamatsu Photonics K.K. held a board meeting with a key agenda item to consider issuing new shares. This potential share issuance is important because it can reshape expectations around capital raising plans, future projects, and balance sheet strength. With this possible new share issuance on the table, we will now examine how it reshapes Hamamatsu Photonics' broader investment narrative. Uncover the next big thing with financially sound penny stocks that balance risk...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735): Revisiting Valuation After a Strong Multi‑Year Share Price Run

SCREEN Holdings (TSE:7735) has quietly extended its multiyear run, with shares up roughly 48% over the past year and more than tripling over five years, outpacing many semiconductor peers. See our latest analysis for SCREEN Holdings. That momentum has not really cooled, with a 1 month share price return of 9.3 percent and a year to date share price gain of just over 41 percent. The 5 year total shareholder return of about 305 percent underlines how sustained the rerating has been as investors...
TSE:6754
TSE:6754Electronic

Assessing Anritsu (TSE:6754)’s Valuation After Its Strong Multi‑Month Share Price Rally

Anritsu (TSE:6754) has quietly delivered a strong run lately, with the share price climbing about 4% over the past month and roughly 15% in the past 3 months. That kind of steady momentum naturally raises the question of whether the market is simply catching up to fundamentals or starting to look ahead to the next wave of 5G and 6G driven demand. See our latest analysis for Anritsu. Zooming out, that recent strength sits on top of a much bigger move. The year to date share price return is...
TSE:5801
TSE:5801Electrical

Is Furukawa Electric's (TSE:5801) China Exit Sharpening Its Core Cable Strategy or Shrinking It?

In December 2025, Furukawa Electric Co., Ltd. held a board meeting to approve transferring all equity interest in its wholly owned subsidiary, Shenyang Furukawa Cable Co., Ltd. This move marks a significant reshaping of Furukawa Electric’s business portfolio, potentially clarifying its core focus within the broader cable and materials industry. Against this backdrop, we will examine how the planned divestiture of Shenyang Furukawa Cable influences Furukawa Electric’s broader investment...
TSE:3350
TSE:3350Hospitality

Is Metaplanet’s Surging Share Price Still Supported by Its Fundamentals in 2025?

If you are wondering whether Metaplanet is still a smart buy after its massive run up, or if you are arriving too late to the party, this breakdown will help you assess whether the current price makes sense. The stock has been on a tear, climbing 15.8% over the last week, 29.1% over the past month, 29.0% year to date, and 43.2% over the past year. It has also recorded an 880.9% gain over three years and 723.2% over five years. These moves have not come out of nowhere. Metaplanet has...
TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical’s AI Data Center Materials Push Altering The Investment Case For Mitsubishi Chemical Group (TSE:4188)?

In December 2025, Boston Materials and Mitsubishi Chemical Group announced a collaboration and investment to develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center applications, supported by Mitsubishi Chemical’s advanced electronic materials supply chain. The partnership, including new semiconductor packaging labs in Asia, reinforces Mitsubishi Chemical Group’s push to become a key advanced material supplier to the...
TSE:8227
TSE:8227Specialty Retail

Shimamura (TSE:8227) Q3 EPS Growth Slows, Reinforcing “Steady Compounder” Narrative Over High Growth

SHIMAMURA (TSE:8227) has posted its Q3 2026 numbers, with revenue at ¥182.3 billion and EPS of ¥166.59, while trailing 12 month revenue sits at ¥694.4 billion and EPS at ¥590.20, giving investors a clear snapshot of the retailer’s recent run rate. The company has seen revenue move from ¥654.6 billion to ¥694.4 billion on a trailing 12 month basis, with EPS tracking from ¥553.12 to ¥590.20 over the same window, which helps frame how markets may interpret these steady margins and profit...
TSE:3333
TSE:3333Specialty Retail

Asahi (TSE:3333) Margin Compression in Q3 2026 Reinforces Bearish Profitability Narratives

Asahi (TSE:3333) has posted its Q3 2026 numbers with revenue of ¥18.2 billion and EPS of ¥11.40, alongside net income of ¥297 million, setting the stage for investors to weigh the latest quarter against a shifting profitability backdrop. The company has seen quarterly revenue move from ¥18.1 billion in Q3 2025 to ¥18.2 billion in Q3 2026, while EPS has moved from ¥19.57 to ¥11.40 over the same period, and trailing twelve month EPS has eased from ¥136.48 to ¥103.96 as net margins compressed...
TSE:4519
TSE:4519Pharmaceuticals

Global Market's Trio Of Stocks Estimated Below Fair Value

In a global market characterized by mixed signals and shifting economic conditions, investors are navigating an environment where U.S. stock indexes have shown varied performances amid concerns over valuations in the AI sector, while European markets have been buoyed by signs of steady growth and favorable monetary policy. In this context, identifying stocks that may be undervalued can offer potential opportunities for investors seeking to capitalize on discrepancies between current prices...
TSE:4631
TSE:4631Chemicals

Assessing DIC (TSE:4631)’s Valuation After Its Recent Steady Share Price Climb

DIC (TSE:4631) has quietly extended its steady climb, with the share price edging higher over the past month and the past 3 months as investors revisit this long cycle specialty materials name. See our latest analysis for DIC. That steady climb also caps a solid run, with a year to date share price return of about 12 percent and a three year total shareholder return above 75 percent. This suggests momentum is quietly building as investors reassess DIC's earnings resilience and valuation. If...
TSE:6723
TSE:6723Semiconductor

Renesas (TSE:6723) Valuation After 3nm SDV SoC and New Wi‑Fi 6 IoT Microcontroller Launches

Renesas Electronics (TSE:6723) just put two big markers down, unveiling a 3nm R-Car X5H automotive SoC for software-defined vehicles and new Wi-Fi 6 based RA6W microcontrollers for IoT, sharpening its long term growth story. See our latest analysis for Renesas Electronics. The flurry of SDV and IoT launches seems to be resonating with investors, with a roughly 19% 1 month share price return helping turn a modest year to date gain into a backdrop still anchored by a powerful 3 year total...
TSE:7752
TSE:7752Tech

Is Ricoh (TSE:7752) Using Built‑In Creative Tech to Deepen Its Premium Camera Moat?

Ricoh recently launched the GR IV HDF, a new variant of its compact GR camera line that adds a built-in Highlight Diffusion Filter, faster electronic shutter, improved autofocus, and a new GS-4 finger strap accessory. By integrating film-like diffusion effects directly into the hardware and promising firmware upgrades for existing GR IV users, Ricoh is emphasizing creative control and ecosystem loyalty in the premium compact segment. We will now examine how this focus on built-in creative...
TSE:6594
TSE:6594Electrical

What Nidec (TSE:6594)'s Founder Stepping Aside and CEO Becoming Chairman Means For Shareholders

On December 19, 2025, Nidec Corporation announced that founder and Chairman Shigenobu Nagamori resigned his roles, becoming Chairman Emeritus, while President and CEO Mitsuya Kishida assumed the additional position of Chairman of the Board. This marks a pivotal governance shift as Nidec transitions from founder-led oversight to a consolidated leadership structure under Kishida, potentially influencing long-term decision‑making and culture. Next, we’ll examine how consolidating the chairman...
TSE:9983
TSE:9983Specialty Retail

How Investors Are Reacting To Fast Retailing (TSE:9983) Raising Graduate Pay and Management Equity Incentives

Fast Retailing recently announced that from March it raised base annual pay for new graduates in Japan, lifting globally mobile management trainee salaries by about 12% to ¥5.9 million and other new graduate roles by about 10% to ¥4.5 million, alongside fresh stock-based incentives for senior management. This pay and equity package signals a stronger emphasis on talent attraction, retention, and management-shareholder alignment as the company pursues global expansion and productivity...