TSE:4502
TSE:4502Pharmaceuticals

Takeda Pharmaceutical (TSE:4502): Reassessing Valuation After Landmark Actos RICO Class Action Ruling

Takeda Pharmaceutical (TSE:4502) is back in the spotlight after the Ninth Circuit upheld a landmark civil RICO class action over alleged concealment of bladder cancer risks tied to its former diabetes blockbuster, Actos. See our latest analysis for Takeda Pharmaceutical. Despite the overhang from the Actos litigation, Takeda’s share price has held up reasonably well, with a 1 month share price return of 7.44% and a 1 year total shareholder return of 14.13%. This suggests sentiment is still...
TSE:9020
TSE:9020Transportation

Earthquake‑Driven Service Suspensions Could Be A Game Changer For East Japan Railway (TSE:9020)

A powerful magnitude-7.5 to 7.6 earthquake struck northeastern Japan recently, triggering tsunami alerts, mass evacuations, power outages, and leading East Japan Railway to suspend some train services in the affected regions. Beyond the immediate safety response, the disruption raises questions about short‑term ridership and revenue impacts for a railway operator that already faces structural cost and demand pressures. We’ll now examine how the suspension of services after the earthquake...
TSE:4812
TSE:4812IT

Dentsu Soken (TSE:4812): Assessing Valuation After Board-Approved 2026 Organizational Restructuring Plan

Restructuring move puts Dentsu Soken in focus Dentsu Soken (TSE:4812) just signed off on a sizable internal shake up, with its board approving an organizational restructuring effective January 1, 2026, a move that naturally draws investor attention. See our latest analysis for Dentsu Soken. The 35.4% year to date share price return and 35.7% one year total shareholder return suggest momentum has been building, and this restructuring looks like the next deliberate step in that growth story...
TSE:3289
TSE:3289Real Estate

Tokyu Fudosan Holdings (TSE:3289) Valuation After Launching Japan’s First ICMA-Aligned Climate and Nature Linked Bonds

Tokyu Fudosan Holdings (TSE:3289) just launched Climate and Nature Linked Bonds, Japan’s first sustainability linked issue aligned with ICMA guidelines, a financing move that ties its cost of capital directly to environmental performance. See our latest analysis for Tokyu Fudosan Holdings. The market seems to be rewarding this sustainability push, with a roughly 50 percent year to date share price return and a 5 year total shareholder return above 200 percent, suggesting momentum is still...
TSE:7701
TSE:7701Electronic

JPMorgan’s Backing Of Shimadzu’s US Push Might Change The Case For Investing In Shimadzu (TSE:7701)

In recent research, JPMorgan reaffirmed its positive stance on Shimadzu, pointing to the company’s US-focused measuring instruments plan launched in fiscal 2024 and the expected earnings impact from new products rolling out in fiscal 2025. The broker also highlighted signs of recovery in Shimadzu’s China business and suggested that a new medium-term plan, anticipated between March and May 2026, could become an important catalyst for the company’s next phase of growth. With this backdrop,...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503): Valuation Check After New Cooling Tech and High-Voltage IGBT Module Advances

Mitsubishi Electric (TSE:6503) just put its R and D engine on display, unveiling microbubble driven cooling tech and new high isolation HVIGBT modules that directly target efficiency, carbon neutrality, and heavy duty industrial demand. See our latest analysis for Mitsubishi Electric. Investors seem to be noticing these moves, with a 1 day share price return of 3.42 percent adding to a strong year to date share price return of 72.10 percent and an 81.38 percent 1 year total shareholder...
TSE:6954
TSE:6954Machinery

Fanuc (TSE:6954) Valuation After Nvidia AI Robotics Partnership and Recent Share Price Surge

Fanuc (TSE:6954) just surged after unveiling a collaboration with Nvidia to build industrial robots that blend AI with physical hardware, placing the company squarely in the middle of the physical AI narrative. See our latest analysis for Fanuc. That surge fits into a broader upswing, with a 7 day share price return of 17.25 percent and a 90 day gain of 41.82 percent. The 1 year total shareholder return of 50.93 percent shows momentum has been building rather than fading. If this physical AI...
TSE:6856
TSE:6856Electronic

Does HORIBA (TSE:6856)–Oasis Cross-Shareholding Hint At A Deeper Shift In Governance Priorities?

In recent disclosures, it emerged that Horiba Ltd. and Oasis Management each hold more than 5% stakes in one another, with Oasis owning 9.90% of Horiba and signaling intentions to actively engage on portfolio management and potential significant proposals. This uncommon cross-shareholding between a listed company and an activist investor highlights the prospect of intensified governance scrutiny and potential shifts in Horiba’s corporate priorities. With Oasis Management signaling possible...
TSE:1605
TSE:1605Oil and Gas

Should Inpex’s Buyback and Leadership Shift Reshape Capital Allocation Priorities for Inpex (TSE:1605) Investors?

In November 2025, INPEX Corporation reported acquiring 6,072,000 treasury shares under a Board-approved plan to repurchase up to 60.00 million shares by January 31, 2026, with Hiroshi Fujii set to step down as Representative Director and Senior Executive Vice President and become Director and Corporate Advisor from January 1, 2026. This combination of a sizeable, time-bound buyback program and leadership transition underscores how INPEX is actively reshaping capital allocation and governance...
TSE:6273
TSE:6273Machinery

Does SMC’s Incremental Buybacks Reveal a Deeper Shift in Capital Allocation Discipline (TSE:6273)?

SMC Corporation recently completed a portion of its previously announced share repurchase program, buying 7,700 shares as part of an authorization to repurchase up to 750,000 shares, with the stated aim of enhancing shareholder value and optimizing its capital structure. This measured progress on the larger buyback plan offers investors a clearer view of how management is actively reshaping the company’s balance sheet over time. We’ll now examine how SMC’s incremental share repurchase...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation After India Joint Venture Call With JSW Steel Fuels Investor Optimism

JFE Holdings (TSE:5411) is back in focus after scheduling a special call to discuss its integrated steel plant joint venture with JSW Steel in India, a move that points to strategic expansion. See our latest analysis for JFE Holdings. The buzz around the India joint venture seems to be feeding into sentiment, with a 1 month share price return of 9.4 percent and a 1 year total shareholder return of 19.8 percent suggesting momentum is building rather than fading. If this kind of strategic...
TSE:5401
TSE:5401Metals and Mining

NN Steel’s Low‑CO2 Furnace Joint Venture Might Change The Case For Investing In Nippon Steel (TSE:5401)

In November 2025, NN STEEL Corporation approved a joint venture with Nippon Steel to own and lease new low-CO2 electric arc furnace facilities at NN STEEL’s Funamachi Plant, supplying steel slabs and hot-rolled products between the partners. This joint venture advances both companies’ decarbonization and resource-recycling ambitions by expanding electric arc furnace capacity and aligning production with growing demand for lower-emission steel. Next, we’ll explore how this low-CO2 electric...
TSE:5333
TSE:5333Machinery

NGK Insulators (TSE:5333) Deepens US AI Chip Exposure With ¥8.96b Capacity Push – What's Changed

NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027. By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains. Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...
TSE:7272
TSE:7272Auto

Will Nikon Lab Hosting CELL HANDLER 2 Shift Yamaha Motor's (TSE:7272) Innovation Narrative Beyond Mobility?

In December 2025, Nikon Instruments Inc. announced a partnership with Yamaha Motor under which the Nikon BioImaging Lab near Boston will host Yamaha’s CELL HANDLER 2 system, combining advanced imaging and automated cell picking to support U.S.-based drug discovery researchers. The collaboration effectively turns NBIL into a hands-on evaluation hub for CELL HANDLER 2, letting researchers test their own samples and design custom assay workflows, which may help Yamaha deepen its footprint in...
TSE:9766
TSE:9766Entertainment

Will Happy Valley SYNKROS Deal Deepen Konami Group's (TSE:9766) US Casino Systems Narrative?

Konami Gaming announced that it has been selected to supply its SYNKROS casino management system, including the SYNKROS Drink System and Konetic mobile app, to the soon-to-open Happy Valley Casino in Pennsylvania. This contract highlights ongoing adoption of Konami’s casino technology in the US gaming market, potentially deepening its role as a key systems provider to new properties. Next, we’ll examine how the Happy Valley SYNKROS win shapes Konami’s investment narrative around its growing...
TSE:8801
TSE:8801Real Estate

Does Mitsui Fudosan’s (TSE:8801) Completed ¥45 Billion Buyback Clarify Its Capital Allocation Priorities?

Mitsui Fudosan has now completed its previously announced share repurchase program, buying back 26,275,200 shares, or 0.95% of shares outstanding, for ¥45,000 million following board confirmation of the program’s status and closure in late November 2025. This buyback modestly reduces the share count while signaling management’s commitment to capital return, which may influence perceptions of future earnings per share and capital allocation discipline. We’ll now examine how the completed...
TSE:9684
TSE:9684Entertainment

Square Enix (TSE:9684): Assessing an Expensive Valuation After Strong 1-Year Share Price Gains

Square Enix Holdings (TSE:9684) has quietly given back some recent gains, with the stock down around 5% over the past month even as its longer term returns remain strong for patient investors. See our latest analysis for Square Enix Holdings. Despite the recent 4.8% 1 month share price pullback to ¥3,061, Square Enix still boasts a powerful year to date share price return of roughly 48% and a 1 year total shareholder return of about 56%. This suggests long term momentum remains intact even as...
TSE:6125
TSE:6125Machinery

3 Global Dividend Stocks Yielding Up To 4%

As global markets navigate a complex landscape marked by hopes for interest rate cuts and mixed economic signals, investors are increasingly focused on strategies that can provide steady returns amid uncertainty. In this environment, dividend stocks stand out as a compelling option, offering the potential for regular income while participating in market growth.
TSE:4523
TSE:4523Pharmaceuticals

How New Long-term Leqembi Data And At-home Injections At Eisai (TSE:4523) Have Changed Its Investment Story

Eisai and Biogen recently presented new long-term data at the CTAD 2025 conference showing that Leqembi (lecanemab) treatment, including a subcutaneous autoinjector formulation, may substantially delay progression from mild cognitive impairment to more advanced Alzheimer’s disease while maintaining a safety profile consistent with earlier trials. The findings that earlier and continued Leqembi use could translate into several additional years before patients reach moderate Alzheimer’s stage,...