TSE:8136
TSE:8136Specialty Retail

Sanrio (TSE:8136) Valuation Check After Recent Share Price Weakness

Sanrio Company (TSE:8136) has quietly slipped almost 16% over the past month and roughly 30% in the past 3 months, prompting investors to reassess whether recent weakness matches the business outlook. See our latest analysis for Sanrio Company. Despite the recent 1 month share price return of negative 16.4 percent and a 3 month share price return of negative 29.8 percent, which signal fading momentum, Sanrio Company still boasts a standout 5 year total shareholder return close to tenfold...
TSE:268A
TSE:268AElectronic

Does Rigaku Holdings' (TSE:268A) Persistent Buyback Pace Reveal Deep Conviction or Limited Alternatives?

Rigaku Holdings Corporation reported that, as of November 30, 2025, it had repurchased 844,300 shares in November, bringing total buybacks under the August 7, 2025 board authorization to about 3.6 million shares through market purchases on the Tokyo Stock Exchange. This active buyback program highlights management’s focus on capital structure efficiency and signals confidence in the company’s long-term value creation approach. We will now examine how Rigaku’s ongoing share repurchase...
TSE:6702
TSE:6702IT

Fujitsu’s Multi‑AI Agent Supply Chain Initiative Could Be A Game Changer For Fujitsu (TSE:6702)

In late November and early December 2025, Fujitsu Limited announced a new multi‑AI agent collaboration technology for secure, cross‑company supply chain optimization, initiated plans for 2026 field trials with Rohto Pharmaceutical and the Institute of Science Tokyo, and held a board meeting to consider a tender offer and business integration agreements. This push to embed agentic AI into real‑world supply chains, with an eye to rolling it into Fujitsu’s Uvance Dynamic Supply Chain services...
TSE:8985
TSE:8985Hotel and Resort REITs

Japan Hotel REIT Investment (TSE:8985): Valuation Check After Detailed October Occupancy and Revenue Update

Japan Hotel REIT Investment (TSE:8985) just opened its books on October, sharing detailed revenue and operating metrics that give investors a fresh read on Japan’s hotel demand and the REIT’s income momentum. See our latest analysis for Japan Hotel REIT Investment. That solid October update lands against a backdrop where the latest ¥85,700 share price still reflects strong underlying confidence, with a double digit year to date share price return and robust multi year total shareholder...
TSE:7733
TSE:7733Medical Equipment

Did PolyLoop Safety Fix and Stent Deal Just Shift Olympus' (TSE:7733) Medtech Investment Narrative?

In early December 2025, Olympus Corporation announced a voluntary corrective action for its Single-Use Ligating Device (“PolyLoop”) after reports that the loop could fail to release, potentially causing bleeding, mucosal injury, perforation, or requiring emergency or surgical intervention, although no deaths were reported. On the same day, Olympus, W. L. Gore & Associates, and ConMed detailed a planned handover of global distribution rights for the GORE VIABIL Biliary Endoprosthesis to...
TSE:3110
TSE:3110Building

Does Nitto Boseki (TSE:3110) Already Price In Its Glass Expansion-Led Future?

Mizuho recently downgraded Nitto Boseki Co Ltd to Neutral from Outperform, arguing that the current share price already reflects its new NE/NER glass capacity expansion. Despite the downgrade, Mizuho still highlights a positive longer-term demand backdrop for Nitto Boseki’s glass products, underscoring ongoing structural support for its core business. We’ll now examine how Mizuho’s view that expansion benefits are fully priced in shapes Nitto Boseki’s broader investment narrative and risk...
TSE:8316
TSE:8316Banks

Sumitomo Mitsui (TSE:8316) EPS Surge Tests Bullish Growth Narrative Despite Margin Slippage

Sumitomo Mitsui Financial Group (TSE:8316) just posted a punchy Q2 2026 print, with revenue of ¥1.6 trillion and EPS of ¥144.69, while trailing 12 month revenue sits at about ¥3.4 trillion alongside EPS of ¥177.26 as the broader earnings picture continues to evolve. The company has seen revenue move from ¥1.54 trillion in Q2 2025 to ¥1.61 trillion in Q2 2026 and EPS shift from ¥90.39 to ¥144.69 over the same period, setting up this quarter as a clean read on how its profit engine is holding...
TSE:4523
TSE:4523Pharmaceuticals

Assessing Eisai’s Valuation After Recent Gains and Alzheimer’s Treatment Milestones

If you are wondering whether Eisai is quietly turning into a value opportunity or still a value trap after a tough few years, this article will walk you through what the current share price is really baking in. Despite a painful longer term slide of about 46.9% over three years and 30.5% over five years, the stock is up 7.5% over the last month, 6.8% year to date and 8.3% over the past year, even after a recent 4.7% pullback in the last week. Recent sentiment around Eisai has been shaped by...