TSE:6703
TSE:6703Electronic

Is Oki’s Projection-Guided DX Push in Southeast Asia Altering The Investment Case For Oki Electric Industry (TSE:6703)?

Oki Electric Industry Co., Ltd. recently launched its Projection Assembly System in Thailand and Indonesia, combining projector-based task guidance and image sensing to support assembly and quality inspection while advancing digital transformation at manufacturing sites. This rollout marks the start of OKI’s global manufacturing DX expansion, externalizing in-house factory know-how to address labor turnover, workforce diversity, and quality consistency through multilingual support and local...
TSE:8957
TSE:8957Office REITs

How Investors May Respond To Tokyu REIT (TSE:8957) Expanding Bond Capacity For Future Property Investments

Earlier this month, TOKYU REIT, Inc. filed a shelf registration to issue up to ¥100,000 million in investment corporation bonds, earmarking proceeds for asset acquisitions, operations, and debt repayment. This move gives TOKYU REIT a ready-made funding framework that could increase its financial flexibility and speed of execution on future property investments. We will now examine how this expanded bond-issuing capacity shapes Tokyu REIT's investment narrative and potential balance-sheet...
TSE:2121
TSE:2121Entertainment

Assessing MIXI (TSE:2121)’s Valuation After a Recent Share Price Pullback

MIXI (TSE:2121) has quietly slipped over the past month, even though its core sports and digital entertainment businesses are still growing. That disconnect between share price and fundamentals is starting to look interesting. See our latest analysis for MIXI. Over the past year MIXI’s modest 1 year total shareholder return of 1.7 percent contrasts with a much weaker recent stretch, including a 30 day share price return of minus 8.15 percent, suggesting momentum is fading despite steady...
TSE:6645
TSE:6645Electronic

OMRON (TSE:6645): Reassessing Valuation After Recent Share Price Rebound

OMRON (TSE:6645) has had a mixed run lately, with shares slipping over the past month but still edging higher in the past 3 months. This raises a fresh valuation question. See our latest analysis for OMRON. At around ¥4,111, the recent one-week share price rebound contrasts with a weak year-to-date share price return and a significant multi-year total shareholder return decline. This suggests that momentum remains tentative, despite some pockets of optimism. If OMRON has you rethinking your...
TSE:9022
TSE:9022Transportation

Did Central Japan Railway’s ¥110 Billion Buyback Plan Just Shift (TSE:9022) Investors’ Focus on Capital Returns?

Earlier in 2025, Central Japan Railway Company began executing a Board-approved share repurchase program, buying back over 3 million shares as part of an authorization covering up to 48 million shares and as much as ¥110 billion through market purchases on the Tokyo Stock Exchange. This sizable buyback initiative underlines management’s focus on returning capital to shareholders and refining the company’s capital structure over time. Next, we’ll examine how this large-scale share repurchase...
TSE:7261
TSE:7261Auto

Perrone Robotics’ Patent Suits Over Automated Driving Software Might Change The Case For Investing In Mazda Motor (TSE:7261)

Perrone Robotics and its affiliate recently filed patent infringement lawsuits in U.S. federal courts against seven major automakers, including Mazda, alleging unauthorized use of their automated vehicle and robotics technologies in advanced driving systems. The case spotlights how foundational software platforms for autonomy, once pioneered by a smaller specialist like Perrone, have become deeply embedded in mainstream vehicle safety and convenience features across the industry. We’ll now...
TSE:5301
TSE:5301Chemicals

Tokai Carbon (TSE:5301) Valuation Check After U.S. Subsidiary Reorganization and Governance Overhaul

Tokai Carbon (TSE:5301) is shaking up its U.S. footprint by folding three fine carbon subsidiaries into a single entity under its American holding company, a structural tidy up that could quietly improve efficiency and oversight. See our latest analysis for Tokai Carbon. Despite the recent U.S. restructuring push, market sentiment has been mixed. The latest pullback leaves the 1 year total shareholder return at 14.23%, while shorter term share price momentum has softened. This hints at fading...
TSE:6954
TSE:6954Machinery

Why Fanuc (TSE:6954) Is Up 18.0% After Announcing Nvidia-Powered “Physical AI” Robot Partnership

Earlier this week, robot maker Fanuc announced a partnership with U.S. chip company Nvidia to develop industrial robots powered by “physical AI,” lifting sentiment across Japan’s robotics names and helping the Nikkei 225 close at a multi-week high. The collaboration highlights how advances in AI hardware and software are increasingly converging on factory floors, potentially reshaping how investors think about automation leaders like Fanuc. Next, we will examine how Fanuc’s Nvidia-powered...
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...