TSE:5713
TSE:5713Metals and Mining

Sumitomo Metal Mining (TSE:5713): Valuation Check After Leading Japanese Market Gains on Global Optimism

Sumitomo Metal Mining (TSE:5713) jumped 9% on Friday as Asian markets rallied on upbeat Wall Street trading and fresh expectations of China stimulus, putting this materials heavyweight back on many investors watchlists. See our latest analysis for Sumitomo Metal Mining. That one day surge caps a powerful run, with a 30 day share price return of 16.25% and a 90 day gain of 37.43%. The 1 year total shareholder return of 67.38% signals momentum is still building rather than fading. If this rally...
TSE:7936
TSE:7936Luxury

Has the ASICS Share Price Surge Gone Too Far in 2025?

Wondering if ASICS is still a smart buy after a huge run up in recent years, or if the easy money has already been made? You are not alone. The stock has climbed 5.3% over the last week, 27.7% year to date, and 28.1% over the past year, capping a 434.9% gain over three years and 721.2% over five years. Those moves have come as ASICS has steadily rebuilt its brand image worldwide, with momentum in performance running and lifestyle sneakers helping it win back shelf space and attention from...
TSE:5714
TSE:5714Metals and Mining

Dowa Holdings (TSE:5714): Assessing Valuation After Yen-Driven Share Price Strength and Market Outperformance

Dowa Holdings (TSE:5714) jumped after the weaker yen and a record setting Topix backdrop pushed the stock up more than 6%, taking it to 5 year highs as investors positioned ahead of key central bank meetings. See our latest analysis for Dowa Holdings. Zooming out, Dowa’s strong session builds on a clear upswing, with a roughly 51% year to date share price return and a 5 year total shareholder return of about 106%, suggesting momentum is still building rather than fading. If Dowa’s surge has...
TSE:2124
TSE:2124Professional Services

Will JAC Recruitment's (TSE:2124) Modest Buyback and New Coverage Reframe Its Dual-Sided Model Narrative?

In late 2025, JAC Recruitment completed a share buyback of 300,000 shares, about 0.19% of its outstanding stock, for ¥321.6 million, closing the repurchase plan on November 30. Around the same time, Jefferies began covering JAC Recruitment with a positive view, highlighting the firm’s dual focus on both employers and job candidates as a key differentiator in Japan’s white-collar recruitment market. With Jefferies spotlighting JAC Recruitment’s dual-sided recruitment model, we’ll explore how...
TSE:5020
TSE:5020Oil and Gas

Does ENEOS’s Gulf Coast Methanol Bunkering Push Reshape The Bull Case For ENEOS (TSE:5020)?

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...
TSE:3249
TSE:3249Industrial REITs

Does Stronger 2026 Guidance And KKR Partnership Change The Bull Case For Industrial & Infrastructure Fund (TSE:3249)?

Industrial & Infrastructure Fund Investment Corporation recently raised its earnings and dividend guidance for the July 2026 period, announced the acquisition of two income-generating logistics and manufacturing properties, and confirmed new numbers that point to higher expected revenue and profit than previously forecast. At the same time, the company deepened its relationship with KKR Group through a large real estate partnership vehicle holding 10 land parcels, highlighting an expanding...
TSE:6098
TSE:6098Professional Services

Should Recruit’s Expanded Share Buybacks Shape How TSE:6098 Investors View Its AI-Focused Capital Strategy?

In recent months, Recruit Holdings Co., Ltd. has advanced its board-approved share repurchase program, including buying back about 1.2 million shares via the Tokyo Stock Exchange’s ToSTNeT-3 system, under an authorization to repurchase up to 38.00 million shares by April 2026. This incremental buyback activity highlights how Recruit is actively using its balance sheet to adjust its capital structure and potentially lift per-share metrics for investors. Next, we’ll examine how this ongoing...
TSE:6535
TSE:6535Interactive Media and Services

i-mobile (TSE:6535) Q1: Margin Compression Challenges Bullish Earnings-Growth Narrative

i-mobileLtd (TSE:6535) has kicked off Q1 2026 with revenue of ¥10.1 billion and basic EPS of ¥0.75, setting the tone after a volatile run through fiscal 2025. The company has seen quarterly revenue move from ¥4.4 billion in Q1 2025 to ¥11.98 billion in Q2, then ¥2.25 billion and ¥2.88 billion in Q3 and Q4 respectively. Over the same periods, basic EPS swung from ¥12.49 to ¥31.87, then ¥5.95 and ¥0.91, giving investors plenty to consider as they assess how these shifts affect profit...