TSE:2502
TSE:2502Beverage

Assessing Asahi Group Holdings (TSE:2502)’s Valuation After Recent Share Price Weakness

Asahi Group Holdings (TSE:2502) has been drifting lower over the past month, even as its long term track record and steady earnings growth keep the stock on many income and quality watchlists. See our latest analysis for Asahi Group Holdings. That recent 7 day share price return of negative 6.95 percent sits against a mildly positive year to date share price gain and a solid three year total shareholder return of 27.94 percent, suggesting near term momentum is cooling while the longer term...
TSE:9984
TSE:9984Wireless Telecom

Is It Too Late To Consider SoftBank After Its 2025 Rally And Mixed Valuation Signals?

If you are wondering whether SoftBank Group's huge run means you have already missed the opportunity, or if the stock still has room to surprise on the upside, you are in the right place. Despite a recent pullback, with the share price down 4.4% over the last week and 9.1% over the last month, SoftBank is still up 85.3% year to date and 96.1% over the past year. These moves sit against a backdrop of SoftBank reshaping itself into a more focused investment powerhouse, from headline grabbing...
TSE:6457
TSE:6457Machinery

Glory (TSE:6457): Assessing Valuation After Major Waitrose CI-100X Rollout Win

Glory (TSE:6457) just landed a sizable UK retail win, with Waitrose rolling out 285 CI-100X cash recycling units across its stores. For investors, this is a clear signal of competitive product traction. See our latest analysis for Glory. The Waitrose rollout fits neatly into a broader upswing, with Glory posting a roughly 56% year to date share price return and a powerful 3 year total shareholder return of about 109%. This suggests momentum is clearly building as the market reassesses its...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Share Retirement: What the Buyback Move Signals for the Stock’s Valuation

Board moves to retire shares Kubota (TSE:6326) has kicked off December with a board meeting focused on retiring a portion of its common stock under Japan’s Companies Act, a textbook move to tighten the share count and support long term value. See our latest analysis for Kubota. That decision lands against a strong backdrop, with Kubota’s 1 month share price return of 13.87 percent and 3 month share price return of 23.16 percent pointing to building momentum, while a 1 year total shareholder...
TSE:8830
TSE:8830Real Estate

How A First-of-Its-Kind Trust To Systematically Sell Securities At Sumitomo Realty (TSE:8830) Has Changed Its Investment Story

On December 15, 2025, Sumitomo Realty & Development’s board approved plans to introduce a first-of-its-kind trust scheme in Japan to systematically sell the listed securities the company holds. This move highlights a shift in how the company manages its investment portfolio, with potential implications for capital allocation priorities and balance-sheet composition. We’ll now look at how this trust-based, systematic sale of listed securities could reshape Sumitomo Realty & Development’s...
TSE:7269
TSE:7269Auto

Suzuki Motor (TSE:7269) Valuation Check After Strong Multi‑Year Share Price Gains

Suzuki Motor (TSE:7269) shares have quietly pushed higher over the past month, and that steady climb has investors asking whether this auto and motorcycle maker still offers reasonable upside from here. See our latest analysis for Suzuki Motor. That recent climb sits on top of a strong run, with a roughly mid 20s year to date share price return and an impressive triple digit multi year total shareholder return, suggesting momentum is still firmly on Suzuki Motor's side. If Suzuki's move has...
TSE:1766
TSE:1766Consumer Durables

Assessing Token (TSE:1766) Valuation After Its Newly Announced Large Share Buyback Program

Token (TSE:1766) just rolled out a sizeable share buyback, with board approval to retire a meaningful slice of its outstanding stock. This move immediately sharpens the conversation around valuation and capital allocation. See our latest analysis for Token. The buyback news lands after a steady climb, with the share price up strongly year to date and a robust three year total shareholder return suggesting momentum is still in Token’s favor. If this kind of capital return story has your...
TSE:4502
TSE:4502Pharmaceuticals

What Takeda Pharmaceutical (TSE:4502)'s Phase 3 Win For Oral Psoriasis Drug Means For Shareholders

In mid-December 2025, Takeda reported positive topline data from two pivotal Phase 3 trials of its next‑generation oral TYK2 inhibitor zasocitinib in adults with moderate‑to‑severe plaque psoriasis, showing superiority to placebo and an active comparator on key skin‑clearance endpoints. Because zasocitinib is a once‑daily oral pill that achieved high rates of near‑complete and complete skin clearance, it could reshape treatment options in plaque psoriasis if successfully approved. We’ll now...
TSE:8001
TSE:8001Trade Distributors

Should ITOCHU’s ¥149.9 Billion Buyback Completion Require Action From ITOCHU (TSE:8001) Investors?

ITOCHU has now completed its previously announced share buyback program, repurchasing a total of 18,371,700 shares, or 1.3%, for ¥149,999.98 million by December 16, 2025. This sizable capital return reduces the share count and may strengthen perceptions of management confidence and commitment to long-term shareholder value. We’ll now examine how the completion of this ¥149,999.98 million buyback could influence ITOCHU’s investment narrative and capital allocation outlook. These 16 companies...
TSE:8253
TSE:8253Consumer Finance

Should Credit Saison’s Amusement Spin-Off and SAISON PRIME Focus Reshape Its Core Story (TSE:8253)?

On 19 December 2025, Credit Saison’s board approved carrying out a share transfer agreement that reshapes its subsidiary Concerto by moving real estate, leasing, and garden café operations into a new wholly owned company, SAISON PRIME Inc., and selling the remaining amusement-focused Concerto shares to its president. This internal split and management buyout highlight Credit Saison’s effort to focus more tightly on finance-linked life services while separating amusement activities from its...
TSE:9202
TSE:9202Airlines

Assessing ANA Holdings (TSE:9202) Valuation After Bond-Type Class Share Issuance and Shelf Registration Withdrawal

ANA Holdings (TSE:9202) just wrapped up its Series 1 Bond Type Class Shares issuance, withdrew the related shelf registration, and still managed to climb 2% on a weak Tokyo market day. See our latest analysis for ANA Holdings. The bond-type class share issuance and ANA Holdings’ recent role as a standout gainer on a weak Nikkei session appear to have reinforced confidence in its balance sheet. A 7.1% year-to-date share price return complements a solid five-year total shareholder return of...
TSE:6758
TSE:6758Consumer Durables

Sony Group (TSE:6758): Assessing Valuation After Recent Share Price Pullback

Context and recent share performance Sony Group (TSE:6758) has been drifting lower over the past month, with the share price down roughly 8% and about 8% over the past 3 months, even as its one year return remains comfortably positive. See our latest analysis for Sony Group. Recent weakness, including a 1 week share price return of negative 4.54 percent and a 1 month share price return of negative 7.87 percent, suggests momentum is cooling. However, the 1 year total shareholder return of...
TSE:8035
TSE:8035Semiconductor

Is It Too Late To Consider Tokyo Electron After Its Strong Multi Year Share Price Surge

Wondering if Tokyo Electron is still worth buying after such a strong run, or if the easy money has already been made? This breakdown will walk you through what the current price is really implying. The stock now trades around JP¥31,210, down 0.9% over the last week but still up 1.1% over 30 days, 28.1% year to date, and 37.3% over the last year, with gains of 155.3% and 190.9% over the past 3 and 5 years respectively. That naturally raises questions about how much upside is left versus the...
TSE:8113
TSE:8113Household Products

How Unicharm’s Ultra‑Low‑Water Diaper Recycling Breakthrough At Unicharm (TSE:8113) Has Changed Its Investment Story

In December 2025, Unicharm announced it had developed a “Dry Washing Method” for its RefF disposable diaper recycling project, cutting water use in the washing process to about one-fiftieth of its previous in-house methods by using reusable solvents plus proprietary sterilization and bleaching technologies. This advance could help turn used disposable diapers into reusable resources even in regions with limited water infrastructure, broadening the potential reach of diaper recycling...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434) Valuation Check as Shares Drift Higher After Strong Multi‑Year Returns

SoftBank (TSE:9434) has been drifting slightly higher this week, and with the stock still down over the past 3 months despite strong multi year returns, investors are revisiting the telecom giant’s valuation. See our latest analysis for SoftBank. At ¥217.8 per share, SoftBank’s recent drift lower follows a solid run, with an 11 percent year to date share price return and a 5 year total shareholder return of 117.41 percent, suggesting longer term momentum is still very much intact. If...
TSE:9501
TSE:9501Electric Utilities

Is TEPCO's Singapore Rooftop Solar Push Quietly Redefining Its Global Strategy (TSE:9501)?

Earlier this month, Tokyo Electric Power Company Holdings entered an additional S$13.5 million financing agreement with Bank SinoPac to fund multiple rooftop solar facilities in Singapore totaling about 20MW of capacity. The deal underscores how TEPCO HD is using project-level financing and international partnerships to expand its clean energy footprint beyond Japan. We will now examine how this rooftop solar financing in Singapore shapes Tokyo Electric Power Company Holdings’ broader...
TSE:7716
TSE:7716Medical Equipment

Nakanishi (TSE:7716) Valuation Check as Board Weighs Treasury Share Cancellation

Nakanishi (TSE:7716) has scheduled a December 19 board meeting to decide on cancelling treasury shares, a capital move that can tighten share supply and subtly lift earnings per share over time. See our latest analysis for Nakanishi. The planned cancellation comes after a softer patch for the stock, with the latest 1 year total shareholder return of negative 15.4% reflecting fading momentum despite solid underlying earnings growth. If Nakanishi's move has you rethinking healthcare exposure,...
TSE:9766
TSE:9766Entertainment

Konami (TSE:9766) Valuation Check After BOMBERMAN Slot Launch and New Solstice Cabinet Debut

Konami Group (TSE:9766) just rolled out its BOMBERMAN slot games in a world premiere at Graton Resort and Casino, a showcase that spotlights its new Solstice cabinet and growing US casino ambitions. See our latest analysis for Konami Group. The launch comes after a strong run, with Konami’s year to date share price return of 47.32% and a three year total shareholder return of 270.69% suggesting momentum is still broadly intact despite the recent pullback. If Konami’s latest casino push has...
TSE:3697
TSE:3697IT

Insider-Owned Growth Companies To Watch In Global December 2025

As global markets navigate a landscape marked by interest rate cuts from the Federal Reserve and mixed performances across major indices, investors are keenly observing how these shifts impact growth companies with substantial insider ownership. In such a climate, stocks that demonstrate robust insider confidence can be particularly appealing, suggesting alignment between management and shareholder interests amidst economic uncertainties.
TSE:4107
TSE:4107Chemicals

Undiscovered Gems in Global Markets for December 2025

As global markets respond to the Federal Reserve's recent interest rate cuts and a mixed economic outlook, small-cap stocks have shown resilience, with the Russell 2000 Index outperforming its larger counterparts. In this dynamic environment, identifying undiscovered gems requires a keen eye for companies that can leverage favorable interest rates and navigate economic uncertainties effectively.
TSE:8591
TSE:8591Diversified Financial

Is ORIX’s CEO Transition And Digital Shift Altering The Investment Case For ORIX (TSE:8591)?

In December 2025, ORIX Corporation’s Board decided that Chairman and Representative Executive Officer Makoto Inoue will retire from these roles at the June 2026 shareholders’ meeting and then serve as Corporate Advisor. The Board also resolved that current President Hidetake Takahashi will become Chief Executive Officer from January 1, 2026, while retaining oversight of the Digital Innovation and Corporate Strategy and Management units, concentrating operational leadership and digital...