TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849): Valuation Check as New FDA-Cleared EEG Devices Debut at AES 2025

Nihon Kohden (TSE:6849) is stepping into the American Epilepsy Society 2025 meeting with fresh, FDA cleared EEG gear that tightens its neurological care story and gives investors a clearer view of future demand. See our latest analysis for Nihon Kohden. Despite this uptick in clinical visibility, the stock has had a choppy run, with a weak year to date share price return but a positive three year total shareholder return suggesting the longer term story is still intact. If Nihon Kohden's move...
TSE:7003
TSE:7003Machinery

Mitsui E&S (TSE:7003): Valuation Check After S&P Japan 500 Inclusion and a Powerful Share Price Run

MITSUI E&S (TSE:7003) just earned a spot in the S&P Japan 500, a shift that can pull the stock onto more institutional radars and naturally raise questions about what is already priced in. See our latest analysis for MITSUI E&S. That index inclusion comes after a powerful run, with the share price delivering a roughly 51 percent 3 month share price return and a striking 1 year total shareholder return above 330 percent, suggesting momentum is still building rather than fading. If MITSUI E&S...
TSE:6963
TSE:6963Semiconductor

Reassessing ROHM (TSE:6963) Valuation After a Strong Year-To-Date Rally and Recent Pullback

ROHM (TSE:6963) has quietly pulled back over the past month, even as its year to date and 1 year returns remain strong. That gap between recent weakness and longer term strength deserves a closer look. See our latest analysis for ROHM. Over the past year, ROHM’s momentum has shifted gears, with a strong year to date share price return giving way to a 1 month share price pullback. The 1 year total shareholder return still looks impressive versus its flat 5 year record, hinting that...
TSE:9532
TSE:9532Gas Utilities

Assessing Osaka Gas (TSE:9532) Valuation After Live Oak E‑Methane Deal Advances Its Decarbonization Strategy

Osaka Gas (TSE:9532) just deepened its low carbon pivot by joining TotalEnergies and partners in the Live Oak e methane project in Nebraska, a move that directly targets Japan’s future carbon neutral gas demand. See our latest analysis for Osaka Gas. Investors have been rewarding this decarbonization push, with Osaka Gas delivering a robust year to date share price return and a standout one year total shareholder return of 71.16 percent. Longer term total shareholder returns above 170 percent...
TSE:7731
TSE:7731Consumer Durables

Could Nikon’s Yamaha Tie-Up Quietly Reframe Its Healthcare Ambitions for Investors in (TSE:7731)?

Nikon Instruments Inc. recently announced a partnership with Yamaha Motor Co., Ltd. in the United States, combining Nikon’s advanced imaging platforms with Yamaha’s CELL HANDLER 2 system at the Nikon BioImaging Lab near Boston to support pharmaceutical drug discovery workflows. This collaboration expands Nikon’s presence in life sciences by offering integrated, workflow-focused services for cell-based research, deepening its role in early-stage drug development support. Next, we’ll examine...
TSE:6028
TSE:6028Professional Services

TechnoPro Holdings (TSE:6028): Reassessing Valuation After S&P Global BMI Index Removal

TechnoPro Holdings (TSE:6028) has been dropped from the S&P Global BMI Index, a shift that can prompt forced selling by index trackers and short term volatility, but also create opportunities for patient investors. See our latest analysis for TechnoPro Holdings. That backdrop makes TechnoPro’s roughly 66 percent year to date share price return and robust one year total shareholder return of about 69 percent look more like a pause in strong momentum, rather than a reversal in sentiment or...
TSE:5411
TSE:5411Metals and Mining

Does JFE’s Planned India Integrated Steel JV with JSW Steel Change The Bull Case For JFE Holdings (TSE:5411)?

JFE Holdings recently held a special call to discuss an integrated steel plant joint venture in India with JSW Steel, signaling a major development in its overseas operations. This potential collaboration with one of India’s largest steel producers highlights JFE Holdings’ effort to deepen its presence in a key growth market for steel demand. We’ll now examine how this planned integrated steel plant joint venture in India may influence JFE Holdings’ broader investment narrative. The latest...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735): Assessing Valuation After a Strong Multi‑Year Share Price Rally

SCREEN Holdings (TSE:7735) has quietly kept its rally going, with the stock up about 8% over the past week and nearly 30% in the past 3 months, outpacing many semiconductor peers. See our latest analysis for SCREEN Holdings. Zooming out, that recent strength builds on a powerful run, with the share price delivering strong double digit returns over the year and multi bagger total shareholder returns over the past five years. This suggests investors are steadily pricing in more growth. If...
TSE:5706
TSE:5706Metals and Mining

Has Mitsui Kinzoku’s 280% Surge in 2025 Already Priced In Future Growth?

Wondering if Mitsui Kinzoku Company is still a smart buy after its huge run up, or if most of the upside is already in the rear view mirror? You are not alone, and that is exactly what this breakdown is here to unpack. The stock has pulled back about 3.8% over the last week, but it is still up 9.1% over 30 days and an eye catching 280.5% year to date, with a 275.2% gain over the past year that caps off multi year returns above 500% over three years. Those moves come against a backdrop of...