TSE:6954
TSE:6954Machinery

Assessing Fanuc’s Valuation After Earnings Beat, Profit Upgrade And Progress In AI Robotics

Fanuc's earnings surprise and AI robotics progress Fanuc (TSE:6954) surprised the market with September quarter results that topped consensus and a 10% lift in full year operating profit guidance, supported by a sharp rise in robot orders across key regions. See our latest analysis for Fanuc. Despite the earnings beat and higher profit guidance, Fanuc's share price has recently cooled, with a 1-day share price return showing a 2.68% decline and a 7-day share price return showing a 3.02%...
TSE:7203
TSE:7203Auto

A Look At Toyota Motor (TSE:7203) Valuation After New Hydrogen Refuelling Partnership In Australia

Why Toyota’s Hydrogen Move in Australia Matters for Shareholders Toyota Motor (TSE:7203) is back in focus after Hydrexia agreed to supply relocatable hydrogen refuelling stations to support Toyota’s fuel cell electric vehicles in Australia, extending their existing cooperation in hydrogen projects. For investors, this project draws fresh attention to how hydrogen fits into Toyota’s broader business. The company still centers on a large global portfolio of passenger and commercial vehicles,...
TSE:7649
TSE:7649Consumer Retailing

A Look At Sugi Holdings (TSE:7649) Valuation After December 2025 Sales Growth Update

Sugi HoldingsLtd (TSE:7649) recently caught investor attention after reporting December 2025 net sales of all stores at 102.3% compared with 99.1% a year earlier, alongside a board meeting on the executive officer structure. See our latest analysis for Sugi HoldingsLtd. The December sales update and the board meeting on executive roles come at a time when the share price has gained 12.29% over 90 days and the 1 year total shareholder return is 46.20%, suggesting momentum has been building...
TSE:8473
TSE:8473Capital Markets

Is SBI Holdings (TSE:8473) Quietly Recasting Its Core Identity Around Crypto Market Infrastructure?

Japan’s Financial Services Agency has recently begun considering cryptocurrencies as eligible assets for spot ETFs, with Nomura Holdings and SBI Holdings preparing potential products that would list on the Tokyo Stock Exchange if approved. This potential shift could formally bring digital assets into mainstream Japanese investment products, positioning firms like SBI Holdings at the centre of market infrastructure for crypto exposure. We will now examine how SBI Holdings’ potential role in...
TSE:3064
TSE:3064Trade Distributors

Assessing MonotaRO (TSE:3064) Valuation After Strong December 2025 Sales Update

MonotaRO (TSE:3064) shares are moving after the company released its non-consolidated sales results for December 2025, reporting monthly sales of ¥31,390 million compared with ¥24,159 million in the same month a year earlier. See our latest analysis for MonotaRO. The December sales announcement comes after a mixed stretch for MonotaRO’s shares, with a 30 day share price return of an 11.49% decline but a 90 day gain of 10.24%, while the 1 year total shareholder return is an 8.68% decline...
TSE:9001
TSE:9001Transportation

Assessing Tobu Railway (TSE:9001) Valuation After New Leisure Travel Tie Up With Kintetsu Group

Why Tobu Railway Is Back on Investors’ Radar Tobu Railway (TSE:9001) has moved into focus after launching a leisure travel campaign with Kintetsu Group, using cross branded trains and joint promotions to link Kansai and Kanto tourism demand. See our latest analysis for Tobu Railway. While the Kintetsu tie up is grabbing attention, Tobu Railway’s share price has quietly built momentum, with an 8.6% 90 day share price return and a 6.58% 1 year total shareholder return, contrasting with a softer...
TSE:7011
TSE:7011Machinery

Is Mitsubishi Heavy Industries (TSE:7011) Using LEO Station Modules To Recast Its Space Strategy?

Mitsubishi Heavy Industries and Mitsubishi Electric recently invested in Japan LEO Shachu, a Mitsui & Co.–backed venture developing commercial low Earth orbit modules as part of Japan’s broader post-ISS ambitions. This move highlights how Japanese industrial heavyweights are positioning themselves to supply hardware and services for an emerging private low Earth orbit economy. We’ll now examine how Mitsubishi Heavy Industries’ backing of Japan LEO Shachu’s commercial LEO station module...
TSE:2296
TSE:2296Food

A Look At Itoham Yonekyu Holdings (TSE:2296) Valuation After Board And Executive Changes

Itoham Yonekyu Holdings (TSE:2296) has put boardroom changes in focus after a January 16, 2026 meeting resolved to refresh director roles and reshuffle executive responsibilities, a governance move investors may watch closely. See our latest analysis for Itoham Yonekyu Holdings. At a share price of ¥6,020, Itoham Yonekyu Holdings has seen a 5.43% 1 month share price return and an 8.86% 3 month share price return. The 1 year total shareholder return of 67.21% and 3 year total shareholder...
TSE:4502
TSE:4502Pharmaceuticals

Takeda’s New Low-IgA Immunoglobulin Launch: What Does It Reveal About Its Moat (TSE:4502)?

Takeda recently announced the U.S. availability of GAMMAGARD LIQUID ERC, a ready-to-use 10% low-IgA immunoglobulin therapy approved as replacement treatment for primary immunodeficiency in patients aged two and older, deliverable intravenously or subcutaneously. This launch reinforces Takeda’s specialized position in immunoglobulin therapies, as it remains the only manufacturer offering a low-IgA 10% solution while planning to retire GAMMAGARD S/D by the end of December 2027. Next, we’ll...
TSE:8600
TSE:8600Banks

TOMONY Holdings (TSE:8600) Valuation After Ongoing Share Buyback Program And Strong Recent Shareholder Returns

Share buyback program and why it matters now TOMONY Holdings (TSE:8600) is in the middle of a board approved share repurchase program. The company has already bought back 926,600 shares and still has capacity for further purchases through late January 2026. See our latest analysis for TOMONY Holdings. While TOMONY Holdings' share price has eased over the last week, with a 7 day share price return of a 2.30% decline and a 1 day move of a 2.97% decline, the 90 day share price return of 23.44%...
TSE:7951
TSE:7951Leisure

Assessing Yamaha (TSE:7951) Valuation After New Creator-Focused Audio Lineup Launch

Why Yamaha’s New Creator-Focused Gear Matters for Shareholders Yamaha (TSE:7951) has just rolled out its MGX digital mixers, URX audio interfaces, and CC1 USB controller, targeting musicians, streamers, and podcasters, with a global launch tied to The NAMM Show 2026. See our latest analysis for Yamaha. The new creator-focused launch comes after a mixed run for investors, with a 90 day share price return of 13.77% but a 3 year total shareholder return decline of 28.09%, so recent momentum...