TSE:9020
TSE:9020Transportation

East Japan Railway (TSE:9020): Valuation Check After Successful IoT Rail Resilience Trial in Indonesia

East Japan Railway (TSE:9020) just wrapped a seven month IoT field trial in Indonesia, using OKI’s zero energy sensors to remotely monitor rail slopes and reduce disaster related inspection workloads. See our latest analysis for East Japan Railway. The project lands at a time when sentiment has already swung firmly in East Japan Railway’s favor. The roughly 45 percent year to date share price return echoes a strong multi year total shareholder return and suggests momentum is still building...
TSE:4911
TSE:4911Personal Products

Assessing Shiseido (TSE:4911) Valuation After Goldman Sachs Upgrade and Improved Long‑Term Outlook

Goldman Sachs just shifted Shiseido Company (TSE:4911) to a Buy, arguing that worries around China travel retail and Japan inbound demand are largely baked into the share price after a weak stretch. See our latest analysis for Shiseido Company. The upgrade has come after a tough stretch for investors, with the share price now at ¥2,437.5 and a year to date share price return of minus 10.19 percent, alongside a three year total shareholder return of minus 59.38 percent. This suggests the...
TSE:4503
TSE:4503Pharmaceuticals

How Autobahn Labs Partnership Reshapes Astellas Pharma’s Early-Stage Pipeline Access Will Impact Astellas Pharma (TSE:4503) Investors

Autobahn Labs recently announced a partnership with Astellas Pharma, giving Astellas’ Innovation Lab and Oncology units privileged access to Autobahn’s early-stage academic drug discovery programs and exclusive investment and licensing negotiation rights on jointly funded assets. This structure effectively embeds Astellas at the starting line of new biotech company formation, sharing equity with Autobahn and academic founders while potentially widening its future innovation funnel. We’ll now...
TSE:7762
TSE:7762Electronic

Is Italian Antitrust Probe Into Alleged Price-Fixing Altering The Investment Case For Citizen Watch (TSE:7762)?

Italy’s antitrust authority has opened an investigation into Citizen Watch and The Swatch Group over suspected retail price-fixing practices for watches sold in Italy, conducting inspections at Citizen Watch Italy’s offices in early December 2025. The probe raises questions about how alleged coordination of retail prices and dealer monitoring could affect Citizen Watch’s competitive positioning and brand reputation in a key European market. Next, we’ll examine how this Italian antitrust...
TSE:4183
TSE:4183Chemicals

How Investors May Respond To Mitsui Chemicals (TSE:4183) AR Optical Polymer Wafer Breakthrough

Mitsui Chemicals recently announced it has developed the world's first 12-inch Diffrar optical polymer wafers for AR waveguides, offering high flatness, impact resistance, and lighter weight than glass to improve augmented-reality glasses’ comfort and safety. This breakthrough in large-format polymer wafers could make Mitsui Chemicals a more important materials supplier for next-generation AR device manufacturers seeking wider fields of view. We’ll now examine how this AR-focused optical...