TSE:3197
TSE:3197Hospitality

Skylark Holdings (TSE:3197): Valuation Check After Strong Preliminary Sales and Same‑Store Growth

Skylark Holdings (TSE:3197) just released preliminary November numbers showing monthly sales up 111% year on year, with same store sales at 109%. Year to date, total sales climbed 113%, and same store sales rose 108%. See our latest analysis for Skylark Holdings. That upbeat sales momentum seems to be feeding into sentiment, with a roughly 16% 3 month share price return and a hefty 3 year total shareholder return of about 124%. This suggests investors see the recovery as firmly on track. If...
TSE:7261
TSE:7261Auto

Mazda Motor (TSE:7261) Is Up 7.9% After UBS Upgrade And Margin Outlook Shift - Has The Bull Case Changed?

UBS recently upgraded Mazda Motor Corp’s stock rating from Sell to Neutral, highlighting the potential for operating margin recovery at the Japanese automaker. The bank also emphasized Mazda’s unusually high earnings sensitivity to yen movements, with even modest currency shifts potentially having a material impact. With Mazda’s shares advancing over the past week, we’ll examine how expectations for margin recovery shape the company’s investment narrative. Rare earth metals are an input to...
TSE:3407
TSE:3407Chemicals

Asahi Kasei (TSE:3407): Valuation Check After TSMC Award and New Sustainable Materials Push

Asahi Kasei (TSE:3407) just picked up a 2025 Excellent Performance Award from TSMC for its advanced packaging materials, underscoring how seriously the company is leaning into semiconductor demand tied to AI. See our latest analysis for Asahi Kasei. That push into AI oriented semiconductors and portfolio reshaping, from advanced packaging wins with TSMC to exiting lower return HMD production, has coincided with clear momentum, with a roughly 30 percent year to date share price return and a 1...