TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...
TSE:4523
TSE:4523Pharmaceuticals

Evaluating Eisai (TSE:4523) After New CTAD Alzheimer’s Data and Pipeline Updates

Eisai (TSE:4523) just put its Alzheimer’s program back in the spotlight at the CTAD conference, with fresh lecanemab and etalanetug data that sharpen the long term commercial picture around its neurology pipeline. See our latest analysis for Eisai. Those CTAD updates land after a choppy stretch for investors, with the 1 year total shareholder return at 10.27% but a 3 year total shareholder return still deeply negative, so near term momentum looks tentative while the long term rebuilds. If...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Valuation After New SiC-Optimized High-Voltage MLCC Enters Mass Production

Murata Manufacturing (TSE:6981) just moved its next generation high voltage MLCC into mass production, a quiet but meaningful step for investors tracking the shift to SiC based power systems and EV hardware. See our latest analysis for Murata Manufacturing. The market seems to be noticing these moves, with a roughly mid teens 1 month share price return and a strong double digit year to date share price return supported by healthy multi year total shareholder returns. This signals building...
TSE:6723
TSE:6723Semiconductor

Is Renesas (TSE:6723) Using Matter‑Ready Wi‑Fi 6 To Deepen Its IoT Platform Advantage?

Earlier this month, Renesas Electronics introduced its first RA-series Wi-Fi 6 microcontrollers, the RA6W1 and RA6W2, which combine dual-band connectivity, advanced security, long-term product support and development tools to target ultra-low-power IoT applications across smart home, industrial, medical and consumer markets. An interesting angle for investors is that these MCUs are Matter-ready, RED-certified and integrated into Renesas’ scalable RA platform and “winning Combinations,”...
TSE:1928
TSE:1928Consumer Durables

Assessing Sekisui House (TSE:1928) Valuation After Dividend Hike and Updated Earnings Guidance

Dividend hike and earnings guidance reset the conversation Sekisui House (TSE:1928) just lifted its second quarter dividend to ¥72 per share from ¥64 and paired that with fresh earnings guidance, giving investors a clearer view of income and growth prospects. See our latest analysis for Sekisui House. The upbeat guidance and dividend hike appear to be stabilising sentiment, with a 7 day share price return of 3.81% helping to ease this year to date weakness. A robust 5 year total shareholder...
TSE:5711
TSE:5711Metals and Mining

Evaluating Mitsubishi Materials (TSE:5711) Valuation as Leadership Change Goes to Board for Approval

Mitsubishi Materials (TSE:5711) has called a December 10 board meeting to approve a change in its Representative Executive Officer, a leadership pivot that could subtly reshape strategy and influence how investors view recent share gains. See our latest analysis for Mitsubishi Materials. The leadership reshuffle comes as investors have already bid the stock up, with a 90 day share price return of 34.16 percent and a 1 year total shareholder return of 50.58 percent, suggesting momentum is...
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...