TSE:1808
TSE:1808Consumer Durables

HASEKO (TSE:1808) Treasury Share Cancellation Triggers Fresh Look at an Already Stretched Valuation

HASEKO (TSE:1808) just approved the cancellation of 8,314,500 treasury shares, about 3% of its float. This is a tidy balance sheet move that can subtly lift per share metrics and shareholder appeal. See our latest analysis for HASEKO. The move comes after a powerful run, with the share price up around 9% over the past month and a year to date share price return above 50%. The five year total shareholder return of well over 200% shows long term momentum is still very much intact. If this kind...
TSE:4666
TSE:4666Commercial Services

PARK24 (TSE:4666): Reassessing Valuation After Dividend Hike, Earnings Growth Guidance and Early Loan Repayment Plan

PARK24 (TSE:4666) just packed several shareholder friendly moves into one update, lifting its dividend outlook, guiding for higher sales and profits, and planning early repayment of a large subordinated loan. See our latest analysis for PARK24. The upbeat guidance, richer dividend outlook and early loan repayment plan come after a choppy stretch. The latest ¥2,067.5 share price sits against a modestly negative year to date share price return but a solid positive five year total shareholder...
TSE:4151
TSE:4151Pharmaceuticals

Is KOMZIFTI’s Early AML Data and CEO Review Altering The Investment Case For Kyowa Kirin (TSE:4151)?

Earlier in December 2025, Kura Oncology and Kyowa Kirin reported Phase 1a/1b data showing a favorable safety profile and encouraging antileukemic activity for KOMZIFTI (ziftomenib) combined with venetoclax and azacitidine in difficult-to-treat acute myeloid leukemia, alongside Kyowa Kirin’s board meeting to consider a change in CEO. The ASH presentations positioned KOMZIFTI as a potential backbone menin inhibitor therapy in both newly diagnosed and relapsed or refractory AML, underlining...
TSE:3296
TSE:3296REITs

NIPPON REIT Investment (TSE:3296) valuation check after Tokyo portfolio upgrade with CIRCLES Nihonbashi Hamacho deal

NIPPON REIT Investment (TSE:3296) is shaking up its Tokyo portfolio by selling the ageing Kudankita 325 office building and buying the newer CIRCLES Nihonbashi Hamacho, aiming for fresher assets, steadier income and better tax efficiency. See our latest analysis for NIPPON REIT Investment. These portfolio upgrades and boardroom changes come against a backdrop of steady momentum, with a roughly 30 percent year to date share price return and a robust 12 month total shareholder return above 40...
TSE:4503
TSE:4503Pharmaceuticals

Assessing Astellas Pharma (TSE:4503) Valuation After Its Strong 1-Year Share Price Rally

Astellas Pharma (TSE:4503) has quietly outperformed the broader Japanese market over the past year, gaining about 43% as investors warm to its oncology pipeline, steady cash generation, and improving long term return profile. See our latest analysis for Astellas Pharma. That momentum has not come out of nowhere, with a 90 day share price return of 26.7% and a 1 year total shareholder return of about 43% pointing to steadily improving sentiment rather than a brief spike. If Astellas recent run...
TSE:7752
TSE:7752Tech

Ricoh (TSE:7752) Valuation Check After AV Integrator Recognition and GR IV HDF Camera Launch

Ricoh Company (TSE:7752) has given investors a fresh talking point by pairing its third straight top five SCN AV integrator ranking with the launch of the creatively geared GR IV HDF camera. See our latest analysis for Ricoh Company. Despite the buzz around AV integration wins and the GR IV HDF launch, Ricoh’s latest share price of ¥1,365 comes after a weak year to date share price return of around minus 21 percent, even though its five year total shareholder return of roughly 131 percent...
TSE:6702
TSE:6702IT

Fujitsu (TSE:6702) Valuation Check After Launch of Its Sports-Focused Technology Accelerator Program

Fujitsu (TSE:6702) just kicked off its "Fujitsu Accelerator Program for Sports," a push to blend sports and technology in ways that could open fresh revenue streams and reinforce its broader digital services strategy. See our latest analysis for Fujitsu. That push into sports tech lands against a backdrop of strong momentum, with a roughly 55% year to date share price return and a near 55% one year total shareholder return, signalling investors are steadily warming to Fujitsu’s growth...
TSE:5714
TSE:5714Metals and Mining

Dowa Holdings (TSE:5714): Assessing Valuation After Daiwa Upgrade and Top-Gainer Surge on the Nikkei 225

Dowa Holdings (TSE:5714) just surged to the top of the Nikkei 225 leaderboard, climbing about 7% after a bullish reassessment from Daiwa Securities, with the rally reinforced by strength across several key Japanese sectors. See our latest analysis for Dowa Holdings. That burst of buying sits on top of an already strong run, with a roughly 14.8% 1 month share price return and a 54.6% year to date share price gain. The 1 year total shareholder return of about 64.3% suggests momentum is still...
TSE:6503
TSE:6503Electrical

Did Mitsubishi Electric's New Safety-Focused AI Suite Just Shift Its (TSE:6503) Investment Narrative?

Mitsubishi Electric recently unveiled several AI-powered innovations, including an in-vehicle intoxication detection system and a physics-embedded AI for equipment degradation, alongside research enhancing ozone-based hygiene using negative ions. Taken together with its first TNFD report, these advances highlight how Mitsubishi Electric is tying AI and environmental science to safety, productivity, and long-term sustainability themes. We’ll now examine how Mitsubishi Electric’s new AI-driven...
TSE:3774
TSE:3774Telecom

Assessing Internet Initiative Japan (TSE:3774) After Its Expanded Safous Cybersecurity Upgrade

Safous upgrade puts cybersecurity in focus for Internet Initiative Japan Internet Initiative Japan (TSE:3774) just rolled out an upgraded Safous Security Assessment, adding broader attack surface monitoring, sharper threat intelligence, and subscriber perks like monthly risk reports, real time alerts, and optional expert consulting. For investors, this move reinforces IIJ’s push deeper into cybersecurity services, a segment tied to recurring revenue and rising demand as companies tighten...
TSE:8386
TSE:8386Banks

Hyakujushi Bank (TSE:8386) Valuation After Nomura Alliance Reshapes Its Asset Management and Intermediary Business

Hyakujushi Bank (TSE:8386) just finalized a sweeping business alliance with Nomura Securities, reshaping how both firms handle asset management and intermediary services. This represents a structural shift investors will want to factor into long term expectations. See our latest analysis for Hyakujushi Bank. That backdrop helps explain why momentum has been so strong, with Hyakujushi Bank’s share price nearly doubling year to date and its five year total shareholder return above 400 percent,...
TSE:9101
TSE:9101Shipping

Assessing Nippon Yusen Kabushiki Kaisha (TSE:9101) Valuation After New U.S. Methanol Bunkering Partnership

Nippon Yusen Kabushiki Kaisha (TSE:9101) just took a fresh step into cleaner shipping, teaming up with ABS, ENEOS, and SEACOR to study commercial-scale methanol bunkering along the U.S. Gulf Coast. See our latest analysis for Nippon Yusen Kabushiki Kaisha. The deal comes after a softer patch for the shares, with the latest share price at ¥4,898 and a roughly 10 percent 3 month share price return decline. However, the 5 year total shareholder return near 900 percent still tells a powerful long...
TSE:268A
TSE:268AElectronic

Rigaku Holdings (TSE:268A): Reassessing Valuation After ONYX 3200 Launch and Growing Semiconductor Growth Expectations

Rigaku Holdings (TSE:268A) just rolled out its ONYX 3200 semiconductor metrology system, with the first unit already shipped to a major foundry. Investors are watching how this launch feeds into future growth. See our latest analysis for Rigaku Holdings. The launch of ONYX 3200 seems to be feeding into a strong swing in market sentiment. Rigaku’s 30 day share price return of about 30 percent and year to date share price return above 30 percent suggest momentum is building off the back of...
TSE:9746
TSE:9746Professional Services

TKC Corporation (TSE:9746): Valuation Check After New Multi‑Year Buyback and Dividend Strategy

TKC (TSE:9746) has outlined a clear five-year shareholder return roadmap, committing to sizable buybacks and targeting a roughly 50% dividend payout ratio, which is drawing attention from investors. See our latest analysis for TKC. That clarity on capital returns seems to be resonating with the market, with a solid year to date share price return of 12.8% and a three year total shareholder return of 29.1% suggesting momentum is gradually building rather than fading. If this kind of...
TSE:7649
TSE:7649Consumer Retailing

Sugi Holdings (TSE:7649): Reassessing Valuation After Strong Year‑Over‑Year Net Sales Growth

Sugi HoldingsLtd (TSE:7649) recently reported another increase in its latest sales update, with net sales rising about 8% year over year for both November and the third quarter, which may indicate building momentum. See our latest analysis for Sugi HoldingsLtd. The shares have barely moved over the past quarter, but the year to date share price return of about 48 percent and one year total shareholder return above 50 percent suggest steady, not explosive, momentum as investors reassess its...
TSE:2802
TSE:2802Food

Is Ajinomoto’s Health-Focused Umami Pivot Altering The Investment Case For Ajinomoto (TSE:2802)?

Ajinomoto has recently seen stronger investor interest as it pivots further toward health and well-being offerings while benefiting from rising global appetite for umami-rich foods. By leaning on innovation and a broad product lineup across seasonings, frozen foods, and health-related ingredients, the company is aligning itself with evolving consumer preferences in Japan and overseas. We’ll now explore how Ajinomoto’s intensified push into health-focused, umami-based products may influence...
TSE:5901
TSE:5901Packaging

Toyo Seikan Group Holdings (TSE:5901) Valuation After New Restricted Share Incentive Plan Announcement

Toyo Seikan Group Holdings (TSE:5901) has kicked off a new chapter in its equity story by launching a restricted share incentive plan, allotting up to 738,300 treasury shares to its employee shareholding association. See our latest analysis for Toyo Seikan Group Holdings. The plan lands at a time when momentum is clearly building, with a roughly 11 to 12 percent 3 month share price return and a powerful long term total shareholder return profile that suggests growing confidence in Toyo...
TSE:4045
TSE:4045Chemicals

How Investors Are Reacting To Toagosei (TSE:4045) Canceling Part Of Its Treasury Stock

On 18 December 2025, Toagosei Co., Ltd.’s Board of Directors met to approve the cancellation of part of its treasury stock under Article 178 of the Companies Act. This move tightens the share base and can signal management’s confidence in the company’s capital structure and long-term shareholder returns. We will now examine how Toagosei’s decision to cancel a portion of its treasury stock reshapes the company’s investment narrative and appeal. We've found 12 US stocks that are forecast to...
TSE:6857
TSE:6857Semiconductor

Advantest (TSE:6857) Valuation Check After New AI & HPC Die-Level Testing Collaboration With Tokyo Seimitsu

Advantest (TSE:6857) just put a fresh spotlight on its stock with a new collaboration with Tokyo Seimitsu, targeting die level testing for demanding AI and high performance computing devices. See our latest analysis for Advantest. That new AI and HPC collaboration lands after a string of product launches and capital moves, and the market seems to like the direction. The 90 day share price return of 27.8 percent and the 5 year total shareholder return of 993.5 percent suggest momentum is still...
TSE:9301
TSE:9301Infrastructure

Mitsubishi Logistics (TSE:9301) Valuation Check as It Reshapes Operations for Grid Electricity Storage Expansion

Mitsubishi Logistics (TSE:9301) has approved an organizational reshuffle to kick start its grid electricity storage business, creating a new preparation chamber and adjusting senior roles to support this expansion. See our latest analysis for Mitsubishi Logistics. The grid storage push fits into a steady, if unspectacular, year for Mitsubishi Logistics, with an 8.9% 1 month share price return and a powerful 3 year total shareholder return of 111.1% suggesting long term momentum remains firmly...
TSE:7974
TSE:7974Entertainment

Can Nintendo (TSE:7974) Software Strength Cushion Switch 2 Margin Pressure From Higher Chip Costs?

Nintendo recently faced concerns over rising memory chip costs squeezing margins on its new Switch 2 console, even as the company lifted its fiscal 2026 sales forecast for the device from 15 million to 19 million units on the back of strong hardware and software demand. An interesting angle is how Nintendo is leaning on higher Switch 2 and game sales volumes to help offset input cost pressure, underscoring the central role of its software ecosystem in supporting the broader console...
TSE:8953
TSE:8953Retail REITs

Should Japan Metropolitan Fund Investment’s Higher 2026 Dividend Payout (TSE:8953) Require Action From Investors?

Japan Metropolitan Fund Investment Corporation has announced an increased semi-annual dividend of ¥2,952.00 per share, payable on May 27, 2026, with an ex-date of February 26, 2026 and record date of February 28, 2026. This higher payout signals the REIT’s emphasis on consistent income for unitholders, a central theme for many income-focused investors in Japanese real estate. We’ll now examine how this higher semi-annual dividend shapes Japan Metropolitan Fund Investment Corporation’s...
TSE:4704
TSE:4704Software

Trend Micro (TSE:4704) Valuation After Board Weighs Share Buyback Plan

Trend Micro (TSE:4704) has set investors talking after its November 12 board meeting, where directors weighed a plan to repurchase common stock, a move that often hints at management’s underlying confidence. See our latest analysis for Trend Micro. That confidence comes after a choppy year, with the latest share price at ¥6,921 and a roughly 15 percent year to date share price decline, even as the three year total shareholder return sits near 27 percent. This suggests longer term momentum has...
TSE:285A
TSE:285ASemiconductor

Reassessing Kioxia Holdings (TSE:285A) Valuation After a Sharp Multi‑Month Rally and Recent Pullback

Recent Performance and Market Context Kioxia Holdings (TSE:285A) has slipped about 2% on the day and roughly 18% over the past month, even after more than doubling over the past 3 months. This has left investors reassessing near term expectations. See our latest analysis for Kioxia Holdings. That backdrop makes the latest pullback look more like cooling momentum than a broken story. The share price is at ¥9,340 after a year-to-date share price return of 437.71% and a 1 year total shareholder...