TSE:6503
TSE:6503Electrical

Is Mitsubishi Electric (TSE:6503) Quietly Redefining Its AI and Sustainability Edge With Recent Innovations?

In recent days, Mitsubishi Electric announced a physics-embedded AI for equipment degradation, microbubble-driven microchannel cooling technology, and new high-isolation HVIGBT power modules, while also earning CDP’s top “A List” rankings for Climate Change and Water Security. Together, these innovations and ESG accolades highlight Mitsubishi Electric’s push to fuse advanced AI, power electronics, and sustainability to support industrial reliability, decarbonization, and lifecycle cost...
TSE:4751
TSE:4751Media

CyberAgent’s ¥11.6b Internal Dividend Raises New Questions About Capital Allocation Discipline (TSE:4751)

Earlier this year, CyberAgent, Inc. announced it will receive ¥11,603 million in dividends from nine subsidiaries, booking this as non-operating income in its non-consolidated results for the fiscal year ending September 30, 2026, without changing its consolidated financial statements. This internal dividend stream highlights how CyberAgent can tap cash flows from its subsidiaries to fine-tune its parent-level balance sheet and capital allocation. We’ll now explore how this large subsidiary...
TSE:7261
TSE:7261Auto

Is It Too Late To Consider Mazda After Its Electrification Push And Share Price Surge?

Wondering if Mazda Motor is still good value after its run up, or if fresh buyers are now paying too much for growth that is already priced in? The stock is up 5.8% over the last week, 4.9% over the past month and has climbed 27.9% in the last year, adding to a strong 98.7% gain over five years. Recent headlines have focused on Mazda's push into electrified vehicles and alliances around EV and battery technology, alongside ongoing investments in more efficient combustion engines and safety...
TSE:7279
TSE:7279Auto Components

Hi-Lex (TSE:7279) Q4 Profit Rebound Tests Bullish Narrative Against Lofty 77.8x P/E

Hi-Lex (TSE:7279) has capped FY 2025 with fourth quarter revenue of ¥76.4 billion and net income of ¥5.0 billion, translating into EPS of ¥134.8. The company has seen quarterly revenue move from ¥72.9 billion in Q4 FY 2024 to ¥76.4 billion in Q4 FY 2025, while EPS swung from a loss of ¥52.3 to a profit of ¥134.8 over the same period, setting up a year in which trailing twelve month EPS reached ¥224.8 on net income of ¥8.4 billion from ¥304.1 billion in revenue. Overall, margins look healthier...
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:9072
TSE:9072Transportation

Evaluating NIKKON Holdings (TSE:9072) After Board Move to Consider New Shareholder Benefit Program

NIKKON HoldingsLtd (TSE:9072) has called a December 5 board meeting to vote on introducing a new Shareholder Benefit Program, a move that could reshape how long term investors view the stock’s appeal. See our latest analysis for NIKKON HoldingsLtd. The planned Shareholder Benefit Program comes after a strong run, with the share price at ¥3,464 and a powerful year to date share price return of 71.36 percent alongside a three year total shareholder return of 215.81 percent, which suggests that...
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:4755
TSE:4755Multiline Retail

Rakuten Group (TSE:4755): Assessing Valuation After Recent Share Price Pullback and Three-Year Rebound

Rakuten Group (TSE:4755) has been drifting lower over the past month, and that slide is starting to draw more attention from investors who remember how strongly the stock has moved over the past 3 years. See our latest analysis for Rakuten Group. The recent 30 day share price return of minus 11.6 percent has checked some of the enthusiasm that built earlier this year. Even so, the year to date share price return is still positive, and the three year total shareholder return of 53 percent...