TSE:8473
TSE:8473Capital Markets

Is SBI Holdings (TSE:8473) Quietly Recasting Its Core Identity Around Crypto Market Infrastructure?

Japan’s Financial Services Agency has recently begun considering cryptocurrencies as eligible assets for spot ETFs, with Nomura Holdings and SBI Holdings preparing potential products that would list on the Tokyo Stock Exchange if approved. This potential shift could formally bring digital assets into mainstream Japanese investment products, positioning firms like SBI Holdings at the centre of market infrastructure for crypto exposure. We will now examine how SBI Holdings’ potential role in...
TSE:3064
TSE:3064Trade Distributors

Assessing MonotaRO (TSE:3064) Valuation After Strong December 2025 Sales Update

MonotaRO (TSE:3064) shares are moving after the company released its non-consolidated sales results for December 2025, reporting monthly sales of ¥31,390 million compared with ¥24,159 million in the same month a year earlier. See our latest analysis for MonotaRO. The December sales announcement comes after a mixed stretch for MonotaRO’s shares, with a 30 day share price return of an 11.49% decline but a 90 day gain of 10.24%, while the 1 year total shareholder return is an 8.68% decline...
TSE:9001
TSE:9001Transportation

Assessing Tobu Railway (TSE:9001) Valuation After New Leisure Travel Tie Up With Kintetsu Group

Why Tobu Railway Is Back on Investors’ Radar Tobu Railway (TSE:9001) has moved into focus after launching a leisure travel campaign with Kintetsu Group, using cross branded trains and joint promotions to link Kansai and Kanto tourism demand. See our latest analysis for Tobu Railway. While the Kintetsu tie up is grabbing attention, Tobu Railway’s share price has quietly built momentum, with an 8.6% 90 day share price return and a 6.58% 1 year total shareholder return, contrasting with a softer...
TSE:7011
TSE:7011Machinery

Is Mitsubishi Heavy Industries (TSE:7011) Using LEO Station Modules To Recast Its Space Strategy?

Mitsubishi Heavy Industries and Mitsubishi Electric recently invested in Japan LEO Shachu, a Mitsui & Co.–backed venture developing commercial low Earth orbit modules as part of Japan’s broader post-ISS ambitions. This move highlights how Japanese industrial heavyweights are positioning themselves to supply hardware and services for an emerging private low Earth orbit economy. We’ll now examine how Mitsubishi Heavy Industries’ backing of Japan LEO Shachu’s commercial LEO station module...
TSE:2296
TSE:2296Food

A Look At Itoham Yonekyu Holdings (TSE:2296) Valuation After Board And Executive Changes

Itoham Yonekyu Holdings (TSE:2296) has put boardroom changes in focus after a January 16, 2026 meeting resolved to refresh director roles and reshuffle executive responsibilities, a governance move investors may watch closely. See our latest analysis for Itoham Yonekyu Holdings. At a share price of ¥6,020, Itoham Yonekyu Holdings has seen a 5.43% 1 month share price return and an 8.86% 3 month share price return. The 1 year total shareholder return of 67.21% and 3 year total shareholder...
TSE:4502
TSE:4502Pharmaceuticals

Takeda’s New Low-IgA Immunoglobulin Launch: What Does It Reveal About Its Moat (TSE:4502)?

Takeda recently announced the U.S. availability of GAMMAGARD LIQUID ERC, a ready-to-use 10% low-IgA immunoglobulin therapy approved as replacement treatment for primary immunodeficiency in patients aged two and older, deliverable intravenously or subcutaneously. This launch reinforces Takeda’s specialized position in immunoglobulin therapies, as it remains the only manufacturer offering a low-IgA 10% solution while planning to retire GAMMAGARD S/D by the end of December 2027. Next, we’ll...
TSE:8600
TSE:8600Banks

TOMONY Holdings (TSE:8600) Valuation After Ongoing Share Buyback Program And Strong Recent Shareholder Returns

Share buyback program and why it matters now TOMONY Holdings (TSE:8600) is in the middle of a board approved share repurchase program. The company has already bought back 926,600 shares and still has capacity for further purchases through late January 2026. See our latest analysis for TOMONY Holdings. While TOMONY Holdings' share price has eased over the last week, with a 7 day share price return of a 2.30% decline and a 1 day move of a 2.97% decline, the 90 day share price return of 23.44%...
TSE:7951
TSE:7951Leisure

Assessing Yamaha (TSE:7951) Valuation After New Creator-Focused Audio Lineup Launch

Why Yamaha’s New Creator-Focused Gear Matters for Shareholders Yamaha (TSE:7951) has just rolled out its MGX digital mixers, URX audio interfaces, and CC1 USB controller, targeting musicians, streamers, and podcasters, with a global launch tied to The NAMM Show 2026. See our latest analysis for Yamaha. The new creator-focused launch comes after a mixed run for investors, with a 90 day share price return of 13.77% but a 3 year total shareholder return decline of 28.09%, so recent momentum...
TSE:8411
TSE:8411Banks

Does Mizuho (TSE:8411) Elevate Its Emerging Markets Ambition With a New Regional Dealmaker?

Mizuho Financial Group Inc. recently created a new role and appointed Ahmed Siddiqi as regional head of Corporate Investment Bank for the Middle East, Africa, Turkiye and Central Asia Caucasus, drawing on his more than 20 years of global experience. The move highlights Mizuho’s focus on building a more coordinated regional footprint across several high-potential emerging markets under a single experienced leader. Next, we’ll consider how this newly created regional leadership role could...
TSE:8002
TSE:8002Trade Distributors

Marubeni’s Management Shake‑Up and Canadian Minerals Bet Might Change The Case For Investing In Marubeni (TSE:8002)

In January 2026, Marubeni Corporation approved wide‑ranging executive retirements and appointments, a comprehensive internal reorganization across multiple divisions, and the closure of its Luanda representative office, while also participating in an amended mineral exploration option agreement in Canada with Hudbay Minerals and JOGMEC. Taken together, these governance, structural, and resource‑sector moves point to a meaningful repositioning of how Marubeni organizes its global portfolio...
TSE:4180
TSE:4180Software

High Growth Tech Stocks in Asia Featuring Three Prominent Companies

Amidst a backdrop of mixed performance in global markets, the Asian tech sector continues to capture investor attention with its potential for high growth, despite some economic uncertainties. In this environment, identifying promising tech stocks involves looking at companies that demonstrate strong innovation capabilities and resilience in adapting to shifting market dynamics.
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902) Valuation Check After US$69 Million Lebanon Logistics Expansion Decision

DENSO (TSE:6902) is committing US$69 million to a new 280,000 square foot logistics center in Lebanon, Tennessee. This business expansion is aimed at optimizing North American operations and improving service quality for customers. See our latest analysis for DENSO. DENSO’s latest logistics investment comes as the shares trade at ¥2,210.5, with a 30 day share price return of 2.34% and a 90 day decline of 4.51%. The 5 year total shareholder return of 71.99% points to stronger long term...
TSE:7906
TSE:7906Leisure

YONEX (TSE:7906) Valuation Check After Recent Pullback And Strong Longer Term Returns

Context for YONEX stock YONEX (TSE:7906) has attracted fresh attention after a mixed recent return profile, with a roughly 3% gain over the past month contrasting with a 15% decline over the past 3 months. For investors tracking the stock, the current share price of ¥3,355 sits alongside reported annual revenue of ¥150,866 and net income of ¥11,537, supported by positive annual revenue and net income growth figures. See our latest analysis for YONEX. While the recent 1 month share price...
TSE:2809
TSE:2809Food

Kewpie (TSE:2809) Valuation Check After 100th Anniversary Commemorative Dividend Announcement

How Kewpie’s commemorative dividend fits into its shareholder return plan Kewpie (TSE:2809) has drawn fresh attention after announcing a ¥5 commemorative dividend for the fiscal year ended November 30, 2025, tied to the 100th anniversary of Kewpie Mayonnaise. This commemorative payout sits alongside the ordinary year end dividend of ¥27 per share, taking the year end total to ¥32. Together with the previously paid interim dividend of ¥32, shareholders receive ¥64 per share for the year. Of...
TSE:7730
TSE:7730Medical Equipment

Assessing Mani (TSE:7730) Valuation After Strong Q1, Higher Dividends And 2026 Outlook

Mani (TSE:7730) has drawn fresh attention after reporting first quarter results, issuing new earnings guidance for fiscal 2026, and outlining higher dividend plans for both the second quarter and full year. See our latest analysis for Mani. At a share price of ¥1,620.0, Mani has seen a 10.88% 1 month share price return and 10.13% year to date. The 1 year total shareholder return of 11.10% contrasts with weaker 3 and 5 year total shareholder returns, suggesting momentum has been picking up...
TSE:3148
TSE:3148Consumer Retailing

Assessing Create SD Holdings (TSE:3148) Valuation After The Latest Dividend Increase

Dividend increase puts Create SD Holdings in focus Create SD Holdings (TSE:3148) has drawn fresh investor attention after announcing a second quarter dividend of ¥45.00 per share, compared with ¥34.00 a year earlier. Payments are scheduled to begin on February 4, 2026. See our latest analysis for Create SD Holdings. At a share price of ¥3,335, Create SD Holdings has seen a 1-year total shareholder return of 22.61%, while shorter term share price returns such as the 7-day 2.93% gain and 90-day...
TSE:7211
TSE:7211Auto

Assessing Mitsubishi Motors (TSE:7211) Valuation After Recent Executive Leadership Changes

Mitsubishi Motors (TSE:7211) shares are in focus after the Board approved changes to top management, with Keisuke Kishiura named President & COO and Takao Kato moving to the CEO role. See our latest analysis for Mitsubishi Motors. The executive reshuffle comes after a mixed period for investors, with the share price at ¥391.8 and a 30 day share price return of 5.04% contrasted with a 1 year total shareholder return decline of 9.92%. This suggests shorter term momentum against weaker longer...
TSE:3468
TSE:3468REITs

A Look At Star Asia Investment (TSE:3468) Valuation After Strong December 2025 Hotel Performance

Hotel performance update and why it matters for Star Asia Investment (TSE:3468) Star Asia Investment (TSE:3468) recently reported strong December 2025 hotel performance, with record inbound tourism to Japan, resilient Southeast Asian demand, and government campaigns supporting occupancy and revenue across its portfolio. See our latest analysis for Star Asia Investment. Despite the strong hotel performance, the 7 day share price return of a 2.98% decline and recent softness suggest some...