TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902) Valuation After Recent Share Price Consolidation

DENSO (TSE:6902) has drawn investor attention after recent share price moves, with a modest gain over the past month contrasting with a small decline over the past 3 months. See our latest analysis for DENSO. At a share price of ¥2,159, DENSO’s recent 1 month share price return of 2.98% contrasts with a small 90 day share price decline. Its 5 year total shareholder return of 69.97% points to stronger longer term compounding, suggesting momentum has cooled after earlier gains. If DENSO’s...
TSE:9984
TSE:9984Wireless Telecom

Does SoftBank’s US$1 Billion AI Data Center Bet With OpenAI Change The Bull Case For SoftBank Group (TSE:9984)?

In late 2025, OpenAI and SoftBank Group jointly committed US$500 million each to SB Energy to fund a 1.2‑gigawatt AI data center campus in Texas as part of OpenAI’s Stargate infrastructure push. This move links SoftBank’s capital and SB Energy’s development capabilities directly to the build‑out of large‑scale AI computing capacity, deepening its exposure to AI infrastructure rather than only AI software and chips. Next, we’ll examine how SoftBank’s US$1 billion co‑investment with OpenAI in...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Valuation Check After Recent Share Price Momentum And Analyst Fair Value Gap

Nissan Motor (TSE:7201) has drawn fresh attention after recent share price moves, with the stock up over the past week, month, and past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Nissan Motor. At a share price of ¥408.0, Nissan Motor’s recent 2.46% 1 day and 13.93% 90 day share price returns point to building short term momentum, even as the 1 year total shareholder return of a 10.01% decline reflects a weaker longer term journey. If you are...