TSE:6702
TSE:6702IT

Did Fujitsu’s £80 Million Post Office Payout Reshape Its (TSE:6702) Investment Narrative?

In October 2025, Fujitsu injected £80 million into its UK operations as it addressed compensation obligations stemming from the Post Office Horizon scandal, signaling an increased commitment to government engagement on remediation and compensation efforts. This substantial financial move not only highlights the company's resolve to address reputational risks but also introduces uncertainty around future cash flows due to its evolving involvement with compensation schemes in the UK. We will...
TSE:4088
TSE:4088Chemicals

A Look at Air Water (TSE:4088) Valuation as Special Committee Probes Accounting Concerns

Air Water (TSE:4088) has set up a Special Investigating Committee to look into concerns about deferred loss recognition in its accounting, involving about 2.5 billion yen. This move raises questions regarding the company’s recent financial disclosures. See our latest analysis for Air Water. Air Water’s latest accounting probe comes after a sharp pullback in its share price. The stock dropped nearly 19% over the past month but is still up about 10% for the year to date. Looking at the longer...
TSE:3099
TSE:3099Multiline Retail

Isetan Mitsukoshi (TSE:3099): Assessing Valuation Following Completion of Share Buyback Program

Isetan Mitsukoshi Holdings (TSE:3099) has just completed a share buyback, purchasing 3.45% of its outstanding shares. This move is often seen as a sign of management’s confidence and can shift investor sentiment. See our latest analysis for Isetan Mitsukoshi Holdings. Recent price action for Isetan Mitsukoshi Holdings has been lively, with the share price surging 21.5% over the past 90 days before a 12.4% drop this month. While these short-term shifts may reflect mixed reactions to the...
TSE:7747
TSE:7747Medical Equipment

Did Asahi Intecc's Share Buyback Completion Just Shift Its (TSE:7747) Investment Narrative?

Asahi Intecc announced the completion of its share repurchase program, having bought back 5,094,500 shares, 1.88% of shares outstanding, for ¥12,150.05 million as of September 30, 2025. This move underscores the company’s commitment to capital allocation and returning value to shareholders through buybacks over multiple tranches. We’ll explore how the completed share buyback could factor into Asahi Intecc’s investment narrative around shareholder returns. Rare earth metals are the new gold...
TSE:4901
TSE:4901Tech

Is FUJIFILM (TSE:4901) Fairly Valued? A Fresh Look After Recent Share Price Pullback

FUJIFILM Holdings (TSE:4901) shares have moved lower over the past week, with investors weighing recent price swings against the company’s steady annual revenue and net income growth. The stock’s long-term performance continues to draw attention from those focused on valuation. See our latest analysis for FUJIFILM Holdings. FUJIFILM Holdings’ share price has seen a pullback this week, and while momentum has faded slightly in recent sessions, the company’s strong three- and five-year total...