TSE:2371
TSE:2371Interactive Media and Services

What Kakaku.com (TSE:2371)'s Move Into en Inc.'s Engage Business Means For Shareholders

On December 17, 2025, Kakaku.com’s board approved entering into a basic agreement concerning the “engage” business operated by en Inc., marking a potential shift in its service portfolio. This move suggests Kakaku.com is exploring deeper exposure to employment-related digital services, which could influence how investors view its growth mix and risk profile. We’ll now examine how Kakaku.com’s basic agreement around en Inc.’s engage business could reshape the company’s broader investment...
TSE:2914
TSE:2914Tobacco

Japan Tobacco (TSE:2914): Reassessing Valuation After Major Counterfeit Cigarette Operation Exposed

Italian authorities just shut down a large illicit cigarette plant near Rome that was churning out counterfeit Camel and Winston, directly implicating Japan Tobacco (TSE:2914) in a high profile trademark and smuggling case. See our latest analysis for Japan Tobacco. For investors, this counterfeit bust lands at a time when Japan Tobacco’s 90 day share price return of 21.2 percent and 1 year total shareholder return of 46.27 percent already signal strong, building momentum rather than a late...
TSE:6594
TSE:6594Electrical

Nidec (TSE:6594) Valuation Check as Founder Shigenobu Nagamori Hands Chairmanship to Mitsuya Kishida

Nidec (TSE:6594) just confirmed a major leadership handoff, with founder Shigenobu Nagamori stepping down as Chairman and becoming Chairman Emeritus, while CEO Mitsuya Kishida takes over the board. For investors, this shift spotlights succession, strategic continuity and how the market prices Nidec’s next chapter. See our latest analysis for Nidec. The leadership transition lands at a tricky moment for shareholders, with the 30 day share price return of 4.01 percent offering only a modest...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Valuation Check as New Sci‑Fi IP PRAGMATA Targets 2026 Multi‑Platform Launch

Capcom (TSE:9697) just put fresh fuel under its long term growth story by unveiling PRAGMATA, a new sci fi IP slated for April 2026, with a PC demo launching now. See our latest analysis for Capcom. Despite the buzz around PRAGMATA, Capcom’s recent share price return has cooled, with a 30 day share price return of minus 11.46 percent and a 90 day share price return of minus 14.19 percent. However, its five year total shareholder return of 125.32 percent still points to strong long term...
TSE:9364
TSE:9364Infrastructure

How Kamigumi’s Potential Presidential Transition At Kamigumi (TSE:9364) Has Changed Its Investment Story

On December 12, 2025, Kamigumi Co., Ltd. held a board meeting to consider a change in its Representative Director (President), underscoring a potential leadership transition at the top of the company. This prospective shift in the presidency marks a meaningful corporate governance moment that could influence how investors interpret Kamigumi’s long-term direction and priorities. We will now examine how the potential change in Kamigumi’s Representative Director shapes the company’s investment...
TSE:8961
TSE:8961REITs

MORI TRUST REIT (TSE:8961) Valuation Check After Its Latest Semi-Annual Dividend Increase

MORI TRUST REIT (TSE:8961) just raised its semi annual dividend to ¥1,791 per share, with investors locking in eligibility around late February 2026. This move points to steady confidence in future cash flows. See our latest analysis for MORI TRUST REIT. The higher payout lands against a solid backdrop, with the share price at ¥78,000 and a strong year-to-date share price return of 25 percent and a robust 1-year total shareholder return of 37.11 percent, suggesting momentum is still building...
TSE:6645
TSE:6645Electronic

OMRON (TSE:6645): Assessing an Apparently Stretched Valuation After a Recent Share Price Rebound

OMRON (TSE:6645) has quietly staged a small rebound this month, even as its longer term returns remain under pressure. That gap between short term momentum and multi year weakness is where the opportunity debate starts. See our latest analysis for OMRON. At around ¥3,898 per share, OMRON’s 1 month share price return has nudged higher, but its 1 year total shareholder return of roughly minus 22 percent shows that longer term momentum is still clearly fading. If OMRON’s mixed momentum has you...
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...