TSE:6971
TSE:6971Electronic

Kyocera (TSE:6971): Assessing Valuation After a Strong 7% Monthly and 43% Annual Share Price Rally

Kyocera (TSE:6971) has quietly put together an impressive run, with the share price climbing about 7% over the past month and roughly 43% over the past year, easily outpacing broader Japanese indices. See our latest analysis for Kyocera. The latest leg higher has been supported by solid underlying results, with steady revenue growth and a sharp improvement in net income helping to reframe Kyocera’s risk profile and fuel its strong year to date share price return. If Kyocera’s momentum has...
TSE:5706
TSE:5706Metals and Mining

Assessing Mitsui Kinzoku (TSE:5706) After Its Strong Share Price Run: Is the Valuation Still Justified?

Mitsui Kinzoku Company (TSE:5706) has quietly turned into a serious momentum story, with the share price climbing about 75% over the past 3 months and nearly tripling investors money year to date. See our latest analysis for Mitsui Kinzoku Company. That surge has come on top of an already impressive run, with the 1 year total shareholder return near 290% and the 3 year total shareholder return above 540%. This suggests that momentum is still very much building rather than fading. If Mitsui...
TSE:4568
TSE:4568Pharmaceuticals

Daiichi Sankyo (TSE:4568) Valuation After Patent Win and New ENHERTU, DATROWAY Oncology Milestones

Daiichi Sankyo Company (TSE:4568) has just cleared a major legal hurdle while pushing deeper into oncology, with a U.S. appeals court invalidating a Seagen patent and fresh clinical momentum around ENHERTU and DATROWAY. See our latest analysis for Daiichi Sankyo Company. The mix of a cleared patent overhang and steady ENHERTU and DATROWAY news flow has not yet turned the tide. The share price has delivered a year-to-date return of negative 19.3 percent and a one-year total shareholder return...
TSE:3407
TSE:3407Chemicals

Is Asahi Kasei (TSE:3407) Quietly Trading HMD For A Higher-Return Materials Future?

Asahi Kasei recently announced it will phase out production of hexamethylene diamine (HMD) by April 2027 as part of its portfolio optimization, while keeping PA66 and HDI operations in Miyazaki Prefecture unchanged and reassigning all affected employees. At the same time, its ROICA brand is partnering with NILIT’s SENSIL to develop biomass-balanced, lower-impact stretch fabrics, underscoring Asahi Kasei’s push toward higher-return, sustainability-oriented materials businesses. We’ll now...
TSE:7912
TSE:7912Commercial Services

Dai Nippon Printing (TSE:7912): Valuation Check After 10nm NIL Breakthrough Challenges Costly EUV Lithography

Dai Nippon Printing (TSE:7912) just caught semiconductor investors attention with a new nanoimprint lithography template that patterns circuits at 10 nanometers, a potential alternative to more expensive, power hungry EUV tools. See our latest analysis for Dai Nippon Printing. The announcement lands after a steady rerating, with a 17.5% year to date share price return and a powerful 203% five year total shareholder return suggesting momentum has been quietly building rather than fading. If...
TSE:7974
TSE:7974Entertainment

Is Nintendo (TSE:7974) Turning Brand Collaborations Into a Durable Consumer Engagement Engine?

Ferrero’s Kinder Joy recently launched its Super Mario Collection in collaboration with Nintendo in the U.S., offering 26 different Super Mario-themed toys inside Kinder Joy eggs from December through April 2026. The tie-up extends Nintendo’s Super Mario franchise more deeply into everyday snacking and collectibles, potentially reinforcing brand engagement among both families and nostalgic adult fans. We’ll now look at how this Kinder Joy Super Mario collaboration, by deepening franchise...
TSE:9020
TSE:9020Transportation

Earthquake‑Driven Service Suspensions Could Be A Game Changer For East Japan Railway (TSE:9020)

A powerful magnitude-7.5 to 7.6 earthquake struck northeastern Japan recently, triggering tsunami alerts, mass evacuations, power outages, and leading East Japan Railway to suspend some train services in the affected regions. Beyond the immediate safety response, the disruption raises questions about short‑term ridership and revenue impacts for a railway operator that already faces structural cost and demand pressures. We’ll now examine how the suspension of services after the earthquake...
TSE:4812
TSE:4812IT

Dentsu Soken (TSE:4812): Assessing Valuation After Board-Approved 2026 Organizational Restructuring Plan

Restructuring move puts Dentsu Soken in focus Dentsu Soken (TSE:4812) just signed off on a sizable internal shake up, with its board approving an organizational restructuring effective January 1, 2026, a move that naturally draws investor attention. See our latest analysis for Dentsu Soken. The 35.4% year to date share price return and 35.7% one year total shareholder return suggest momentum has been building, and this restructuring looks like the next deliberate step in that growth story...
TSE:3289
TSE:3289Real Estate

Tokyu Fudosan Holdings (TSE:3289) Valuation After Launching Japan’s First ICMA-Aligned Climate and Nature Linked Bonds

Tokyu Fudosan Holdings (TSE:3289) just launched Climate and Nature Linked Bonds, Japan’s first sustainability linked issue aligned with ICMA guidelines, a financing move that ties its cost of capital directly to environmental performance. See our latest analysis for Tokyu Fudosan Holdings. The market seems to be rewarding this sustainability push, with a roughly 50 percent year to date share price return and a 5 year total shareholder return above 200 percent, suggesting momentum is still...
TSE:7701
TSE:7701Electronic

JPMorgan’s Backing Of Shimadzu’s US Push Might Change The Case For Investing In Shimadzu (TSE:7701)

In recent research, JPMorgan reaffirmed its positive stance on Shimadzu, pointing to the company’s US-focused measuring instruments plan launched in fiscal 2024 and the expected earnings impact from new products rolling out in fiscal 2025. The broker also highlighted signs of recovery in Shimadzu’s China business and suggested that a new medium-term plan, anticipated between March and May 2026, could become an important catalyst for the company’s next phase of growth. With this backdrop,...
TSE:6503
TSE:6503Electrical

Mitsubishi Electric (TSE:6503): Valuation Check After New Cooling Tech and High-Voltage IGBT Module Advances

Mitsubishi Electric (TSE:6503) just put its R and D engine on display, unveiling microbubble driven cooling tech and new high isolation HVIGBT modules that directly target efficiency, carbon neutrality, and heavy duty industrial demand. See our latest analysis for Mitsubishi Electric. Investors seem to be noticing these moves, with a 1 day share price return of 3.42 percent adding to a strong year to date share price return of 72.10 percent and an 81.38 percent 1 year total shareholder...
TSE:6954
TSE:6954Machinery

Fanuc (TSE:6954) Valuation After Nvidia AI Robotics Partnership and Recent Share Price Surge

Fanuc (TSE:6954) just surged after unveiling a collaboration with Nvidia to build industrial robots that blend AI with physical hardware, placing the company squarely in the middle of the physical AI narrative. See our latest analysis for Fanuc. That surge fits into a broader upswing, with a 7 day share price return of 17.25 percent and a 90 day gain of 41.82 percent. The 1 year total shareholder return of 50.93 percent shows momentum has been building rather than fading. If this physical AI...
TSE:6856
TSE:6856Electronic

Does HORIBA (TSE:6856)–Oasis Cross-Shareholding Hint At A Deeper Shift In Governance Priorities?

In recent disclosures, it emerged that Horiba Ltd. and Oasis Management each hold more than 5% stakes in one another, with Oasis owning 9.90% of Horiba and signaling intentions to actively engage on portfolio management and potential significant proposals. This uncommon cross-shareholding between a listed company and an activist investor highlights the prospect of intensified governance scrutiny and potential shifts in Horiba’s corporate priorities. With Oasis Management signaling possible...
TSE:1605
TSE:1605Oil and Gas

Should Inpex’s Buyback and Leadership Shift Reshape Capital Allocation Priorities for Inpex (TSE:1605) Investors?

In November 2025, INPEX Corporation reported acquiring 6,072,000 treasury shares under a Board-approved plan to repurchase up to 60.00 million shares by January 31, 2026, with Hiroshi Fujii set to step down as Representative Director and Senior Executive Vice President and become Director and Corporate Advisor from January 1, 2026. This combination of a sizeable, time-bound buyback program and leadership transition underscores how INPEX is actively reshaping capital allocation and governance...
TSE:6273
TSE:6273Machinery

Does SMC’s Incremental Buybacks Reveal a Deeper Shift in Capital Allocation Discipline (TSE:6273)?

SMC Corporation recently completed a portion of its previously announced share repurchase program, buying 7,700 shares as part of an authorization to repurchase up to 750,000 shares, with the stated aim of enhancing shareholder value and optimizing its capital structure. This measured progress on the larger buyback plan offers investors a clearer view of how management is actively reshaping the company’s balance sheet over time. We’ll now examine how SMC’s incremental share repurchase...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation After India Joint Venture Call With JSW Steel Fuels Investor Optimism

JFE Holdings (TSE:5411) is back in focus after scheduling a special call to discuss its integrated steel plant joint venture with JSW Steel in India, a move that points to strategic expansion. See our latest analysis for JFE Holdings. The buzz around the India joint venture seems to be feeding into sentiment, with a 1 month share price return of 9.4 percent and a 1 year total shareholder return of 19.8 percent suggesting momentum is building rather than fading. If this kind of strategic...
TSE:5401
TSE:5401Metals and Mining

NN Steel’s Low‑CO2 Furnace Joint Venture Might Change The Case For Investing In Nippon Steel (TSE:5401)

In November 2025, NN STEEL Corporation approved a joint venture with Nippon Steel to own and lease new low-CO2 electric arc furnace facilities at NN STEEL’s Funamachi Plant, supplying steel slabs and hot-rolled products between the partners. This joint venture advances both companies’ decarbonization and resource-recycling ambitions by expanding electric arc furnace capacity and aligning production with growing demand for lower-emission steel. Next, we’ll explore how this low-CO2 electric...
TSE:5333
TSE:5333Machinery

NGK Insulators (TSE:5333) Deepens US AI Chip Exposure With ¥8.96b Capacity Push – What's Changed

NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027. By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains. Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...
TSE:7272
TSE:7272Auto

Will Nikon Lab Hosting CELL HANDLER 2 Shift Yamaha Motor's (TSE:7272) Innovation Narrative Beyond Mobility?

In December 2025, Nikon Instruments Inc. announced a partnership with Yamaha Motor under which the Nikon BioImaging Lab near Boston will host Yamaha’s CELL HANDLER 2 system, combining advanced imaging and automated cell picking to support U.S.-based drug discovery researchers. The collaboration effectively turns NBIL into a hands-on evaluation hub for CELL HANDLER 2, letting researchers test their own samples and design custom assay workflows, which may help Yamaha deepen its footprint in...