TSE:1662
TSE:1662Oil and Gas

Is JAPEX's (TSE:1662) Battery Storage Project a Hint at Its Post-Petroleum Future?

Japan Petroleum Exploration has commenced construction on a battery storage project in Hokkaido, establishing a significant addition to its energy storage initiatives. This move highlights the company's commitment to advancing renewable energy infrastructure and supporting Japan's transition to more sustainable power sources. We'll explore how JAPEX’s push into energy storage aligns with its ambitions to diversify beyond petroleum and support Japan's energy goals. Outshine the giants: these...
TSE:5076
TSE:5076Construction

A Look at INFRONEER Holdings (TSE:5076) Valuation After Upgraded Outlook and Increased Dividend

INFRONEER Holdings (TSE:5076) is drawing attention after increasing its full-year earnings outlook and announcing a higher annual dividend. These moves are fueled by improved performance from consolidating Sumitomo Mitsui Construction and other recent changes. See our latest analysis for INFRONEER Holdings. Investors have taken note of INFRONEER Holdings’ upbeat guidance, revised dividend plans, and streamlining moves such as the announced subsidiary merger. The 30-day share price return of...
TSE:4634
TSE:4634Chemicals

Artience (TSE:4634) Valuation in Focus Following Completion of Share Buyback Program

Artience (TSE:4634) has completed the repurchase of over 3% of its outstanding shares as part of its buyback program announced earlier this year. This move highlights management’s confidence in the company’s long-term value. See our latest analysis for artience. Alongside this completed buyback, artience’s share price has gradually regained momentum after a quiet spell and is now trading at ¥3,175. While the 1-year total shareholder return stands at -14.8%, long-term holders have been well...
TSE:8012
TSE:8012Trade Distributors

Nagase (TSE:8012) Valuation in Focus Following Completion of Major Share Buyback Program

Nagase (TSE:8012) has just wrapped up a sizable share buyback program that began in May 2025, with the final purchases and closure confirmed in early October. This move signals renewed focus on shareholder returns. See our latest analysis for Nagase. Nagase’s completion of its buyback program comes after a strong quarter for the stock, with its share price climbing 16.9% over the past 90 days as investors responded positively to the company’s capital return moves. In a longer-term view,...
TSE:2726
TSE:2726Specialty Retail

PAL GROUP Holdings (TSE:2726) Margin Decline Challenges Bullish Growth Narratives

PAL GROUP Holdings (TSE:2726) posted net profit margins of 6%, down from last year's 6.8%, marking a year of negative earnings growth despite a robust five-year annualized earnings growth rate of 34.2%. However, with earnings forecast to grow 15.8% per year and revenue expected to outpace the Japanese market at 7.2% annual growth, the company is still set to deliver high-quality results that outshine broader sector averages. Investors will need to weigh this impressive longer-term momentum...
TSE:9946
TSE:9946Consumer Retailing

MINISTOP (TSE:9946): Valuation Premium Persists as Net Margins Show No Improvement

MINISTOP (TSE:9946) remains unprofitable, with net profit margins showing no improvement over the past year, despite reducing its losses by 0.07% per year on average over the last five years. Revenue is projected to grow at just 1.5% per year, lagging behind the broader Japanese market’s 4.4% annual growth rate. However, earnings are forecast to surge by 118.27% annually and the company is expected to achieve profitability within three years. Investors face a trade-off as MINISTOP trades at a...
TSE:7013
TSE:7013Machinery

Can IHI's (TSE:7013) Satellite Ambitions Transform Its Competitive Position in Aerospace Technology?

IHI and Innovar Technologies recently announced a partnership to develop satellite technology aimed at enhancing maritime surveillance, with involvement from IHI’s subsidiary Myoukodenki and Australian startup Innovar Technologies. This agreement signals IHI's intention to broaden its presence in advanced aerospace and security technology, which could reshape its industry position beyond its traditional engineering focus. We'll explore how IHI's move into satellite-based maritime security...
TSE:6645
TSE:6645Electronic

What Does the Recent 10% Surge Mean for OMRON Shares in 2025?

Thinking about what to do with OMRON stock right now? If you’re like a lot of investors, you’ve probably noticed how dramatic its price moves have been recently. This is the company that just posted a 10.1% gain over the last week and is up 14.8% in the past month. That kind of momentum always gets people talking and, for OMRON, it seems to signal a short-term swing in sentiment. At the same time, it’s hard to ignore the longer-term trend, with shares down 13.6% since the start of the year...
TSE:9984
TSE:9984Wireless Telecom

Is SoftBank Group's Valuation Justified After Robotics Unit Consolidation and Rapid Share Price Surge?

Thinking about what to do with SoftBank Group stock right now? You are not alone. After all, it is not every day you see a blue-chip tech conglomerate surge nearly 19% in just a week, climb over 51% in a month, and double year-to-date, with jaw-dropping 1-year and multi-year returns of 154.8% and 326% respectively. Whether you have been tracking SoftBank’s headline-grabbing investments or just noticed its eye-popping momentum, it is clear something is making the market sit up and take...
TSE:3543
TSE:3543Hospitality

Komeda Holdings (TSE:3543) Margin Decline Challenges Defensive Narrative Despite Valuation Discount

KOMEDA Holdings (TSE:3543) posted a net profit margin of 11.4%, down from last year’s 13.4%, as negative earnings growth weighed on results. Still, revenue is projected to rise 5.8% annually, topping the 4.4% growth expected for the broader Japanese market. Earnings are forecast to increase 6.9% each year, just behind the market’s 8.2% pace. Investors may see an opportunity in the company’s lower price-to-earnings ratio compared to sector peers, despite the recent dip in profitability. See...
TSE:6183
TSE:6183Professional Services

BELLSYSTEM24 Holdings (TSE:6183) Profit Margin Jumps on One-Off Gain, Testing Market Optimism

BELLSYSTEM24 Holdings (TSE:6183) posted a net profit margin of 6.1%, up from 4.2% last year, and delivered a 45.1% jump in earnings over the past 12 months, which marks a notable change from the company’s prior five-year record of annual declines averaging 1.3%. Looking ahead, analysts forecast earnings growth of 5.9% per year, which trails the broader Japanese market’s 8.2%. Revenue is projected to grow at 4.5% annually, edging out the market average. The stock trades at a Price-to-Earnings...
TSE:4825
TSE:4825Professional Services

Weathernews (TSE:4825) Net Profit Margin Jumps to 14.8%, Challenging Valuation Bear Narratives

Weathernews (TSE:4825) delivered standout earnings this year, with net profit margin jumping from 10.2% to 14.8% and earnings rising 53.3%, which is well above its 11.2% five-year annual growth average. Looking ahead, revenue is forecast to grow at 6.7% a year, outpacing the Japanese market’s 4.4% rate. However, earnings growth is expected to trail the market at 5.6% per year versus 8.2%. Investors will be weighing the impact of these high-quality results and margin expansion against...
TSE:3141
TSE:3141Consumer Retailing

Welcia Holdings (TSE:3141) Margin Hit on ¥14.7B One-Off Loss Challenges Defensive Stock Narrative

Welcia Holdings (TSE:3141) delivered a mixed set of results, with revenue expected to grow at 3.6% per year, trailing the broader Japanese market's 4.4%. Earnings, however, are forecasted to increase by 13.4% annually, outpacing the market but coming off the back of declining net profit margins. Margins slid to 1.4% from 1.8% due to a significant one-off loss of ¥14.7 billion in the last twelve months. Despite the positive outlook for profit growth, investors face a balancing act between the...
TSE:8035
TSE:8035Semiconductor

Why Tokyo Electron (TSE:8035) Is Up 6.8% After US Lawmakers Push for Stricter China Export Controls

In recent days, US lawmakers called for expanded bans on semiconductor manufacturing equipment exports to China after a bipartisan investigation found that Chinese chipmakers spent $38 billion in 2024 acquiring such tools, significantly enhancing their production capabilities. The investigation highlighted that companies from the US, Japan, and the Netherlands, including Tokyo Electron, provided crucial equipment despite regulatory gaps, prompting calls for stricter, coordinated export...
TSE:8001
TSE:8001Trade Distributors

Is ITOCHU’s Expanded Uranium Venture Shaping the Investment Case for TSE:8001?

Uzbekistan’s state-owned enterprise Navoiyuran, France’s Orano group, and Japan’s ITOCHU Corporation recently expanded their partnership in the "Nurlikum Mining" joint venture, advancing the industrial development of the South Djengeldi uranium deposit with an agreement signed in March 2025 in Paris and finalized last month. This collaboration marks a significant move for ITOCHU, leveraging existing infrastructure to enable stable uranium production and cost efficiencies over the next decade...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy (TSE:7011) Cuts Guidance as Political Shifts Stir Hopes for Defense Upside—Is Sentiment Misplaced?

In late September 2025, Mitsubishi Heavy Industries revised its consolidated earnings guidance for the fiscal year ending March 2026, lowering its revenue, business profit, and net profit expectations primarily due to the privatization and reclassification of Mitsubishi Logisnext as discontinued operations and an expected ¥30 billion loss on business reorganization (after tax). Despite its earnings downgrade, the company's recent developments unfolded alongside heightened investor interest...
TSE:9434
TSE:9434Wireless Telecom

3 Global Stocks Estimated To Be Undervalued In October 2025

As global markets navigate the complexities of a U.S. government shutdown and shifting economic indicators, investors are closely watching for signs of potential Federal Reserve rate cuts amid mixed labor market data. In this environment, identifying undervalued stocks can be particularly appealing as they may offer opportunities for growth when broader market conditions stabilize.
TSE:6432
TSE:6432Machinery

Global Dividend Stocks And 2 Other Yield-Bearing Investments

In recent weeks, global markets have shown resilience despite a U.S. government shutdown and mixed economic signals, with equities gaining ground amid expectations of potential Federal Reserve rate cuts. As investors navigate this complex landscape, dividend stocks continue to attract attention for their ability to provide income in uncertain times. A good dividend stock typically offers a stable payout history and strong fundamentals, making it an appealing option for those seeking...
TSE:5801
TSE:5801Electrical

Furukawa Electric (TSE:5801): Assessing Valuation After Strategic HVDC Cable Investment Plans

Furukawa Electric (TSE:5801) just held a board meeting to consider a major capital investment aimed at expanding into HVDC cable production. This move highlights the company's potential commitment to future infrastructure trends. See our latest analysis for Furukawa Electric. Furukawa Electric has been showing strong momentum as investors respond positively to both new strategic moves such as the HVDC cable expansion plan and a series of upbeat trading sessions. While the most recent 1-day...
TSE:8729
TSE:8729Diversified Financial

Why Sony Financial Group (TSE:8729) Is Up 8.0% After Announcing a ¥100 Billion Share Buyback and Index Moves

In late September 2025, Sony Financial Group Inc. announced a major share buyback program, authorizing the repurchase of up to 1 billion shares (13.99% of outstanding shares) for ¥100 billion, and completed an initial tranche of 67,122,700 shares for ¥11.67 billion over two days. This large-scale capital return initiative was accompanied by several swift index rebalancing actions, including simultaneous additions and removals from major indices such as the S&P Global 1200 and FTSE All-World...
TSE:2670
TSE:2670Specialty Retail

ABC-Mart (TSE:2670) Margin Expansion Reinforces Bullish Narratives Despite Slower Revenue Growth Forecast

ABC-Mart Inc. (TSE:2670) posted net profit margins of 12.2%, edging above last year’s 11.9%. Earnings are forecast to grow at 3.2% annually, with revenue expected to rise at 3.4% per year, trailing the broader Japanese market’s anticipated 4.4% revenue growth. Over the past five years, earnings have climbed at an impressive 21.5% annual pace, but most recent annual growth slowed to 5.7%, below this longer-term trend. See our full analysis for ABC-MartInc. Next, we compare these numbers with...
TSE:8725
TSE:8725Insurance

MS&AD Insurance (TSE:8725): Valuation Perspective Following Credit Rating Upgrade and Improved Balance Sheet Fundamentals

AM Best has upgraded the Financial Strength Rating and Long-Term Issuer Credit Rating of MS First Capital Insurance Limited, a subsidiary of MS&AD Insurance Group Holdings (TSE:8725). This recognition highlights improved balance sheet fundamentals and a sound capital management strategy for the group. See our latest analysis for MS&AD Insurance Group Holdings. The recent credit rating upgrade and the company’s sizable share buyback this quarter have helped reinforce positive sentiment for...