TSE:6762
TSE:6762Electronic

TDK (TSE:6762) Valuation in Focus as New Battery Partnership Drives Innovation and Growth Narrative

TDK (TSE:6762) just made headlines with a new strategic partnership, teaming up with Gelion to develop and commercialize advanced battery technologies. The collaboration will focus on integrating Gelion's Sulfur battery materials into next-generation batteries for mobility, aviation, and energy storage. See our latest analysis for TDK. TDK’s recent rally has been hard to miss, with the share price surging nearly 19% over the past month and momentum accelerating after the Gelion partnership...
TSE:6963
TSE:6963Semiconductor

ROHM's New Diode Innovation Might Change The Case For Investing In ROHM (TSE:6963)

Earlier this month, ROHM Co., Ltd. announced the launch of its RBE01VYM6AFH Schottky barrier diode, which offers both low forward voltage and low reverse current to provide high-reliability protection for high-resolution image sensor applications such as ADAS cameras. This technical breakthrough addresses the longstanding VF/IR trade-off, making the device especially well-suited for next-generation automotive and IoT electronics where space, reliability, and thermal stability are...
TSE:8031
TSE:8031Trade Distributors

India’s Semiconductor Breakthrough Could Be a Game Changer for Mitsui (TSE:8031)

On October 15, 2025, Kaynes Semicon Private Limited announced the shipment of 900 domestically assembled Multi-Chip Modules (IPM5) from its OSAT facility in Sanand, marking a significant step for India's semiconductor manufacturing under the India Semiconductor Mission 1.0 and delivering to Alpha & Omega Semiconductor in the US. An essential factor in this milestone was Kaynes' collaboration with Mitsui & Co., whose global logistics network and procurement expertise enabled efficient...
TSE:8473
TSE:8473Capital Markets

How Investors May Respond To SBI Holdings (TSE:8473) Backing US AI Fund to Advance Digital Finance

SBI Holdings recently invested in AI2 Incubator Fund III, launched by US-based AI2 Incubator Partners, reinforcing its commitment to expanding its AI and blockchain capabilities within the financial sector. This move could enable SBI Holdings to apply cutting-edge AI models to blockchain-based risk assessment and asset management, particularly as Japan considers regulatory changes around digital assets. We'll explore how SBI’s investment in AI2 may strengthen its positioning as a leader in...
TSE:6098
TSE:6098Professional Services

Is Recruit Holdings (TSE:6098) Using Share Buybacks to Balance Capital Efficiency With Future Flexibility?

Recruit Holdings Co., Ltd. recently announced a share repurchase program, authorizing the buyback of up to 38,000,000 shares, about 2.68% of its outstanding stock excluding treasury shares, for a total amount of ¥250 billion, with the aim to improve capital efficiency and maximize shareholder returns by April 2026. The company has positioned the repurchased shares for potential use in stock compensation, strategic mergers and acquisitions, or cancellation, offering flexibility in how it...
TSE:6999
TSE:6999Electronic

KOA (TSE:6999) Net Margin Rebound Reinforces Turnaround Narrative Despite Lofty Valuation

KOA (TSE:6999) delivered an impressive turnaround this year, with earnings growing 194.2% after a five-year period that averaged a 12.7% annual decline. Net profit margins rose to 3%, up from 1.1% the prior year, while revenue is now forecast to expand 4.6% per year, outpacing the Japanese market's 4.4% projection. With earnings now set to climb at 17.5% annually, investors are watching KOA closely for signs of a sustained operational recovery. See our full analysis for KOA. Now, it’s time to...
TSE:7936
TSE:7936Luxury

ASICS (TSE:7936): Assessing Valuation After Strong Share Price Momentum

ASICS (TSE:7936) is drawing investor attention following its recent share price movement. The company’s performance over the past month and quarter hints at shifting market sentiment. This encourages a closer look at what might be driving this activity. See our latest analysis for ASICS. ASICS’ impressive year-to-date share price return of 30.27% reflects building momentum, with a steep 51.97% total shareholder return over the last 12 months underscoring steadily rising optimism for the...
TSE:3492
TSE:3492REITs

Takara Leben REIT (TSE:3492) Profit Margins Improve, Challenging Dividend Stability Concerns

Takara Leben Real Estate Investment (TSE:3492) delivered earnings growth of 34.7% in the most recent year, outpacing its already solid five-year average of 10.9%. Net profit margins also improved, reaching 49% compared to last year’s 48%, as the company maintained a price-to-earnings ratio of 16.2x, which is below both the JP REITs industry average of 20.6x and the peer average of 24.9x. With sustained earnings momentum and a more attractive valuation, investors are balancing the company’s...
TSE:4005
TSE:4005Chemicals

Sumitomo Chemical (TSE:4005): Valuation Insights Following Major Biorational Launch and New Leadership Announcement

Sumitomo Chemical Company (TSE:4005) is making headlines after unveiling a major strategic move with the formation of Sumitomo Biorational Company LLC as its new Global Center of Excellence for Biorational Innovation. The company also issued third-quarter earnings guidance projecting a profit of about ¥35 billion before tax, which has sharpened investor focus on its shares. See our latest analysis for Sumitomo Chemical Company. Sumitomo Chemical’s year-to-date share price return of 37.42%...
TSE:4502
TSE:4502Pharmaceuticals

How Recent Pipeline Expansions Could Impact Takeda’s Stock Value in 2025

Thinking about what to do with Takeda Pharmaceutical stock? You’re not alone. Whether you currently hold shares or are sizing up an opportunity, it’s always wise to pause and look closely at what’s changed and what that could mean for where this stock is headed. Over the past five years, Takeda’s price has climbed 66.6%, and just in the past year, it’s up nearly 10%. Shorter-term moves tell a more mixed story: the stock is up 2.7% over the last week, but still down 3.4% for the past month...
TSE:9602
TSE:9602Entertainment

Should Toho’s (TSE:9602) Share Buyback and Upgraded Forecast Prompt Investors to Revisit Its Growth Story?

On October 15, 2025, Toho Co., Ltd. announced a share repurchase program of up to 2,000,000 shares at ¥8,782 per share and significantly raised its full-year earnings guidance, driven by outstanding results from its Film and other core business segments. The company’s revised outlook follows exceptional box office success for recent releases and ongoing strength in its IP, Anime, Theatrical, and Real Estate divisions. We’ll explore how Toho’s sharp earnings forecast increase, fueled by...
TSE:7970
TSE:7970Chemicals

Shin-Etsu Polymer (TSE:7970) Margin Gains Reinforce Bullish Narratives with 9.2% Profit Margin

Shin-Etsu Polymer (TSE:7970) posted a 19.4% annual earnings increase, easily beating its already strong five-year average growth rate of 13.8%. Revenue is forecast to grow at 5.1% per year, ahead of the Japanese market’s 4.4% expectation. Profit margins have improved to 9.2% from 8.2% last year. With high quality earnings, attractive dividend potential, and surging profitability, investors are now sizing up the impact of the company’s upward momentum along with its premium sector...
TSE:9628
TSE:9628Consumer Services

Global Dividend Stocks Spotlight: 3 Top Picks

In a week marked by volatility, global markets showed resilience with U.S. stocks rebounding despite concerns over credit market risks and regional banking health, while dovish signals from the Federal Reserve suggested potential monetary easing. As investors navigate these uncertain waters, dividend stocks can offer a measure of stability and income potential, making them an attractive option for those seeking to balance growth with consistent returns.
TSE:8424
TSE:8424Diversified Financial

Fuyo General Lease (TSE:8424): How Does Valuation Stack Up After Earnings Forecast Cut Linked to European Renewables Risk?

Fuyo General Lease (TSE:8424) has revised its full-year consolidated earnings forecast, citing potential losses linked to uncollectible or delayed receivables from European renewable energy projects. This move signals increased credit risk in its expanding renewables portfolio. See our latest analysis for Fuyo General Lease. Today's negative news triggered a sharp selloff, sending Fuyo General Lease’s share price down over 7% in a single session. Even with this setback, investors who have...
TSE:7931
TSE:7931Electrical

Mirai Industry (TSE:7931) Net Margin Drops to 10.1%, Challenging Bullish Quality Narrative

Mirai Industry Ltd. (TSE:7931) reported a net profit margin of 10.1%, down from last year’s 11.8%, and saw negative earnings growth over the past year. Over the last five years, however, earnings have advanced by 16.5% annually, while current forecasts point to modest annual growth of 3.07% for earnings and 3.5% for revenue, which is slower than the Japanese market’s 4.4% pace. Investors will be measuring the balance of high quality historical performance and compelling valuation against...
TSE:5233
TSE:5233Basic Materials

Taiheiyo Cement (TSE:5233): Assessing Valuation After Shareholder-Backed Value Enhancement Plan Unveiled

Palliser Capital, a major shareholder in Taiheiyo Cement (TSE:5233), unveiled a detailed plan to unlock value at the company. The proposal calls for a strategic review of its U.S. subsidiary, asset monetization, and improvements in capital allocation. See our latest analysis for Taiheiyo Cement. After Palliser Capital's value plan went public, Taiheiyo Cement’s stock caught a wave of momentum, reflected in this week’s double-digit share price gains. Zooming out, the company has not only...
TSE:8306
TSE:8306Banks

Does MUFG’s Backing of Arizona Renewables Signal a Strategic Shift for TSE:8306’s Growth Narrative?

Recurrent Energy, a subsidiary of Canadian Solar Inc., recently announced the closing of US$825 million in construction financing and tax equity for its Desert Bloom Storage and Papago Solar projects in Arizona, with Mitsubishi UFJ Financial Group (MUFG) among the key financiers. This deal highlights MUFG’s growing role in supporting large-scale renewable energy infrastructure, reflecting the group’s alignment with the global energy transition. Now, we will consider how MUFG’s participation...
TSE:3401
TSE:3401Chemicals

Teijin (TSE:3401) Valuation in Focus as Recent Gains Spark Investor Reassessment

Teijin (TSE:3401) shares have shown steady movement recently, leaving some investors weighing the company’s long-term potential. With monthly returns in positive territory, a closer look at the numbers can shed light on what is powering sentiment. See our latest analysis for Teijin. Teijin’s 1-month share price return of 6.7% signals momentum may be building again after a period of modest gains, with the 1-year total shareholder return reaching 3.9%. Compared to its muted five-year track...
TSE:2337
TSE:2337Real Estate

Ichigo (TSE:2337): Exploring Whether Shares Are Undervalued After Recent Momentum Shift

Ichigo (TSE:2337) shares have seen mixed performance over the past month, capturing some interest from investors tracking the Japanese real estate sector. The price recently closed at ¥380, reflecting recent shifts across the market. See our latest analysis for Ichigo. While Ichigo’s 30-day share price return is down 11.4%, the stock has still posted a small gain year-to-date and a robust 45% total shareholder return over five years. The short-term dip could suggest the recent momentum is...
TSE:8086
TSE:8086Medical Equipment

3 Asian Stocks That Could Be Trading At Discounts Up To 29.3%

As Asian markets navigate a complex landscape marked by U.S.-China trade tensions and economic challenges, investors are increasingly seeking opportunities to capitalize on potential market mispricings. In this environment, identifying undervalued stocks—those trading below their intrinsic value—can offer a strategic advantage, particularly when broader market volatility presents buying opportunities at attractive discounts.
TSE:3282
TSE:3282Residential REITs

Comforia Residential REIT (TSE:3282): Evaluating Valuation Following Recent Share Buyback Completion

Comforia Residential REIT (TSE:3282) has wrapped up its recent share repurchase program and closed the buyback plan on October 15, 2025. This move adjusts the available share supply and has sparked conversation among investors. See our latest analysis for Comforia Residential REIT. Momentum has certainly been building for Comforia Residential REIT lately, with its recent buyback coinciding with a robust 17.34% share price return year-to-date and a healthy 14.71% total shareholder return over...