TSE:6301
TSE:6301Machinery

A Fresh Look at Komatsu (TSE:6301) Valuation Following Recent Share Price Strength

Komatsu (TSE:6301) stock has been catching the eye of investors following its steady performance over the past month. Shares have climbed 6%, which hints at ongoing interest in Japan’s capital goods sector, particularly as fiscal results come into focus. See our latest analysis for Komatsu. Momentum appears to be building for Komatsu, with a 1-day share price gain of 2.14% capping off a 31.21% year-to-date advance. Investors are taking note, especially given the company’s impressive 49.89%...
TSE:1963
TSE:1963Construction

JGC Holdings (TSE:1963) Valuation in Focus After Profit Collapse and Major Operational Overhaul

JGC Holdings (TSE:1963) delivered flat revenue for the nine-month period but reported a steep 90% decline in gross profit along with an operating loss, prompting a significant downward revision to its full-year guidance. Management is rolling out a comprehensive overhaul to address costly project overruns and delayed investments. See our latest analysis for JGC Holdings. Amid headline-making challenges, JGC Holdings’ share price has actually climbed 21% year-to-date, with the total...
TSE:3407
TSE:3407Chemicals

Does Government-Backed Hydrogen Expansion Shift the Bull Case for Asahi Kasei (TSE:3407)?

Asahi Kasei recently received official approval and government financial support to expand its Kawasaki Works with new facilities producing electrolysis system components for both alkaline water and chlor-alkali electrolysis, supporting clean hydrogen and industrial chemical markets. This move underscores the company's shift toward materials vital to the energy transition, with a particular focus on the growing hydrogen economy. We'll explore how advancing vertical integration in...
TSE:3923
TSE:3923Software

Does Rakus’ (TSE:3923) Monthly Sales Disclosure Enhance Investor Trust or Expose Operational Risks?

Rakus Co., Ltd. recently announced its consolidated sales results for September of Fiscal Year 2026, reporting sales of ¥4,975 million. This level of timely sales disclosure provides investors with a clear view of the company's monthly operational performance trends. We'll explore how the company's transparent release of monthly sales figures informs the evolving investment narrative for Rakus. We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the...
TSE:7731
TSE:7731Consumer Durables

Is Ending Its Alliance With Healios Reshaping Nikon’s Healthcare Strategy and Outlook (TSE:7731)?

On October 14, 2025, Healios K.K. announced the termination of its business and capital alliance with Nikon Corporation, ending an agreement made in 2017 to advance regenerative medicine initiatives. This move signals a shift in both companies’ approaches, with each now aiming to independently expand their respective strengths in healthcare and life sciences. We’ll examine how Nikon’s decision to end its partnership with Healios and focus on its own healthcare strategies could influence its...
TSE:6055
TSE:6055Semiconductor

Did New Rapidus and TSMC Collaborations Just Shift JAPAN MATERIAL's (TSE:6055) Investment Narrative?

Recent analysis highlights JAPAN MATERIAL’s role as a critical supplier in the semiconductor industry, with the company set to gain from expected collaborations with Rapidus and TSMC’s Kumamoto plant. This positions JAPAN MATERIAL to potentially capture new opportunities as semiconductor supply chains expand to meet growing global demand. Let’s explore how JAPAN MATERIAL’s involvement with major semiconductor projects shapes its investment narrative and future growth prospects. These 15...
TSE:9984
TSE:9984Wireless Telecom

Can SoftBank’s 158% Stock Surge in 2025 Be Justified by Its AI Ambitions?

If you’ve been eyeing SoftBank Group’s stock lately, you’re not alone. With shares closing at 23,880 yen and a jaw-dropping 158.6% return year-to-date, investors are wondering if the recent surge is just the start of a larger story or the peak before a plateau. Over the past month alone, SoftBank jumped another 25.7%, following a consistent upward climb for more than a year. That kind of performance is hard to ignore, and it’s got everyone buzzing about what’s driving this momentum and...
TSE:7701
TSE:7701Electronic

Why Shimadzu (TSE:7701) Is Up 8.0% After Setting a $500M U.S. Revenue Target by 2035

Shimadzu Corporation recently announced its aim to generate US$500 million annually from U.S.-developed products by 2035, highlighting an ambitious long-term revenue target for the North American market. This initiative reflects Shimadzu's increasing commitment to expanding its product footprint and innovation pipeline outside Japan, especially by leveraging U.S. market opportunities. We'll explore how Shimadzu's sharpened focus on U.S.-developed product growth could influence its broader...
TSE:6302
TSE:6302Machinery

Sumitomo Heavy Industries (TSE:6302): Valuation Insights After 52-Week Highs in Strong Japanese Market Rally

Sumitomo Heavy Industries (TSE:6302) shares climbed to new 52-week highs this week, as Japanese equities advanced on renewed optimism about China-US trade talks and ongoing support for domestic industries. See our latest analysis for Sumitomo Heavy Industries. This week’s leap to 52-week highs for Sumitomo Heavy Industries stands out even in a bullish market, with an 8.38% one-day share price return and an impressive 24.37% gain over the past week. Supported by sector-wide optimism and upbeat...
TSE:6701
TSE:6701IT

A Look at NEC's (TSE:6701) Valuation Following New Digital Agriculture Partnership in Côte d'Ivoire

NEC (TSE:6701) has partnered with the Ministry of Agriculture of Cote d'Ivoire to advance digital agriculture, introducing solutions that address farming efficiency and supply chain transparency through technology-driven platforms. See our latest analysis for NEC. NEC’s latest agricultural tech partnership comes amid a strong run for the stock, which has climbed steadily in recent weeks and now boasts an 88% share price return year to date. Momentum has been building, and longer-term...
TSE:9434
TSE:9434Wireless Telecom

SoftBank (TSE:9434): Assessing Valuation After an 11% Share Price Move in Japan’s Telecom Sector

SoftBank (TSE:9434) shares have seen some movement recently, drawing attention to how investor sentiment is shifting around Japan's telecom sector. With the stock up 11% for the year, many are watching for the next catalyst. See our latest analysis for SoftBank. This year’s 11% share price return puts SoftBank in the spotlight, especially as the company navigates Japan’s fast-evolving telecom landscape. Investors seem optimistic about its growth story, reflected in a strong 22% total...
TSE:7752
TSE:7752Tech

Ricoh (TSE:7752) Valuation: Is the Market Overlooking Potential After Recent Earnings?

Ricoh Company (TSE:7752) shares have garnered attention following their latest earnings update. Investors are weighing up the company's recent financial performance, with many curious about the trends behind its modest revenue and net income growth this year. See our latest analysis for Ricoh Company. Ricoh's share price has slipped around 22% so far this year despite some improvement in recent trading sessions, reflecting market caution and shifting sentiment. Looking at the longer haul, the...
TSE:6370
TSE:6370Machinery

Kurita Water Industries (TSE:6370) Valuation Under the Spotlight After Strategic Lithium Partnership Announcement

Kurita Water Industries (TSE:6370) has entered a three-way partnership with Northern Lithium and Evove to deliver the UK’s first commercial-scale lithium supplies using advanced direct lithium extraction technology. This move places Kurita at the forefront of Europe’s energy transition strategies. See our latest analysis for Kurita Water Industries. Kurita’s share price has shown renewed momentum lately, with a 13.7% gain over the last month and a 9% jump in just the past week, as investors...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151): A Fresh Look at Valuation After New Survival Data for Rare Lymphoma

Kyowa Kirin (TSE:4151) recently shared new insights from the PROCLIPI Study showing its drug mogamulizumab helps patients with mycosis fungoides and Sézary syndrome live longer. The results provide a fresh perspective on future treatment approaches. See our latest analysis for Kyowa Kirin. Kyowa Kirin’s encouraging PROCLIPI Study update landed as the stock continues to regroup from a challenging year. Its 1-year total shareholder return stands at -6.8%, and the three-year figure is even...
TSE:8961
TSE:8961REITs

MORI TRUST REIT (TSE:8961) Margin Decline Challenges Premium Valuation Narrative

MORI TRUST REIT (TSE:8961) expects revenue to decline by 0.4% per year and earnings to fall by 3% per year over the next three years. Net profit margins have narrowed to 57.3% from 64.4% in the previous year. Over the past five years, however, earnings have grown by 9.5% annually, highlighting a period of growth that now appears to be waning as profit margins contract. See our full analysis for MORI TRUST REIT. Next, we will set these latest results against the prevailing narratives for MORI...
TSE:9432
TSE:9432Telecom

NTT (TSE:9432): Examining Valuation and Growth Prospects for Long-Term Investors

NTT (TSE:9432) shares have seen modest movement this week, and recent trading suggests investors are scanning for signals on the company's longer-term direction. With steady returns over the past year, the stock's valuation warrants another look. See our latest analysis for NTT. NTT’s momentum has stayed positive, with a 1.20% share price return over the past month and a total shareholder return of 13.74% over the past year. The steady progress suggests that investors may see room for further...
TSE:9706
TSE:9706Infrastructure

Evaluating Japan Airport Terminal (TSE:9706): Is Its Premium Valuation Justified After Recent Trading Momentum?

Japan Airport Terminal (TSE:9706) shares are drawing attention after recent trading activity. Investors are weighing the company’s longer-term stock performance against its current valuation, particularly in light of shifts in the transportation sector. See our latest analysis for Japan Airport Terminal. Japan Airport Terminal’s share price has picked up modestly in recent weeks, climbing 3.7% over the past month. However, the one-year total shareholder return shows a loss of nearly 5%...
TSE:9513
TSE:9513Renewable Energy

How J-POWER's Investment in Perovskite Solar Start-Up Has Changed Its Investment Story (TSE:9513)

J-POWER recently announced an investment in the US-based perovskite solar technology start-up Active Surfaces, reinforcing its commitment to renewable energy innovation. This move signals heightened interest in next-generation solar solutions as J-POWER seeks to expand its clean energy portfolio through international partnerships. We'll look at how investing in perovskite solar technology adds a new layer to J-POWER's renewable energy investment narrative. The end of cancer? These 27...