TSE:5741
TSE:5741Metals and Mining

UACJ (TSE:5741) Valuation After Furukawa Electric’s Major Share Sale and Shareholder Base Shift

UACJ (TSE:5741) is back in focus after major shareholder Furukawa Electric offloaded a large 13 million share block, reshaping the shareholder mix and prompting investors to reassess control and influence around the company. See our latest analysis for UACJ. Even with the recent 1 week share price pullback and Furukawa Electric’s selldown, UACJ still shows firm momentum, with a roughly 44% year to date share price return and a 1 year total shareholder return of about 46%. If this shift in...
TSE:4502
TSE:4502Pharmaceuticals

Does Takeda Still Offer Value After Pipeline Progress and a 43% Five Year Gain?

If you are wondering whether Takeda Pharmaceutical is still a solid buy at today’s price, or if the easy gains are behind it, you are in the right place to unpack what the market is really paying for this business. The stock is up 12.0% over the last year and 43.0% over five years, even after a recent 2.0% dip over the past week and a 6.1% rise in the last month. This suggests sentiment is quietly shifting rather than exploding. Recent headlines have focused on Takeda’s late stage pipeline...
TSE:1928
TSE:1928Consumer Durables

Sekisui House (TSE:1928) Margin Compression Challenges Bullish Growth Narrative Heading Into Earnings Season

Sekisui House (TSE:1928) has laid out another quarter of solid scale in its Q3 2026 update, with recent quarterly revenue running between about ¥0.9 trillion and ¥1.2 trillion and EPS ranging from roughly ¥51 to ¥112 over the last five reported quarters, while trailing twelve month revenue sits around ¥4.2 trillion and EPS just above ¥300. The company has seen revenue move from about ¥3.5 trillion to ¥4.2 trillion on a trailing basis, with EPS easing back from roughly ¥359 to ¥303 over the...
TSE:9434
TSE:9434Wireless Telecom

Is It Too Late To Consider SoftBank After Its 108.4% Five Year Surge

Wondering if SoftBank is still worth buying after its big run over the last few years, or if you might be late to the party? This breakdown will walk through whether the current price really reflects its underlying value. SoftBank’s share price has cooled slightly in the last week, down about 3.3%, but it is still up 10.0% year to date and an impressive 108.4% over the past 5 years. That naturally raises the question of whether the upside from here is already priced in. Those moves sit...
TSE:8316
TSE:8316Banks

3 Global Stocks Estimated To Be Trading At Discounts Of 34.7% To 47.8%

As global markets navigate a landscape marked by dovish Federal Reserve comments, subdued inflation in the eurozone, and resilient economic indicators in Japan, investors are increasingly focused on identifying opportunities amid these shifting conditions. In this context, undervalued stocks can offer potential value by trading at prices below their estimated worth, making them attractive options for those looking to capitalize on market inefficiencies.
TSE:5844
TSE:5844Banks

Kyoto Financial Group (TSE:5844) Valuation Check After Unused Share Buyback Authorization

Kyoto Financial GroupInc (TSE:5844) just confirmed that, despite board approval for a sizeable share buyback program, it did not repurchase any stock during the late November window on the Tokyo market. See our latest analysis for Kyoto Financial GroupInc. The decision not to execute the buyback comes as Kyoto Financial GroupInc’s share price has climbed to ¥3,427, supported by a robust year to date share price return and a powerful multi year total shareholder return that suggest momentum is...
TSE:5901
TSE:5901Packaging

Assessing Toyo Seikan Group Holdings (TSE:5901) Valuation After Its Health-Focused Investment in TOY MEDICAL

Toyo Seikan Group Holdings (TSE:5901) has kicked off a new chapter by investing in TOY MEDICAL, tying its packaging expertise to patented salt offset technology that targets healthier, lower salt diets without sacrificing taste. See our latest analysis for Toyo Seikan Group Holdings. The fresh TOY MEDICAL tie up comes as Toyo Seikan’s 1 month share price return of 12.81 percent builds on strong year to date momentum of 60.87 percent, supported by a striking 5 year total shareholder return of...
TSE:9005
TSE:9005Transportation

Tokyu (TSE:9005) Dividend Hike Prompts Fresh Look at Valuation and Long‑Term Upside Potential

Tokyu (TSE:9005) just lifted its interim dividend to JPY 14 per share from JPY 11 a year ago, a clear signal that management feels comfortable with cash flows and medium term earnings. See our latest analysis for Tokyu. The higher interim payout comes after a board meeting on a planned transfer of a specified subsidiary. The stock has delivered a 6.28 percent year to date share price return alongside a robust 5 year total shareholder return of 47.87 percent, suggesting steady but not...
TSE:2502
TSE:2502Beverage

Should Asahi’s Cyberattack‑Driven FY2025 Earnings Delay Require Action From Asahi Group Holdings (TSE:2502) Investors?

In late November 2025, Asahi Group Holdings announced it was postponing the release of its FY2025 financial results after an October cyberattack disrupted its systems and delayed year‑end closing procedures and audits. This delay highlights how operational resilience and cybersecurity preparedness can become central issues for investors assessing a consumer staples group’s risk profile and disclosure reliability. We’ll now explore how the cyberattack‑driven postponement of Asahi’s earnings...
TSE:5108
TSE:5108Auto Components

Is Bridgestone’s New ENLITEN Potenza Track Tire Quietly Repositioning Its Premium Mix (TSE:5108)?

In December 2025, Bridgestone expanded its Potenza ultra-high performance tire range with the Potenza RE-71RZ, an extreme summer tire for grassroots racing that features ENLITEN technology, new performance compounds, a redesigned tread pattern and structural enhancements aimed at faster lap times, sharper handling and improved wear. By pairing motorsports-derived engineering with a focus on sustainability and premium niche positioning, the RE-71RZ strengthens Bridgestone’s push into...
TSE:7270
TSE:7270Auto

Does Subaru’s Ongoing ¥50 Billion Buyback Clarify Its Capital Strategy For Investors (TSE:7270)?

Subaru Corporation recently reported progress on its August 2025 share repurchase program, having bought back over 12.5 million shares for approximately ¥39.16 billion through November 30, 2025. This ongoing buyback, which could reach up to 20.84 million shares or ¥50.00 billion by late December, signals a clear focus on capital returns to shareholders. Next, we will examine how Subaru’s active share repurchase program shapes its investment narrative and what it may mean for investors. The...
TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849): Valuation Check as New FDA-Cleared EEG Devices Debut at AES 2025

Nihon Kohden (TSE:6849) is stepping into the American Epilepsy Society 2025 meeting with fresh, FDA cleared EEG gear that tightens its neurological care story and gives investors a clearer view of future demand. See our latest analysis for Nihon Kohden. Despite this uptick in clinical visibility, the stock has had a choppy run, with a weak year to date share price return but a positive three year total shareholder return suggesting the longer term story is still intact. If Nihon Kohden's move...
TSE:7003
TSE:7003Machinery

Mitsui E&S (TSE:7003): Valuation Check After S&P Japan 500 Inclusion and a Powerful Share Price Run

MITSUI E&S (TSE:7003) just earned a spot in the S&P Japan 500, a shift that can pull the stock onto more institutional radars and naturally raise questions about what is already priced in. See our latest analysis for MITSUI E&S. That index inclusion comes after a powerful run, with the share price delivering a roughly 51 percent 3 month share price return and a striking 1 year total shareholder return above 330 percent, suggesting momentum is still building rather than fading. If MITSUI E&S...
TSE:9532
TSE:9532Gas Utilities

Assessing Osaka Gas (TSE:9532) Valuation After Live Oak E‑Methane Deal Advances Its Decarbonization Strategy

Osaka Gas (TSE:9532) just deepened its low carbon pivot by joining TotalEnergies and partners in the Live Oak e methane project in Nebraska, a move that directly targets Japan’s future carbon neutral gas demand. See our latest analysis for Osaka Gas. Investors have been rewarding this decarbonization push, with Osaka Gas delivering a robust year to date share price return and a standout one year total shareholder return of 71.16 percent. Longer term total shareholder returns above 170 percent...
TSE:7731
TSE:7731Consumer Durables

Could Nikon’s Yamaha Tie-Up Quietly Reframe Its Healthcare Ambitions for Investors in (TSE:7731)?

Nikon Instruments Inc. recently announced a partnership with Yamaha Motor Co., Ltd. in the United States, combining Nikon’s advanced imaging platforms with Yamaha’s CELL HANDLER 2 system at the Nikon BioImaging Lab near Boston to support pharmaceutical drug discovery workflows. This collaboration expands Nikon’s presence in life sciences by offering integrated, workflow-focused services for cell-based research, deepening its role in early-stage drug development support. Next, we’ll examine...
TSE:5411
TSE:5411Metals and Mining

Does JFE’s Planned India Integrated Steel JV with JSW Steel Change The Bull Case For JFE Holdings (TSE:5411)?

JFE Holdings recently held a special call to discuss an integrated steel plant joint venture in India with JSW Steel, signaling a major development in its overseas operations. This potential collaboration with one of India’s largest steel producers highlights JFE Holdings’ effort to deepen its presence in a key growth market for steel demand. We’ll now examine how this planned integrated steel plant joint venture in India may influence JFE Holdings’ broader investment narrative. The latest...
TSE:5706
TSE:5706Metals and Mining

Has Mitsui Kinzoku’s 280% Surge in 2025 Already Priced In Future Growth?

Wondering if Mitsui Kinzoku Company is still a smart buy after its huge run up, or if most of the upside is already in the rear view mirror? You are not alone, and that is exactly what this breakdown is here to unpack. The stock has pulled back about 3.8% over the last week, but it is still up 9.1% over 30 days and an eye catching 280.5% year to date, with a 275.2% gain over the past year that caps off multi year returns above 500% over three years. Those moves come against a backdrop of...