TSE:2229
TSE:2229Food

Reassessing Calbee (TSE:2229): Valuation After Goldman Sachs’ Downgrade and Profit Guidance Cut

Goldman Sachs has just cut Calbee (TSE:2229) to Sell after the snack maker trimmed its full year operating profit guidance by 13%, and the move is squarely about margins and returns. See our latest analysis for Calbee. The downgrade has landed after a soft patch, with the latest share price of ¥2,871.5 sitting below where it started the year, and a 1 year total shareholder return mildly negative even though the 3 month share price return is still positive. This suggests momentum had been...
TSE:6501
TSE:6501Industrials

The Bull Case For Hitachi (TSE:6501) Could Change Following AI-Focused ITxOT And Leadership Moves

Recently, GlobalLogic, a Hitachi Group company, released research on industrial AI adoption, Hitachi Digital Services partnered with Eraneos on ITxOT transformation, and GlobalLogic announced senior leadership changes including a new Chief Synergy and Transformation Officer role. Together, these moves highlight Hitachi’s push to close AI skills gaps, deepen digital engineering within the group, and deliver integrated smart manufacturing solutions. We’ll now examine how Hitachi’s expanded...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151): Rethinking Valuation After Recent Share Price Gains

Recent performance and what it might mean for investors Kyowa Kirin (TSE:4151) has quietly pushed higher, with the stock up about 4% over the past month and nearly 10% year to date, outpacing its mixed three year total return. See our latest analysis for Kyowa Kirin. That steady 30 day share price return of roughly 4%, building on a year to date share price gain near 10% while the three year total shareholder return is still negative, hints that sentiment may be quietly turning as investors...
TSE:9364
TSE:9364Infrastructure

Kamigumi (TSE:9364) Valuation Check as Board Weighs Potential Change in Representative Director

Kamigumi (TSE:9364) has called a board meeting for December 12, 2025, to consider a change in its Representative Director. This potential leadership shift could subtly reshape strategy and capital allocation priorities. See our latest analysis for Kamigumi. The leadership discussion comes after a strong run, with Kamigumi’s share price up sharply this year and a robust multi year total shareholder return suggesting positive momentum rather than a short lived spike. If this kind of leadership...