TSE:6963
TSE:6963Semiconductor

ROHM (TSE:6963): Valuation Check After New Energy-Efficient Motor Driver IC Launch Targets Electrification Demand

ROHM (TSE:6963) just rolled out two new brushed DC motor driver ICs that target energy efficient home and industrial appliances, a product move that neatly lines up with growing electrification demand. See our latest analysis for ROHM. That backdrop helps explain why, even with a modest 1 day share price gain of 0.69 percent and a recent pullback, ROHM still boasts a strong year to date share price return of 40.99 percent and a robust 1 year total shareholder return of 54.45 percent. This...
TSE:7181
TSE:7181Insurance

Will Reform-Friendly Takaichi Policies Unlock New Value for Japan Post Insurance's (TSE:7181) Shareholders?

Japan Post Insurance has recently gained attention as investors reassess its prospects under Prime Minister Sanae Takaichi, whose policy agenda is expected to support a more favorable investment climate for major financial groups. A key angle for investors is how potential reforms of large, post-linked financial entities could enhance operational flexibility and unlock fresh value for Japan Post Insurance shareholders. We’ll now examine how the prospect of reform-friendly policies under...
TSE:8031
TSE:8031Trade Distributors

Mitsui (TSE:8031) Valuation After New Green Aluminium and Energy Transition Deal With AM Green

Mitsui (TSE:8031) just signed a Memorandum of Understanding with AM Green to explore investment in an integrated green aluminium platform, a move that ties its trading clout directly to the energy transition narrative. See our latest analysis for Mitsui. That backdrop helps explain why, even after a soft 7 day share price return, Mitsui’s 30 day share price return of 13.78 percent and hefty 1 year total shareholder return of 48.57 percent suggest momentum is still building rather than...
TSE:8303
TSE:8303Banks

Reassessing SBI Shinsei Bank (TSE:8303) Valuation After Recent Share Price Recovery

Recent Performance and Investor Context SBI Shinsei Bank (TSE:8303) has quietly delivered a 7% gain for investors this year, even as its 3 year total return still sits roughly 22% lower. This creates an interesting reset point for expectations. See our latest analysis for SBI Shinsei Bank. With the share price now at ¥1,731, the modest year to date share price return of 6.65% contrasts with a still negative three year total shareholder return of 22.39%. This suggests momentum is cautiously...
TSE:2502
TSE:2502Beverage

Assessing Asahi Group Holdings (TSE:2502)’s Valuation After Recent Share Price Weakness

Asahi Group Holdings (TSE:2502) has been drifting lower over the past month, even as its long term track record and steady earnings growth keep the stock on many income and quality watchlists. See our latest analysis for Asahi Group Holdings. That recent 7 day share price return of negative 6.95 percent sits against a mildly positive year to date share price gain and a solid three year total shareholder return of 27.94 percent, suggesting near term momentum is cooling while the longer term...
TSE:9984
TSE:9984Wireless Telecom

Is It Too Late To Consider SoftBank After Its 2025 Rally And Mixed Valuation Signals?

If you are wondering whether SoftBank Group's huge run means you have already missed the opportunity, or if the stock still has room to surprise on the upside, you are in the right place. Despite a recent pullback, with the share price down 4.4% over the last week and 9.1% over the last month, SoftBank is still up 85.3% year to date and 96.1% over the past year. These moves sit against a backdrop of SoftBank reshaping itself into a more focused investment powerhouse, from headline grabbing...
TSE:6457
TSE:6457Machinery

Glory (TSE:6457): Assessing Valuation After Major Waitrose CI-100X Rollout Win

Glory (TSE:6457) just landed a sizable UK retail win, with Waitrose rolling out 285 CI-100X cash recycling units across its stores. For investors, this is a clear signal of competitive product traction. See our latest analysis for Glory. The Waitrose rollout fits neatly into a broader upswing, with Glory posting a roughly 56% year to date share price return and a powerful 3 year total shareholder return of about 109%. This suggests momentum is clearly building as the market reassesses its...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Share Retirement: What the Buyback Move Signals for the Stock’s Valuation

Board moves to retire shares Kubota (TSE:6326) has kicked off December with a board meeting focused on retiring a portion of its common stock under Japan’s Companies Act, a textbook move to tighten the share count and support long term value. See our latest analysis for Kubota. That decision lands against a strong backdrop, with Kubota’s 1 month share price return of 13.87 percent and 3 month share price return of 23.16 percent pointing to building momentum, while a 1 year total shareholder...
TSE:8830
TSE:8830Real Estate

How A First-of-Its-Kind Trust To Systematically Sell Securities At Sumitomo Realty (TSE:8830) Has Changed Its Investment Story

On December 15, 2025, Sumitomo Realty & Development’s board approved plans to introduce a first-of-its-kind trust scheme in Japan to systematically sell the listed securities the company holds. This move highlights a shift in how the company manages its investment portfolio, with potential implications for capital allocation priorities and balance-sheet composition. We’ll now look at how this trust-based, systematic sale of listed securities could reshape Sumitomo Realty & Development’s...