TSE:3774
TSE:3774Telecom

Could Safous’ Expanded Cybersecurity Services Recast Internet Initiative Japan’s Subscription Strategy Story (TSE:3774)?

Earlier this month, Internet Initiative Japan Inc. launched an enhanced Safous Security Assessment service, adding broader attack surface monitoring, sharper threat intelligence, monthly risk reports, real-time alerts, and optional analyst-led consulting to help clients strengthen cyber resilience. The move shifts Safous toward a more subscription- and services-oriented model, potentially deepening customer relationships through ongoing monitoring and expert remediation support. We’ll now...
TSE:8972
TSE:8972REITs

KDX Realty Investment (TSE:8972) H1 2026 Revenue Uptick Tests Bearish Slow-Growth Narrative

KDX Realty Investment (TSE:8972) just posted its H1 2026 numbers, with total revenue of about ¥39.9 billion and basic EPS of roughly ¥4,203, giving investors a clean snapshot of how the latest half-year is shaping up. The trust has seen revenue move from roughly ¥39.4 billion in H1 2025 to ¥39.9 billion in H1 2026, while basic EPS has stayed in a similar range at around ¥4,169 to ¥4,203 over the same period. This sets the stage for investors to focus on how margins are evolving beneath the...
TSE:3451
TSE:3451REITs

Tosei Reit (TSE:3451) Cash-Flow-Strained 5.16% Yield Reinforces Cautious Income Narrative

Tosei Reit Investment (TSE:3451) has just posted its FY 2025 second half numbers, with revenue at ¥3.7 billion and EPS of ¥3,873, setting the tone for another steady year of distributions. The REIT has seen revenue edge from ¥3.7 billion in FY 2024 second half to ¥3.7 billion in FY 2025 second half, while trailing twelve month EPS moved from ¥7,501 to ¥7,685, leaving investors with a picture of incremental progress rather than a step change in performance as they weigh the latest results...
TSE:8956
TSE:8956REITs

NTT UD REIT (TSE:8956) FFO Softens, Testing Income-Stability Bull Case After FY 2025 Results

NTT UD REIT Investment (TSE:8956) has posted its FY 2025 results with second half revenue of ¥13.2 billion and EPS of ¥2,645, while trailing twelve month revenue came in at ¥26.5 billion and EPS at about ¥5,736, alongside a net profit margin of 34.8% versus 39.1% a year earlier. The trust has seen revenue rise from ¥23.8 billion and EPS of roughly ¥5,789 on a trailing basis in FY 2024 to ¥26.5 billion and around ¥5,736 in FY 2025, even as margins compressed over the same period. This sets up...
TSE:9020
TSE:9020Transportation

Zero‑Energy Railway IoT Breakthrough Might Change The Case For Investing In East Japan Railway (TSE:9020)

On 10 December 2025, OKI announced that, together with East Japan Railway and Indonesia’s PT Kereta Api Indonesia, it had completed a roughly seven‑month JICA‑backed trial of zero‑energy wireless IoT sensors and cameras for remote slope monitoring along Indonesian railway tracks, confirming reliable operation even in high humidity and heavy rainfall. The project’s success highlights how East Japan Railway’s participation in exporting disaster‑prevention and maintenance‑efficiency technology...
TSE:9759
TSE:9759IT

NSD (TSE:9759) Valuation Check After Higher November 2025 Sales Spark Fresh Investor Interest

NSD (TSE:9759) just posted preliminary November 2025 sales of ¥9,998 million, up from ¥9,089 million a year ago, with year-to-date sales also higher, giving investors fresh data to reassess the stock. See our latest analysis for NSD. The solid November sales update arrives while NSD’s share price has quietly climbed, with a roughly 6.9% 3 month share price return and a standout 3 year total shareholder return near 60%. This suggests underlying momentum is still intact. If NSD’s steady...
TSE:3064
TSE:3064Trade Distributors

MonotaRO (TSE:3064): Assessing Valuation After November 2025 Sales Slump Raises Growth Concerns

MonotaRO (TSE:3064) just posted its November 2025 non consolidated sales, showing ¥23,952 million versus ¥28,724 million a year earlier, a sharp drop that naturally raises questions about the stock’s recent strength. See our latest analysis for MonotaRO. Interestingly, despite the weak November sales print, MonotaRO’s 7 day share price return of 5.52 percent and 1 month gain of 11.19 percent suggest momentum is rebuilding, even though the 1 year total shareholder return is still negative. If...
TSE:6703
TSE:6703Electronic

Oki Electric Industry (TSE:6703) Valuation After New AI Cables and Zero-Energy IoT Rail Success

Oki Electric Industry (TSE:6703) is back on radar after two intertwined updates: new high speed machine vision cables for AI robotics and smart factories, plus successful zero energy IoT trials on Indonesian railways. See our latest analysis for Oki Electric Industry. These updates land after a powerful run, with the latest ¥1,827 share price sitting on a 76.2% year to date share price return and a standout 79.1% one year total shareholder return. This signals strong momentum behind Oki’s...
TSE:6857
TSE:6857Semiconductor

Is Advantest (TSE:6857) Using AI Thermal Testing To Deepen Its Chip Ecosystem Moat?

Earlier this week, Advantest Corporation and Tokyo Seimitsu Co., Ltd. announced a plan to co-develop a die-level prober for testing advanced AI and high-performance computing devices that use complex 2.5D/3D packaging and generate significant heat during operation. This collaboration targets one of the toughest bottlenecks in next-generation chip production, precise thermal control during testing, which could make Advantest’s ecosystem more relevant across the AI and HPC value chain. Next,...
TSE:6701
TSE:6701IT

How Investors Are Reacting To NEC (TSE:6701) Linking Climate Leadership With Its Digital Transformation Strategy

In recent months, NEC Corporation has been recognized on CDP’s “A List” for climate change and water security, signed an MoU with ClimateAi on climate resilience solutions, and delivered advanced timing and network technologies to aviation and banking clients in Thailand and Indonesia. Together, these developments highlight how NEC is tying its decarbonization priorities to commercial ICT offerings, using environmental leadership and critical infrastructure projects to strengthen its...
TSE:4205
TSE:4205Chemicals

Assessing Zeon (TSE:4205)’s Valuation After a Steady 27% One-Year Shareholder Return

Zeon (TSE:4205) has quietly delivered a solid run this year, with the stock climbing about 19% year-to-date and roughly 27% over the past year, even as earnings growth has been mixed. See our latest analysis for Zeon. With the latest share price at ¥1,754, Zeon’s steady 1 month share price return of around 5 percent builds on an 18 percent year to date gain and a robust 1 year total shareholder return of about 27 percent, suggesting momentum is gradually firming as investors reassess its...
TSE:7729
TSE:7729Semiconductor

Tokyo Seimitsu (TSE:7729) Valuation After New AI-Focused Semiconductor Testing Collaboration With Advantest

Tokyo Seimitsu (TSE:7729) just teamed up with Advantest to co develop a die level prober aimed at AI and high performance computing chips, a move that goes straight to the heart of next generation semiconductor testing demand. See our latest analysis for Tokyo Seimitsu. The partnership news lands as Tokyo Seimitsu enjoys solid momentum, with a roughly 43% year to date share price return and a powerful 3 year total shareholder return above 160%, suggesting investors are warming to its growth...
TSE:6963
TSE:6963Semiconductor

Is ROHM (TSE:6963) Quietly Repositioning Its Power Electronics Portfolio For Broader System‑Level Relevance?

ROHM Semiconductor has recently begun mass production of its SCT40xxDLL SiC MOSFETs in compact TOLL packages and launched ultra‑low‑standby brushed DC motor driver ICs for household and office appliances, all now available through major online distributors with supporting evaluation tools. Together, these products extend ROHM’s reach across high‑power industrial, AI server and energy storage systems while also deepening its presence in everyday appliance applications, highlighting a...