TSE:8031
TSE:8031Trade Distributors

Is It Too Late To Consider Mitsui (TSE:8031) After Its Strong Multi Year Rally?

If you are wondering whether Mitsui's current share price fairly reflects the business, you are not alone. This article will walk you through what the numbers are really saying about value. Mitsui's share price recently closed at ¥5,133, with returns of 11.6% over 30 days, 8.0% year to date, 73.3% over 1 year, 188.4% over 3 years and a very large gain over 5 years. That naturally raises questions about how much potential or risk is already priced in. Recent coverage has focused on Mitsui's...
TSE:3064
TSE:3064Trade Distributors

December’s Sales Surge Might Change The Case For Investing In MonotaRO (TSE:3064)

MonotaRO Co., Ltd. reported non-consolidated sales of ¥31,390 million for December 2025, up from ¥24,159 million in the same month a year earlier. This sharp year-on-year increase in monthly sales highlights strong demand for MonotaRO’s products and suggests meaningful momentum in its core operations. Against this backdrop of robust December sales growth, we’ll examine how the latest results shape MonotaRO’s broader investment narrative and appeal. AI is about to change healthcare. These 109...
TSE:3407
TSE:3407Chemicals

Assessing Asahi Kasei’s Valuation After New LifeVest Launch And Healthcare Momentum

Why the new LifeVest launch matters for Asahi Kasei (TSE:3407) Asahi Kasei’s subsidiary ZOLL Medical has rolled out its next generation LifeVest wearable cardioverter defibrillator across the U.S., sharpening the group’s focus on Critical Care and drawing fresh attention to its Healthcare business. See our latest analysis for Asahi Kasei. Asahi Kasei’s recent healthcare updates are landing at a time when momentum in the shares has picked up, with a 30 day share price return of 9.08% and a 90...
TSE:2979
TSE:2979Industrial REITs

SOSiLA Logistics REIT (TSE:2979) DCF Upside Reinforces Bullish Valuation Narratives

Setting the scene on SOSiLA Logistics REIT’s latest numbers SOSiLA Logistics REIT (TSE:2979) has put fresh H1 2026 figures on the table, with revenue of ¥4,784.3 million and basic EPS of ¥2,745.0, backed by trailing twelve month revenue of ¥9,523.3 million and EPS of ¥5,436.0. The REIT has seen revenue move from ¥4,326.0 million in H1 2025 to ¥4,784.3 million in H1 2026, while basic EPS shifted from ¥2,452.2 to ¥2,745.0 over the same period, setting a clear earnings season backdrop for...
TSE:6146
TSE:6146Semiconductor

Disco (TSE:6146) Q3 EPS Beat Reinforces Bullish Growth Narrative Despite Rich Valuation

Disco (TSE:6146) Q3 2026 earnings in focus Disco (TSE:6146) has put up another solid top and bottom line print, with Q3 2026 revenue of ¥109,291 million and basic EPS of ¥338.71, setting the tone for how investors read the rest of the year. The company has seen revenue move from ¥93,553 million in Q3 2025 to ¥109,291 million in Q3 2026, while basic EPS over the same quarters went from ¥293.53 to ¥338.71, giving you a clear sense of the recent trajectory. Taken together with the latest...
TSE:3283
TSE:3283Industrial REITs

Nippon Prologis REIT (TSE:3283) Revenue Growth Tests Bearish Forecast Narratives

Nippon Prologis REIT (TSE:3283) has posted its H1 2026 results with revenue of ¥35.1b and basic EPS of ¥1,830.23. Trailing twelve month revenue stands at ¥69.6b and EPS at ¥3,651.51, framing a set of numbers that investors can now weigh against prior periods. Over recent halves, revenue has moved from ¥31.1b in H1 2025 to ¥34.6b in H2 2025 and ¥35.1b in H1 2026. Basic EPS has shifted from ¥1,473.40 to ¥1,821.33 and then to ¥1,830.23. This latest print sits within a broader earnings...