Japanese Metals and Mining Stock News

Nagase (TSE:8012) just put real money behind its shareholder return story by launching a buyback of over 1.3 million shares via the Tokyo Stock Exchange’s off auction system under its ACE 2.0 plan. See our latest analysis for Nagase. The buyback lands after a strong run, with the share price at ¥3,767 and a roughly 19% year to date share price return. The five year total shareholder return of about 189% suggests longer term momentum has been robust rather than fading. If this kind of capital...

ITOCHU (TSE:8001) is back in focus after teaming up with TotalEnergies, TES, Osaka Gas, and Toho Gas on the Live Oak e methane project in Nebraska, a long dated bet on Japan’s carbon neutral gas ambitions. See our latest analysis for ITOCHU. The market seems to like that direction, with ITOCHU’s 1 year total shareholder return near 30% and a strong 3 year total shareholder return above 140%. In addition, the year to date share price return above 25% suggests momentum is still building. If...

In late November 2025, Optimus Technologies announced it had signed an MOU granting Mitsui & Co. exclusive rights to distribute its Vector System and related 100% biodiesel solutions across Japan, India, and ASEAN markets, aiming to support decarbonization of existing diesel fleets. This exclusive access to biodiesel conversion technology could deepen Mitsui’s role in low-carbon infrastructure, reinforcing its broader energy transition and infrastructure investment ambitions. We’ll now...

MORI TRUST REIT (TSE:8961) just raised its upcoming semi annual dividend to JPY 1,791 per share, signaling management’s confidence in cash flows and putting the REIT back on income investors’ radar. See our latest analysis for MORI TRUST REIT. That confidence is already reflected in the market, with the latest ¥76,400 share price sitting on a strong year to date share price return of 22.44 percent and an even more impressive 33.40 percent total shareholder return over the past year. This...

Earlier this month, activist investor Palliser Capital urged Japan Post Holdings to consolidate its sprawling real estate operations into a dedicated unit and consider options such as a spinoff after a strategic review. The push highlights how Japan Post’s property portfolio, long treated as a supporting asset, could become a central source of potential value if restructuring gains political and customer backing. With this backdrop, we will explore how Palliser’s call for a real estate...

ABC-MartInc (TSE:2670) just posted November sales that should catch investors attention, with all stores up 7% and existing stores rising about 6% from a year ago, signaling solid demand momentum. See our latest analysis for ABC-MartInc. That upbeat November trading update comes after a choppier year, with the share price at ¥2,730.5 leaving investors with a negative year to date share price return but a still respectable five year total shareholder return. This suggests long term momentum...

Asahi Group Holdings (TSE:2502) is still working through the hangover from its September cyberattack, with November alcohol sales down at least 20% year on year and logistics only gradually getting back on track. See our latest analysis for Asahi Group Holdings. Even with the cyberattack still weighing on operations, the market seems relatively calm so far. Asahi’s year to date share price return of 9.38% and three year total shareholder return of 32.98% suggest steady, rather than explosive,...

Earlier this month, Murata Manufacturing launched and began mass production of a compact 1.25kV, up to 15nF C0G multilayer ceramic capacitor aimed at EV onboard chargers and high-performance consumer power supplies. By aligning this high-voltage MLCC with the industry’s move toward SiC MOSFET-based power conversion, Murata is directly targeting a technically demanding and fast-evolving segment of the electronics supply chain. We’ll now examine how this push into SiC-ready high-voltage MLCCs...

In December 2025, Sekisui House, Ltd. issued consolidated earnings guidance for the fiscal year ending January 31, 2026, projecting net sales of ¥4.33 trillion, operating profit of ¥340.00 billion and profit attributable to owners of parent of ¥232.00 billion, equivalent to basic earnings per share of ¥357.97. The company also raised its second-quarter-end dividend to ¥72 per share from ¥64 a year earlier, signaling management’s confidence and a stronger cash return stance to...

Key Insights The considerable ownership by public companies in Soracom indicates that they collectively have a greater...

Key Insights Rakus' estimated fair value is JP¥1,577 based on 2 Stage Free Cash Flow to Equity Current share price of...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

ROHM (TSE:6963) has quietly outperformed this year, with the stock up about 43% year to date and over 53% in the past year, even as longer term returns remain mixed. See our latest analysis for ROHM. With the share price now around ¥2,152.5 and a 1 month share price return of 8.4%, recent gains build on strong year to date momentum, even though the 3 year total shareholder return remains negative. If ROHM’s run has you thinking about what else is moving in semiconductors and adjacent tech,...

Key Insights Institutions' substantial holdings in Nitori Holdings implies that they have significant influence over...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nichirei fair value estimate is JP¥2,205 Current share price...

Despite an already strong run, KLab Inc. ( TSE:3656 ) shares have been powering on, with a gain of 65% in the last...

Serendip Holdings Co.,Ltd. ( TSE:7318 ) shares have had a horrible month, losing 38% after a relatively good period...

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Techno Horizon Co.,Ltd. ( TSE:6629 ) shares have continued their recent momentum with a 35% gain in the last month...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

Sony Group (TSE:6758) is expanding its presence in digital finance, with Sony Bank pursuing a U.S. national banking charter to issue a dollar stablecoin for spending across Sony games, anime, and subscription services. See our latest analysis for Sony Group. The stock has cooled off recently, with a 30 day share price return of minus 9.3 percent and a 7 day drop adding pressure, but a 1 year total shareholder return of about 25 percent and an almost 100 percent gain over three years suggest...

Key Insights Hoshizaki's estimated fair value is JP¥6,650 based on 2 Stage Free Cash Flow to Equity Hoshizaki is...