TSE:4631
TSE:4631Chemicals

Assessing DIC (TSE:4631)’s Valuation After Its Recent Steady Share Price Climb

DIC (TSE:4631) has quietly extended its steady climb, with the share price edging higher over the past month and the past 3 months as investors revisit this long cycle specialty materials name. See our latest analysis for DIC. That steady climb also caps a solid run, with a year to date share price return of about 12 percent and a three year total shareholder return above 75 percent. This suggests momentum is quietly building as investors reassess DIC's earnings resilience and valuation. If...
TSE:6723
TSE:6723Semiconductor

Renesas (TSE:6723) Valuation After 3nm SDV SoC and New Wi‑Fi 6 IoT Microcontroller Launches

Renesas Electronics (TSE:6723) just put two big markers down, unveiling a 3nm R-Car X5H automotive SoC for software-defined vehicles and new Wi-Fi 6 based RA6W microcontrollers for IoT, sharpening its long term growth story. See our latest analysis for Renesas Electronics. The flurry of SDV and IoT launches seems to be resonating with investors, with a roughly 19% 1 month share price return helping turn a modest year to date gain into a backdrop still anchored by a powerful 3 year total...
TSE:7752
TSE:7752Tech

Is Ricoh (TSE:7752) Using Built‑In Creative Tech to Deepen Its Premium Camera Moat?

Ricoh recently launched the GR IV HDF, a new variant of its compact GR camera line that adds a built-in Highlight Diffusion Filter, faster electronic shutter, improved autofocus, and a new GS-4 finger strap accessory. By integrating film-like diffusion effects directly into the hardware and promising firmware upgrades for existing GR IV users, Ricoh is emphasizing creative control and ecosystem loyalty in the premium compact segment. We will now examine how this focus on built-in creative...
TSE:6594
TSE:6594Electrical

What Nidec (TSE:6594)'s Founder Stepping Aside and CEO Becoming Chairman Means For Shareholders

On December 19, 2025, Nidec Corporation announced that founder and Chairman Shigenobu Nagamori resigned his roles, becoming Chairman Emeritus, while President and CEO Mitsuya Kishida assumed the additional position of Chairman of the Board. This marks a pivotal governance shift as Nidec transitions from founder-led oversight to a consolidated leadership structure under Kishida, potentially influencing long-term decision‑making and culture. Next, we’ll examine how consolidating the chairman...
TSE:9983
TSE:9983Specialty Retail

How Investors Are Reacting To Fast Retailing (TSE:9983) Raising Graduate Pay and Management Equity Incentives

Fast Retailing recently announced that from March it raised base annual pay for new graduates in Japan, lifting globally mobile management trainee salaries by about 12% to ¥5.9 million and other new graduate roles by about 10% to ¥4.5 million, alongside fresh stock-based incentives for senior management. This pay and equity package signals a stronger emphasis on talent attraction, retention, and management-shareholder alignment as the company pursues global expansion and productivity...
TSE:6269
TSE:6269Energy Services

Why MODEC (TSE:6269) Is Down 6.8% After Joining the S&P Japan 500 Index – And What's Next

In December 2025, MODEC, Inc. (TSE:6269) was added to the S&P Japan 500 index, marking its inclusion in a major national benchmark. This index addition can materially shape how institutional investors engage with MODEC, as benchmark-tracking funds adjust portfolios to reflect the new constituent. We will examine how MODEC’s inclusion in the S&P Japan 500 could influence its investment narrative and investor engagement going forward. The latest GPUs need a type of rare earth metal called...
TSE:6457
TSE:6457Machinery

How Investors May Respond To Glory (TSE:6457) Winning Waitrose Rollout For CI-100X Cash Recyclers

In December 2025, Glory announced that UK supermarket chain Waitrose selected its CI-100X solution, with 285 back office cash recycling devices being rolled out across stores nationwide to streamline cash handling operations. This contract underlines how Glory’s cash automation technology is being adopted by a major international retailer, potentially reinforcing the company’s positioning in global cash management solutions. We’ll now examine how this large Waitrose rollout, centered on...
TSE:6758
TSE:6758Consumer Durables

Does Sony Still Offer Value After Its Big Multi Year Share Price Run?

If you are wondering whether Sony Group is still a smart buy after its big run over the last few years, or if the easy money has already been made, you are not alone. The stock is down roughly 4.3% over the last week and 12.1% over the last month, but it is still up about 20% year to date and 26.5% over the past year, with a 106.9% gain over 3 years and 110.3% over 5 years. Recent moves have been shaped by ongoing optimism around Sony's PlayStation ecosystem and content library, as well as...