TSE:3197
TSE:3197Hospitality

Skylark Holdings (TSE:3197): Valuation Check After Strong Preliminary Sales and Same‑Store Growth

Skylark Holdings (TSE:3197) just released preliminary November numbers showing monthly sales up 111% year on year, with same store sales at 109%. Year to date, total sales climbed 113%, and same store sales rose 108%. See our latest analysis for Skylark Holdings. That upbeat sales momentum seems to be feeding into sentiment, with a roughly 16% 3 month share price return and a hefty 3 year total shareholder return of about 124%. This suggests investors see the recovery as firmly on track. If...
TSE:7261
TSE:7261Auto

Mazda Motor (TSE:7261) Is Up 7.9% After UBS Upgrade And Margin Outlook Shift - Has The Bull Case Changed?

UBS recently upgraded Mazda Motor Corp’s stock rating from Sell to Neutral, highlighting the potential for operating margin recovery at the Japanese automaker. The bank also emphasized Mazda’s unusually high earnings sensitivity to yen movements, with even modest currency shifts potentially having a material impact. With Mazda’s shares advancing over the past week, we’ll examine how expectations for margin recovery shape the company’s investment narrative. Rare earth metals are an input to...
TSE:3407
TSE:3407Chemicals

Asahi Kasei (TSE:3407): Valuation Check After TSMC Award and New Sustainable Materials Push

Asahi Kasei (TSE:3407) just picked up a 2025 Excellent Performance Award from TSMC for its advanced packaging materials, underscoring how seriously the company is leaning into semiconductor demand tied to AI. See our latest analysis for Asahi Kasei. That push into AI oriented semiconductors and portfolio reshaping, from advanced packaging wins with TSMC to exiting lower return HMD production, has coincided with clear momentum, with a roughly 30 percent year to date share price return and a 1...
TSE:4523
TSE:4523Pharmaceuticals

Evaluating Eisai (TSE:4523) After New CTAD Alzheimer’s Data and Pipeline Updates

Eisai (TSE:4523) just put its Alzheimer’s program back in the spotlight at the CTAD conference, with fresh lecanemab and etalanetug data that sharpen the long term commercial picture around its neurology pipeline. See our latest analysis for Eisai. Those CTAD updates land after a choppy stretch for investors, with the 1 year total shareholder return at 10.27% but a 3 year total shareholder return still deeply negative, so near term momentum looks tentative while the long term rebuilds. If...
TSE:3226
TSE:3226Residential REITs

Mitsui Fudosan Accommodations Fund (TSE:3226) valuation after portfolio reshuffle and upgraded earnings outlook

Mitsui Fudosan Accommodations Fund (TSE:3226) has been drawing investor attention after reshuffling its portfolio with new property acquisitions and sales, and then backing that up with an upward revision to its 2026 earnings outlook. See our latest analysis for Mitsui Fudosan Accommodations Fund. Those portfolio moves and the higher 2026 outlook seem to be feeding into sentiment, with the unit price at ¥131,700 and an 11.99 percent year to date share price return. The 1 year total...
TSE:9101
TSE:9101Shipping

U.S. Gulf Coast Methanol Bunkering Push Could Be A Game Changer For Nippon Yusen Kabushiki Kaisha (TSE:9101)

In December 2025, American Bureau of Shipping, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR Holdings began a joint study to develop a low‑carbon methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting the first commercial-scale ship-to-ship methanol bunkering operations in the country. The collaboration positions NYK Line to apply its LNG bunkering experience to emerging methanol fuel infrastructure, aligning its shipping operations with the International Maritime...