TSE:6146
TSE:6146Semiconductor

Assessing Disco (TSE:6146) Valuation After Strong Capital Inflows And AI Supply Chain Tailwinds

Why Disco drew fresh capital on the Tokyo market Disco (TSE:6146) saw a net inflow of ¥16.08b on 6 January, putting it alongside Toyota Motor and Mitsubishi UFJ Financial Group among the most heavily bought names on the TSE Main Market. The move comes as investors focus on Disco’s role supplying precision cutting, grinding, and polishing systems to chip makers linked to AI, data centers, and advanced semiconductor manufacturing trends. See our latest analysis for Disco. The strong 7 day share...
TSE:8001
TSE:8001Trade Distributors

Assessing Itochu (TSE:8001) Valuation As Dividend And Buyback Appeal Draws More Long Term Investors

Rising interest in ITOCHU (TSE:8001) is being driven by its broad business mix and its focus on shareholder returns through dividends and buybacks, which many investors see as a contrast to more volatile, story driven names. See our latest analysis for ITOCHU. At a latest share price of ¥2,002.5, ITOCHU’s 30 day share price return of 6.94% and 90 day share price return of 15.89% sit alongside a 1 year total shareholder return of 32.47%. This suggests momentum has been building over both...