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...
TSE:3038
TSE:3038Consumer Retailing

Kobe Bussan (TSE:3038): Valuation Check After Record Earnings, Upgraded Guidance and Higher Dividends

Kobe Bussan (TSE:3038) just delivered record full year earnings, raised its 2026 guidance, and sweetened both ordinary and special dividends, a combination that naturally puts the stock firmly on investors radar right now. See our latest analysis for Kobe Bussan. The market seems to be catching up to that story, with an 8.45% 1 day share price return and a 15.77% year to date share price return. The 5 year total shareholder return of 28.96% points to steady, rather than explosive, long term...
TSE:3064
TSE:3064Trade Distributors

Does MonotaRO (TSE:3064)'s November Sales Drop Hint At Deeper Questions About Demand Resilience?

MonotaRO Co., Ltd. reported that its non-consolidated sales for November 2025 fell to ¥23,952 million from ¥28,724 million in the same month a year earlier, signaling a clear year-on-year contraction in activity. This sharp monthly sales drop may prompt investors to reassess how resilient MonotaRO’s demand base and growth ambitions are in a softer operating backdrop. Next, we will examine how this abrupt November sales slowdown could reshape MonotaRO’s investment narrative and investors’...
TSE:3097
TSE:3097Hospitality

How a Proposed Thailand Subsidiary Could Shape Monogatari’s Regional Strategy and (TSE:3097) Investors

On Dec 15, 2025, Monogatari Corporation’s board met to consider establishing a new subsidiary in the Kingdom of Thailand, signaling potential regional expansion in Southeast Asia. This move could reshape how investors assess Monogatari’s future footprint, especially given Thailand’s role as a manufacturing and consumer hub in the region. With this Thailand subsidiary proposal now on the table, we’ll explore how it may influence Monogatari’s investment narrative and growth profile. Find...
TSE:5401
TSE:5401Metals and Mining

Nippon Steel (TSE:5401) Valuation After 2030 Global Expansion Plan and New Dividend Framework

Nippon Steel (TSE:5401) just secured board approval for its 2030 management plan, laying out aggressive overseas expansion, a bigger US footprint, and a clearer dividend framework that could subtly reshape how investors think about this stock. See our latest analysis for Nippon Steel. Despite the ambitious 2030 roadmap and the hefty U.S. Steel deal, the share price has drifted lower in recent weeks. Yet the three and five year total shareholder returns still signal solid long term momentum...