TSE:6723
TSE:6723Semiconductor

Is Renesas (TSE:6723) Using Matter‑Ready Wi‑Fi 6 To Deepen Its IoT Platform Advantage?

Earlier this month, Renesas Electronics introduced its first RA-series Wi-Fi 6 microcontrollers, the RA6W1 and RA6W2, which combine dual-band connectivity, advanced security, long-term product support and development tools to target ultra-low-power IoT applications across smart home, industrial, medical and consumer markets. An interesting angle for investors is that these MCUs are Matter-ready, RED-certified and integrated into Renesas’ scalable RA platform and “winning Combinations,”...
TSE:5332
TSE:5332Building

TOTO (TSE:5332): Assessing Valuation After a Solid Recent Share Price Rebound

TOTO (TSE:5332) has quietly put together a solid run, with the stock gaining around 12% over the past month and 16% year to date, as investors reassess its earnings momentum. See our latest analysis for TOTO. That recent 11.9% one month share price return looks like investors are warming back up to TOTO, even though the five year total shareholder return is still negative. This suggests this latest momentum may be a reset rather than a full rerating. If TOTO has put the plumbing trade on your...
TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902)’s Valuation After Recent Short-Term Share Price Strength

DENSO (TSE:6902) has quietly outperformed the broader auto parts space over the past week, and that short term strength comes against a mixed backdrop of modest 1 month gains but flat performance over the past 3 months. See our latest analysis for DENSO. Zooming out, DENSO’s recent 7 day share price return sits against a year to date share price decline, even as its multi year total shareholder return remains firmly positive. This hints that long term momentum is intact while near term...
TSE:6849
TSE:6849Medical Equipment

Nihon Kohden (TSE:6849) Valuation Check as New EEG and Respiratory Tools Debut at Major U.S. Conferences

What is really moving interest around Nihon Kohden (TSE:6849) right now is not a headline grabbing deal; it is a cluster of new EEG and respiratory tools debuting at back to back medical conferences. See our latest analysis for Nihon Kohden. Despite this steady stream of EEG and respiratory innovations, Nihon Kohden’s ¥1,622.5 share price still reflects mixed sentiment, with recent short term share price gains contrasting with a weak year to date share price return but solid three year total...
TSE:9364
TSE:9364Infrastructure

How Investors Are Reacting To Kamigumi (TSE:9364) Considering A New Representative Director

Kamigumi Co., Ltd. held a board meeting on 12 December 2025 to consider a change in its Representative Director (President), signaling a potential leadership transition at the top of the company. Because leadership changes can reshape corporate priorities and risk oversight, this move may mark a meaningful shift in Kamigumi’s longer-term direction. We will now examine how the potential change in Kamigumi’s Representative Director could influence the company’s investment narrative and...
TSE:7532
TSE:7532Multiline Retail

Pan Pacific International Holdings (TSE:7532): Valuation Check After Solid November 2025 Sales Growth Across Segments

Pan Pacific International Holdings (TSE:7532) just released its November 2025 trading update, showing year over year sales growth across domestic, discount, and UNY segments, a data point investors cannot really ignore. See our latest analysis for Pan Pacific International Holdings. That solid sales update seems to be steadying sentiment, with the share price at ¥964.9 after a modest recent recovery. However, the 90 day share price return of minus 8% shows momentum has cooled, even as the...
TSE:8953
TSE:8953Retail REITs

Assessing Japan Metropolitan Fund Investment (TSE:8953) Valuation After Its Latest Dividend Hike

Dividend Hike Puts Japan Metropolitan Fund Investment in Focus Japan Metropolitan Fund Investment (TSE:8953) just raised the stakes for income focused investors by announcing a semi annual dividend of JPY 2,952 per unit, payable on May 27, 2026. See our latest analysis for Japan Metropolitan Fund Investment. The market seems to like that signal, with a 32.21 percent year to date share price return and a 45.57 percent total shareholder return over the past year suggesting momentum is still...
TSE:8411
TSE:8411Banks

Reassessing Mizuho Financial Group (TSE:8411)’s Valuation After a Strong Share Price Run-Up

Mizuho Financial Group (TSE:8411) has quietly pushed higher this month, and the move is starting to look more like a trend than a blip. With shares gaining over 7% recently, investors are reassessing its valuation backdrop. See our latest analysis for Mizuho Financial Group. That recent 7.7% one month share price return has come on top of a strong year to date share price return of 47.3% and a striking five year total shareholder return of 437.1%. This suggests momentum is building as...
TSE:1928
TSE:1928Consumer Durables

Assessing Sekisui House (TSE:1928) Valuation After Dividend Hike and Updated Earnings Guidance

Dividend hike and earnings guidance reset the conversation Sekisui House (TSE:1928) just lifted its second quarter dividend to ¥72 per share from ¥64 and paired that with fresh earnings guidance, giving investors a clearer view of income and growth prospects. See our latest analysis for Sekisui House. The upbeat guidance and dividend hike appear to be stabilising sentiment, with a 7 day share price return of 3.81% helping to ease this year to date weakness. A robust 5 year total shareholder...
TSE:5201
TSE:5201Building

AGC (TSE:5201) Valuation Check as AGC Biologics Expands CDMO Capabilities with ATUM Partnership

AGC (TSE:5201) just gave investors a fresh reason to revisit the story, with AGC Biologics partnering with ATUM to bring the Leap In Transposase platform into its global cell line development offering. See our latest analysis for AGC. That backdrop of governance reshuffles and strategic partnerships seems to be landing well with investors, with a roughly 10 percent 3 month share price return and a solid multi year total shareholder return suggesting that momentum is gradually building. If...
TSE:9936
TSE:9936Hospitality

How November Sales Growth At Ohsho Food Service (TSE:9936) Has Changed Its Investment Story

In December 2025, Ohsho Food Service Corp. reported that November sales at all company-operated stores reached ¥8,840 million, with existing company-operated stores generating ¥8,638 million. The year-on-year gains across both total and existing outlets highlight consistent customer demand and operational resilience within Ohsho’s core restaurant network. Next, we will examine how this broad-based November sales growth shapes Ohsho Food Service’s investment narrative and future growth...