TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306): Assessing Valuation After Recent Pullback and Multi‑Year Share Price Surge

Mitsubishi UFJ Financial Group (TSE:8306) has quietly outpaced Japan’s broader banking sector over the past year, and that steady climb has investors asking whether the recent pullback is an opportunity. See our latest analysis for Mitsubishi UFJ Financial Group. Despite the latest 1 day share price dip and mild weekly softness, Mitsubishi UFJ’s 90 day share price return of 8.66 percent and standout 3 year total shareholder return of 233.77 percent suggest momentum is still firmly in its...
TSE:3655
TSE:3655IT

High Growth Tech Stocks in Asia Featuring Beisen Holding

As global markets respond to the Federal Reserve's interest rate adjustments, small-cap indices like the Russell 2000 have shown resilience, reflecting a broader sentiment of cautious optimism despite challenges such as technology stock valuation concerns and AI infrastructure spending. In this context, identifying high-growth tech stocks in Asia requires a focus on companies that demonstrate strong fundamentals and adaptability to shifting economic landscapes, with Beisen Holding being one...
TSE:9531
TSE:9531Gas Utilities

Tokyo Gas (TSE:9531) Valuation Check as It Commits Major Capital to US Gas Infrastructure Expansion

Tokyo GasLtd (TSE:9531) just signaled a bigger push into the US, earmarking hundreds of billions of yen for downstream assets such as liquefaction plants and export terminals to tighten its global gas supply chain. See our latest analysis for Tokyo GasLtd. That planned US expansion comes on the back of a powerful rally, with Tokyo GasLtd’s share price up around 42 percent year to date and a hefty 1 year total shareholder return near 44 percent, signaling still strong momentum despite today’s...
TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...
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:9984
TSE:9984Wireless Telecom

Is SoftBank (TSE:9984) Rebalancing Risk Or Doubling Down With Its Latest AI Infrastructure Moves?

In early December 2025, reports emerged that SoftBank Group Corp. was in talks to acquire DigitalBridge Group, an AI-focused digital infrastructure owner, as broader technology markets turned cautious following disappointing Oracle earnings and questions about data center returns. At the same time, Masayoshi Son used higher SoftBank valuations to cut back share pledges by about US$2.10 billion, signaling a push to reduce leverage even as the group pursues more AI-related assets. Next, we’ll...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Valuation After New SiC-Optimized High-Voltage MLCC Enters Mass Production

Murata Manufacturing (TSE:6981) just moved its next generation high voltage MLCC into mass production, a quiet but meaningful step for investors tracking the shift to SiC based power systems and EV hardware. See our latest analysis for Murata Manufacturing. The market seems to be noticing these moves, with a roughly mid teens 1 month share price return and a strong double digit year to date share price return supported by healthy multi year total shareholder returns. This signals building...
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,”...