TSE:9104
TSE:9104Shipping

Evaluating Mitsui O.S.K. Lines (TSE:9104) Valuation After Major Leadership Reshuffle and New CEO Appointment

Mitsui O.S.K. Lines (TSE:9104) just unveiled a sweeping leadership reshuffle, putting Jotaro Tamura in the CEO seat and moving Takeshi Hashimoto to Chairman, a shift investors will be watching closely. See our latest analysis for Mitsui O.S.K. Lines. The leadership reshuffle lands after a choppy stretch, with the share price currently at ¥4,503 and a year to date share price return of minus 20.2 percent. Even so, the five year total shareholder return of 591.79 percent still underlines a...
TSE:3086
TSE:3086Multiline Retail

How Investors Are Reacting To J. Front Retailing (TSE:3086) November Revenue Rising 7% Year on Year

J. Front Retailing Co., Ltd. reported that its consolidated revenue for November 2025 rose 7% year on year, marking a positive update on recent trading performance. This monthly sales improvement offers a timely snapshot of the retailer’s current operating momentum and how its business mix is resonating with consumers. We’ll now examine how November’s 7% revenue growth shapes J. Front Retailing’s investment narrative and what it may signal for investors. Find companies with promising cash...
TSE:6905
TSE:6905Electrical

Cosel (TSE:6905) Returns to Q2 Profit, Testing Bullish Earnings Recovery Narrative

Cosel (TSE:6905) just posted Q2 2026 results with revenue of ¥6.1 billion and Basic EPS of ¥1.51, marking a clear break from the losses that have weighed on its trailing twelve month EPS of negative ¥9.67. The company has seen quarterly revenue oscillate between ¥5.1 billion and ¥6.4 billion over the past six periods, while EPS has swung from a high of ¥110.97 to negative territory, underscoring how volatile margins have been even as the top line holds in a relatively tight band. See our full...
TSE:8830
TSE:8830Real Estate

Sumitomo Realty & Development (TSE:8830): Valuation Check After Mumbai Rental Pivot and 2-for-1 Stock Split

Sumitomo Realty & Development (TSE:8830) just doubled down on its India pivot by pairing a 2 for 1 stock split with a long term push into Mumbai rentals, especially high end projects in Bandra Kurla Complex. See our latest analysis for Sumitomo Realty & Development. Those shifts are landing against powerful momentum, with a roughly 63 percent year to date share price return and a 70 percent one year total shareholder return suggesting investors are steadily warming to Sumitomo’s second growth...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Valuation Check After ClimateAi Partnership and New Digital Infrastructure Wins

NEC (TSE:6701) has been busy, from securing CDP A List status on climate and water to teaming up with ClimateAi and rolling out high precision timing systems for aviation and banking clients. See our latest analysis for NEC. Against that backdrop, NEC's 16.0 percent 3 month share price return and triple digit year to date gain suggest momentum is still building, while a 3 year total shareholder return above 500 percent underlines how firmly the long term story has shifted. If NEC's climate...
TSE:1808
TSE:1808Consumer Durables

Did HASEKO’s (TSE:1808) Treasury Share Cancellation Just Sharpen Its Capital Allocation Story?

HASEKO Corporation’s board met on December 18, 2025 and approved the cancellation of 8,314,500 treasury shares, representing 2.8% of issued stock, effective December 26, 2025, to simplify its equity structure. This move reduces share count and can sharpen capital allocation discipline, sending a clear signal about management’s priorities for shareholders. We’ll now look at how this treasury share cancellation shapes HASEKO’s investment narrative and what it may imply for capital...
TSE:6703
TSE:6703Electronic

Should Oki’s Financial Corrections and IoT Focus Shift Require Action From Oki Electric (TSE:6703) Investors?

In December 2025, Oki Electric Industry issued partial corrections to its first-half fiscal 2025 financial results and revised elements of its medium-term business plan, introducing fresh uncertainty around previously disclosed performance metrics and targets. Alongside these revisions, OKI highlighted progress in disaster-resilient IoT and advanced machine-vision cable products, underscoring its push to reposition around social infrastructure and smart factory technologies. We’ll now...
TSE:3097
TSE:3097Hospitality

Monogatari (TSE:3097): Assessing Valuation After November 2025 Sales Show Continued Growth

Monogatari (TSE:3097) just posted unaudited November sales with net sales at 116% of last year, up from 113%. This signals sustained momentum across its restaurant brands that traders are starting to pay closer attention to. See our latest analysis for Monogatari. That steady uplift in monthly sales comes as Monogatari’s share price has climbed to ¥4,500, with a 1 month share price return of 7.53 percent and a robust 3 year total shareholder return of 121.45 percent, suggesting momentum is...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Valuation Check After New KOMZIFTI Menin Inhibitor Data in AML Trial

Kyowa Kirin (TSE:4151) just gave investors a fresh data point to chew on, with new KOMZIFTI combination trial results in acute myeloid leukemia highlighting encouraging activity alongside a clean looking safety profile. See our latest analysis for Kyowa Kirin. Those KOMZIFTI data land as Kyowa Kirin’s 90 day share price return of 7.9% and roughly 9% year to date share price gain suggest sentiment is quietly improving, even though the three year total shareholder return is still in negative...