TSE:6103
TSE:6103Machinery

What Do Okuma’s Shares Signal After Recent Factory Automation Orders Surge?

Thinking about what to do with Okuma stock right now? You are not alone. Whether you are considering starting a new position or simply wondering if it is time to hold or exit, Okuma’s recent performance has likely caught your eye. Over the last year, shares are up 9.0%, riding on years of steady gains, with the stock climbing 38.4% in three years and an impressive 48.0% over five years. Those long-term numbers may look appealing, but you have probably also noticed some short-term bumps. The...
TSE:2201
TSE:2201Food

Evaluating Morinaga After Recent Stock Slide and Industry Shifts in 2025

Trying to figure out whether Morinaga&Co is a good buy right now? You are definitely not alone. With so many moving parts in today's markets, it's easy to get caught up in short-term dips and surges. Morinaga&Co’s stock has slid by 3.8% in the last week and is down 4.9% over the past month. Year to date, shares are off 5.2%, adding up to a 7.3% dip over the last twelve months. However, if you take a step back, there is an interesting twist: over the last 3 and 5 years, the stock posted...
TSE:2914
TSE:2914Tobacco

How Investors May Respond To Japan Tobacco (TSE:2914) Analyst Upgrade and Heated Tobacco Expansion

Japan Tobacco recently held a board meeting, where it resolved to enter into an absorption-type split contract with Shionogi as part of its ongoing portfolio optimization. In addition, an analyst at JPMorgan upgraded Japan Tobacco’s rating, citing increased market share in the heated tobacco segment and effective reinvestment strategies supporting ongoing gains. We'll now explore how JPMorgan's endorsement of Japan Tobacco's heated tobacco growth ambitions could affect the company's...
TSE:6473
TSE:6473Auto Components

Is JTEKT Offering Opportunity After Strong 44% Rally and Recent Industry Demand Growth?

Wondering whether to hold tight to your JTEKT shares, make a move, or give this stock a pass? You are not alone. JTEKT has been on quite a ride, capturing plenty of attention on trading screens and in industry discussions. Over the last year, the stock price has surged by 44.6%, with even more dramatic gains if you zoom out to three or five years, at 69.9% and 91.9% respectively. Year-to-date, JTEKT is still up a robust 25.8%. However, recent weeks have brought a slight chill, with the price...
TSE:7545
TSE:7545Specialty Retail

Nishimatsuya Chain (TSE:7545) Margins Dip to 4.4%, Reinforcing Narrative of Steady Profitability

Nishimatsuya Chain (TSE:7545) reported a net profit margin of 4.4%, a slight dip from last year’s 4.5%, with earnings growing by 2.8% in the past twelve months, just ahead of its five-year average of 2.7% per year. Looking ahead, analysts forecast revenue to rise 4.7% annually, outpacing the broader Japanese market. Earnings are expected to grow 6.2% per year, trailing the market average. Consistent profit and revenue growth, along with the absence of newly identified risks, set the stage for...
TSE:4506
TSE:4506Pharmaceuticals

Sumitomo Pharma (TSE:4506): Valuation in Focus After Index Inclusion and Upgraded Outlook

Sumitomo Pharma (TSE:4506) is getting more attention from investors after its recent addition to the FTSE All-World Index and a business outlook upgrade from one of the major investment banks. Both events signal a shift in how the market views the company’s future potential. See our latest analysis for Sumitomo Pharma. Sumitomo Pharma’s inclusion in the FTSE All-World Index, combined with a business outlook upgrade, has brought fresh momentum to its shares as investor sentiment improves and...
TSE:8136
TSE:8136Specialty Retail

Could Sanrio (TSE:8136) and MGA's Bratz Partnership Reveal a Shift in Brand Expansion Strategy?

MGA Entertainment recently announced a partnership with Sanrio to launch the first-ever Bratz x Hello Kitty Collector Dolls, debuting on September 30, 2025. This collaboration brings together two iconic brands and coincides with Hello Kitty's milestone birthday season, appealing to collectors and expanding cross-brand appeal. We'll explore how this high-profile partnership and its potential to attract new fan demographics could impact Sanrio's investment story. Outshine the giants: these 24...
TSE:3249
TSE:3249Industrial REITs

Is IIF’s (TSE:3249) Capital Management Shift Signaling a New Financial Discipline?

Industrial & Infrastructure Fund Investment Corporation recently completed the repurchase of 7,755 investment units for ¥999.92 million and finalized interest rates for new unsecured, unguaranteed debt financing totaling ¥5.6 billion across three tranches with maturities extending to 2033. This combination of capital management through buybacks and refinancing at fixed rates provides greater clarity into the company’s financial strategy and stability. To see how IIF’s recent completion of...
TSE:8016
TSE:8016Luxury

Onward Holdings (TSE:8016) Margin Improvement Reinforces Bullish Narratives Despite Ongoing Dividend Concerns

Onward Holdings (TSE:8016) posted a net profit margin of 4.1%, up from 4% last year, as earnings surged 17.5% year-over-year. The company’s earnings growth over the past five years has averaged an impressive 73% per year; however, the most recent pace is now moderating. With high quality earnings and a price-to-earnings ratio of 9.9x, notably lower than both industry and peer group averages, investors see a solid track record of profitability and strong margins at a discount to peers. See our...
TSE:2830
TSE:2830Food

Aohata (TSE:2830) Profit Recovery Challenges Bearish Narratives, But Valuation Premium Raises Concerns

Aohata (TSE:2830) posted a net profit margin of 1.3%, a slight uptick from last year’s 1.2%, with EPS reflecting a notable 13.5% earnings growth over the past year. This marks a stark contrast to the company’s five-year average earnings decline of 24.4% per year. Despite this sharp turnaround, shares trade at an elevated ¥3,695, resulting in a lofty 110.2x Price-To-Earnings Ratio. This is far above the peer and industry averages, raising questions about valuation sustainability in light of...
TSE:6723
TSE:6723Semiconductor

October 2025's Global Stock Selections Estimating Value Below Market Norms

As global markets navigate a complex landscape marked by cautious Federal Reserve commentary and steady inflation rates, investors are reassessing their strategies amid fluctuating indices and evolving economic indicators. In such an environment, identifying stocks that may be undervalued can present opportunities for those looking to capitalize on discrepancies between market prices and intrinsic value.