Japanese REITS Stock News

In November 2025, INPEX Corporation reported acquiring 6,072,000 treasury shares under a Board-approved plan to repurchase up to 60.00 million shares by January 31, 2026, with Hiroshi Fujii set to step down as Representative Director and Senior Executive Vice President and become Director and Corporate Advisor from January 1, 2026. This combination of a sizeable, time-bound buyback program and leadership transition underscores how INPEX is actively reshaping capital allocation and governance...

SMC Corporation recently completed a portion of its previously announced share repurchase program, buying 7,700 shares as part of an authorization to repurchase up to 750,000 shares, with the stated aim of enhancing shareholder value and optimizing its capital structure. This measured progress on the larger buyback plan offers investors a clearer view of how management is actively reshaping the company’s balance sheet over time. We’ll now examine how SMC’s incremental share repurchase...

JFE Holdings (TSE:5411) is back in focus after scheduling a special call to discuss its integrated steel plant joint venture with JSW Steel in India, a move that points to strategic expansion. See our latest analysis for JFE Holdings. The buzz around the India joint venture seems to be feeding into sentiment, with a 1 month share price return of 9.4 percent and a 1 year total shareholder return of 19.8 percent suggesting momentum is building rather than fading. If this kind of strategic...

In November 2025, NN STEEL Corporation approved a joint venture with Nippon Steel to own and lease new low-CO2 electric arc furnace facilities at NN STEEL’s Funamachi Plant, supplying steel slabs and hot-rolled products between the partners. This joint venture advances both companies’ decarbonization and resource-recycling ambitions by expanding electric arc furnace capacity and aligning production with growing demand for lower-emission steel. Next, we’ll explore how this low-CO2 electric...

NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027. By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains. Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...

In December 2025, Nikon Instruments Inc. announced a partnership with Yamaha Motor under which the Nikon BioImaging Lab near Boston will host Yamaha’s CELL HANDLER 2 system, combining advanced imaging and automated cell picking to support U.S.-based drug discovery researchers. The collaboration effectively turns NBIL into a hands-on evaluation hub for CELL HANDLER 2, letting researchers test their own samples and design custom assay workflows, which may help Yamaha deepen its footprint in...

Konami Gaming announced that it has been selected to supply its SYNKROS casino management system, including the SYNKROS Drink System and Konetic mobile app, to the soon-to-open Happy Valley Casino in Pennsylvania. This contract highlights ongoing adoption of Konami’s casino technology in the US gaming market, potentially deepening its role as a key systems provider to new properties. Next, we’ll examine how the Happy Valley SYNKROS win shapes Konami’s investment narrative around its growing...

Mitsui Fudosan has now completed its previously announced share repurchase program, buying back 26,275,200 shares, or 0.95% of shares outstanding, for ¥45,000 million following board confirmation of the program’s status and closure in late November 2025. This buyback modestly reduces the share count while signaling management’s commitment to capital return, which may influence perceptions of future earnings per share and capital allocation discipline. We’ll now examine how the completed...

Square Enix Holdings (TSE:9684) has quietly given back some recent gains, with the stock down around 5% over the past month even as its longer term returns remain strong for patient investors. See our latest analysis for Square Enix Holdings. Despite the recent 4.8% 1 month share price pullback to ¥3,061, Square Enix still boasts a powerful year to date share price return of roughly 48% and a 1 year total shareholder return of about 56%. This suggests long term momentum remains intact even as...

As global markets navigate a complex landscape marked by hopes for interest rate cuts and mixed economic signals, investors are increasingly focused on strategies that can provide steady returns amid uncertainty. In this environment, dividend stocks stand out as a compelling option, offering the potential for regular income while participating in market growth.

Eisai and Biogen recently presented new long-term data at the CTAD 2025 conference showing that Leqembi (lecanemab) treatment, including a subcutaneous autoinjector formulation, may substantially delay progression from mild cognitive impairment to more advanced Alzheimer’s disease while maintaining a safety profile consistent with earlier trials. The findings that earlier and continued Leqembi use could translate into several additional years before patients reach moderate Alzheimer’s stage,...

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

As Asian markets navigate a landscape marked by mixed economic signals and evolving monetary policies, investors are increasingly focused on identifying opportunities that may be undervalued relative to their intrinsic worth. In this context, understanding the fundamentals of a stock becomes crucial, as it can help uncover potential value in an environment where market conditions are constantly shifting.

Trend Micro recently held a board meeting on December 4, 2025 to determine the details of new stock acquisition rights to be issued as stock options, shortly after releasing its 2026 Security Predictions Report and unveiling the forthcoming Trend Vision One AI Security Package for AI-driven environments. Together, these moves highlight how Trend Micro is trying to position itself at the center of emerging AI-driven cyber risk, while using equity-based incentives to align employees with its...

Taiyo Yuden (TSE:6976) just kicked off mass production of its revamped HVX and HTX hybrid capacitors for automotive power circuits, a timely bet on growing ADAS and EV electrification demand. See our latest analysis for Taiyo Yuden. The market seems to be warming to that narrative, with a 7 day share price return of 18.47 percent and a powerful year to date share price return of 72.6 percent. However, the 3 year total shareholder return is still slightly negative and suggests the long term...

Oki Electric Industry Co., Ltd. recently launched its Projection Assembly System in Thailand and Indonesia, combining projector-based task guidance and image sensing to support assembly and quality inspection while advancing digital transformation at manufacturing sites. This rollout marks the start of OKI’s global manufacturing DX expansion, externalizing in-house factory know-how to address labor turnover, workforce diversity, and quality consistency through multilingual support and local...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ezaki Glico fair value estimate is JP¥6,883 Current share...

NISSHIN GROUP HOLDINGS Company, Limited ( TSE:8881 ) has announced that it will pay a dividend of ¥23.00 per share on...

Key Insights AMIYA's estimated fair value is JP¥3,291 based on 2 Stage Free Cash Flow to Equity With JP¥2,998 share...

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...

With its stock down 14% over the past three months, it is easy to disregard BANDAI NAMCO Holdings (TSE:7832). However...

Japan Tobacco (TSE:2914) has had a great run on the share market with its stock up by a significant 20% over the last...

Key Insights Significant control over Healios K.K by retail investors implies that the general public has more power to...