TSE:8035
TSE:8035Semiconductor

A Look At Tokyo Electron (TSE:8035) Valuation After Its Recent Share Price Momentum

Setting the scene for Tokyo Electron shares With no single headline event driving attention today, Tokyo Electron (TSE:8035) is on many investors’ screens because of its semiconductor equipment focus and the stock’s strong recent and longer term return profile. See our latest analysis for Tokyo Electron. Tokyo Electron’s ¥42,770 share price sits against a sharp recent move, with a 30 day share price return of 38.10% and a 1 year total shareholder return of 64.51%, which points to building...
TSE:3064
TSE:3064Trade Distributors

Assessing MonotaRO (TSE:3064) Valuation After Strong December 2025 Sales Update

MonotaRO (TSE:3064) caught investor attention after reporting non consolidated December 2025 sales of ¥31,390 million, compared with ¥24,159 million a year earlier, highlighting a meaningful shift in recent trading momentum. See our latest analysis for MonotaRO. The strong December sales update lands after a mixed share price stretch, with a 90 day share price return of 19.97% contrasted with a 1 year total shareholder return decline of 9.03%. This suggests shorter term momentum is building...
TSE:7453
TSE:7453Multiline Retail

Why Ryohin Keikaku (TSE:7453) Is Up 16.4% After Robust Q1 Results And MUJI ENERGY Consolidation

Ryohin Keikaku recently reported strong Q1 FY2026 results, with double-digit revenue and profit growth driven by store expansion and resilient overseas same-store sales, while keeping its full-year earnings and dividend forecasts unchanged. The inclusion of MUJI ENERGY LLC. in its consolidated results marks a gradual broadening of Ryohin Keikaku’s business portfolio, with potential implications for its cost structure and sustainability positioning. We will now examine how this robust...
TSE:7373
TSE:7373Commercial Services

Aidma Holdings (TSE:7373) Q1 EPS Growth Reinforces Bullish Profitability Narratives

Aidma Holdings (TSE:7373) opened fiscal 2026 with Q1 revenue of ¥3.7b and basic EPS of ¥31.22, setting the tone with solid top and bottom line figures. The company has seen quarterly revenue move from ¥3.0b in Q1 2025 to ¥3.7b in Q1 2026, while basic EPS over that stretch has ranged between roughly ¥27 and ¥39. This gives investors a clear view of consistent per share profitability alongside higher sales. With trailing net margins running in the mid teens and earnings growth in the data set,...
TSE:6501
TSE:6501Industrials

Is Hitachi (TSE:6501) Quietly Reframing Its AI Story Through GlobalLogic’s New Marketing Chief?

GlobalLogic Inc., a Hitachi Group company, has appointed LuJean Smith as its Chief Marketing Officer, effective January 6, to lead global marketing and strengthen the brand’s positioning in digital engineering and AI. This appointment underscores Hitachi’s push to highlight GlobalLogic’s advanced AI capabilities and tighter collaboration within the wider Hitachi ecosystem. We’ll now consider how LuJean Smith’s marketing leadership and emphasis on GlobalLogic’s AI capabilities could...
TSE:7201
TSE:7201Auto

Is Nissan Motor (TSE:7201) Offering An Opportunity After Recent Share Price Weakness?

If you are wondering whether Nissan Motor's current share price reflects its true worth, you are not alone. This article is built to help you size up the value story clearly. Over the recent period, Nissan Motor's stock closed at ¥425.7, with returns of 7.9% over 7 days, 3.5% over 30 days and 8.4% year to date, while the return over 1 year sits at a 3.1% decline and the 5 year return is an 18.5% decline. Recent company headlines have focused on broad business developments and sector wide...
TSE:8473
TSE:8473Capital Markets

Is SBI Holdings' (TSE:8473) ¥160bn Bond Issue Reframing Its Capital Allocation Priorities?

In early January 2026, SBI Holdings, Inc. announced an unsecured straight corporate bond issuance due January 23, 2031, raising ¥160 billion in principal. This sizeable unsecured bond issue highlights SBI Holdings’ choice to tap debt markets for funding, which may influence perceptions of its balance sheet flexibility and future capital allocation priorities. We’ll now examine how this sizeable ¥160 billion unsecured bond offering could reshape SBI Holdings’ broader investment narrative and...
TSE:3093
TSE:3093Multiline Retail

Treasure Factory (TSE:3093) Q3 Revenue Beat Tests Cautious Margin Narrative

Treasure FactoryLTD (TSE:3093) has just posted its Q3 2026 scorecard, with revenue of ¥12.7b and basic EPS of ¥43.04, while trailing twelve month revenue stands at ¥46.9b and EPS at ¥127.91. The company has seen quarterly revenue move from ¥10.9b in Q3 2025 to ¥12.7b in Q3 2026, and basic EPS has shifted from ¥34.73 to ¥43.04 over the same stretch. This sets the backdrop for how investors read the latest update on growth and profitability. With net profit margins recently cited at 6.4%, the...
TSE:3498
TSE:3498Real Estate

Kasumigaseki Capital (TSE:3498) Q1 Revenue Growth Challenges Premium Valuation Narratives

Kasumigaseki CapitalLtd (TSE:3498) opened its Q1 2026 scorecard with revenue of ¥28.5b and basic EPS of ¥98.74, against a backdrop where the latest twelve month figures show revenue of ¥109.7b and basic EPS of ¥515.94. The company has seen quarterly revenue move from ¥16.9b in Q1 2025 to ¥28.5b in Q1 2026, while basic EPS over the same quarters went from ¥62.32 to ¥98.74. This sets up the current release against a period of solid top line and per share profit expansion. With a net profit...