TSE:9301
TSE:9301Infrastructure

Mitsubishi Logistics (TSE:9301) Valuation Check as It Reshapes Operations for Grid Electricity Storage Expansion

Mitsubishi Logistics (TSE:9301) has approved an organizational reshuffle to kick start its grid electricity storage business, creating a new preparation chamber and adjusting senior roles to support this expansion. See our latest analysis for Mitsubishi Logistics. The grid storage push fits into a steady, if unspectacular, year for Mitsubishi Logistics, with an 8.9% 1 month share price return and a powerful 3 year total shareholder return of 111.1% suggesting long term momentum remains firmly...
TSE:4704
TSE:4704Software

Trend Micro (TSE:4704) Valuation After Board Weighs Share Buyback Plan

Trend Micro (TSE:4704) has set investors talking after its November 12 board meeting, where directors weighed a plan to repurchase common stock, a move that often hints at management’s underlying confidence. See our latest analysis for Trend Micro. That confidence comes after a choppy year, with the latest share price at ¥6,921 and a roughly 15 percent year to date share price decline, even as the three year total shareholder return sits near 27 percent. This suggests longer term momentum has...
TSE:8031
TSE:8031Trade Distributors

How Investors May Respond To Mitsui (TSE:8031) Exploring AM Green Low‑Carbon Aluminium Offtake And Investment

Recently, India's AM Green and Japan's Mitsui & Co. signed a non-binding agreement to explore Mitsui’s potential investment in AM Green’s green aluminium business, including an offtake arrangement for low-carbon aluminium from a planned 1 million tonne smelter and 2 million tonne alumina refinery powered by renewable energy. This early-stage collaboration positions Mitsui directly in the emerging green aluminium value chain, potentially deepening its role in low-carbon materials alongside...
TSE:2502
TSE:2502Beverage

Is Asahi Group Holdings Attractively Priced After Recent Share Price Weakness?

Wondering if Asahi Group Holdings is quietly turning into a value opportunity while everyone is distracted by flashier names? In this overview, we walk through what the market is pricing in and what the fundamentals suggest it might actually be worth. The stock has slipped about 7% over the last week and 6% over the past month, even though it is still up around 1.9% year to date and 1.6% over the last year, with a stronger 27.9% three year and 29.5% five year performance in the...
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: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...
TSE:6465
TSE:6465Machinery

Does Hoshizaki’s Higher Year End Dividend Signal a Strategic Shift in Capital Allocation (TSE:6465)?

In a board meeting held on December 16, 2025, Hoshizaki Corporation raised its year-end dividend projection for the fiscal year ending December 2025 from ¥55 to ¥65 per share. This move underlines Hoshizaki’s focus on steady profit distribution and a payout ratio of at least 40% while still funding growth investments and maintaining capital efficiency. We’ll now examine how this higher dividend commitment shapes Hoshizaki’s investment narrative and what it may signal about capital...
TSE:6367
TSE:6367Building

Assessing Daikin Industries (TSE:6367) Valuation After Its Strategic European Heat Pump Expansion With Copeland

Daikin IndustriesLtd (TSE:6367) is pushing deeper into Europe through an expanded joint venture with Copeland, targeting the fast growing residential heat pump market as the region leans harder into its energy transition. See our latest analysis for Daikin IndustriesLtd. Even with this heat pump push in Europe, Daikin’s share price return has only climbed modestly over the year, though a solid 90 day share price return suggests momentum is quietly building as investors warm to its long term...
TSE:4503
TSE:4503Pharmaceuticals

Is Astellas Pharma Still Attractive After a 43% Surge and DCF Upside Signals?

Wondering if Astellas Pharma’s strong run still offers value, or if you might be late to the party? This breakdown will help you decide whether the current price still makes sense. The stock has climbed 2.2% over the last week, 9.7% in the past month, and is up 37.5% year to date and 43.0% over the last year, so it is firmly on many investors’ radar. Recent headlines have focused on Astellas expanding its pipeline through strategic partnerships and regulatory milestones for key therapies,...
TSE:8053
TSE:8053Trade Distributors

Is Sumitomo (TSE:8053) Fairly Priced After Its 70% 12‑Month Share Price Surge?

Recent performance and why Sumitomo is back on radar Sumitomo (TSE:8053) has quietly delivered a strong year, with the share price climbing about 70% over the past 12 months and roughly 24% in the past 3 months. See our latest analysis for Sumitomo. That move has been backed by a solid run of buying interest, with a 30 day share price return of just over 15% and a three year total shareholder return above 170%. This suggests momentum is still firmly in Sumitomo’s favour. If Sumitomo’s recent...
TSE:8473
TSE:8473Capital Markets

Evaluating SBI Holdings (TSE:8473) After SBI Shinsei Bank Listing and Extraordinary Gain

SBI Holdings (TSE:8473) has just crystallized value from its banking portfolio by listing subsidiary SBI Shinsei Bank on the Tokyo Stock Exchange Prime Market while cashing in part of its stake for an extraordinary gain. See our latest analysis for SBI Holdings. Those portfolio moves come on top of SBI’s new stake in Indonesia’s Amar Bank and fresh stock option plans for employees, and the market has taken notice, with a roughly 65 percent year to date share price return and a striking multi...
TSE:5201
TSE:5201Building

Does Leadership Turnover And Governance Shift Change The Bull Case For AGC (TSE:5201)?

On December 9, 2025, AGC Inc. announced wide‑ranging governance moves, including the upcoming resignation of CFO Shinji Miyaji and multiple board and audit & supervisory board departures effective March 27, 2026, alongside a planned shift to a Company with Audit and Supervisory Committee structure, subject to shareholder approval in March 2026. This combination of leadership turnover and a board structure change signals a meaningful reset of how AGC will oversee risk, capital allocation and...
TSE:6326
TSE:6326Machinery

Kubota (TSE:6326) Share Retirement: What the Buyback Move Signals for the Stock’s Valuation

Board moves to retire shares Kubota (TSE:6326) has kicked off December with a board meeting focused on retiring a portion of its common stock under Japan’s Companies Act, a textbook move to tighten the share count and support long term value. See our latest analysis for Kubota. That decision lands against a strong backdrop, with Kubota’s 1 month share price return of 13.87 percent and 3 month share price return of 23.16 percent pointing to building momentum, while a 1 year total shareholder...
TSE:8830
TSE:8830Real Estate

How A First-of-Its-Kind Trust To Systematically Sell Securities At Sumitomo Realty (TSE:8830) Has Changed Its Investment Story

On December 15, 2025, Sumitomo Realty & Development’s board approved plans to introduce a first-of-its-kind trust scheme in Japan to systematically sell the listed securities the company holds. This move highlights a shift in how the company manages its investment portfolio, with potential implications for capital allocation priorities and balance-sheet composition. We’ll now look at how this trust-based, systematic sale of listed securities could reshape Sumitomo Realty & Development’s...
TSE:4502
TSE:4502Pharmaceuticals

What Takeda Pharmaceutical (TSE:4502)'s Phase 3 Win For Oral Psoriasis Drug Means For Shareholders

In mid-December 2025, Takeda reported positive topline data from two pivotal Phase 3 trials of its next‑generation oral TYK2 inhibitor zasocitinib in adults with moderate‑to‑severe plaque psoriasis, showing superiority to placebo and an active comparator on key skin‑clearance endpoints. Because zasocitinib is a once‑daily oral pill that achieved high rates of near‑complete and complete skin clearance, it could reshape treatment options in plaque psoriasis if successfully approved. We’ll now...
TSE:9501
TSE:9501Electric Utilities

Is TEPCO's Singapore Rooftop Solar Push Quietly Redefining Its Global Strategy (TSE:9501)?

Earlier this month, Tokyo Electric Power Company Holdings entered an additional S$13.5 million financing agreement with Bank SinoPac to fund multiple rooftop solar facilities in Singapore totaling about 20MW of capacity. The deal underscores how TEPCO HD is using project-level financing and international partnerships to expand its clean energy footprint beyond Japan. We will now examine how this rooftop solar financing in Singapore shapes Tokyo Electric Power Company Holdings’ broader...
TSE:8473
TSE:8473Capital Markets

SBI Shinsei Listing and Yen Stablecoin Push Might Change The Case For Investing In SBI Holdings (TSE:8473)

SBI Holdings recently completed the successful listing of its subsidiary SBI Shinsei Bank on the Tokyo Stock Exchange Prime Market, partially sold its stake to realize an extraordinary gain, advanced plans for a regulated yen-denominated stablecoin with Startale Group, and held a board meeting to consider issuing stock options to employees. Together, these moves highlight how SBI Holdings is both crystallizing value from existing assets and pushing deeper into regulated digital finance,...
TSE:6902
TSE:6902Auto Components

Is DENSO Attractively Priced After Its Recent Push Into Advanced Auto Technologies?

If you are wondering whether DENSO is still attractively priced today or if the easier gains have already passed, you are not alone. This breakdown will help you think through the decision. The stock has been active, with a 1.4% gain over the last week, 5.7% over the last month, and 63.5% over five years, even though it is down 3.3% year to date. Recent headlines have focused on DENSO’s push into advanced automotive technologies and partnerships around electrification and autonomous driving...