Japanese Residential REITs Stock News

Tokyu Fudosan Holdings (TSE:3289) just launched Climate and Nature Linked Bonds, Japan’s first sustainability linked issue aligned with ICMA guidelines, a financing move that ties its cost of capital directly to environmental performance. See our latest analysis for Tokyu Fudosan Holdings. The market seems to be rewarding this sustainability push, with a roughly 50 percent year to date share price return and a 5 year total shareholder return above 200 percent, suggesting momentum is still...

In recent research, JPMorgan reaffirmed its positive stance on Shimadzu, pointing to the company’s US-focused measuring instruments plan launched in fiscal 2024 and the expected earnings impact from new products rolling out in fiscal 2025. The broker also highlighted signs of recovery in Shimadzu’s China business and suggested that a new medium-term plan, anticipated between March and May 2026, could become an important catalyst for the company’s next phase of growth. With this backdrop,...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

In recent disclosures, it emerged that Horiba Ltd. and Oasis Management each hold more than 5% stakes in one another, with Oasis owning 9.90% of Horiba and signaling intentions to actively engage on portfolio management and potential significant proposals. This uncommon cross-shareholding between a listed company and an activist investor highlights the prospect of intensified governance scrutiny and potential shifts in Horiba’s corporate priorities. With Oasis Management signaling possible...

Key Insights The considerable ownership by retail investors in Focus Systems indicates that they collectively have a...

The board of Sekisui House, Ltd. ( TSE:1928 ) has announced that it will pay a dividend on the 24th of April, with...

Tokyo Electric Power Company Holdings, Incorporated ( TSE:9501 ) shares have had a horrible month, losing 26% after a...

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...

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.

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.

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...

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...