TSE:6754
TSE:6754Electronic

Assessing Anritsu (TSE:6754)’s Valuation After Its Strong Multi‑Month Share Price Rally

Anritsu (TSE:6754) has quietly delivered a strong run lately, with the share price climbing about 4% over the past month and roughly 15% in the past 3 months. That kind of steady momentum naturally raises the question of whether the market is simply catching up to fundamentals or starting to look ahead to the next wave of 5G and 6G driven demand. See our latest analysis for Anritsu. Zooming out, that recent strength sits on top of a much bigger move. The year to date share price return is...
TSE:5801
TSE:5801Electrical

Is Furukawa Electric's (TSE:5801) China Exit Sharpening Its Core Cable Strategy or Shrinking It?

In December 2025, Furukawa Electric Co., Ltd. held a board meeting to approve transferring all equity interest in its wholly owned subsidiary, Shenyang Furukawa Cable Co., Ltd. This move marks a significant reshaping of Furukawa Electric’s business portfolio, potentially clarifying its core focus within the broader cable and materials industry. Against this backdrop, we will examine how the planned divestiture of Shenyang Furukawa Cable influences Furukawa Electric’s broader investment...
TSE:3350
TSE:3350Hospitality

Is Metaplanet’s Surging Share Price Still Supported by Its Fundamentals in 2025?

If you are wondering whether Metaplanet is still a smart buy after its massive run up, or if you are arriving too late to the party, this breakdown will help you assess whether the current price makes sense. The stock has been on a tear, climbing 15.8% over the last week, 29.1% over the past month, 29.0% year to date, and 43.2% over the past year. It has also recorded an 880.9% gain over three years and 723.2% over five years. These moves have not come out of nowhere. Metaplanet has...
TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical’s AI Data Center Materials Push Altering The Investment Case For Mitsubishi Chemical Group (TSE:4188)?

In December 2025, Boston Materials and Mitsubishi Chemical Group announced a collaboration and investment to develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center applications, supported by Mitsubishi Chemical’s advanced electronic materials supply chain. The partnership, including new semiconductor packaging labs in Asia, reinforces Mitsubishi Chemical Group’s push to become a key advanced material supplier to the...
TSE:6723
TSE:6723Semiconductor

Renesas (TSE:6723) Valuation After 3nm SDV SoC and New Wi‑Fi 6 IoT Microcontroller Launches

Renesas Electronics (TSE:6723) just put two big markers down, unveiling a 3nm R-Car X5H automotive SoC for software-defined vehicles and new Wi-Fi 6 based RA6W microcontrollers for IoT, sharpening its long term growth story. See our latest analysis for Renesas Electronics. The flurry of SDV and IoT launches seems to be resonating with investors, with a roughly 19% 1 month share price return helping turn a modest year to date gain into a backdrop still anchored by a powerful 3 year total...
TSE:6594
TSE:6594Electrical

What Nidec (TSE:6594)'s Founder Stepping Aside and CEO Becoming Chairman Means For Shareholders

On December 19, 2025, Nidec Corporation announced that founder and Chairman Shigenobu Nagamori resigned his roles, becoming Chairman Emeritus, while President and CEO Mitsuya Kishida assumed the additional position of Chairman of the Board. This marks a pivotal governance shift as Nidec transitions from founder-led oversight to a consolidated leadership structure under Kishida, potentially influencing long-term decision‑making and culture. Next, we’ll examine how consolidating the chairman...
TSE:6269
TSE:6269Energy Services

Why MODEC (TSE:6269) Is Down 6.8% After Joining the S&P Japan 500 Index – And What's Next

In December 2025, MODEC, Inc. (TSE:6269) was added to the S&P Japan 500 index, marking its inclusion in a major national benchmark. This index addition can materially shape how institutional investors engage with MODEC, as benchmark-tracking funds adjust portfolios to reflect the new constituent. We will examine how MODEC’s inclusion in the S&P Japan 500 could influence its investment narrative and investor engagement going forward. The latest GPUs need a type of rare earth metal called...
TSE:4927
TSE:4927Personal Products

Pola Orbis Holdings (TSE:4927): Valuation Check After Completing Orbis Beijing Liquidation and Ongoing Restructuring

Pola Orbis Holdings (TSE:4927) has wrapped up the liquidation of its majority owned Chinese unit, Orbis Beijing, a planned step in its broader regional restructuring that clarifies where future growth focus might shift. See our latest analysis for Pola Orbis Holdings. Even with the Orbis Beijing exit clarifying its China strategy, Pola Orbis’s recent share price return has stayed weak, with a negative year to date move and three year total shareholder return still firmly in the red. This...
TSE:8035
TSE:8035Semiconductor

Why Tokyo Electron (TSE:8035) Is Up 6.5% After AI-Fueled Equipment Demand Triggers Morgan Stanley Upgrade – And What's Next

Morgan Stanley recently upgraded Tokyo Electron to Overweight, pointing to a clear recovery in front-end semiconductor equipment demand tied to AI-related investment and increased orders from Taiwan foundries, alongside supply shortages in DRAM. This shift suggests that AI-driven semiconductor spending is beginning to translate into concrete equipment demand, potentially reinforcing Tokyo Electron’s role in advanced chip production capacity build-outs. We’ll now examine how this AI-linked...
TSE:8306
TSE:8306Banks

Will Leadership Reshuffle and India Stake Deal Change Mitsubishi UFJ Financial Group's (TSE:8306) Narrative

Mitsubishi UFJ Financial Group has approved a leadership reshuffle, with MUFG Bank President Junichi Hanzawa set to become group CEO in April 2026 and current CEO Hironori Kamezawa moving to chairman, alongside executive changes at MUFG Bank and the holding company. Combined with MUFG Bank’s agreement to acquire a 20% stake in India’s Shriram Finance, the leadership transition underscores a push to sharpen lending profitability while deepening overseas and digital financial platforms. We’ll...
TSE:9433
TSE:9433Wireless Telecom

How KDDI’s Exit From Condominium Power Deals (TSE:9433) Has Changed Its Investment Story

On 12 December 2025, KDDI’s board approved transferring its bulk power purchasing service business for condominiums to Next Power, a Kansai Electric Power subsidiary, via an absorption-type company split. This move reshapes KDDI’s service mix and deepens ties with a major utility group, potentially clarifying focus on core telecom and digital offerings. We’ll now examine how exiting the condominium bulk power business and partnering with Next Power could influence KDDI’s broader investment...
TSE:4188
TSE:4188Chemicals

Mitsubishi Chemical Group (TSE:4188): Valuation Check After New Boston Materials Thermal Management Partnership

Mitsubishi Chemical Group (TSE:4188) just deepened its push into advanced materials, teaming up with Boston Materials to co develop next generation thermal interface products for semiconductor and AI data center cooling. See our latest analysis for Mitsubishi Chemical Group. The collaboration lands at a time when Mitsubishi Chemical Group’s 1 year total shareholder return of 21.67 percent and 3 year total shareholder return of 46.03 percent signal steadily improving sentiment, even as the 1...
TSE:7203
TSE:7203Auto

Is Toyota (TSE:7203) Using US-Built Imports to Quietly Redraw Its Global Production Map?

Toyota Motor Corporation has announced that, starting in 2026, it will sell US-built Camry, Highlander, and Tundra models in Japan, reversing the traditional export flow and working with regulators to enable their import. This move highlights how Toyota is using its American manufacturing base to broaden Japanese consumer choice while also supporting Japan–US trade relations. We’ll now examine how importing US-built vehicles into Japan could influence Toyota’s investment narrative,...
TSE:5201
TSE:5201Building

AGC (TSE:5201): Assessing Valuation After Major Board and Governance Reshuffle

AGC (TSE:5201) just rolled out a sweeping governance reshuffle, from multiple board and audit resignations to a planned shift to an Audit and Supervisory Committee structure. This move puts leadership continuity and oversight firmly in focus for shareholders. See our latest analysis for AGC. Despite the headline boardroom reshuffle, AGC’s 90 day share price return of 8.8 percent and 12.6 percent year to date suggest steadily building momentum. The 1 year total shareholder return of 20.1...