Japanese Retail REITs Stock News

Sumitomo Metal Mining (TSE:5713) jumped 9% on Friday as Asian markets rallied on upbeat Wall Street trading and fresh expectations of China stimulus, putting this materials heavyweight back on many investors watchlists. See our latest analysis for Sumitomo Metal Mining. That one day surge caps a powerful run, with a 30 day share price return of 16.25% and a 90 day gain of 37.43%. The 1 year total shareholder return of 67.38% signals momentum is still building rather than fading. If this rally...

Wondering if ASICS is still a smart buy after a huge run up in recent years, or if the easy money has already been made? You are not alone. The stock has climbed 5.3% over the last week, 27.7% year to date, and 28.1% over the past year, capping a 434.9% gain over three years and 721.2% over five years. Those moves have come as ASICS has steadily rebuilt its brand image worldwide, with momentum in performance running and lifestyle sneakers helping it win back shelf space and attention from...

Dowa Holdings (TSE:5714) jumped after the weaker yen and a record setting Topix backdrop pushed the stock up more than 6%, taking it to 5 year highs as investors positioned ahead of key central bank meetings. See our latest analysis for Dowa Holdings. Zooming out, Dowa’s strong session builds on a clear upswing, with a roughly 51% year to date share price return and a 5 year total shareholder return of about 106%, suggesting momentum is still building rather than fading. If Dowa’s surge has...

In late 2025, JAC Recruitment completed a share buyback of 300,000 shares, about 0.19% of its outstanding stock, for ¥321.6 million, closing the repurchase plan on November 30. Around the same time, Jefferies began covering JAC Recruitment with a positive view, highlighting the firm’s dual focus on both employers and job candidates as a key differentiator in Japan’s white-collar recruitment market. With Jefferies spotlighting JAC Recruitment’s dual-sided recruitment model, we’ll explore how...

Earlier this year, American Bureau of Shipping, ENEOS Corporation, Nippon Yusen Kabushiki Kaisha, and SEACOR Holdings began a joint study to build a commercial-scale methanol bunkering and supply chain network along the U.S. Gulf Coast, aiming for the country’s first ship-to-ship methanol bunkering operations. The initiative highlights ENEOS’s push into low-carbon marine fuels, with the company taking the lead on procuring and marketing low-carbon methanol to support cleaner international...

In recent months, Recruit Holdings Co., Ltd. has advanced its board-approved share repurchase program, including buying back about 1.2 million shares via the Tokyo Stock Exchange’s ToSTNeT-3 system, under an authorization to repurchase up to 38.00 million shares by April 2026. This incremental buyback activity highlights how Recruit is actively using its balance sheet to adjust its capital structure and potentially lift per-share metrics for investors. Next, we’ll examine how this ongoing...

For many, the main point of investing in the stock market is to achieve spectacular returns. And highest quality...

Shareholders might have noticed that Kura Sushi, Inc. ( TSE:2695 ) filed its yearly result this time last week. The...

Key Insights Using the Dividend Discount Model, Pharma Foods International fair value estimate is JP¥595 Current share...

Key Insights The projected fair value for NHK Spring is JP¥3,792 based on 2 Stage Free Cash Flow to Equity NHK Spring's...

Key Insights The considerable ownership by individual investors in Kokusai Electric indicates that they collectively...

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...

Key Insights Significant control over Toho Titanium Company by public companies implies that the general public has...

Recently, GlobalLogic, a Hitachi Group company, released research on industrial AI adoption, Hitachi Digital Services partnered with Eraneos on ITxOT transformation, and GlobalLogic announced senior leadership changes including a new Chief Synergy and Transformation Officer role. Together, these moves highlight Hitachi’s push to close AI skills gaps, deepen digital engineering within the group, and deliver integrated smart manufacturing solutions. We’ll now examine how Hitachi’s expanded...

ITOCHU (TSE:8001) is back in focus after teaming up with TotalEnergies, TES, Osaka Gas, and Toho Gas on the Live Oak e methane project in Nebraska, a long dated bet on Japan’s carbon neutral gas ambitions. See our latest analysis for ITOCHU. The market seems to like that direction, with ITOCHU’s 1 year total shareholder return near 30% and a strong 3 year total shareholder return above 140%. In addition, the year to date share price return above 25% suggests momentum is still building. If...

In late November 2025, Optimus Technologies announced it had signed an MOU granting Mitsui & Co. exclusive rights to distribute its Vector System and related 100% biodiesel solutions across Japan, India, and ASEAN markets, aiming to support decarbonization of existing diesel fleets. This exclusive access to biodiesel conversion technology could deepen Mitsui’s role in low-carbon infrastructure, reinforcing its broader energy transition and infrastructure investment ambitions. We’ll now...

Earlier this month, activist investor Palliser Capital urged Japan Post Holdings to consolidate its sprawling real estate operations into a dedicated unit and consider options such as a spinoff after a strategic review. The push highlights how Japan Post’s property portfolio, long treated as a supporting asset, could become a central source of potential value if restructuring gains political and customer backing. With this backdrop, we will explore how Palliser’s call for a real estate...

Earlier this month, Murata Manufacturing launched and began mass production of a compact 1.25kV, up to 15nF C0G multilayer ceramic capacitor aimed at EV onboard chargers and high-performance consumer power supplies. By aligning this high-voltage MLCC with the industry’s move toward SiC MOSFET-based power conversion, Murata is directly targeting a technically demanding and fast-evolving segment of the electronics supply chain. We’ll now examine how this push into SiC-ready high-voltage MLCCs...

In December 2025, Sekisui House, Ltd. issued consolidated earnings guidance for the fiscal year ending January 31, 2026, projecting net sales of ¥4.33 trillion, operating profit of ¥340.00 billion and profit attributable to owners of parent of ¥232.00 billion, equivalent to basic earnings per share of ¥357.97. The company also raised its second-quarter-end dividend to ¥72 per share from ¥64 a year earlier, signaling management’s confidence and a stronger cash return stance to...

Key Insights The considerable ownership by public companies in Soracom indicates that they collectively have a greater...

Key Insights Rakus' estimated fair value is JP¥1,577 based on 2 Stage Free Cash Flow to Equity Current share price of...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nichirei fair value estimate is JP¥2,205 Current share price...

Earlier this week, Goldman Sachs initiated coverage of Ebara Corp., highlighting strong growth potential in its semiconductor equipment business, especially chemical mechanical polishing systems within the Precision Machinery segment. The bank’s view that semiconductor-related products could account for more than 60% of Ebara’s operating profits within a few years underscores how central this segment has become to the company’s future earnings mix. We’ll now explore how this endorsement of...

NTT (TSE:9432) is stepping up its AI ambitions, launching NTT DATA AIVista in Silicon Valley under CEO Dr. Bratin Saha, while its labs showcase a new photonic processor for optical neural network inference. See our latest analysis for NTT. Despite the buzz around AIVista and its photonic processor breakthrough, the latest share price of ¥155.1 comes with a modest year to date share price return of around negative 1 percent. The five year total shareholder return of roughly 71 percent suggests...