Japanese Retail REITs Stock News

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...

It is hard to get excited after looking at Kura Sushi's (TSE:2695) recent performance, when its stock has declined 21...

The simplest way to invest in stocks is to buy exchange traded funds. But you can significantly boost your returns by...

Moi Corporation ( TSE:5031 ) shareholders have had their patience rewarded with a 34% share price jump in the last...

Daiichi Sankyo Company, Limited's ( TSE:4568 ) investors are due to receive a payment of ¥39.00 per share on 24th of...

Key Insights Institutions' substantial holdings in Sekisui Chemical implies that they have significant influence over...

Key Insights Japan Data Science ConsortiumLtd's significant retail investors ownership suggests that the key decisions...

KIOXIA America announced that Kioxia, Tsubakimoto Chain and EAGLYS have formed a collaboration to develop AI-driven image recognition technology that automates identification of products in logistics workflows, with the jointly built system already showcased at the December 2025 International Robot Exhibition in Tokyo. The project is interesting because it links Tsubakimoto Chain’s conveyor and logistics expertise with Kioxia’s Memory-Centric AI and EAGLYS’s image analytics to address...

Earlier this week, TOPPAN Holdings Inc. held a board meeting to consider a new executive structure, while subsidiary TOPPAN Inc. and Tekscend Photomask Corp. prepared to showcase advanced semiconductor photomasks, packaging technologies, and FC-BGA substrates targeting AI and data center demand at SEMICON Japan 2025. Together with an Electronics Business Strategy Briefing for analysts and investors, these moves highlight TOPPAN’s push to reposition its electronics business around...

If you are wondering whether Mitsubishi UFJ Financial Group still offers good value after such a strong run, or if you are arriving too late, this breakdown is designed to help you decide with a cool head. The stock has slipped 2.7% over the last week but is still up 5.4% over the past month, 31.7% year to date, 36.5% over 1 year, and an eye catching 254.1% over 3 years and 557.6% over 5 years. This naturally raises the question of how much upside is left from here. Recent market attention...

Nexon’s CEO Junghun Lee recently argued that “every game company” now uses AI, while stressing that human creativity still separates standout titles from average ones, as debate intensified over the ethical limits of AI in its hit game Arc Raiders. Following criticism, Embark Studios clarified that Arc Raiders relies on machine learning and reinforcement learning rather than generative AI, putting Nexon’s broader technology choices and stance on AI ethics under a spotlight. We’ll now examine...

As Asian markets navigate a complex landscape marked by mixed economic indicators and evolving investor sentiment, the region's technology sector continues to capture attention with its potential for high growth. In this environment, identifying promising tech stocks involves looking for companies that demonstrate resilience and innovation amidst shifting global trends and local challenges.

Key Insights The considerable ownership by state or government in Tokyo Metro indicates that they collectively have a...

In December 2025, Sumitomo Pharma America presented updated Phase 1/2 clinical data at the 67th American Society of Hematology Annual Meeting in Orlando, highlighting its investigational oral menin inhibitor enzomenib for relapsed or refractory acute leukemia and PIM1 kinase inhibitor nuvisertib for relapsed or refractory myelofibrosis. The promising response rates and favorable safety profiles reported for these two early-stage oncology candidates point to a strengthening hematology...

As Asian markets navigate a complex economic landscape marked by fluctuating manufacturing activity and evolving monetary policies, investors are increasingly on the lookout for opportunities that may be undervalued amid these conditions. Identifying stocks that are trading below their intrinsic value can be a strategic move, offering potential for growth as market dynamics continue to shift.

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...

Fuyo General Lease Co., Ltd.'s ( TSE:8424 ) investors are due to receive a payment of ¥79.00 per share on 25th of June...