TSE:6902
TSE:6902Auto Components

Assessing DENSO (TSE:6902) Valuation After Recent Share Price Consolidation

DENSO (TSE:6902) has drawn investor attention after recent share price moves, with a modest gain over the past month contrasting with a small decline over the past 3 months. See our latest analysis for DENSO. At a share price of ¥2,159, DENSO’s recent 1 month share price return of 2.98% contrasts with a small 90 day share price decline. Its 5 year total shareholder return of 69.97% points to stronger longer term compounding, suggesting momentum has cooled after earlier gains. If DENSO’s...
TSE:9984
TSE:9984Wireless Telecom

Does SoftBank’s US$1 Billion AI Data Center Bet With OpenAI Change The Bull Case For SoftBank Group (TSE:9984)?

In late 2025, OpenAI and SoftBank Group jointly committed US$500 million each to SB Energy to fund a 1.2‑gigawatt AI data center campus in Texas as part of OpenAI’s Stargate infrastructure push. This move links SoftBank’s capital and SB Energy’s development capabilities directly to the build‑out of large‑scale AI computing capacity, deepening its exposure to AI infrastructure rather than only AI software and chips. Next, we’ll examine how SoftBank’s US$1 billion co‑investment with OpenAI in...
TSE:7201
TSE:7201Auto

Nissan Motor (TSE:7201) Valuation Check After Recent Share Price Momentum And Analyst Fair Value Gap

Nissan Motor (TSE:7201) has drawn fresh attention after recent share price moves, with the stock up over the past week, month, and past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Nissan Motor. At a share price of ¥408.0, Nissan Motor’s recent 2.46% 1 day and 13.93% 90 day share price returns point to building short term momentum, even as the 1 year total shareholder return of a 10.01% decline reflects a weaker longer term journey. If you are...
TSE:7735
TSE:7735Semiconductor

SCREEN Holdings (TSE:7735) Valuation Check After Strong Recent Share Price Momentum

Why SCREEN Holdings is on investors’ radar today SCREEN Holdings (TSE:7735) has attracted fresh attention after recent trading left the shares at ¥15,850, prompting investors to reassess how its semiconductor equipment and related businesses align with their broader portfolio goals. See our latest analysis for SCREEN Holdings. The latest 1 month share price return of 20.12%, supported by a 4.00% 7 day gain and 3.09% move in the last session, sits against a year to date share price return of a...
TSE:7701
TSE:7701Electronic

Assessing Shimadzu (TSE:7701) Valuation As Shares Trade Above DCF And Earnings Benchmarks

Why Shimadzu Is On Investors’ Radar Today Shimadzu (TSE:7701) has attracted fresh attention after recent share price moves contrasted with its mixed short term performance, including a 1.5% decline over the past month and a 10.9% gain in the past 3 months. See our latest analysis for Shimadzu. While that short term share price softness contrasts with a stronger 90 day share price return of 10.9%, the 1 year total shareholder return of 1.9% and 3 year total shareholder return of 21.1% suggest...
TSE:8515
TSE:8515Consumer Finance

Assessing Aiful (TSE:8515) Valuation After Strong Recent Share Price Momentum

Event context and recent share performance Aiful (TSE:8515) has recently drawn attention after a strong stretch in its share performance, with the stock showing gains over the past week, month, past 3 months, year, and multi year periods. See our latest analysis for Aiful. With the share price at ¥562.0, Aiful’s recent 19.32% 3 month share price return sits alongside a 1 year total shareholder return of 83.38%. This suggests momentum has been building over both shorter and longer horizons. If...
TSE:4714
TSE:4714Consumer Services

Riso Kyoiku Group Q3 2026 Margin Compression Reinforces Skeptical Valuation Narratives

Riso Kyoiku Group (TSE:4714) has posted its Q3 2026 numbers, with revenue of ¥8,504 million, basic EPS of ¥3.35 and net income of ¥571 million setting the tone for this update. The company has seen quarterly revenue move from ¥8,143 million in Q3 2025 to ¥8,504 million in Q3 2026, while basic EPS shifted from ¥2.66 to ¥3.35 over the same period, and trailing 12 month EPS now sits at ¥8.94 on net income of ¥1,520 million against revenue of ¥33,930 million. Overall, the results put the focus...
TSE:9270
TSE:9270Specialty Retail

Valuence Holdings Q1 EPS Rebound Challenges Bearish Earnings Narratives

Valuence Holdings (TSE:9270) opened its 2026 financial year with Q1 revenue of ¥24.5b and basic EPS of ¥72.50, setting a clear marker for how margins are tracking as the new year gets underway. The company has seen quarterly revenue move from ¥18.8b in Q1 2025 and ¥20.1b in Q4 2024 to ¥24.5b in Q1 2026, while basic EPS has swung from a loss of ¥20.05 in Q1 2025 and a loss of ¥80.61 in Q4 2024 to ¥72.50 this quarter. This puts profitability and margin resilience firmly in focus for...