TSE:8601
TSE:8601Capital Markets

Did Daiwa Securities Group’s (TSE:8601) Battery Storage Move and Share Buyback Redefine Its Growth Narrative?

In October 2025, Daiwa Securities Group completed a buyback of 46,596,600 shares for ¥49.99 billion and began construction of a 38-MW battery storage facility in Japan to support renewable energy integration. This push into energy storage highlights Daiwa’s diversification beyond financial services, aligning its business with the growing demand for sustainable infrastructure and decarbonization. We will explore how Daiwa’s entrance into battery storage could influence its investment...
TSE:8012
TSE:8012Trade Distributors

Nagase (TSE:8012) Valuation in Focus Following Share Split and Articles of Incorporation Changes

Nagase (TSE:8012) announced on October 24 that its board resolved to carry out a share split, along with related changes to its Articles of Incorporation. This type of move often shifts investor focus toward possible changes in liquidity and company governance. See our latest analysis for Nagase. Nagase’s decision to move ahead with a share split comes at a time when the stock is showing renewed momentum. The 1-month share price return stands at 6.03%, and over the past year shareholders have...
TSE:7380
TSE:7380Banks

Juroku Financial Group (TSE:7380): Evaluating Valuation After Upgraded Dividend Forecast and Strong Financial Results

Juroku Financial Group Inc (TSE:7380) just announced an increase in its interim dividend forecast to ¥100 per share for the fiscal year ending March 2026, highlighting its steady financial performance and focus on rewarding shareholders. See our latest analysis for Juroku Financial GroupInc. Juroku Financial GroupInc has notched up a 30.8% share price return year-to-date, with investor confidence clearly on the rise after the latest dividend forecast boost. Looking further back, its total...
TSE:7936
TSE:7936Luxury

ASICS (TSE:7936): Assessing Valuation Following Strong Share Price Performance

ASICS (TSE:7936) shares have caught the attention of investors following recent movement in its stock price. Many are looking at its performance, along with broader trends in the sportswear industry, to gauge potential future value. See our latest analysis for ASICS. ASICS has been steadily building momentum after a strong showing this year, with its share price currently at ¥3,960. The stock’s year-to-date price return sits at an impressive 29.45 percent, while its one-year total shareholder...
TSE:4063
TSE:4063Chemicals

Assessing Shin-Etsu Chemical’s (TSE:4063) Valuation Following Dividend Affirmation and Fresh Financial Guidance

Shin-Etsu Chemical (TSE:4063) just affirmed its dividend payout for the coming fiscal year and released fresh earnings guidance. This move highlights the company’s continued focus on delivering value to shareholders. See our latest analysis for Shin-Etsu Chemical. Shin-Etsu Chemical’s latest dividend affirmation and earnings outlook come after a bumpy year, with the share price retreating 10.5% year-to-date but staging a nearly 7% rebound in the last 90 days. While the 1-year total...
TSE:6752
TSE:6752Consumer Durables

Assessing Panasonic After 38% Price Surge and New EV Battery Partnerships in 2025

Wondering if Panasonic Holdings is a smart buy right now? Let's dig into what the numbers and the market are really saying about the company's true worth. After climbing 14.1% over the past month and up an impressive 38.0% for the last year, Panasonic's share price has caught more eyes, which could potentially signal new growth optimism or shifting risk expectations. Driving these moves are recent headlines around Panasonic’s expanding EV battery partnerships and renewed momentum in green...
TSE:6971
TSE:6971Electronic

A Fresh Look at Kyocera (TSE:6971) Valuation Following Recent Share Price Momentum

Kyocera (TSE:6971) has attracted fresh interest after its shares showed strong momentum over the past three months, returning nearly 12%. Recent trading activity has highlighted changing investor sentiment around the company’s valuation. See our latest analysis for Kyocera. This comes on the back of a notable year for Kyocera, with momentum picking up as the share price returned nearly 12% over the past three months and a robust 31.7% gain year-to-date. Total shareholder return has also been...
TSE:6807
TSE:6807Electronic

Japan Aviation Electronics Industry (TSE:6807) Margin Decline Challenges Optimism on Growth-Led Recovery

Japan Aviation Electronics Industry (TSE:6807) posted net profit margins of 4.3% for the current period, down from 5.6% last year. The stock trades at ¥2,307, notably below its estimated fair value of ¥3,363.81. Annual earnings have grown 5.2% over the past five years and are forecast to accelerate at a 12.8% pace, outpacing the wider Japanese market's 7.9% growth projection. With attractive valuation metrics, ongoing profit growth, and a positive reward profile including dividends and...
TSE:6457
TSE:6457Machinery

Glory (TSE:6457): Assessing Current Valuation After Recent Share Performance

Glory (TSE:6457) shares have seen mild ups and downs recently, and many investors are watching to see how the company’s fundamentals may shape its next chapter. Over the past month, Glory’s stock has climbed 3%, even though it has lost ground during the past three months. See our latest analysis for Glory. The past year has been a strong one for Glory, with a total shareholder return of nearly 58%, signaling growing confidence among investors. While momentum has slowed a bit over recent...
TSE:5713
TSE:5713Metals and Mining

Will Sumitomo Metal Mining’s (TSE:5713) Stake in Winu Reinvent Its Global Resource Strategy?

In October 2025, Sumitomo Metal Mining announced it would acquire a 30% interest in the Winu copper-gold project in Western Australia, increasing the capital of its subsidiary SMM PERTH PTY LTD to fund this participation. This marks the company’s entry into a major Australian mining development alongside Rio Tinto, signaling a potential shift in its global resource portfolio. We’ll explore how Sumitomo Metal Mining’s direct involvement in the Winu project could influence its long-term...
TSE:9532
TSE:9532Gas Utilities

Osaka Gas (TSE:9532) Earnings Surge 47.8%—Profit Spike Challenges Cautious Growth Narrative

Osaka Gas (TSE:9532) posted a 47.8% jump in earnings for the past year, far outpacing its 5-year average growth rate of 15.2% per year. Net profit margins improved to 7.4% from 5% a year ago, a clear sign of stronger profitability. Investors are weighing this positive track record against guidance for declining revenue and earnings over the next three years, alongside an attractive dividend and favorable valuation metrics, even though the stock is currently trading above fair value. See our...
TSE:9507
TSE:9507Electric Utilities

Shikoku Electric Power (TSE:9507) Valuation: Profitability Gains and Raised Dividend Forecast Shape Outlook

Shikoku Electric Power Company (TSE:9507) recently shared financial results showing a dip in net sales, but progress in profitability across several key measures. The company also raised its annual dividend forecast for the coming fiscal year. See our latest analysis for Shikoku Electric Power Company. Shikoku Electric Power Company’s recent boost in profitability and higher dividend outlook have given investors reasons for optimism, even as revenue dipped. The stock’s momentum is building,...
TSE:7011
TSE:7011Machinery

How Should Investors View Mitsubishi Heavy Industries After Its 121% Price Rally in 2025?

Wondering if Mitsubishi Heavy Industries is undervalued or could still have room to run? You are not alone, as many investors are taking a closer look after its significant share price rally. The stock has surged 121.2% in the past year, with particularly strong momentum recently. It is up 24.3% over the last month and 4.8% just this past week. Much of this enthusiasm follows a series of positive headlines, including Mitsubishi Heavy's progress on clean energy projects, contracts in...
TSE:7984
TSE:7984Commercial Services

Kokuyo (TSE:7984) Valuation in Focus Following 5.4% Sales Growth and Upbeat 2025 Outlook

Kokuyo (TSE:7984) is drawing attention after announcing that net sales rose 5.4% for the first nine months of 2025. The company also shared an encouraging outlook for both sales and operating income through the end of the year. See our latest analysis for Kokuyo. Kokuyo’s upbeat forecast and recent 4-for-1 stock split have breathed new life into the shares, with a commanding year-to-date share price return of 31.09%. Long-term momentum is even stronger: total shareholder return sits at 48.46%...
TSE:9412
TSE:9412Media

How Investors May Respond To SKY Perfect JSAT Holdings (TSE:9412) Amid Rising Demand for Space-Based AI Data Centers

In recent days, NVIDIA announced plans to launch a satellite equipped with its own GPU as early as next month, paving the way for space-based data centers supporting artificial intelligence computing. This development shines a spotlight on Japanese firms involved in satellite communications, such as SKY Perfect JSAT Holdings, as they may be positioned for new business opportunities in the emerging space data infrastructure sector. We'll explore how heightened interest in space-based AI...
TSE:9104
TSE:9104Shipping

How Investors May Respond To Mitsui O.S.K. Lines (TSE:9104) Expanding Into UK Real Estate and LNG Markets

Mitsui O.S.K. Lines recently announced, via its subsidiary Daibiru Corporation, a major investment in the UK real estate sector by acquiring stakes in Apostle JV LP, Apostle Unit Trust, and Apostle Property LP, representing over 10% of the company’s capital stock. This move, combined with ongoing expansion of its LNG fleet, highlights the company’s efforts to diversify beyond marine shipping and strengthen its presence in both property and energy markets. We’ll explore how the substantial UK...
TSE:7947
TSE:7947Packaging

FP (TSE:7947): Revisiting Valuation Following Board Decisions on Dividend and Full-Year Forecasts

FP (TSE:7947) held a board meeting on October 31 that focused on two key areas: the approval of a dividend distribution for shareholders and updates to the company's full-year consolidated forecasts. See our latest analysis for FP. Shares of FP have seen some turbulence this year, with yesterday’s 2.7% gain standing out against a longer-run slide. Its year-to-date share price is down 10.0%, while total shareholder return over three and five years has also trended lower. The recent board...
TSE:6754
TSE:6754Electronic

Anritsu (TSE:6754) Margin Improvement Reinforces Bullish Sentiment Despite Premium Valuation Concerns

Anritsu (TSE:6754) reported a net profit margin of 8.2%, improving from last year’s 7.2%. Earnings growth over the past year came in at 12.1%, a reversal from the previous five-year trend which saw an annual decline of 18.1%. Looking ahead, earnings are forecast to grow at 13.8% per year and revenue at 5.7% per year, both comfortably outpacing Japanese market averages. Investors will be balancing this momentum and profitability improvement against the company's relatively high...
TSE:4686
TSE:4686Software

Exploring Co-Tech Development And 2 Emerging Small Caps With Strong Potential

As global markets navigate the complexities of U.S.-China trade relations and fluctuating oil prices, small-cap indices like the Russell 2000 have shown resilience, outperforming their large-cap counterparts. In this dynamic environment, identifying promising stocks involves looking for companies that demonstrate strong fundamentals and adaptability to evolving economic conditions.
TSE:4062
TSE:4062Electronic

Does Ibiden (TSE:4062)'s Progressive Dividend Policy Reveal a New Capital Allocation Play?

Ibiden Co., Ltd. recently enacted a board resolution to introduce a progressive dividend policy, announce a commemorative dividend of ¥10 per share, affirm an interim dividend of ¥20 per share, and proceed with a stock split along with related amendments to its convertible bonds terms. This combination of shareholder-focused initiatives highlights Ibiden's commitment to enhanced dividend stability while balancing capital allocation and growth investments through 2031. We'll explore how the...
TSE:9201
TSE:9201Airlines

Japan Airlines (TSE:9201) Net Profit Margin Tops Last Year, Reinforcing Value Narrative Despite Dividend Risk

Japan Airlines (TSE:9201) posted a net profit margin of 6.3%, topping last year’s 5%, and sustained its trend of profitability by growing earnings 39% over the past year. However, this pace lagged its powerful 69.5% five-year annual average. Looking ahead, revenue and earnings are expected to expand at 3.7% per year, slowing compared to the wider Japanese market’s 4.5% and 7.9% growth forecasts. With margins continuing to improve and the company trading below analyst price targets, investors...
TSE:8697
TSE:8697Capital Markets

Japan Exchange Group (TSE:8697) Margin Decline Challenges Premium Valuation Narrative

Japan Exchange Group (TSE:8697) reported net profit margins of 36.9% this year, down from 38.3% the previous year. Over the past twelve months, earnings grew by 2.7%, trailing the company’s five-year average annual growth rate of 5.3%. Looking forward, earnings and revenue growth are both expected to remain slower than the broader Japanese market averages. The current price-to-earnings ratio of 28x indicates a valuation premium over peers. With net profits trending upward but at a modest...
TSE:8591
TSE:8591Diversified Financial

ORIX (TSE:8591): Is There Upside Left as Shares Trade Below Fair Value?

ORIX (TSE:8591) shares have seen some subtle shifts recently, with the stock delivering a 1% move over the last day and a slightly negative performance over the past week. Investors may be closely watching these changes for potential opportunities given the broader market dynamics. See our latest analysis for ORIX. ORIX’s momentum has gradually picked up, with a strong 11% year-to-date share price return and a striking 20% total shareholder return over the past year. This suggests investors...
TSE:6723
TSE:6723Semiconductor

Renesas (TSE:6723): Unprofitability Persists, but Loss Reduction and Strong Growth Forecasts Challenge Bearish Narratives

Renesas Electronics (TSE:6723) is forecast to grow its revenue at 8.2% per year, outpacing the broader Japanese market's 4.5% annual growth expectation. Although the company remains unprofitable, it has reduced losses by 16.6% per year over the past five years and is projected to reach profitability within three years. Earnings are expected to grow at 29.17% per year. For investors, the encouraging pace of loss reduction and the current share price of ¥1,908, which sits below some fair value...