TSE:9104
TSE:9104Shipping

Evaluating Mitsui O.S.K. Lines (TSE:9104) Valuation After Major Leadership Reshuffle and New CEO Appointment

Mitsui O.S.K. Lines (TSE:9104) just unveiled a sweeping leadership reshuffle, putting Jotaro Tamura in the CEO seat and moving Takeshi Hashimoto to Chairman, a shift investors will be watching closely. See our latest analysis for Mitsui O.S.K. Lines. The leadership reshuffle lands after a choppy stretch, with the share price currently at ¥4,503 and a year to date share price return of minus 20.2 percent. Even so, the five year total shareholder return of 591.79 percent still underlines a...
TSE:3086
TSE:3086Multiline Retail

How Investors Are Reacting To J. Front Retailing (TSE:3086) November Revenue Rising 7% Year on Year

J. Front Retailing Co., Ltd. reported that its consolidated revenue for November 2025 rose 7% year on year, marking a positive update on recent trading performance. This monthly sales improvement offers a timely snapshot of the retailer’s current operating momentum and how its business mix is resonating with consumers. We’ll now examine how November’s 7% revenue growth shapes J. Front Retailing’s investment narrative and what it may signal for investors. Find companies with promising cash...
TSE:6905
TSE:6905Electrical

Cosel (TSE:6905) Returns to Q2 Profit, Testing Bullish Earnings Recovery Narrative

Cosel (TSE:6905) just posted Q2 2026 results with revenue of ¥6.1 billion and Basic EPS of ¥1.51, marking a clear break from the losses that have weighed on its trailing twelve month EPS of negative ¥9.67. The company has seen quarterly revenue oscillate between ¥5.1 billion and ¥6.4 billion over the past six periods, while EPS has swung from a high of ¥110.97 to negative territory, underscoring how volatile margins have been even as the top line holds in a relatively tight band. See our full...
TSE:8830
TSE:8830Real Estate

Sumitomo Realty & Development (TSE:8830): Valuation Check After Mumbai Rental Pivot and 2-for-1 Stock Split

Sumitomo Realty & Development (TSE:8830) just doubled down on its India pivot by pairing a 2 for 1 stock split with a long term push into Mumbai rentals, especially high end projects in Bandra Kurla Complex. See our latest analysis for Sumitomo Realty & Development. Those shifts are landing against powerful momentum, with a roughly 63 percent year to date share price return and a 70 percent one year total shareholder return suggesting investors are steadily warming to Sumitomo’s second growth...
TSE:6701
TSE:6701IT

NEC (TSE:6701) Valuation Check After ClimateAi Partnership and New Digital Infrastructure Wins

NEC (TSE:6701) has been busy, from securing CDP A List status on climate and water to teaming up with ClimateAi and rolling out high precision timing systems for aviation and banking clients. See our latest analysis for NEC. Against that backdrop, NEC's 16.0 percent 3 month share price return and triple digit year to date gain suggest momentum is still building, while a 3 year total shareholder return above 500 percent underlines how firmly the long term story has shifted. If NEC's climate...
TSE:1808
TSE:1808Consumer Durables

Did HASEKO’s (TSE:1808) Treasury Share Cancellation Just Sharpen Its Capital Allocation Story?

HASEKO Corporation’s board met on December 18, 2025 and approved the cancellation of 8,314,500 treasury shares, representing 2.8% of issued stock, effective December 26, 2025, to simplify its equity structure. This move reduces share count and can sharpen capital allocation discipline, sending a clear signal about management’s priorities for shareholders. We’ll now look at how this treasury share cancellation shapes HASEKO’s investment narrative and what it may imply for capital...
TSE:6703
TSE:6703Electronic

Should Oki’s Financial Corrections and IoT Focus Shift Require Action From Oki Electric (TSE:6703) Investors?

In December 2025, Oki Electric Industry issued partial corrections to its first-half fiscal 2025 financial results and revised elements of its medium-term business plan, introducing fresh uncertainty around previously disclosed performance metrics and targets. Alongside these revisions, OKI highlighted progress in disaster-resilient IoT and advanced machine-vision cable products, underscoring its push to reposition around social infrastructure and smart factory technologies. We’ll now...
TSE:3097
TSE:3097Hospitality

Monogatari (TSE:3097): Assessing Valuation After November 2025 Sales Show Continued Growth

Monogatari (TSE:3097) just posted unaudited November sales with net sales at 116% of last year, up from 113%. This signals sustained momentum across its restaurant brands that traders are starting to pay closer attention to. See our latest analysis for Monogatari. That steady uplift in monthly sales comes as Monogatari’s share price has climbed to ¥4,500, with a 1 month share price return of 7.53 percent and a robust 3 year total shareholder return of 121.45 percent, suggesting momentum is...
TSE:4151
TSE:4151Pharmaceuticals

Kyowa Kirin (TSE:4151) Valuation Check After New KOMZIFTI Menin Inhibitor Data in AML Trial

Kyowa Kirin (TSE:4151) just gave investors a fresh data point to chew on, with new KOMZIFTI combination trial results in acute myeloid leukemia highlighting encouraging activity alongside a clean looking safety profile. See our latest analysis for Kyowa Kirin. Those KOMZIFTI data land as Kyowa Kirin’s 90 day share price return of 7.9% and roughly 9% year to date share price gain suggest sentiment is quietly improving, even though the three year total shareholder return is still in negative...
TSE:6465
TSE:6465Machinery

Does Hoshizaki’s Higher Year End Dividend Signal a Strategic Shift in Capital Allocation (TSE:6465)?

In a board meeting held on December 16, 2025, Hoshizaki Corporation raised its year-end dividend projection for the fiscal year ending December 2025 from ¥55 to ¥65 per share. This move underlines Hoshizaki’s focus on steady profit distribution and a payout ratio of at least 40% while still funding growth investments and maintaining capital efficiency. We’ll now examine how this higher dividend commitment shapes Hoshizaki’s investment narrative and what it may signal about capital...
TSE:6367
TSE:6367Building

Assessing Daikin Industries (TSE:6367) Valuation After Its Strategic European Heat Pump Expansion With Copeland

Daikin IndustriesLtd (TSE:6367) is pushing deeper into Europe through an expanded joint venture with Copeland, targeting the fast growing residential heat pump market as the region leans harder into its energy transition. See our latest analysis for Daikin IndustriesLtd. Even with this heat pump push in Europe, Daikin’s share price return has only climbed modestly over the year, though a solid 90 day share price return suggests momentum is quietly building as investors warm to its long term...
TSE:4503
TSE:4503Pharmaceuticals

Is Astellas Pharma Still Attractive After a 43% Surge and DCF Upside Signals?

Wondering if Astellas Pharma’s strong run still offers value, or if you might be late to the party? This breakdown will help you decide whether the current price still makes sense. The stock has climbed 2.2% over the last week, 9.7% in the past month, and is up 37.5% year to date and 43.0% over the last year, so it is firmly on many investors’ radar. Recent headlines have focused on Astellas expanding its pipeline through strategic partnerships and regulatory milestones for key therapies,...
TSE:7205
TSE:7205Machinery

Hino Motors (TSE:7205) Valuation After Mitsubishi Fuso Integration Moves and SAWAFUJI Buyout Support

Hino Motors (TSE:7205) just made two strategic calls, selling majority stakes in six domestic sales subsidiaries and backing a SPARX led buyout of key supplier SAWAFUJI ELECTRIC, both tied to its Mitsubishi Fuso integration. See our latest analysis for Hino Motors. Despite the latest restructuring moves, Hino Motors’ recent momentum has been modest. The 90 day share price return is 4.32 percent, while the one year total shareholder return is a much weaker negative 19.55 percent. This signals...
TSE:8053
TSE:8053Trade Distributors

Is Sumitomo (TSE:8053) Fairly Priced After Its 70% 12‑Month Share Price Surge?

Recent performance and why Sumitomo is back on radar Sumitomo (TSE:8053) has quietly delivered a strong year, with the share price climbing about 70% over the past 12 months and roughly 24% in the past 3 months. See our latest analysis for Sumitomo. That move has been backed by a solid run of buying interest, with a 30 day share price return of just over 15% and a three year total shareholder return above 170%. This suggests momentum is still firmly in Sumitomo’s favour. If Sumitomo’s recent...
TSE:9009
TSE:9009Transportation

Keisei Electric Railway (TSE:9009): Valuation Check After Outperforming a Weak Nikkei and Transport Sector

Keisei Electric Railway (TSE:9009) jumped about 5% on a down day for the Nikkei, with transport stocks under pressure. This instantly raises the question of what investors are quietly re-rating here. See our latest analysis for Keisei Electric Railway. That move comes after a choppy stretch, with a 1 month share price return of 5.18% but a weaker year to date share price return of 8.68% and a modestly negative 1 year total shareholder return of 6.60%. This hints that short term momentum is...
TSE:9672
TSE:9672Hospitality

Assessing Tokyotokeiba (TSE:9672)’s Valuation After Board Moves on Treasury Share Acquisition and Cancellation

TokyotokeibaLtd (TSE:9672) has called a December 19 board meeting to review acquiring, repurchasing via ToSTNeT-3, and canceling treasury shares, a move that directly targets capital structure and shareholder returns. See our latest analysis for TokyotokeibaLtd. The capital return plan lands after a strong run, with TokyotokeibaLtd posting a roughly 15% one month share price return and a robust 37% one year total shareholder return, suggesting positive momentum and rising confidence in its...
TSE:8795
TSE:8795Insurance

Evaluating T&D Holdings (TSE:8795) After Farallon’s Governance Push and Profitability Concerns

Farallon Capital Management’s new perception study on T&D Holdings (TSE:8795) has put the spotlight on Taiyo Life’s profitability, capital efficiency oversight, and governance, prompting investors to reassess how much change could be forced from the outside. See our latest analysis for T&D Holdings. The upbeat reaction to Farallon’s perception study is showing up in the tape, with a recent 1 month share price return of 9.36 percent helping T&D Holdings extend its strong year to date share...
TSE:7911
TSE:7911Commercial Services

TOPPAN Holdings (TSE:7911): Assessing Valuation After Sweeping Leadership Reshuffle and 2026 Presidential Transition

TOPPAN Holdings (TSE:7911) just laid out a sweeping leadership reshuffle, with Satoshi Oya set to become President in April 2026, and a wide slate of new executives stepping into strategy, technology, and AI focused roles. See our latest analysis for TOPPAN Holdings. The leadership shake up comes after a strong run, with a roughly 20 percent 90 day share price return and a 140 percent three year total shareholder return, suggesting momentum is still broadly on TOPPAN Holdings side despite...
TSE:8002
TSE:8002Trade Distributors

Marubeni (TSE:8002): Assessing Valuation After a Powerful Multi‑Year Share Price Run

Recent performance puts Marubeni in focus Marubeni (TSE:8002) has quietly delivered a strong run lately, with the stock up about 15% over the past month and roughly doubling over the past year, inviting a closer look at what is driving sentiment. See our latest analysis for Marubeni. That recent 15.5% 1 month share price return sits on top of an 83.1% year to date share price gain and a 100.8% 1 year total shareholder return, suggesting momentum is still firmly on Marubeni’s side as investors...
TSE:8473
TSE:8473Capital Markets

Evaluating SBI Holdings (TSE:8473) After SBI Shinsei Bank Listing and Extraordinary Gain

SBI Holdings (TSE:8473) has just crystallized value from its banking portfolio by listing subsidiary SBI Shinsei Bank on the Tokyo Stock Exchange Prime Market while cashing in part of its stake for an extraordinary gain. See our latest analysis for SBI Holdings. Those portfolio moves come on top of SBI’s new stake in Indonesia’s Amar Bank and fresh stock option plans for employees, and the market has taken notice, with a roughly 65 percent year to date share price return and a striking multi...
TSE:9364
TSE:9364Infrastructure

Kamigumi (TSE:9364) Valuation Check as Board Weighs Change in Representative Director President

Kamigumi (TSE:9364) has called a December 12 board meeting to consider changing its Representative Director, President. This leadership move could subtly reshape strategy and how investors think about this long established logistics group. See our latest analysis for Kamigumi. The leadership review comes after a strong run, with Kamigumi’s share price delivering a robust year to date return of about 46.7 percent and a three year total shareholder return of roughly 108 percent. This suggests...