TSE:5401
TSE:5401Metals and Mining

NN Steel’s Low‑CO2 Furnace Joint Venture Might Change The Case For Investing In Nippon Steel (TSE:5401)

In November 2025, NN STEEL Corporation approved a joint venture with Nippon Steel to own and lease new low-CO2 electric arc furnace facilities at NN STEEL’s Funamachi Plant, supplying steel slabs and hot-rolled products between the partners. This joint venture advances both companies’ decarbonization and resource-recycling ambitions by expanding electric arc furnace capacity and aligning production with growing demand for lower-emission steel. Next, we’ll explore how this low-CO2 electric...
TSE:5333
TSE:5333Machinery

NGK Insulators (TSE:5333) Deepens US AI Chip Exposure With ¥8.96b Capacity Push – What's Changed

NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027. By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains. Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...
TSE:7272
TSE:7272Auto

Will Nikon Lab Hosting CELL HANDLER 2 Shift Yamaha Motor's (TSE:7272) Innovation Narrative Beyond Mobility?

In December 2025, Nikon Instruments Inc. announced a partnership with Yamaha Motor under which the Nikon BioImaging Lab near Boston will host Yamaha’s CELL HANDLER 2 system, combining advanced imaging and automated cell picking to support U.S.-based drug discovery researchers. The collaboration effectively turns NBIL into a hands-on evaluation hub for CELL HANDLER 2, letting researchers test their own samples and design custom assay workflows, which may help Yamaha deepen its footprint in...
TSE:9766
TSE:9766Entertainment

Will Happy Valley SYNKROS Deal Deepen Konami Group's (TSE:9766) US Casino Systems Narrative?

Konami Gaming announced that it has been selected to supply its SYNKROS casino management system, including the SYNKROS Drink System and Konetic mobile app, to the soon-to-open Happy Valley Casino in Pennsylvania. This contract highlights ongoing adoption of Konami’s casino technology in the US gaming market, potentially deepening its role as a key systems provider to new properties. Next, we’ll examine how the Happy Valley SYNKROS win shapes Konami’s investment narrative around its growing...
TSE:8801
TSE:8801Real Estate

Does Mitsui Fudosan’s (TSE:8801) Completed ¥45 Billion Buyback Clarify Its Capital Allocation Priorities?

Mitsui Fudosan has now completed its previously announced share repurchase program, buying back 26,275,200 shares, or 0.95% of shares outstanding, for ¥45,000 million following board confirmation of the program’s status and closure in late November 2025. This buyback modestly reduces the share count while signaling management’s commitment to capital return, which may influence perceptions of future earnings per share and capital allocation discipline. We’ll now examine how the completed...
TSE:9684
TSE:9684Entertainment

Square Enix (TSE:9684): Assessing an Expensive Valuation After Strong 1-Year Share Price Gains

Square Enix Holdings (TSE:9684) has quietly given back some recent gains, with the stock down around 5% over the past month even as its longer term returns remain strong for patient investors. See our latest analysis for Square Enix Holdings. Despite the recent 4.8% 1 month share price pullback to ¥3,061, Square Enix still boasts a powerful year to date share price return of roughly 48% and a 1 year total shareholder return of about 56%. This suggests long term momentum remains intact even as...
TSE:6125
TSE:6125Machinery

3 Global Dividend Stocks Yielding Up To 4%

As global markets navigate a complex landscape marked by hopes for interest rate cuts and mixed economic signals, investors are increasingly focused on strategies that can provide steady returns amid uncertainty. In this environment, dividend stocks stand out as a compelling option, offering the potential for regular income while participating in market growth.
TSE:4523
TSE:4523Pharmaceuticals

How New Long-term Leqembi Data And At-home Injections At Eisai (TSE:4523) Have Changed Its Investment Story

Eisai and Biogen recently presented new long-term data at the CTAD 2025 conference showing that Leqembi (lecanemab) treatment, including a subcutaneous autoinjector formulation, may substantially delay progression from mild cognitive impairment to more advanced Alzheimer’s disease while maintaining a safety profile consistent with earlier trials. The findings that earlier and continued Leqembi use could translate into several additional years before patients reach moderate Alzheimer’s stage,...
TSE:6098
TSE:6098Professional Services

3 Asian Stocks Estimated To Be Up To 36.2% Below Intrinsic Value

As Asian markets navigate a landscape marked by mixed economic signals and evolving monetary policies, investors are increasingly focused on identifying opportunities that may be undervalued relative to their intrinsic worth. In this context, understanding the fundamentals of a stock becomes crucial, as it can help uncover potential value in an environment where market conditions are constantly shifting.
TSE:4704
TSE:4704Software

Is Trend Micro (TSE:4704) Using AI Stock Options To Redefine Its Cybersecurity Edge?

Trend Micro recently held a board meeting on December 4, 2025 to determine the details of new stock acquisition rights to be issued as stock options, shortly after releasing its 2026 Security Predictions Report and unveiling the forthcoming Trend Vision One AI Security Package for AI-driven environments. Together, these moves highlight how Trend Micro is trying to position itself at the center of emerging AI-driven cyber risk, while using equity-based incentives to align employees with its...
TSE:6976
TSE:6976Electronic

Taiyo Yuden (TSE:6976): Valuation Check After New Automotive-Grade Hybrid Capacitor Rollout

Taiyo Yuden (TSE:6976) just kicked off mass production of its revamped HVX and HTX hybrid capacitors for automotive power circuits, a timely bet on growing ADAS and EV electrification demand. See our latest analysis for Taiyo Yuden. The market seems to be warming to that narrative, with a 7 day share price return of 18.47 percent and a powerful year to date share price return of 72.6 percent. However, the 3 year total shareholder return is still slightly negative and suggests the long term...
TSE:6703
TSE:6703Electronic

Is Oki’s Projection-Guided DX Push in Southeast Asia Altering The Investment Case For Oki Electric Industry (TSE:6703)?

Oki Electric Industry Co., Ltd. recently launched its Projection Assembly System in Thailand and Indonesia, combining projector-based task guidance and image sensing to support assembly and quality inspection while advancing digital transformation at manufacturing sites. This rollout marks the start of OKI’s global manufacturing DX expansion, externalizing in-house factory know-how to address labor turnover, workforce diversity, and quality consistency through multilingual support and local...
TSE:8957
TSE:8957Office REITs

How Investors May Respond To Tokyu REIT (TSE:8957) Expanding Bond Capacity For Future Property Investments

Earlier this month, TOKYU REIT, Inc. filed a shelf registration to issue up to ¥100,000 million in investment corporation bonds, earmarking proceeds for asset acquisitions, operations, and debt repayment. This move gives TOKYU REIT a ready-made funding framework that could increase its financial flexibility and speed of execution on future property investments. We will now examine how this expanded bond-issuing capacity shapes Tokyu REIT's investment narrative and potential balance-sheet...
TSE:2121
TSE:2121Entertainment

Assessing MIXI (TSE:2121)’s Valuation After a Recent Share Price Pullback

MIXI (TSE:2121) has quietly slipped over the past month, even though its core sports and digital entertainment businesses are still growing. That disconnect between share price and fundamentals is starting to look interesting. See our latest analysis for MIXI. Over the past year MIXI’s modest 1 year total shareholder return of 1.7 percent contrasts with a much weaker recent stretch, including a 30 day share price return of minus 8.15 percent, suggesting momentum is fading despite steady...