TSE:9020
TSE:9020Transportation

East Japan Railway (TSE:9020): Valuation Check After Successful IoT Rail Resilience Trial in Indonesia

East Japan Railway (TSE:9020) just wrapped a seven month IoT field trial in Indonesia, using OKI’s zero energy sensors to remotely monitor rail slopes and reduce disaster related inspection workloads. See our latest analysis for East Japan Railway. The project lands at a time when sentiment has already swung firmly in East Japan Railway’s favor. The roughly 45 percent year to date share price return echoes a strong multi year total shareholder return and suggests momentum is still building...
TSE:9072
TSE:9072Transportation

Evaluating NIKKON Holdings (TSE:9072) After Board Move to Consider New Shareholder Benefit Program

NIKKON HoldingsLtd (TSE:9072) has called a December 5 board meeting to vote on introducing a new Shareholder Benefit Program, a move that could reshape how long term investors view the stock’s appeal. See our latest analysis for NIKKON HoldingsLtd. The planned Shareholder Benefit Program comes after a strong run, with the share price at ¥3,464 and a powerful year to date share price return of 71.36 percent alongside a three year total shareholder return of 215.81 percent, which suggests that...
TSE:4911
TSE:4911Personal Products

Assessing Shiseido (TSE:4911) Valuation After Goldman Sachs Upgrade and Improved Long‑Term Outlook

Goldman Sachs just shifted Shiseido Company (TSE:4911) to a Buy, arguing that worries around China travel retail and Japan inbound demand are largely baked into the share price after a weak stretch. See our latest analysis for Shiseido Company. The upgrade has come after a tough stretch for investors, with the share price now at ¥2,437.5 and a year to date share price return of minus 10.19 percent, alongside a three year total shareholder return of minus 59.38 percent. This suggests the...
TSE:4503
TSE:4503Pharmaceuticals

How Autobahn Labs Partnership Reshapes Astellas Pharma’s Early-Stage Pipeline Access Will Impact Astellas Pharma (TSE:4503) Investors

Autobahn Labs recently announced a partnership with Astellas Pharma, giving Astellas’ Innovation Lab and Oncology units privileged access to Autobahn’s early-stage academic drug discovery programs and exclusive investment and licensing negotiation rights on jointly funded assets. This structure effectively embeds Astellas at the starting line of new biotech company formation, sharing equity with Autobahn and academic founders while potentially widening its future innovation funnel. We’ll now...
TSE:4755
TSE:4755Multiline Retail

Rakuten Group (TSE:4755): Assessing Valuation After Recent Share Price Pullback and Three-Year Rebound

Rakuten Group (TSE:4755) has been drifting lower over the past month, and that slide is starting to draw more attention from investors who remember how strongly the stock has moved over the past 3 years. See our latest analysis for Rakuten Group. The recent 30 day share price return of minus 11.6 percent has checked some of the enthusiasm that built earlier this year. Even so, the year to date share price return is still positive, and the three year total shareholder return of 53 percent...
TSE:6501
TSE:6501Industrials

Hitachi (TSE:6501) Valuation Check After GlobalLogic Leadership Shift and New Eraneos AI Partnership

Hitachi (TSE:6501) is back in focus after a fresh leadership reshuffle at GlobalLogic and a new digital partnership with Eraneos, both aimed squarely at sharpening its edge in AI driven industrial transformation. See our latest analysis for Hitachi. These latest digital moves come as momentum in Hitachi's share price has cooled slightly in the past month after a strong year to date, with a 90 day share price return of 22.46 percent and a 5 year total shareholder return of 547.84 percent...