TSE:3226
TSE:3226Residential REITs

Mitsui Fudosan Accommodations Fund (TSE:3226) valuation after portfolio reshuffle and upgraded earnings outlook

Mitsui Fudosan Accommodations Fund (TSE:3226) has been drawing investor attention after reshuffling its portfolio with new property acquisitions and sales, and then backing that up with an upward revision to its 2026 earnings outlook. See our latest analysis for Mitsui Fudosan Accommodations Fund. Those portfolio moves and the higher 2026 outlook seem to be feeding into sentiment, with the unit price at ¥131,700 and an 11.99 percent year to date share price return. The 1 year total...
TSE:9101
TSE:9101Shipping

U.S. Gulf Coast Methanol Bunkering Push Could Be A Game Changer For Nippon Yusen Kabushiki Kaisha (TSE:9101)

In December 2025, American Bureau of Shipping, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR Holdings began a joint study to develop a low‑carbon methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting the first commercial-scale ship-to-ship methanol bunkering operations in the country. The collaboration positions NYK Line to apply its LNG bunkering experience to emerging methanol fuel infrastructure, aligning its shipping operations with the International Maritime...
TSE:3038
TSE:3038Consumer Retailing

Kobe Bussan (TSE:3038): Valuation Check After Record Earnings, Upgraded Guidance and Higher Dividends

Kobe Bussan (TSE:3038) just delivered record full year earnings, raised its 2026 guidance, and sweetened both ordinary and special dividends, a combination that naturally puts the stock firmly on investors radar right now. See our latest analysis for Kobe Bussan. The market seems to be catching up to that story, with an 8.45% 1 day share price return and a 15.77% year to date share price return. The 5 year total shareholder return of 28.96% points to steady, rather than explosive, long term...
TSE:3064
TSE:3064Trade Distributors

Does MonotaRO (TSE:3064)'s November Sales Drop Hint At Deeper Questions About Demand Resilience?

MonotaRO Co., Ltd. reported that its non-consolidated sales for November 2025 fell to ¥23,952 million from ¥28,724 million in the same month a year earlier, signaling a clear year-on-year contraction in activity. This sharp monthly sales drop may prompt investors to reassess how resilient MonotaRO’s demand base and growth ambitions are in a softer operating backdrop. Next, we will examine how this abrupt November sales slowdown could reshape MonotaRO’s investment narrative and investors’...
TSE:3097
TSE:3097Hospitality

How a Proposed Thailand Subsidiary Could Shape Monogatari’s Regional Strategy and (TSE:3097) Investors

On Dec 15, 2025, Monogatari Corporation’s board met to consider establishing a new subsidiary in the Kingdom of Thailand, signaling potential regional expansion in Southeast Asia. This move could reshape how investors assess Monogatari’s future footprint, especially given Thailand’s role as a manufacturing and consumer hub in the region. With this Thailand subsidiary proposal now on the table, we’ll explore how it may influence Monogatari’s investment narrative and growth profile. Find...
TSE:5401
TSE:5401Metals and Mining

Nippon Steel (TSE:5401) Valuation After 2030 Global Expansion Plan and New Dividend Framework

Nippon Steel (TSE:5401) just secured board approval for its 2030 management plan, laying out aggressive overseas expansion, a bigger US footprint, and a clearer dividend framework that could subtly reshape how investors think about this stock. See our latest analysis for Nippon Steel. Despite the ambitious 2030 roadmap and the hefty U.S. Steel deal, the share price has drifted lower in recent weeks. Yet the three and five year total shareholder returns still signal solid long term momentum...
TSE:4631
TSE:4631Chemicals

Is DIC (TSE:4631) Still Undervalued After Its Recent Share Price Momentum?

DIC (TSE:4631) has quietly outperformed the market this year, and that steady climb has investors asking whether the specialty materials maker still offers value or if expectations are already baked into the price. See our latest analysis for DIC. At ¥3,786 per share, DIC’s steady year to date share price return of roughly low teens, supported by a three year total shareholder return above 70 percent, suggests momentum is still building as investors reassess its growth and earnings...
TSE:6371
TSE:6371Machinery

Tsubakimoto Chain (TSE:6371) Valuation Check After New AI Logistics Alliance with Kioxia and EAGLYS

Tsubakimoto Chain (TSE:6371) just stepped further into AI driven logistics, teaming up with Kioxia and EAGLYS to showcase an image recognition system that targets rising automation needs and labor pressures. See our latest analysis for Tsubakimoto Chain. The collaboration lands against a solid backdrop, with a roughly 21 percent year to date share price return and a powerful five year total shareholder return of almost 200 percent. This suggests momentum is quietly building as logistics...
TSE:4587
TSE:4587Biotechs

PeptiDream (TSE:4587) Valuation Reassessed After 2025 Guidance Cut and Delayed Partnership Milestones

PeptiDream (TSE:4587) just shocked the market by slashing its 2025 guidance, shifting from an expected profit to a projected loss as key partnering milestones slip into 2026. See our latest analysis for PeptiDream. The lowered guidance has arrived after a choppy year, with a recent 7 day share price return of 7.5 percent offering only a brief rebound against a deeply negative year to date share price return and a weak 1 year total shareholder return, suggesting momentum is still fragile. If...
TSE:9984
TSE:9984Wireless Telecom

Is SoftBank (TSE:9984) Rebalancing Risk Or Doubling Down With Its Latest AI Infrastructure Moves?

In early December 2025, reports emerged that SoftBank Group Corp. was in talks to acquire DigitalBridge Group, an AI-focused digital infrastructure owner, as broader technology markets turned cautious following disappointing Oracle earnings and questions about data center returns. At the same time, Masayoshi Son used higher SoftBank valuations to cut back share pledges by about US$2.10 billion, signaling a push to reduce leverage even as the group pursues more AI-related assets. Next, we’ll...
TSE:3697
TSE:3697IT

High Growth Tech Stocks To Watch In The Global Market

In light of the Federal Reserve's recent interest rate cuts and mixed economic signals, global markets have seen varied performances, with small-cap indices like the Russell 2000 showing resilience amid rate sensitivity. As concerns about technology stock valuations and AI spending impact market sentiment, identifying high-growth tech stocks requires a focus on innovation potential and adaptability to shifting economic landscapes.
TSE:4568
TSE:4568Pharmaceuticals

Global's December 2025 Stock Selections For Estimated Value Opportunities

As global markets navigate a landscape marked by the Federal Reserve's interest rate cuts and mixed signals from major indices, investors are increasingly focused on identifying value opportunities amid uncertainty. In this context, finding undervalued stocks that demonstrate strong fundamentals and resilience against economic fluctuations can be a strategic approach to potentially capitalize on market conditions.
TSE:6392
TSE:6392Machinery

Top Global Dividend Stocks For December 2025

As global markets navigate the complexities of recent central bank decisions and fluctuating economic indicators, investors are keenly observing how these factors influence stock performance. With major indices like the Dow Jones Industrial Average reaching new highs amid interest rate cuts, dividend stocks continue to be attractive for those seeking steady income in a volatile environment. In such a market, a good dividend stock often combines robust financial health with consistent payout...
TSE:6981
TSE:6981Electronic

Murata Manufacturing (TSE:6981) Valuation After New SiC-Optimized High-Voltage MLCC Enters Mass Production

Murata Manufacturing (TSE:6981) just moved its next generation high voltage MLCC into mass production, a quiet but meaningful step for investors tracking the shift to SiC based power systems and EV hardware. See our latest analysis for Murata Manufacturing. The market seems to be noticing these moves, with a roughly mid teens 1 month share price return and a strong double digit year to date share price return supported by healthy multi year total shareholder returns. This signals building...
TSE:6473
TSE:6473Auto Components

JTEKT (TSE:6473): Assessing Valuation After a Strong Share Price Run in 2024

JTEKT (TSE:6473) has quietly delivered a strong run, with the stock up about 17% over the past 3 months and more than 50% this year, drawing fresh attention to its valuation. See our latest analysis for JTEKT. The recent climb, including a 9.36% 1 month share price return and a 63.47% 1 year total shareholder return, suggests momentum is building as investors reassess JTEKT's earnings recovery and longer term growth prospects. If JTEKT's move has you rethinking the auto space, it could be...
TSE:1963
TSE:1963Construction

How Completing LNG Canada’s First Phase At JGC Holdings (TSE:1963) Has Changed Its Investment Story

Fluor Corporation announced that, together with joint venture partner JGC Corporation, it has completed Train 2 of the LNG Canada Project in Kitimat, British Columbia, finalizing the first phase of Canada’s first LNG mega-project with an annual capacity of up to 14 million tonnes. This milestone reinforces JGC Holdings’ position in large-scale LNG infrastructure and highlights its role in delivering complex, export-focused energy assets with environmental and Indigenous engagement...
TSE:7733
TSE:7733Medical Equipment

Olympus (TSE:7733) Valuation Check After Voluntary Corrective Action on PolyLoop Safety Issue

Olympus (TSE:7733) just put a spotlight on risk management in medtech by launching a voluntary corrective action for its PolyLoop ligating device after identifying a safety issue that can complicate polyp removal procedures. See our latest analysis for Olympus. That safety step comes as Olympus shares trade at ¥2,044.5, with a 90 day share price return of 12.46 percent but a 1 year total shareholder return of negative 13.31 percent. This suggests recent momentum is improving even as longer...
TSE:7203
TSE:7203Auto

Is Toyota (TSE:7203) Quietly Recasting Its North American Strategy Around Practical Value Models?

In recent months, Toyota has benefited from growing consumer interest in its models such as the RAV4 in Canada’s value-focused used market, while Japanese pint-size vehicles have drawn fresh attention in the US after President Trump’s trip to Japan. These shifts point to strengthening appeal for Toyota’s mix of practical, affordable and compact vehicles across North American markets, at a time when electrified options are becoming more mainstream. We’ll now examine how this rising North...
TSE:6989
TSE:6989Electronic

Asian Dividend Stocks To Consider In December 2025

As global markets continue to react to central banks' interest rate decisions and economic indicators, Asian markets have been navigating their own set of challenges, including deflationary pressures in China and anticipated policy shifts in Japan. In this environment, dividend stocks can offer a stable income stream for investors looking to balance growth with regular returns.
TSE:8968
TSE:8968Retail REITs

Fukuoka REIT (TSE:8968): Valuation Check After the Newly Announced Semi-Annual Dividend Cut

Fukuoka REIT (TSE:8968) just told investors it will pay a semi annual dividend of JPY 4,000 per share in May 2026, a reduction that immediately puts cash flow sustainability in focus. See our latest analysis for Fukuoka REIT. The cut comes after a strong run, with the share price up about 26.7% year to date and a robust 38.5% total shareholder return over 12 months, suggesting momentum is still positive even as income expectations reset. If this dividend tweak has you reassessing your income...
TSE:8954
TSE:8954Office REITs

Assessing ORIX JREIT (TSE:8954)’s Valuation After Its Confidence-Boosting Semi-Annual Dividend Announcement

ORIX JREIT (TSE:8954) has just declared a semi annual dividend of JPY 2,380 per share, payable on May 20, 2026. This move underscores management’s confidence in the REIT’s cash generation. See our latest analysis for ORIX JREIT. The upbeat dividend guidance lands on top of solid momentum, with a 26.81% year to date share price return and a 34.25% one year total shareholder return suggesting renewed confidence rather than a one off pop. If this steady income story has you thinking about...