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...
TSE:4188
TSE:4188Chemicals

Is Mitsubishi Chemical Group (TSE:4188) Quietly Repositioning Itself as an AI Infrastructure Materials Leader?

In December 2025, Boston Materials announced a collaboration with Mitsubishi Chemical Group, including an investment from Diamond Edge Ventures, to co-develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center semiconductors. The partnership not only advances a new class of liquid metal and carbon fiber thermal materials, but also sees Mitsubishi Chemical Group building semiconductor packaging integration and application...
TSE:9404
TSE:9404Media

Nippon Television (TSE:9404) Valuation After モーニングショー-Driven Earnings Boost and Strong Investor Optimism

Nippon Television Holdings (TSE:9404) is back in the spotlight after a recent board meeting approved a share acquisition plan, just as earnings are getting a lift from breakout hit program モーニングショー. See our latest analysis for Nippon Television Holdings. The share acquisition news, combined with the モーニングショー earnings boost, comes on top of a strong backdrop. The stock has delivered a roughly 45% year to date share price return and a powerful three year total shareholder return near 295%,...
TSE:6723
TSE:6723Semiconductor

Is Renesas (TSE:6723) Using Matter‑Ready Wi‑Fi 6 To Deepen Its IoT Platform Advantage?

Earlier this month, Renesas Electronics introduced its first RA-series Wi-Fi 6 microcontrollers, the RA6W1 and RA6W2, which combine dual-band connectivity, advanced security, long-term product support and development tools to target ultra-low-power IoT applications across smart home, industrial, medical and consumer markets. An interesting angle for investors is that these MCUs are Matter-ready, RED-certified and integrated into Renesas’ scalable RA platform and “winning Combinations,”...