TSE:9984
TSE:9984Wireless Telecom

Could SoftBank Group's (TSE:9984) Deeper AI Push in Japan Reveal a Shift in Strategic Priorities?

SoftBank Group and OpenAI recently announced the formation of a joint venture, 'SB OAI Japan', to bring OpenAI's 'Crystal Intelligence' AI product exclusively to the Japanese market, starting in 2026. This collaboration highlights a focused expansion of advanced AI applications in Japan, emphasizing the country’s growing role in global AI innovation. We'll now explore how this joint venture could influence SoftBank Group's investment narrative, particularly with its deeper commitment to AI...
TSE:7004
TSE:7004Machinery

Did Welding Qualification Lapses Just Shift Kanadevia's (TSE:7004) Investment Narrative?

Kanadevia Corporation recently submitted an interim report to Japan's Ministry of Land, Infrastructure, Transport and Tourism about inappropriate conduct at its Mukaishima Works, admitting that welding was carried out by operators lacking necessary qualifications but assuring safety is not significantly compromised. This event underscores the potential impact that compliance issues and regulatory scrutiny can have on both company operations and stakeholder confidence. We’ll explore how...
TSE:6952
TSE:6952Consumer Durables

Casio (TSE:6952) Valuation: Assessing Value After Launch of the New G-STEEL GST-B1000D G-SHOCK

Casio Computer Ltd (TSE:6952) is making headlines with its announcement of the GST-B1000D, the latest G-STEEL G-SHOCK release. The new watch blends minimalist aesthetics, improved comfort, and updated tech to attract a broader audience. See our latest analysis for Casio ComputerLtd. The new GST-B1000D announcement comes as Casio ComputerLtd’s share price has seen mixed momentum. Despite a one-year total shareholder return of nearly 12%, signaling longer-term value, the stock is still working...
TSE:8750
TSE:8750Insurance

Does Dai-ichi Life Holdings' (TSE:8750) Buyback Pause Hint at a New Capital Allocation Philosophy?

In November 2025, Dai-ichi Life Holdings reported that it did not repurchase any of its shares in October, despite possessing a board-approved authorization to buy back up to 200 million shares by May 2026. This lack of buyback activity may reflect a cautious approach or shifting priorities by the company, which could alter how investors view its capital management strategy. We'll explore how this pause in share repurchases could influence Dai-ichi Life Holdings' investment narrative and...
TSE:8697
TSE:8697Capital Markets

Japan Exchange Group (TSE:8697): Assessing Valuation After New Buyback, Upbeat Results, and Raised Outlook

Japan Exchange Group (TSE:8697) revealed a fresh share buyback plan along with stronger half-year results. The company reported higher revenue and net income, raised earnings guidance, and released updated dividend expectations for the year. See our latest analysis for Japan Exchange Group. Momentum appears to be building for Japan Exchange Group, with a string of upbeat announcements sparking a 15% share price return over the past 90 days. While the latest results and buyback plan have...
TSE:7261
TSE:7261Auto

Can Mazda (TSE:7261) Turn Next-Gen Tech Into a Lasting Competitive Edge?

Mazda Motor Corporation recently unveiled two concept vehicles, the MAZDA VISION X-COUPE and MAZDA VISION X-COMPACT, showcasing innovative hybrid and AI-driven technologies, alongside the European debut of the all-new MAZDA CX-5 featuring advanced vehicle architecture and design. These announcements highlight Mazda's commitment to sustainable mobility and emotional connectivity, blending next-generation powertrains with smart, human-centered technologies. We'll explore how Mazda's...
TSE:7013
TSE:7013Machinery

Should IHI’s (TSE:7013) Dividend Hike and Upbeat Guidance Prompt Investor Action?

On November 6, 2025, IHI Corporation announced that its second quarter cash dividend will increase to ¥70.00 per share, up from ¥50.00 a year earlier, and also revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting revenue of ¥1.64 trillion and profit attributable to owners of ¥125 billion. This double update reflects both a direct reward to shareholders and management's confidence in the company's improving financial outlook. We'll now explore how...
TSE:3861
TSE:3861Forestry

Oji Holdings (TSE:3861): Revisiting Valuation After Earnings Forecast Cut on Overseas Weakness

Oji Holdings (TSE:3861) caught investors’ attention after lowering its earnings forecast for the second quarter, mainly due to weaker profits in its overseas businesses. Domestic operations stayed steady. The full-year outlook is now under review. See our latest analysis for Oji Holdings. Oji Holdings’ share price has held up well despite the revised outlook, closing at ¥782.5 and posting a solid year-to-date share price return of 29.1%. Total shareholder returns tell an even stronger story,...
TSE:9412
TSE:9412Media

A Fresh Look at SKY Perfect JSAT (TSE:9412) Valuation Following SpaceX Satellite Partnership

SKY Perfect JSAT Holdings (TSE:9412) is moving forward with a collaborative initiative to launch three satellites in partnership with SpaceX. This step supports the company’s strategy to enhance its satellite communications capabilities and appears to be attracting fresh attention from investors. See our latest analysis for SKY Perfect JSAT Holdings. Investor excitement following the SpaceX collaboration is evident, with SKY Perfect JSAT Holdings posting a stunning 9% share price gain in a...