Quantum computing breakthrough puts Fujitsu (TSE:6702) in focus
Attention on Fujitsu (TSE:6702) has picked up after the company and the Center for Quantum Information and Quantum Biology at The University of Osaka unveiled a quantum computing technology aimed at practical chemical material design.
The partners combined version 3 of Fujitsu’s STAR architecture with a new molecular model optimization technique to cut computational resource requirements for energy calculations used in material...
In early April 2026, Takeda moved to end its 2018 co-development agreement with Denali Therapeutics for DNL593 and continued to reshape its portfolio through late-stage assets like zasocitinib and the priority-reviewed rusfertide, while also transferring global rights to schizophrenia candidate balipodect to Axsome Therapeutics.
This combination of collaboration exits, asset sales, advancing Phase 3 programs, and an upcoming CEO and board transition marks a meaningful refocusing of Takeda’s...
In late March 2026, ERI announced a 50-50 venture with ITOCHU to launch ERI Japan, bringing advanced e-waste recycling and IT asset disposition services to the Japanese market later in 2026, while ITOCHU also completed a ¥19,999.85 million share repurchase and held a board meeting on a tender offer recommendation.
This move highlights how ITOCHU is pairing capital returns with exposure to circular economy solutions, using ERI’s technology and its own global networks to expand in...
Recent share performance and business mix
With no single headline event driving Nomura Research Institute (TSE:4307) today, investors may be looking at the share price moves and business mix to understand what is shaping sentiment around the stock.
The company’s shares show a 0.2% gain over the past day and about 3.4% over the past week, while the past month return is around 2%. Over the past 3 months, the stock shows a 26.9% decline and the return so far this year is a 25.6% decline.
Over...
In late March 2026, TOPPAN Holdings Inc. completed a share repurchase program totaling 7,582,500 shares, or 2.65% of shares outstanding, for ¥29,999.87 million, while also establishing TOPPAN Global Medical Healthcare Inc. in Houston to advance personalized cancer medicine and drug discovery support using its invivoid™ 3D cell culture technology.
The collaboration between TOPPAN’s new U.S. healthcare subsidiary and UT MD Anderson Cancer Center marks a meaningful move beyond traditional...
In early April 2026, UBS upgraded Isuzu Motors from Sell to Neutral after the company’s operating profit exceeded internal plans, supported by a weaker yen and cost reduction efforts despite headwinds in North America.
UBS also pointed to early signs of recovery in Thailand’s pickup truck market and potential upside in commercial vehicle demand, while remaining cautious about how quickly sales might rebound.
With UBS highlighting cost efficiencies and currency tailwinds, we’ll now examine...
Canon (TSE:7751) has completed its previously announced share buyback program.
The company repurchased more than 10,000,000 shares as part of this effort.
The buyback finalization follows plans laid out earlier this year.
Canon, trading at ¥4,495.0, has seen its share price move 3.2% over the past week and 11.7% over the past year, with longer term returns of 70.8% over three years and 111.3% over five years. Over shorter windows, the stock shows a 0.6% decline over the past month and a...
As global markets navigate geopolitical tensions and energy market volatility, Asian economies are showing resilience, with China's manufacturing sector rebounding and Japan grappling with oil price impacts. In this context, dividend stocks in Asia offer a compelling opportunity for investors seeking stability and income, as they can provide regular returns even amid broader market uncertainties.
Amid ongoing geopolitical tensions and energy market volatility, Asian markets have been navigating a complex landscape, with mixed signals emerging from major economies like China and Japan. Despite these uncertainties, opportunities arise for discerning investors to identify stocks that may be undervalued relative to their intrinsic value, particularly in regions where economic activity shows signs of stabilization.
Renesas Electronics announced that its Intersil-branded radiation-hardened ICs were used across critical subsystems in NASA’s Artemis II mission, which successfully launched in early April 2026, while also unveiling new GaN-based power products for applications from solar inverters to high‑power chargers.
This combination of space‑grade heritage and cutting‑edge GaN innovation underscores how Renesas is positioning its portfolio for demanding, high‑reliability and high‑efficiency end...
On 1 April 2026, FIDEM Energy LLC announced a partnership with Sojitz Corporation to accelerate renewable natural gas development from landfill gas sites across the U.S. and Canada.
The collaboration pairs Sojitz’s global commercialization capabilities with FIDEM’s landfill gas-to-energy platform, supporting FIDEM’s plan to deploy over US$1.00 billion into new projects.
We’ll now examine how Sojitz’s entry into U.S. landfill renewable natural gas projects could influence its broader...
Furukawa Electric Co., Ltd. previously held a board meeting on March 27, 2026 to consider waiving claims against one of its equity method affiliates, signaling a potentially significant intra-group financial decision.
The move to consider relinquishing claims against an affiliate is unusual and could meaningfully reshape how Furukawa Electric’s exposures and relationships within its corporate network are viewed.
We will now examine how the potential waiver of claims against this equity...
As global markets navigate the complexities of Middle East tensions and energy market volatility, major U.S. stock indexes have shown resilience, with the Nasdaq Composite leading gains amidst a backdrop of mixed labor data and tentative geopolitical de-escalation. In this environment, identifying high growth tech stocks involves looking for companies that demonstrate robust adaptability to shifting economic conditions and possess innovative capabilities that can thrive even amid broader...
Global markets have been navigating a landscape marked by geopolitical tensions and energy market volatility, with major indices like the Nasdaq Composite and S&P 500 showing resilience amid these challenges. As investors seek opportunities in this fluctuating environment, identifying undervalued stocks—those trading below their intrinsic value estimates—can be an appealing strategy, offering potential for long-term growth when market conditions stabilize.
In the midst of geopolitical tensions and energy market volatility, global markets have shown resilience with major U.S. indices posting gains amid hopes of de-escalating conflicts in the Middle East. As smaller-cap indexes also see solid performance, investors might find opportunities in lesser-known stocks that could benefit from improving economic indicators like consumer confidence and manufacturing activity.
Amid these conditions, identifying promising stocks often involves looking for...
Rorze Corporation recently revised its consolidated earnings guidance for the fiscal year ended February 28, 2026, slightly lifting expected net sales and operating profit but cutting forecast profit attributable to owners of parent from ¥23,499 million to ¥19,049 million, and basic EPS from ¥133.31 to ¥109.34.
The downgrade is driven by an extraordinary loss of ¥7,429 million tied to a jury verdict in U.S. litigation, underscoring how legal risks can materially affect reported profitability...
Nitto Denko Corporation has approved a share repurchase program announced on March 30, 2026, authorizing the buyback of up to 20,000,000 shares, or 2.97% of outstanding stock, for up to ¥50,000 million by August 31, 2026, as part of its shareholder return policy following changes in the business environment.
Alongside this, the board met on March 30, 2026, to consider reducing legal capital surplus, signaling an effort to increase financial flexibility for future capital allocation to...
UBS has shifted its view on Isuzu Motors (TSE:7202) after the company’s operating profit outpaced internal plans, supported by cost controls and a weaker yen, as well as early signs of pickup truck recovery in Thailand.
See our latest analysis for Isuzu Motors.
Despite the UBS upgrade and better operating profit, Isuzu Motors’ recent share price performance has cooled, with a 30-day share price return of a 12.61% decline and a year-to-date share price return of a 7.27% decline. However, the...
LaSalle LOGIPORT REIT (TSE:3466) has moved ahead with its board-approved investment unit buyback, repurchasing 28,670 units in March 2026 under an authorization of up to 84,000 units through February 2027.
See our latest analysis for LaSalle LOGIPORT REIT.
The recent buyback comes as LaSalle LOGIPORT REIT’s share price sits at ¥150,800, with a 1-day share price return of 1.00%. However, the year to date share price return shows a 4.98% decline, while the 1-year total shareholder return of...
Shionogi & Co., Ltd. has completed the acquisition of all rights to the ALS treatment RADICAVA (edaravone) from Tanabe Pharma, consolidating intellectual property and commercial control in major markets and expanding its rare disease portfolio.
This move effectively transforms Shionogi into a broader rare disease player by integrating RADICAVA’s commercial platform, infrastructure, and specialist teams into its global operations.
We’ll now examine how the RADICAVA rights transfer and...
In March 2026, Olympus Corporation announced that Director Toshihiko Okubo and Director, Representative Executive Officer Yasuo Takeuchi had stepped down from their roles, marking a significant leadership reshuffle at the company.
This double departure could influence how Olympus executes its medtech ambitions, from division reorganization to global product rollouts and regulatory initiatives.
Next, we’ll examine how the exit of a Representative Executive Officer may affect Olympus’s...
In March 2026, Gelion plc announced that exceptional performance results from its Nano-Encapsulated Sulfur (NES™) Cathode Active Material platform led to an expanded collaboration scope with TDK, now covering additional commercially applied anode types such as graphitic anodes.
This broader agreement and extended testing program suggests TDK is deepening its involvement in advanced sulfur-based battery materials, potentially strengthening its position in next-generation energy storage...
In recent trading, Sumitomo Electric Industries attracted strong buying interest as semiconductor-related names rebounded alongside gains in defense-linked stocks amid heightened geopolitical tensions in the Middle East.
This cluster of interest across semiconductors and defense underscores how Sumitomo Electric’s diversified exposure can make it sensitive to both technology sentiment and geopolitical risk themes.
We’ll now examine how this renewed sector-wide momentum in...