Fanuc's earnings surprise and AI robotics progress
Fanuc (TSE:6954) surprised the market with September quarter results that topped consensus and a 10% lift in full year operating profit guidance, supported by a sharp rise in robot orders across key regions.
See our latest analysis for Fanuc.
Despite the earnings beat and higher profit guidance, Fanuc's share price has recently cooled, with a 1-day share price return showing a 2.68% decline and a 7-day share price return showing a 3.02%...
Japan’s Financial Services Agency has recently begun considering cryptocurrencies as eligible assets for spot ETFs, with Nomura Holdings and SBI Holdings preparing potential products that would list on the Tokyo Stock Exchange if approved.
This potential shift could formally bring digital assets into mainstream Japanese investment products, positioning firms like SBI Holdings at the centre of market infrastructure for crypto exposure.
We will now examine how SBI Holdings’ potential role in...
MonotaRO (TSE:3064) shares are moving after the company released its non-consolidated sales results for December 2025, reporting monthly sales of ¥31,390 million compared with ¥24,159 million in the same month a year earlier.
See our latest analysis for MonotaRO.
The December sales announcement comes after a mixed stretch for MonotaRO’s shares, with a 30 day share price return of an 11.49% decline but a 90 day gain of 10.24%, while the 1 year total shareholder return is an 8.68% decline...
Mitsubishi Heavy Industries and Mitsubishi Electric recently invested in Japan LEO Shachu, a Mitsui & Co.–backed venture developing commercial low Earth orbit modules as part of Japan’s broader post-ISS ambitions.
This move highlights how Japanese industrial heavyweights are positioning themselves to supply hardware and services for an emerging private low Earth orbit economy.
We’ll now examine how Mitsubishi Heavy Industries’ backing of Japan LEO Shachu’s commercial LEO station module...
Takeda recently announced the U.S. availability of GAMMAGARD LIQUID ERC, a ready-to-use 10% low-IgA immunoglobulin therapy approved as replacement treatment for primary immunodeficiency in patients aged two and older, deliverable intravenously or subcutaneously.
This launch reinforces Takeda’s specialized position in immunoglobulin therapies, as it remains the only manufacturer offering a low-IgA 10% solution while planning to retire GAMMAGARD S/D by the end of December 2027.
Next, we’ll...
Mizuho Financial Group Inc. recently created a new role and appointed Ahmed Siddiqi as regional head of Corporate Investment Bank for the Middle East, Africa, Turkiye and Central Asia Caucasus, drawing on his more than 20 years of global experience.
The move highlights Mizuho’s focus on building a more coordinated regional footprint across several high-potential emerging markets under a single experienced leader.
Next, we’ll consider how this newly created regional leadership role could...
DENSO (TSE:6902) is committing US$69 million to a new 280,000 square foot logistics center in Lebanon, Tennessee. This business expansion is aimed at optimizing North American operations and improving service quality for customers.
See our latest analysis for DENSO.
DENSO’s latest logistics investment comes as the shares trade at ¥2,210.5, with a 30 day share price return of 2.34% and a 90 day decline of 4.51%. The 5 year total shareholder return of 71.99% points to stronger long term...
Dividend increase puts Create SD Holdings in focus
Create SD Holdings (TSE:3148) has drawn fresh investor attention after announcing a second quarter dividend of ¥45.00 per share, compared with ¥34.00 a year earlier. Payments are scheduled to begin on February 4, 2026.
See our latest analysis for Create SD Holdings.
At a share price of ¥3,335, Create SD Holdings has seen a 1-year total shareholder return of 22.61%, while shorter term share price returns such as the 7-day 2.93% gain and 90-day...
Mitsubishi Motors (TSE:7211) shares are in focus after the Board approved changes to top management, with Keisuke Kishiura named President & COO and Takao Kato moving to the CEO role.
See our latest analysis for Mitsubishi Motors.
The executive reshuffle comes after a mixed period for investors, with the share price at ¥391.8 and a 30 day share price return of 5.04% contrasted with a 1 year total shareholder return decline of 9.92%. This suggests shorter term momentum against weaker longer...
Sakata Seed (TSE:1377) drew investor attention after raising its full year earnings guidance and increasing its second quarter dividend to ¥35 per share, up from ¥30 a year earlier.
See our latest analysis for Sakata Seed.
Despite the higher guidance and bigger interim dividend, the recent share price has softened, with a 30 day share price return of a 6.07% decline and a year to date share price return of a 6.94% decline. However, the 1 year total shareholder return of 14.58% indicates...
In January 2026, J. Front Retailing Co., Ltd. reported that its consolidated revenue for December 2025 showed a 7.7% year‑on‑year change.
This December revenue update offers a fresh snapshot of the company’s recent trading momentum at a key point in the retail calendar.
Next, we will examine how this 7.7% year‑on‑year revenue increase shapes J. Front Retailing’s broader investment narrative for investors.
These 9 companies survived and thrived after COVID and have the right ingredients to...
Mitsubishi Electric (TSE:6503) has drawn fresh attention after announcing a multi-agent AI system that stages automated adversarial debates between expert AI agents. The system is designed to support complex industrial decisions with clearer reasoning.
See our latest analysis for Mitsubishi Electric.
Alongside the new multi agent AI system, Mitsubishi Electric has also announced fresh SiC power semiconductor samples, a global talent mobility program and progress in power electronics research...
FUJIFILM Holdings recently launched the Instax mini Evo Cinema, a hybrid video/stills instant film camera with Bluetooth connectivity, enhanced app features, and a sleek Super 8–inspired design aimed at smartphone users seeking on-the-go physical prints.
The expanded Instax mini app capabilities, such as Design Print Mode, Multiple Print Mode, and rich simulation tools, highlight Fujifilm’s push to bridge smartphone content with tactile, creative output in a more seamless way.
Next, we’ll...
Disco (TSE:6146) has drawn fresh attention after reporting year over year growth in sales and net income for the nine months to December 2025, along with higher dividend guidance and detailed earnings projections for the next fiscal year.
See our latest analysis for Disco.
The latest guidance and dividend update come after a sharp re-rating in Disco’s shares, with a 42.39% 1 month share price return and 32.97% year to date share price return. The 5 year total shareholder return above 5x...
If you are wondering whether OMRON’s current share price still reflects its true worth, you are not alone, and the numbers give us plenty to talk about.
The stock last closed at ¥4,007, with returns of 1% decline over 7 days, 0.6% over 30 days, 0.3% year to date, 20.8% decline over 1 year, 41.5% decline over 3 years, and 53.1% decline over 5 years, which naturally raises questions about risk and potential opportunity.
Recent news coverage around OMRON has focused on its position in the...
In the past weeks, Inpex completed its share repurchase program announced in August 2025, buying back 35,238,300 shares, or 2.96% of its outstanding stock, for ¥99,999.94 million, including 3,216,500 shares repurchased between January 1 and January 9, 2026 for ¥9,975.22 million.
This completed buyback meaningfully reduces the company’s share count, which can lift per-share financial metrics and is often read as a signal of management confidence in capital allocation.
With Inpex’s repurchase...