TSE:7201
TSE:7201Auto

Will Perrone Robotics’ IP Lawsuits Cloud Nissan Motor’s (TSE:7201) Software-Led Margin Ambitions?

Perrone Robotics has previously filed patent infringement lawsuits against several major automakers, including Nissan, in U.S. federal courts, alleging unauthorized use of its automated driving and robotics technologies in production vehicle software stacks. The cases highlight how core driver-assistance and autonomy features may rest on intellectual property claims from early robotics innovators, exposing Nissan’s software-defined vehicle ambitions to legal and licensing uncertainty. We’ll...
TSE:1605
TSE:1605Oil and Gas

Should Inpex’s Buyback and Leadership Shift Reshape Capital Allocation Priorities for Inpex (TSE:1605) Investors?

In November 2025, INPEX Corporation reported acquiring 6,072,000 treasury shares under a Board-approved plan to repurchase up to 60.00 million shares by January 31, 2026, with Hiroshi Fujii set to step down as Representative Director and Senior Executive Vice President and become Director and Corporate Advisor from January 1, 2026. This combination of a sizeable, time-bound buyback program and leadership transition underscores how INPEX is actively reshaping capital allocation and governance...
TSE:6273
TSE:6273Machinery

Does SMC’s Incremental Buybacks Reveal a Deeper Shift in Capital Allocation Discipline (TSE:6273)?

SMC Corporation recently completed a portion of its previously announced share repurchase program, buying 7,700 shares as part of an authorization to repurchase up to 750,000 shares, with the stated aim of enhancing shareholder value and optimizing its capital structure. This measured progress on the larger buyback plan offers investors a clearer view of how management is actively reshaping the company’s balance sheet over time. We’ll now examine how SMC’s incremental share repurchase...
TSE:5411
TSE:5411Metals and Mining

JFE Holdings (TSE:5411) Valuation After India Joint Venture Call With JSW Steel Fuels Investor Optimism

JFE Holdings (TSE:5411) is back in focus after scheduling a special call to discuss its integrated steel plant joint venture with JSW Steel in India, a move that points to strategic expansion. See our latest analysis for JFE Holdings. The buzz around the India joint venture seems to be feeding into sentiment, with a 1 month share price return of 9.4 percent and a 1 year total shareholder return of 19.8 percent suggesting momentum is building rather than fading. If this kind of strategic...
TSE:6103
TSE:6103Machinery

Okuma (TSE:6103): Does a Premium P/E Hide a Deep Value Opportunity?

Okuma (TSE:6103) has quietly turned in a strong stretch for shareholders, with the stock up about 10% over the past month and more than 20% over the past year, outpacing many industrial peers. See our latest analysis for Okuma. The recent pullback in Okuma’s 7 day share price return looks more like a breather than a reversal, given its double digit 1 month share price gain and healthy multi year total shareholder returns. If Okuma’s steady recovery has you thinking about where else momentum...