TSE:5838
TSE:5838Banks

Is Rakuten Bank (TSE:5838) Quietly Rebalancing Between Employee Incentives And Costly Deposit Growth?

In January 2026, Rakuten Bank’s board approved issuing stock options covering up to 31,900 shares to 316 employees and launched a promotional 1.00% 1-year fixed deposit campaign that is drawing funds from ordinary accounts. Together, these moves highlight a dual focus on long-term staff retention and near-term deposit growth, while potentially lifting funding costs and affecting profitability metrics. We’ll now examine how the new stock option program for employees shapes Rakuten Bank’s...
TSE:9433
TSE:9433Wireless Telecom

KDDI’s Subsidiary Transaction Probe and Governance Review Could Be A Game Changer For KDDI (TSE:9433)

In January 2026, KDDI Corporation’s board met to address suspicions of inappropriate transactions at its consolidated subsidiaries and approved the formation of a special investigation committee. The move shines a spotlight on KDDI’s governance framework and internal controls, as investors assess how rigorously the company responds to these concerns. Next, we’ll examine how the investigation into inappropriate subsidiary transactions shapes KDDI’s investment narrative and risk considerations...
TSE:6954
TSE:6954Machinery

Fanuc (TSE:6954) Margin Improvement Reinforces Bullish Narratives Despite Premium Valuation

Fanuc (TSE:6954) has laid out its Q3 2026 scorecard with revenue of ¥215.7b and basic EPS of ¥39.70, set against a trailing twelve month line of ¥835.4b in revenue and EPS of ¥173.21. Over recent quarters, the company has seen revenue move from ¥197.1b in Q3 2025 to ¥212.1b in Q4 2025, ¥196.4b in Q1 2026, ¥211.2b in Q2 2026 and now ¥215.7b in Q3 2026. Quarterly EPS shifted from ¥35.21 to ¥47.97, ¥40.56, ¥44.98 and ¥39.70 across the same period, which may prompt investors to focus on how its...
TSE:4568
TSE:4568Pharmaceuticals

Is Daiichi Sankyo (TSE:4568) Turning ENHERTU’s China Approval Into a Durable Oncology Advantage?

Daiichi Sankyo recently gained approval in China for ENHERTU as the first HER2-directed antibody-drug conjugate for second-line treatment of HER2 positive metastatic gastric cancer, while also advancing its ADC pipeline and transitioning leadership at its Translational Research Center Europe. This approval taps into China’s large gastric cancer burden and underscores the central role of Daiichi Sankyo’s DXd ADC platform in its oncology franchise. We’ll now examine how ENHERTU’s new gastric...
TSE:8604
TSE:8604Capital Markets

Nomura ESOP Shelf Registration Puts Dilution And Employee Ownership In Focus

Nomura Holdings filed a shelf registration for a substantial offering of common stock linked to its Employee Stock Ownership Plan. The filing sets up the company to issue shares to employees over time without needing separate approvals for each tranche. The move affects how equity is allocated between employees and existing shareholders and may influence future capital planning. For investors watching TSE:8604, the ESOP-related shelf registration lands after a period of strong multi year...