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...
TSE:7970
TSE:7970Chemicals

Shin-Etsu Polymer (TSE:7970) Q3 Net Margin Resilience Challenges Fragility Narratives

Shin-Etsu Polymer (TSE:7970) has just reported its Q3 2026 numbers, with revenue of ¥30.4b and basic EPS of ¥33.98, supported by trailing twelve month revenue of ¥113.6b and EPS of ¥128.20. The company has seen revenue move from ¥28.8b and EPS of ¥34.08 in Q3 2025 to ¥30.4b and EPS of ¥33.98 in Q3 2026, against a backdrop of trailing twelve month net income of ¥10.3b. This positions investors to focus on how these results relate to profit durability and cash returns. Overall, the release...
TSE:3491
TSE:3491Interactive Media and Services

Exploring Three High Growth Tech Stocks In Asia

As global markets experience volatility, particularly with the S&P MidCap 400 and Russell 2000 indices reflecting fluctuations in investor sentiment, Asia's tech sector continues to capture attention due to its potential for high growth amidst mixed economic signals. In this dynamic environment, identifying promising tech stocks involves evaluating companies that demonstrate strong innovation capabilities and adaptability to shifting market conditions.