In mid-June 2026, Japan’s Fair Trade Commission raided Morinaga Milk Industry and five other ice cream makers over suspected long-running price fixing, with all firms pledging to cooperate with the antitrust probe.
The investigation, described locally as a potential price cartel involving senior executives, raises significant questions about Morinaga’s pricing practices, governance culture, and future regulatory scrutiny.
We’ll now examine how the alleged price-fixing probe, and the scrutiny...
Nomura Research Institute, Ltd. recently held board meetings to cancel treasury stock and to approve the reintroduction of its trust-type Employee Shareholding Incentive Plan (E-Ship®), which uses a dedicated trust to acquire and allocate company shares to employee association members over time.
This renewed E-Ship® structure is designed to more closely align employee ownership with the company’s Vision 2030 and medium- to long-term goals, while potentially affecting capital allocation...
Keyence recently disclosed that it is considering reducing its minimum investment unit to improve stock liquidity and make its shares more accessible to individual investors in Japan.
This review of trading lots highlights how Keyence is aligning with broader efforts in Japan to encourage greater retail participation in equity markets.
We will now examine how Keyence’s potential reduction in its minimum investment unit could influence the company’s broader investment narrative.
The future of...
As global markets navigate a complex landscape marked by steady interest rates in the U.S., rising rates in Japan, and mixed economic data across Europe and China, investors are keenly assessing opportunities for value. In such an environment, identifying stocks that are trading below their intrinsic value can be particularly appealing, as these may offer potential for growth when market conditions stabilize.
As global markets navigate a complex landscape of steady U.S. interest rates, rising Japanese borrowing costs, and mixed economic signals from Europe and China, investors are keenly focused on strategies that can provide stability amidst volatility. In this environment, dividend stocks stand out as they offer the potential for regular income while also providing opportunities for growth; their appeal is particularly strong when central banks' policies create uncertainty in traditional income...
Ichigo Office REIT Investment (TSE:8975) has reported its H1 2026 results with recent half year revenue at ¥9.3 billion and basic EPS at ¥2,700.30, while trailing twelve month revenue stands at ¥19.5 billion with basic EPS of ¥6,029.68, compared with ¥17.3 billion and EPS of ¥4,782.13 a year earlier. Against this backdrop of higher trailing net profit margins and reported earnings growth, the latest numbers position Ichigo Office REIT Investment as a REIT where investors are likely to focus...
Nippon Steel (TSE:5401) is in focus after outlining plans to invest up to US$2.5b in U.S. Steel’s Pennsylvania operations, targeting a new hot strip mill and efficiency upgrades for higher value steel products.
See our latest analysis for Nippon Steel.
At a share price of ¥566.8, Nippon Steel has seen short term momentum pick up, with a 1 day share price return of 1.67% and 7 day share price return of 5.94%. This is occurring even though the 90 day share price return is down 4.37% and the...
As Asian markets navigate a complex landscape marked by Japan's interest rate hikes and China's mixed economic signals, investors are increasingly focusing on dividend stocks for stable income amid fluctuating conditions. In this environment, strong dividend-paying stocks can offer a reliable income stream while potentially benefiting from regional economic developments.
Earlier this month, Oki Electric Industry Co., Ltd. was chosen by JAXA’s Space Strategy Fund to lead a multi‑year project developing a next‑generation infrastructure monitoring system that fuses satellite data with ground‑based IoT sensors, while also signing a January 2026 partnership with U.S. firm Lazarus Enterprise to apply secure AI in mission‑critical fields.
Together, these moves position Oki Electric Industry at the intersection of satellite infrastructure monitoring and...
How the Köping dry ice facility frames the Nippon Sanso Holdings stock story
Nippon Sanso Holdings (TSE:4091) has put its dry ice capabilities in the spotlight with a new fully automated production and CO2 recovery facility in Köping, built together with Cold Jet.
The plant targets demand across airline, food, pharmaceutical, and industrial cleaning customers in the Nordic region. It uses robotics, CO2 recovery units, and localized production to raise efficiency, shorten delivery routes, and...
FY2027 guidance and dividend outlook following strong FY2026
Takasago Thermal Engineering (TSE:1969) issued new earnings and dividend guidance after reporting strong FY2026 results, giving investors fresh numbers on expected revenue, profit and shareholder returns for the year ending March 31, 2027.
On a consolidated basis, the company forecasts FY2027 net sales of ¥440,000 million, operating profit of ¥50,000 million and profit attributable to owners of parent of ¥40,000 million, implying...
Australian unions and Japan’s Inpex have reached a deal to end past strikes at the Ichthys LNG facilities, restoring full operations at the Darwin plant after earlier shipment disruptions and a temporary production train shutdown.
The agreement’s focus on job security, pay rises, and improved working arrangements at a core LNG asset could influence Inpex’s cost base and operational reliability over time.
We’ll now examine how the resumption of full Ichthys production and higher labour costs...
Cypic’s new trailer and world tour plans for the Kagurabachi anime adaptation put CyberAgent (TSE:4751) in focus, as investors consider how expanding anime content could intersect with the group’s media and IP driven revenue mix.
See our latest analysis for CyberAgent.
Despite the excitement around new IP like Kagurabachi, CyberAgent’s ¥1,334.5 share price comes after a period where the 1 year total shareholder return declined 13.09%, even though the 3 year total shareholder return rose...
Amidst a backdrop of global market volatility, with major indices like the Russell 2000 and S&P 500 showing positive momentum, investors are increasingly focused on strategies that can offer stability and income. In such an environment, dividend stocks stand out as attractive options for their potential to provide consistent income streams while also offering some cushion against inflationary pressures.
Kinden (TSE:1944) is drawing fresh attention after announcing it is studying ways to lower its investment unit size, including a potential stock split, in order to broaden access for investors and support market activity.
See our latest analysis for Kinden.
The latest study of a stock split comes after a strong run in Kinden’s shares, with a 1 month share price return of 11.87% and year to date share price return of 10.36%, while the 1 year total shareholder return of 95.95% and very large 5...
Mitsui High-tec, Inc. recently raised its consolidated earnings guidance for the fiscal year ending January 31, 2027, now projecting net sales of ¥254,000 million, operating profit of ¥14,500 million, and profit attributable to owners of parent of ¥10,000 million, or ¥54.72 per basic share.
The company attributed this upgrade to stronger-than-expected demand and favorable foreign exchange effects, which it expects will more than offset higher material costs linked to tensions in the Middle...
As global markets navigate heightened inflation pressures and geopolitical tensions, Asia's stock markets present a mixed landscape with opportunities for discerning investors. Amid these conditions, identifying undervalued stocks requires a keen eye on companies with strong fundamentals and resilience to external economic shifts.
Furukawa Electric (TSE:5801) issued fresh consolidated guidance for the fiscal year ending March 31, 2027, outlining targets of ¥1,460,000 million in net sales, ¥95,000 million in operating profit, and ¥82,000 million in profit attributable to shareholders.
See our latest analysis for Furukawa Electric.
Furukawa Electric's latest guidance arrives after a sharp move in the share price, with a 1-day share price return of 2.84% and a 7-day share price return of 15.59%, offset by a 30-day share...