TSE:6954
TSE:6954Machinery

Assessing Fanuc (TSE:6954) Valuation After Recent 13% Share Price Gain

Fanuc (TSE:6954) recently caught investors’ attention following a steady climb over the month, gaining around 13%. This movement comes as market participants watch for shifts in demand within Japan’s industrial automation sector. See our latest analysis for Fanuc. Fanuc's share price momentum has strengthened notably this year, with a 1-year total shareholder return of 18.45% highlighting improving sentiment and hopes for renewed growth in industrial robotics, especially after this month's...
TSE:6981
TSE:6981Electronic

Solid-State Battery Partnership With QuantumScape Could Be a Game Changer for Murata Manufacturing (TSE:6981)

QuantumScape Corporation recently announced a joint development agreement with Murata Manufacturing to bolster manufacturing capabilities for ceramic separators used in next-generation solid-state lithium-metal batteries, aiming to accelerate their commercialization and enhance battery safety and performance. This collaboration taps into Murata’s established strengths in electronic components, positioning the company in the crucial area of advanced battery materials as global demand for...
TSE:1662
TSE:1662Oil and Gas

Is JAPEX's (TSE:1662) Battery Storage Project a Hint at Its Post-Petroleum Future?

Japan Petroleum Exploration has commenced construction on a battery storage project in Hokkaido, establishing a significant addition to its energy storage initiatives. This move highlights the company's commitment to advancing renewable energy infrastructure and supporting Japan's transition to more sustainable power sources. We'll explore how JAPEX’s push into energy storage aligns with its ambitions to diversify beyond petroleum and support Japan's energy goals. Outshine the giants: these...
TSE:7013
TSE:7013Machinery

Can IHI's (TSE:7013) Satellite Ambitions Transform Its Competitive Position in Aerospace Technology?

IHI and Innovar Technologies recently announced a partnership to develop satellite technology aimed at enhancing maritime surveillance, with involvement from IHI’s subsidiary Myoukodenki and Australian startup Innovar Technologies. This agreement signals IHI's intention to broaden its presence in advanced aerospace and security technology, which could reshape its industry position beyond its traditional engineering focus. We'll explore how IHI's move into satellite-based maritime security...
TSE:4825
TSE:4825Professional Services

Weathernews (TSE:4825) Net Profit Margin Jumps to 14.8%, Challenging Valuation Bear Narratives

Weathernews (TSE:4825) delivered standout earnings this year, with net profit margin jumping from 10.2% to 14.8% and earnings rising 53.3%, which is well above its 11.2% five-year annual growth average. Looking ahead, revenue is forecast to grow at 6.7% a year, outpacing the Japanese market’s 4.4% rate. However, earnings growth is expected to trail the market at 5.6% per year versus 8.2%. Investors will be weighing the impact of these high-quality results and margin expansion against...
TSE:8035
TSE:8035Semiconductor

Why Tokyo Electron (TSE:8035) Is Up 6.8% After US Lawmakers Push for Stricter China Export Controls

In recent days, US lawmakers called for expanded bans on semiconductor manufacturing equipment exports to China after a bipartisan investigation found that Chinese chipmakers spent $38 billion in 2024 acquiring such tools, significantly enhancing their production capabilities. The investigation highlighted that companies from the US, Japan, and the Netherlands, including Tokyo Electron, provided crucial equipment despite regulatory gaps, prompting calls for stricter, coordinated export...
TSE:8001
TSE:8001Trade Distributors

Is ITOCHU’s Expanded Uranium Venture Shaping the Investment Case for TSE:8001?

Uzbekistan’s state-owned enterprise Navoiyuran, France’s Orano group, and Japan’s ITOCHU Corporation recently expanded their partnership in the "Nurlikum Mining" joint venture, advancing the industrial development of the South Djengeldi uranium deposit with an agreement signed in March 2025 in Paris and finalized last month. This collaboration marks a significant move for ITOCHU, leveraging existing infrastructure to enable stable uranium production and cost efficiencies over the next decade...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy (TSE:7011) Cuts Guidance as Political Shifts Stir Hopes for Defense Upside—Is Sentiment Misplaced?

In late September 2025, Mitsubishi Heavy Industries revised its consolidated earnings guidance for the fiscal year ending March 2026, lowering its revenue, business profit, and net profit expectations primarily due to the privatization and reclassification of Mitsubishi Logisnext as discontinued operations and an expected ¥30 billion loss on business reorganization (after tax). Despite its earnings downgrade, the company's recent developments unfolded alongside heightened investor interest...
TSE:9434
TSE:9434Wireless Telecom

3 Global Stocks Estimated To Be Undervalued In October 2025

As global markets navigate the complexities of a U.S. government shutdown and shifting economic indicators, investors are closely watching for signs of potential Federal Reserve rate cuts amid mixed labor market data. In this environment, identifying undervalued stocks can be particularly appealing as they may offer opportunities for growth when broader market conditions stabilize.
TSE:6432
TSE:6432Machinery

Global Dividend Stocks And 2 Other Yield-Bearing Investments

In recent weeks, global markets have shown resilience despite a U.S. government shutdown and mixed economic signals, with equities gaining ground amid expectations of potential Federal Reserve rate cuts. As investors navigate this complex landscape, dividend stocks continue to attract attention for their ability to provide income in uncertain times. A good dividend stock typically offers a stable payout history and strong fundamentals, making it an appealing option for those seeking...
TSE:5801
TSE:5801Electrical

Furukawa Electric (TSE:5801): Assessing Valuation After Strategic HVDC Cable Investment Plans

Furukawa Electric (TSE:5801) just held a board meeting to consider a major capital investment aimed at expanding into HVDC cable production. This move highlights the company's potential commitment to future infrastructure trends. See our latest analysis for Furukawa Electric. Furukawa Electric has been showing strong momentum as investors respond positively to both new strategic moves such as the HVDC cable expansion plan and a series of upbeat trading sessions. While the most recent 1-day...
TSE:8729
TSE:8729Diversified Financial

Why Sony Financial Group (TSE:8729) Is Up 8.0% After Announcing a ¥100 Billion Share Buyback and Index Moves

In late September 2025, Sony Financial Group Inc. announced a major share buyback program, authorizing the repurchase of up to 1 billion shares (13.99% of outstanding shares) for ¥100 billion, and completed an initial tranche of 67,122,700 shares for ¥11.67 billion over two days. This large-scale capital return initiative was accompanied by several swift index rebalancing actions, including simultaneous additions and removals from major indices such as the S&P Global 1200 and FTSE All-World...
TSE:7599
TSE:7599Specialty Retail

3 Asian Dividend Stocks Yielding Up To 3.7%

As global markets navigate a landscape marked by mixed economic signals and shifting monetary policies, investors are increasingly looking to Asia for stability and growth opportunities. In this context, dividend stocks in the region have garnered attention as potential sources of steady income, particularly amidst uncertainties such as fluctuating interest rates and evolving trade dynamics.
TSE:9766
TSE:9766Entertainment

How Konami’s Dual Launch of Solstice and iGaming Platform Could Impact Konami Group (TSE:9766) Investors

Konami Gaming, Inc. recently unveiled its new casino machine "Solstice™" and introduced the Konami Online Interactive iGaming platform at the Global Gaming Expo (G2E) Las Vegas. This expansion signals a bold push into both advanced casino hardware and online gaming, broadening Konami's presence across the gaming industry. We'll explore how the simultaneous launch of innovative hardware and an iGaming division could shape Konami's investment story going forward. Rare earth metals are the new...
TSE:5631
TSE:5631Machinery

Why Japan Steel Works (TSE:5631) Is Up 18.0% After Japan’s Leadership Shift Sparks Stimulus Hopes

Following the recent election of Sanae Takaichi as leader of Japan's ruling party, investors reacted positively to her reputation for pro-growth economic policies and anticipated fiscal stimulus measures. This leadership shift has focused attention on export-oriented and infrastructure-linked companies, highlighting the potential impact of continued monetary easing and increased government investment in sectors such as defense and technology. We'll explore how expectations for higher...
TSE:8766
TSE:8766Insurance

Tokio Marine Holdings (TSE:8766): Reviewing Valuation After Completion of Major Share Buyback Program

Tokio Marine Holdings (TSE:8766) wrapped up its latest share buyback program by repurchasing 0.92% of its outstanding shares for nearly ¥110 billion, as promised earlier this year. This development has caught the attention of market watchers who are curious about its impact on valuations and future returns. See our latest analysis for Tokio Marine Holdings. Momentum around Tokio Marine Holdings has been building, with the stock notching a 12.6% gain year-to-date and delivering a robust 20.4%...