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TSE:6954
TSE:6954Machinery

Assessing Fanuc’s Valuation After Earnings Beat, Profit Upgrade And Progress In AI Robotics

Fanuc's earnings surprise and AI robotics progress Fanuc (TSE:6954) surprised the market with September quarter results that topped consensus and a 10% lift in full year operating profit guidance, supported by a sharp rise in robot orders across key regions. See our latest analysis for Fanuc. Despite the earnings beat and higher profit guidance, Fanuc's share price has recently cooled, with a 1-day share price return showing a 2.68% decline and a 7-day share price return showing a 3.02%...
TSE:7203
TSE:7203Auto

A Look At Toyota Motor (TSE:7203) Valuation After New Hydrogen Refuelling Partnership In Australia

Why Toyota’s Hydrogen Move in Australia Matters for Shareholders Toyota Motor (TSE:7203) is back in focus after Hydrexia agreed to supply relocatable hydrogen refuelling stations to support Toyota’s fuel cell electric vehicles in Australia, extending their existing cooperation in hydrogen projects. For investors, this project draws fresh attention to how hydrogen fits into Toyota’s broader business. The company still centers on a large global portfolio of passenger and commercial vehicles,...
TSE:8473
TSE:8473Capital Markets

Is SBI Holdings (TSE:8473) Quietly Recasting Its Core Identity Around Crypto Market Infrastructure?

Japan’s Financial Services Agency has recently begun considering cryptocurrencies as eligible assets for spot ETFs, with Nomura Holdings and SBI Holdings preparing potential products that would list on the Tokyo Stock Exchange if approved. This potential shift could formally bring digital assets into mainstream Japanese investment products, positioning firms like SBI Holdings at the centre of market infrastructure for crypto exposure. We will now examine how SBI Holdings’ potential role in...
TSE:3064
TSE:3064Trade Distributors

Assessing MonotaRO (TSE:3064) Valuation After Strong December 2025 Sales Update

MonotaRO (TSE:3064) shares are moving after the company released its non-consolidated sales results for December 2025, reporting monthly sales of ¥31,390 million compared with ¥24,159 million in the same month a year earlier. See our latest analysis for MonotaRO. The December sales announcement comes after a mixed stretch for MonotaRO’s shares, with a 30 day share price return of an 11.49% decline but a 90 day gain of 10.24%, while the 1 year total shareholder return is an 8.68% decline...
TSE:7011
TSE:7011Machinery

Is Mitsubishi Heavy Industries (TSE:7011) Using LEO Station Modules To Recast Its Space Strategy?

Mitsubishi Heavy Industries and Mitsubishi Electric recently invested in Japan LEO Shachu, a Mitsui & Co.–backed venture developing commercial low Earth orbit modules as part of Japan’s broader post-ISS ambitions. This move highlights how Japanese industrial heavyweights are positioning themselves to supply hardware and services for an emerging private low Earth orbit economy. We’ll now examine how Mitsubishi Heavy Industries’ backing of Japan LEO Shachu’s commercial LEO station module...
TSE:4502
TSE:4502Pharmaceuticals

Takeda’s New Low-IgA Immunoglobulin Launch: What Does It Reveal About Its Moat (TSE:4502)?

Takeda recently announced the U.S. availability of GAMMAGARD LIQUID ERC, a ready-to-use 10% low-IgA immunoglobulin therapy approved as replacement treatment for primary immunodeficiency in patients aged two and older, deliverable intravenously or subcutaneously. This launch reinforces Takeda’s specialized position in immunoglobulin therapies, as it remains the only manufacturer offering a low-IgA 10% solution while planning to retire GAMMAGARD S/D by the end of December 2027. Next, we’ll...
TSE:8411
TSE:8411Banks

Does Mizuho (TSE:8411) Elevate Its Emerging Markets Ambition With a New Regional Dealmaker?

Mizuho Financial Group Inc. recently created a new role and appointed Ahmed Siddiqi as regional head of Corporate Investment Bank for the Middle East, Africa, Turkiye and Central Asia Caucasus, drawing on his more than 20 years of global experience. The move highlights Mizuho’s focus on building a more coordinated regional footprint across several high-potential emerging markets under a single experienced leader. Next, we’ll consider how this newly created regional leadership role could...
TSE:8002
TSE:8002Trade Distributors

Marubeni’s Management Shake‑Up and Canadian Minerals Bet Might Change The Case For Investing In Marubeni (TSE:8002)

In January 2026, Marubeni Corporation approved wide‑ranging executive retirements and appointments, a comprehensive internal reorganization across multiple divisions, and the closure of its Luanda representative office, while also participating in an amended mineral exploration option agreement in Canada with Hudbay Minerals and JOGMEC. Taken together, these governance, structural, and resource‑sector moves point to a meaningful repositioning of how Marubeni organizes its global portfolio...
TSE:6902
TSE:6902Auto Components

DENSO (TSE:6902) Valuation Check After US$69 Million Lebanon Logistics Expansion Decision

DENSO (TSE:6902) is committing US$69 million to a new 280,000 square foot logistics center in Lebanon, Tennessee. This business expansion is aimed at optimizing North American operations and improving service quality for customers. See our latest analysis for DENSO. DENSO’s latest logistics investment comes as the shares trade at ¥2,210.5, with a 30 day share price return of 2.34% and a 90 day decline of 4.51%. The 5 year total shareholder return of 71.99% points to stronger long term...