TSE:4208
TSE:4208Chemicals

Is UBE’s Kyushu Kiln-to-Recycling Pivot Altering The Investment Case For UBE (TSE:4208)?

On 23 December 2025, UBE Corporation’s board approved shutting down the kiln at Kanda District 2 of its Kyushu Plant by March 2027 and converting the site into a recycling promotion center for various waste streams. This decision marks a meaningful pivot in UBE’s industrial footprint toward recycling-focused operations, potentially reshaping how the company allocates capital and manages environmental responsibilities. We’ll now examine how UBE’s move to repurpose the Kyushu facility into a...
TSE:6471
TSE:6471Machinery

Is It Too Late To Consider NSK After Its 53.2% One Year Surge?

If you are wondering whether NSK still represents good value after its recent run up, or if you might be late to the party, this breakdown will walk through what the market might be missing in the current price. NSK's share price has climbed 1.0% over the last week, 10.3% over the past month, and 44.6% year to date, with a 53.2% gain over the last year that has clearly shifted how investors see its potential. Recent attention on NSK has focused on its role as a key supplier to global...