Fuji Electric (6504): Electrification Re-Rating
Fuji is a re-rating opportunity: earnings expectations are rising while the stock is being de-rated. FY26 operating-profit guidance has increased,...
102 Views
Primer: Fuji Electric (6504 JP) - Aug 2026
Fuji Electric is strategically positioned to capitalize on global megatrends of decarbonization and automation, leveraging its core...
108 Views
Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.
Memory back in focus thanks to Micron numbers showing there is plenty of AI runway left, while Fuji Electric and Kansai Electric may see renewed...
423 Views
[Japan M&A] Denso (6902) Reportedly Made a ¥1.3trln Takeover Proposal to Rohm (6963). Light & Iffy.
Denso has proposed a (lowball) takeover to Rohm, currently in an investment/restructuring phase, highlighting Rohm's value. The register is wide...
1k Views
Critical Mass - Japan's Nuclear Renaissance and the Supply Chain Stocks to Play It.
Many nuclear supply chain stocks limit up yesterday based on Kyodo news report that the 3rd tranche of the $550bn Japan–US investment package is...
470 Views