Primer: Hoya Corp (7741 JP) - Sep 2025
Hoya Corp. is a global med-tech company with a dual-pillar strategy, operating in the stable, growing Life Care segment and the high-margin,...
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Nihon Kohden (6849 JP): Stable Japan, Growing US; ¥5B Share Buyback Plan Augurs Well
Nihon Kohden reaffirms revenue guidance for FY26, with focus on growth in North America and sustainable long-term prospects. The share buyback...
415 Views
Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%
Markets largely shake off shutdown concerns with memory exploding higher, watch 285A Kioxia. Toray may get a leg higher when China confirms...
776 Views
Japan: Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
200 Views
Kioxia (285A JP) Placement: Limited Passive Buying & Big Runup Opens Up More Downside
Toshiba unloaded a lot of Kioxia shares in Sep/Oct. Now Bain is selling US$2bn+ of stock and there could be more next year. The recent results...
953 Views