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LightStream Research

LightStream Research
Long-Short Analysis on Japan, Asia and the World

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Japan & India • Consumer Discretionary & Industrials • Equities
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bullish•Terra Drone
•25 Aug 2026 18:14

Terra Drone (278A JP): Ukrainian Subsidiaries in the Line of Fire

Terradrone has raised enough capital to see it through January 2030. By then, it could break even. By consolidating its Ukrainian partners, it has...

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bullish•Keyence Corp
•02 Aug 2026 14:50

Keyence (6861 JP): Not Threatened by AI

Strong 1Q growth driven by rebounding demand in China and the weak yen. Further yen weakness unlikely, but automation continues and Keyence sales...

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•15 Jul 2026 14:47

KHI (7012 JP): Production Upgrades & Drone Deal with Airbus

New shares and CBs to finance long-term growth with production upgrades and hydrogen energy. MOU with Airbus and Eurodrone adds to defense industry...

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bullish•Astroscale
•29 Jun 2026 16:59

Astroscale (186A JP): New Capital, New Phase of Growth

¥30.6 billion raised via new share and CB issues, enough to pay for capacity expansion and support another 2-3 years of growth. Shares down from...

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•15 Jun 2026 09:58

MHI (7011): Autonomous AI Via Preferred Networks

Tie-up with Preferred Networks provides Japanese AI just when access to advanced American AI has been blocked. Successful H3 launch reduces...

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