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LightStream Research
Long-Short Analysis on Japan, Asia and the World
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Japan
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Japan & India
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bullish
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Terra Drone
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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...
Scott Foster
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111 Views
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bullish
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Keyence Corp
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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...
Scott Foster
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158 Views
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bullish
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Kawasaki Heavy Industries
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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...
Scott Foster
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162 Views
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bullish
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Astroscale
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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...
Scott Foster
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146 Views
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bullish
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Mitsubishi Heavy Industries
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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...
Scott Foster
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132 Views
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