Primer: Japan Tobacco (2914 JP) - Sep 2025
Japan Tobacco (JT) is a global tobacco leader facing a pivotal transition. While its traditional combustible cigarette business, led by...
40 Views
Japan Tobacco High Conviction Call: Could Leave 2023 Guidance in the Dust
JT has exceeded expectations, reporting a revenue of ¥764bn (consensus: ¥707.5bn) and an OP of ¥218bn (consensus: ¥178.2bn). Additionally, the...
943 Views
TOPIX CORE 30 Index Earning Revision (Nov): Sumitomo Mitsui Financial, Honda Motor, SoftBank
We analyzed TOPIX CORE 30's consensus for Nov 2025 and highlighted changes of EPS in Sumitomo Mitsui Financial (8316 JP), Honda Motor (7267 JP),...
291 Views
JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura
We analyzed JPX margin trading positions report for the past week and highlighted Tokyo Electron (8035 JP), Advantest (6857 JP), Hitachi (6501 JP),...
291 Views
Japan Morning Connection: Trump Announces 15% Tariffs on Japan but Details Remain Scarce
Tech risk off with delays for Stargate. Texas Instruments cautious tone affects power-semi's. M3 may benefit from Medspace surge. DR Horton's beat...
264 Views