[JAPAN ACTIVISM] Exedy (7278) - You Won, BIG Capital Payout, Murakami Up. Now Watch Out!
Exedy (7278) Earnings were OK/decent. Murakami-san has gone to 24.7%. We have a sharply higher dividend payout and policy, and a HUGE buyback....
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Primer: Shinmaywa Industries (7224 JP) - Aug 2026
Shinmaywa is a diversified industrial conglomerate with a dominant position in the Japanese special-purpose truck market, which provides a...
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Shinmaywa Industries (7224 JP): Q3 FY03/26 flash update
Revenue and profit increased year-over-year; FY03/26 forecast revised with revenue lowered by JPY4.0bn, profits unchanged. Special Purpose Truck...
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Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts
Japan's defense industry is experiencing a renaissance with increased budget allocation, leading to opportunities for investors in national...
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Japan Morning Connection: Micronics, Mitsubishi Heavy, Kawasaki Heavy
Micron's gains from potential DDR5 price hikes could boost Micronics; Defence-related stocks are in focus with Kishida replacement candidates both...
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