Primer: Brother Industries (6448 JP) - Aug 2026
Brother Industries is executing a strategic pivot towards higher-margin industrial applications to counter the secular decline in its core...
104 Views
Japan: Last Look at Potential Passive Selling in February
Tomorrow is going to be a huge volume day in Japan as the global index rebalances. Kokusai Electric has bounced as expected and there could be more...
1.3k Views
Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
492 Views
Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand
PC demand is slowing as Dell and HP report lacklustre numbers, Keisei Electric Rail sells more Oriental Land shares, and Nikon's meeting leaves...
483 Views
[Japan Buyback] Canon's ¥200bn Buyback Is Almost Done - A Short Study
Most Canon buybacks in the past 15yrs have been high % of ADV, finishing early. The current one is lower impact. Previous buybacks have minimal...
195 Views