Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category, we have identified companies that...
497 Views
Denso (6902 JP)'s Offer for Rohm (6963 JP): Bump Likely & Potential Nikkei225 Replacement
Following the rumors on Friday, Denso's stock dumped and Rohm jumped. Rohm could move limit up again today. Kokusai Electric could be added to the...
809 Views
Nihon Kohden (6849 JP): Stable Japan, Growing US; ¥5B Share Buyback Plan Augurs Well
Nihon Kohden reaffirms revenue guidance for FY26, with focus on growth in North America and sustainable long-term prospects. The share buyback...
612 Views
Hogy Medical (3593 JP): After Months of Speculation, Carlyle Lobs a Tender Offer at JPY6,700
The offer, resulting from an auction, represents an all-time high and is above the midpoint of the IFA DCF valuation range. Dalton has provided an...
623 Views
M-Japan Index Earning Revision (Nov): Toyota Motor, SoftBank, Rakuten, Kioxia, Sony Financial
We analyzed M-Japan's consensus for Nov 2025 and highlighted changes of EPS in Toyota Motor (7203 JP), SoftBank (9984 JP), Rakuten (4755 JP),...
355 Views