Primer: TIS (3626 JP) - Aug 2026
TIS is a leading Japanese IT services provider with a unique and resilient business model that combines traditional system integration with a...
95 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
Japan Strategy Weekly | Takaichi's Landslide Mandate Arrives
​Election victory boosts reflationary agenda; power generation bottleneck hinders AI capex; global software rout hits Japanese stocks hard.
179 Views
[Japan Event] Digital Garage (4819) Is The Wrong Price
Digital Garage was the wrong price in July when the bid for Kakaku was lower. It is the wrong price today with the Kakaku price higher. It is...
407 Views
Japan:Â Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
299 Views