TOPPAN Holdings – IPO Premium Priced In, Core Execution the Next Test
Tekscend Photomask IPO priced in, limited upside with TOPPAN at ¥3,900. Core execution key for margin expansion. Balanced risk-reward with strong...
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Toppan Printing: Money for Nothing (& Your Clicks for Free)
TOPPAN PRINTING (7911 JP) is Japan's current Negative Enterprise Value 'champion'. Although only growing in the low single digits and with margins...
830 Views
MSCI Japan Index Earning Revision (Nov): Toyota Motor, SoftBank, Rakuten, Kioxia, Sony Financial
We analyzed MSCI Japan's consensus for Nov 2025 and highlighted changes of EPS in Toyota Motor (7203 JP), SoftBank (9984 JP), Rakuten (4755 JP),...
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JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings
JAPAN GOVERNANCE: There is a buyback story coming. It will be big. Bigger than the past year or two, and it will continue. What to buy?
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Japan Strategy Weekly | Thanksgiving Rally
Japanese equities rebounded strongly this week, led by Toppan Printing's innovative products and Dalton's confidence in Anicom's growth potential.
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