Japan Alpha Brief·Oct 2OpenAI Can Design Chips Faster. Now the Bottleneck Moves to the Test Floor.GPT-Synopsys may compress design cycles, but every new AI chip still has to survive probing, packaging and production test — an unusually…
Japan Alpha Brief·Sep 20The Suez Canal Is Reopening. Japan’s Shipping Winner May Be the Least Container-Dependent.Four TSE-listed shipowners share the same container franchise — but their earnings will diverge as shorter routes release capacity.
Japan Alpha Brief·Sep 19Toyota Needs 400,000 Robots. Japan’s Best Automation Stock Is Not the Most Obvious One.A possible ¥1 trillion annual factory overhaul turns physical AI from a demonstration into an earnings test for FANUC, Yaskawa, Harmonic…
Japan Alpha Brief·Sep 16Starbucks Just Put a $3 Billion Price Tag on Japan’s Coffee HabitA possible majority sale reveals why local cafe chains may be more valuable than their mature-market label suggests
Hanzo·Aug 30Auditor Changes at Listed Japanese Companies Fall to 91 in H1 2026, the Second Lowest on RecordDown 42.0% year on year; the Big Four top the outgoing side, with 16 moves each from Big Four to smaller firms and to quasi-large firms
Hanzo·Aug 29Japan Keeps Goodwill Amortisation: Advisory Council Declines the Non-Amortisation Proposal, Refers…The July 2025 proposal from business groups and startups was not adopted after nine public hearings and 72 comments; work moves to…
Hanzo·Aug 23Tokyo Stock Exchange Opens a Study Group on the Growth Market and Publishes a 145-Company SurveyFrom 2030 the listing maintenance standard becomes a market capitalisation of 10 billion yen five years after listing; about half of the…
Hanzo·Aug 20Abalance Receives Disclaimers of Opinion on Both Its Financial Statement Audit and Its Internal…The auditor said it could not obtain evidence on the accuracy and completeness of the corrections, or on the feasibility of the company’s…
Hanzo·Aug 18Tokyo Stock Exchange Updates Its List of Listed Companies With Problematic Audit Opinions — 10…A list the exchange publishes to alert investors; the part covering quarterly earnings reports is updated weekly
Trader Eagle-eye·Aug 1#Japanese Stock Rankings to Watch: August 1, 2026Hey everyone, this is Eagle Eye. I’ve been trading for 20 years and do this for a living — both investing and speculating. Today I’m…
