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Aggregated findings, corrections, and research rules across all sessions

Monitoring Dashboard — Next 60 Days (165 events)

DateTypeCompanyThemeDescription
2026-06-15earningsQPS Holdings (iQPS)spaceFY2026 full-year results (est.)
2026-06-24catalystSoftBank GroupsovereignaiSoftBank Group 46th AGM — Tokyo International Forum. Watch: LTV disclosure, dividend (¥5.5/share proposed), board changes, AI/semiconductor added to articles of incorporation
2026-06-25catalystNomura Micro SciencewaterDividend payment date (¥85/share)
2026-06-29catalystNitto Bosekiai5-for-1 stock split effective — typically attracts retail liquidity increase in Japan
2026-06-30rebalanceIHI CorporationnuclearSemiannual portfolio rebalance
2026-06-30rebalanceHitachinuclearSemiannual portfolio rebalance — HOLD at 6.2%
2026-06-30rebalanceJapan Steel WorksnuclearSemiannual portfolio rebalance
2026-06-30rebalanceYokogawa ElectricnuclearSemiannual portfolio rebalance
2026-06-30rebalanceFuji ElectricnuclearSemiannual portfolio rebalance
2026-06-30rebalanceKanadevianuclearSemiannual portfolio rebalance
2026-06-30rebalanceOrgano CorporationnuclearSemiannual portfolio rebalance
2026-06-30rebalanceKurita Water IndustriesnuclearSemiannual portfolio rebalance
2026-06-30rebalanceSumitomo Heavy IndustriesnuclearSemiannual portfolio rebalance
2026-06-30rebalanceMurata ManufacturingevSemiannual portfolio rebalance
2026-06-30rebalanceTDK CorpevSemiannual portfolio rebalance
2026-06-30rebalanceSumitomo Metal MiningevSemiannual portfolio rebalance
2026-06-30rebalanceAGC IncevSemiannual portfolio rebalance
2026-06-30rebalanceKureha CorpevSemiannual portfolio rebalance
2026-06-30rebalanceAsahi KaseievSemiannual portfolio rebalance
2026-06-30rebalanceMitsubishi ElectricevSemiannual portfolio rebalance
2026-06-30rebalanceHirose ElectricevSemiannual portfolio rebalance
2026-06-30rebalanceSumitomo ElectricevSemiannual portfolio rebalance
2026-06-30rebalanceResonac HoldingsevSemiannual portfolio rebalance
2026-06-30catalystGS Yuasa CorporationevNext dividend payment date (¥90/share raised from ¥80)
2026-06-30rebalanceAdvantestaiSemiannual portfolio rebalance
2026-06-30rebalanceTokyo ElectronaiSemiannual portfolio rebalance
2026-06-30rebalanceSCREEN HoldingsaiSemiannual portfolio rebalance
2026-06-30rebalanceDISCO CorpaiSemiannual portfolio rebalance
2026-06-30rebalanceLasertecaiSemiannual portfolio rebalance
2026-06-30rebalanceShin-Etsu ChemicalaiSemiannual portfolio rebalance
2026-06-30rebalanceKeyenceaiSemiannual portfolio rebalance — hold at 8% (no add at PE 44x)
2026-06-30rebalanceRenesas ElectronicsaiSemiannual portfolio rebalance
2026-06-30rebalanceSoftBank GroupaiPortfolio rebalance
2026-06-30rebalanceSUMCOaiSemiannual portfolio rebalance
2026-06-30rebalanceSocionextaiSemiannual portfolio rebalance
2026-06-30rebalanceKokusai ElectricsemiconductorSemiannual portfolio rebalance
2026-06-30rebalanceIbidensemiconductorSemiannual portfolio rebalance
2026-06-30rebalanceKawasaki Heavy IndustriesroboticsSemiannual portfolio rebalance
2026-06-30rebalanceHarmonic Drive SystemsroboticsSemiannual portfolio rebalance
2026-06-30rebalanceOmronroboticsSemiannual portfolio rebalance
2026-06-30rebalanceNabtescoroboticsSemiannual portfolio rebalance
2026-06-30rebalanceDaifukuroboticsSemiannual portfolio rebalance
2026-06-30rebalanceDensoroboticsSemiannual portfolio rebalance
2026-06-30rebalanceTHKroboticsSemiannual portfolio rebalance
2026-06-30rebalanceHamamatsu PhotonicsroboticsSemiannual portfolio rebalance
2026-06-30rebalanceCyberdyneroboticsSemiannual portfolio rebalance
2026-06-30rebalanceSMC CorporationroboticsSemiannual portfolio rebalance
2026-06-30rebalanceANYCOLOR (Nijisanji)vtuberPortfolio rebalance
2026-06-30rebalanceCover Corp (Hololive)vtuberPortfolio rebalance
2026-06-30rebalanceSony GroupvtuberPortfolio rebalance
2026-06-30rebalanceBandai NamcovtuberPortfolio rebalance
2026-06-30rebalanceShinMaywa Industries, Ltd.defenseSemiannual portfolio rebalance
2026-06-30rebalanceACSL Ltd.defenseSemiannual portfolio rebalance
2026-06-30rebalancePan Pacific International HoldingstourismSemiannual portfolio rebalance
2026-06-30monitoringJCU CorporationaigpuSemiannual rebalance — if conviction confirmed MEDIUM-HIGH, consider increasing weight to 7%
2026-06-30earningsAstroscale HoldingsspaceFY2026 1Q results (est.)
2026-06-30earningsAxelspace HoldingsspaceFY2026 1Q results (est.)
2026-06-30catalystToray IndustriesspaceEstimated SpaceX IPO pricing date (target June 2026)
2026-06-30catalystKDDI CorporationspaceEstimated SpaceX IPO pricing — Starlink narrative spotlight
2026-07catalystRohm Co.evGen 5 SiC MOSFET discrete samples — design win campaigns begin for automotive traction and AI power supply
2026-07monitoringTokai Rika Co., Ltd.evHonda India FY2026/27 e-motorcycle production plan announcement — check for smart access features
2026-07catalystToray Industries IncevHonda-LG Vietnam MPP pilot launch (Hanoi, ~50 swap stations, ~500 EVs) — first concrete evidence of MPP scale-up
2026-07monitoringSMC CorporationevHonda Vietnam UC3 local production launch — SMC line deployment milestone
2026-07catalystF.C.C. Co., Ltd.evHanoi Ring Road 1 gas motorcycle ban effective July 1, 2026 — forces Honda Vietnam conversion to EV, accelerating motor+PCU demand
2026-07monitoringYokowo Co., Ltd.evHanoi Ring Road 1 gasoline motorcycle ban — watch connected e-motorcycle adoption in Vietnam
2026-07catalystYamaha Motor Co., Ltd.evHanoi Ring Road 1 gasoline motorcycle ban — watch YMVN e-scooter order acceleration
2026-07catalystTsubakimoto Chain Co.evHanoi Ring Road 1 gasoline motorcycle ban — forced e-motorcycle demand surge in Honda's largest Vietnam market
2026-07earningsAdvantestaiQ1 FY2026 earnings — first datapoint on FY2026 +26% revenue guidance tracking
2026-07catalystTokyo ElectronaiTSMC CY26 capex readthrough — Q2 earnings call
2026-07earningsDISCO CorpaiQ1 FY2027 results (Apr-Jun 2026) — confirms +18% revenue, +21.8% OP re-acceleration guided. Key validation point.
2026-07earningsKeyenceaiQ1 FY2026 results — watch China revenue trend and Americas momentum
2026-07monitoringLasertecsemiconductorASML EXE:5000 High-NA shipment count Q2 2026 — each unit requires ACTIS A200HiT support. TSMC N2 yield ramp update.
2026-07earningsFanucroboticsQ1 FY2026 earnings — first quarter post-FY2026 guidance, check if ¥909.6B trajectory holds.
2026-07catalystHarmonic Drive SystemsroboticsTesla Optimus Gen 3 production START at Fremont (summer 2026, Musk-confirmed) — 'agonizingly slow' early ramp, realistic 2026 output low-thousands; 1M/yr run-rate is a late-2026 aspiration; Giga Texas 10M/yr from 2027+. HDS premium-tier reducer share vs Leaderdrive China sole-source on Mexico line.
2026-07monitoringDaifukuroboticsQ1 FY2026 order intake — semiconductor cleanroom backlog conversion
2026-07earningsSony GroupvtuberFY2027 Q1 results — confirm OP trajectory toward ¥1,600B full year guidance
2026-07earningsSoftBank CorpdcpowerQ1 FY2026 earnings — first quarter under new medium-term plan; Enterprise segment +20% trajectory check
2026-07earningsYamato Kogyo Co., Ltd.reshoringFY2027 Q1 results (April-June 2026) — first post-full-year update
2026-07earningsNEC CorporationsovereignaiFY2027 Q1 earnings — first post-CSG results; BluStellar DX growth signal
2026-07earningsFujikura LtdaigpuQ1 FY2027 results — first test of ¥1,243B annual revenue guidance
2026-07earningsNitto Denko CorporationaigpuQ1 FY2027 (quarter ending Jun 2026) — first read on FY2027 guidance execution. Watch semiconductor tape revenue growth.
2026-07earningsHENNGEcybersecurityQ2 FY2026 earnings
2026-07earningsLasertec CorporationlightQ3 FY2026 earnings
2026-07earningsFUJIFILM Holdings CorporationcdmoFY2027 Q1 results — watch Bio CDMO revenue trajectory and Denmark facility utilization
2026-07earningsAjinomoto Co., Inc.cdmoFY2027 Q1 results — watch AminoScience segment revenue growth and margin trajectory
2026-07-01catalystSumitomo Electricev4-for-1 stock split effective (pre-split price ~¥11,200 → ~¥2,800 post-split)
2026-07-03earningsYaskawa ElectricroboticsQ1 FY2026 earnings (May 31 quarter) — CRITICAL: order-to-revenue conversion check. Upgrade trigger if revenue >¥140B and order book >¥160B
2026-07-03catalystCover Corp (Hololive)vtuberhololive English 4th concert 'Serendipity' — LA Shrine Auditorium (July 3-4). Overseas monetisation proof point.
2026-07-09catalystFanucrobotics90-day tariff suspension expiry — 24% reciprocal tariff reinstatement risk on all Japan exports to US.
2026-07-09catalystYaskawa ElectricroboticsBINARY EVENT: US 90-day tariff pause expiry — 24% reciprocal tariff on Japan goods potentially resumes. Americas revenue ~18-20% at risk.
2026-07-24monitoringKokusai ElectricsemiconductorGlobal 10% tariff 150-day baseline review
2026-07-24monitoringTDK CORPaigpuUS Section 122 tariff surcharge (10%) set to expire — relief for TDK US operations if confirmed
2026-07-27earningsKeyenceroboticsQ1 FY2027 results (Apr-Jun 2026) — first post-annual read; watch margin trend and China momentum
2026-07-31earningsCyberAgentvtuberFY2026 Q3 results — critical: does ABEMA sustain profitability for 2nd consecutive quarter?
2026-08earningsHitachinuclearQ1 FY2026 results — monitor Hitachi Energy margin and order backlog vs capex-cycle peak
2026-08monitoringJapan Steel WorksnuclearSwiss parliament full vote on nuclear ban lift (August 2026)
2026-08earningsYokogawa ElectricnuclearQ1 FY2026 earnings — check margin recovery (gross profit compression was key FY2025 drag)
2026-08earningsFuji ElectricnuclearQ1 FY26 results
2026-08earningsTDK CorpevQ1 FY27 results — first read on BEV auto recovery
2026-08earningsKureha CorpevFY2026 Q1 earnings — PVDF volume recovery and ESS ramp
2026-08earningsHirose ElectricevQ1 FY2027 earnings — op margin trend (target >22%) and automotive revenue
2026-08earningsSumitomo ElectricevQ1 FY2027 earnings — critical: does OP track toward ¥425B guidance
2026-08earningsRohm Co.evQ1 FY2026 results — first evidence toward ¥30B OP guidance; watch: OP run-rate, SiC quality resolution, JV structure
2026-08earningsNippon Chemi-Con CorporationevQ1 FY2027 results — first check on FY2026 recovery guidance (+19% revenue, +100% op income)
2026-08earningsJapan Aviation Electronics Industry, Ltd.evQ1 FY2027 earnings — first read on Kyocera synergy realization + FY2026 ROE recovery trajectory
2026-08earningsAlps Alpine Co., Ltd.evQ1 FY2027 earnings — watch Alpine segment OP trend and Vietnam order update
2026-08earningsNichicon CorporationevQ1 FY2027 earnings — watch revenue recovery and xEV capacitor segment OP trend
2026-08earningsT.RAD Co., Ltd.evT.RAD FY2026 Q1 results — check EV thermal management segment revenue trend
2026-08earningsNOK CorporationevQ1 FY2026 earnings — watch yen impact vs guidance, semiconductor equipment seal revenue trend
2026-08catalystYokowo Co., Ltd.evFY2026 Q1 earnings — verify VCCS segment revenue growth; confirm OP sustained above ¥4B
2026-08earningsYamaha Motor Co., Ltd.evFY2026 Q2 earnings — confirm OP recovery trajectory toward ¥180B annual guidance
2026-08catalystCentral Glass Co., Ltd.evHonda Vietnam local production of UC3 LFP motorcycle expected to ramp — watch for component sourcing announcements
2026-08earningsCKD CorporationevQ1 FY2027 results — verify battery winding machine order intake and whether 35.7% earnings growth trend continues
2026-08earningsUACJ CorporationevUACJ Q1 FY2027 results — verify if FY2027 NI decline is realized or if battery foil segment compensates broader aluminum weakness
2026-08catalystKanto Denka Kogyo Co., Ltd.evQ1 FY2027 results — verify NF₃ volume recovery post-fire and LiPF6 pricing trend
2026-08earningsTokyo ElectronaiQ1 FY26 results
2026-08earningsLasertecaiLasertec FY2026 full-year results (FY ends June 2026). FY2027 guidance critical for AI chip demand visibility.
2026-08earningsShin-Etsu ChemicalaiQ1 FY2027 results — first signal on FY2027 guidance and PVC recovery trajectory
2026-08monitoringSoftBank GroupaiARM quarterly results — watch royalty growth vs 15% YoY threshold ($671M Q4 FY2026 missed $693M estimate)
2026-08earningsNitto BosekiaiQ1 FY2026 results — first checkpoint toward ¥26.0B OP full-year guidance. Watch: T-glass shipment volume growth vs +20-30% target.
2026-08earningsHarmonic Drive SystemsroboticsFY2027 Q1 earnings — first read on whether humanoid order intake supports the +14% guidance (KEY catalyst)
2026-08earningsMinebeaMitsumiroboticsQ1 FY2027 results — first read on humanoid robot component order momentum
2026-08earningsMISUMI GrouproboticsQ1 FY2027 — watch for Fictiv margin contribution and humanoid robot platform design wins.
2026-08earningsBandai NamcovtuberFY2027 Q1 results — watch H1 OP trajectory vs ¥84B guidance
2026-08earningsKadokawavtuberFY2027 Q1 results — first read on OP recovery trajectory toward ¥10.1B full-year target
2026-08earningsColoplvtuberFY2027 Q2 results — watch for 2nd consecutive profitable quarter (upgrade trigger)
2026-08earningsTokyo KeikidefenseTokyo Keiki FY2026 Q1 results — critical check: does EPS begin recovering toward ~¥241 analyst estimate?
2026-08monitoringACSL Ltd.defenseFY2026 Q2 results — critical checkpoint on whether ¥1.42B MoD contracts are on track for Dec delivery
2026-08earningsMeidensha CorporationdcpowerQ1 FY2027 (Apr-Jun 2026) — critical: watch order intake recovery vs -6.6% decline trend
2026-08catalystSoftBank CorpdcpowerTomakomai Phase 1 (50MW) operational status — confirmation of on-schedule FY2026 go-live
2026-08earningsSWCC CorporationdcpowerQ1 FY2027 results — check if FY2027 guidance is tracking after guidance-miss selloff.
2026-08earningsDAIKIN INDUSTRIESdcpowerQ1 FY2027 results — CRITICAL: watch for DC cooling revenue segment disclosure and named hyperscaler orders. Upgrade trigger if DC revenue explicitly disclosed growing >30% YoY.
2026-08earningsMonex Group, Inc.cryptoMonex Group Q1 FY2027 results — first quarter after Japan crypto tax reform takes effect
2026-08earningsNihon Kohden CorporationhealthcareFY2027 Q1 results — first key test of BEACON recovery. Watch OpMar vs 9.5% threshold.
2026-08earningsM3, Inc.healthcareQ1 FY2027 results (Apr-Jun 2026) — first data on FY2027 guidance trajectory; test organic growth ex-EWEL
2026-08JMDC Inc.healthcare
2026-08PHC Holdings Corporationhealthcare
2026-08earningsPan Pacific International HoldingstourismFY2026 full-year results (fiscal year ending June 30, 2026) — operating margin 7.1% confirmation test
2026-08earningsMatsukiyoCocokara & CotourismQ1 FY2027 earnings — first quarter post-FY2026. Check tourist corridor same-store-sales and cosmetics mix.
2026-08earningsDaifuku Co., Ltd.reshoringQ2 FY2026 earnings — verify order backlog vs ¥700B+ target; first test of FY2026 order guidance
2026-08earningsKanto Denka Kogyo Co., Ltd.reshoringQ1 FY2027 results — first read on whether +45% revenue guidance is tracking.
2026-08earningsSonysovereignaiQ1 FY2027 results — first full quarter post-normalization, I&SS Q1 trend watch
2026-08earningsSoftBank GroupsovereignaiQ1 FY2026 results (Apr-Jun 2026) — first earnings post-record FY2025
2026-08earningsRESONAC HOLDINGS CORPORATIONaigpuQ2 FY2026 results — validate H1 guidance raise (+40% core OP), first test of revenue recovery after Q1 miss
2026-08earningsTokyo Ohka KogyoaigpuQ2 FY2026 results — validate if Q1's +53.8% OP growth is sustained; test conservative full-year guidance
2026-08earningsJCU CorporationaigpuQ1 FY2027 results — critical: confirm whether FY2027 NI dip is structural or investment-driven
2026-08earningsTrend MicrocybersecurityQ2 FY2026 earnings — confirm Vision One ARR >50% YoY and total ARR accelerating from +3%
2026-08earningsDigital ArtscybersecurityQ1 FY2027 results — first post-revision quarter, key enterprise progress check
2026-08earningsUSHIO INC.lightQ1 FY2027 earnings (FY ends March)
2026-08earningsNomura Micro SciencewaterQ1 FY2027 results — key test of order conversion to revenue
2026-08earningsKurita Water IndustrieswaterQ1 FY2027 results — first evidence of FY2027 recovery trajectory
2026-08earningsMetawaterwaterQ1 FY2027 results
2026-08monitoringToray IndustrieswaterWatch Saudi Arabia JV ramp-up progress
2026-08earningsTsugami Corporationmachine_toolsFY2026 Q1 results — watch China order trends and India/ASEAN diversification progress
2026-08earningsAmada Co., Ltd.machine_toolsFY2026 Q1 results — watch FCF trajectory and order backlog
2026-08earningsOkuma Corporationmachine_toolsFY2026 Q1 — watch ROE trajectory and North America order composition
2026-08earningsSodick Co., Ltd.machine_toolsFY2026 Q1 — watch net margin recovery vs 6.6% TTM trough
2026-08earningsDaiichi Sankyo Company, LimitedcdmoFY2027 Q1 — watch ADC manufacturing utilization and pipeline milestones
2026-08earningsNitto Denko CorporationcdmoFY2027 Q1 — KEY: watch Human Life segment for operating loss reversal and NittoPhaseTM scale-up
2026-08 (estimated)ARCHION Corporationev
2026-08-01catalystHitachinuclearSwiss parliament final vote on nuclear ban lift — confirms European BWRX-300 market
2026-08-01earningsKanadevianuclearQ1 FY2027 results — confirm overseas EPC losses are non-recurring
2026-08-01earningsSumitomo Heavy IndustriesnuclearQ2 FY2026 results — monitor Mechatronics cryocooler trajectory and L&C tariff drag
2026-08-01earningsMitsubishi ElectricevQ1 FY2027 results — confirm margin sustainability and FA China recovery continuation
2026-08-05earningsTDK CORPaigpuQ1 FY2027 results — first read on FY2027 guidance trajectory and MLCC demand signals

Key Corrections & Findings (13)

DateFindingImpact
Apr 2026JNFL Rokkasho 300-channel radiation panel is Fuji Electric's, NOT Yokogawa'sFuji Electric's nuclear position stronger than reported
Apr 2026Rohm does NOT supply Tesla's traction inverter SiC — that's STMicroelectronicsCommon misconception debunked
Mar 2026IHI forward PE 6.1x was data error — actual ~26.7x (7-for-1 split)IHI is fairly valued, not deep value
Apr 2026Toshiba is delisted (private since Dec 2023 via JIP buyout)No public equity play on Westinghouse
Apr 2026Kureha has negative FCF (-¥4.1B) — 5.3% dividend funded by debtDividend sustainability risk
Apr 2026Japan Steel Works has negative operating CF (-¥4.6B) in FY2025Monopoly intact but cash burning
Apr 2026Nidec accounting scandal + potential writedown riskGovernance risk dominates valuation
Apr 2026Honda-Fuji Electric IGBT (2012) — may be staleDon't cite 14-year-old relationships as current
Apr 2026TDK-GM-CATL battery deal: 18 months of talks, no signingLikely dead — don't cite as catalyst
Mar 2026yfinance forward PE systematically wrong for J mid/small-caps10+ errors found — always verify
Apr 2026Mitsubishi Electric/Rohm/Toshiba power semi merger talks (Mar 2026)Could create world's #2 behind Infineon
Apr 2026Organo has near-monopoly on ALL BWR condensate water (IFD tech)Every BWR restart = guaranteed Organo revenue
Apr 2026Kokusai Electric has 70% global batch ALD share, TSMC awardCritical for GAA transistors / 3D DRAM

Research Themes

Nuclear Technology

15 companies

EV Supply Chain

53 companies

AI / Machine Learning Infrastructure

17 companies

Semiconductor Supply Chain

12 companies

Physical AI & Robotics

20 companies

VTuber & Motion Capture

8 companies

Defense & Aerospace

7 companies

Data Center Ecosystem

9 companies

Crypto & Digital Assets

5 companies

Corporate Governance Reform

6 companies

Healthcare & Aging Society

7 companies

Inbound Tourism & Consumption

7 companies

Reshoring & Green Manufacturing

7 companies

Sovereign AI / Japan AI Stack

8 companies

AI/GPU Supply Chain — Japan's Hidden Infrastructure Layer

8 companies

Cybersecurity

8 companies

Space & Satellite Economy

10 companies

Restocking Cycle — Glass Fiber / Power Semi / Passive Components

8 companies

Hydrogen & Ammonia Economy

5 companies

Light / Photonics

14 companies

Ultra-Pure Water & Water Infrastructure

4 companies

Power Grid Modernization

5 companies

Japan Precision Machine Tools

4 companies

Japan Life Sciences Manufacturing

4 companies

Research Rules (Learned from Mistakes)

yfinance Data Quality

Forward PE is unreliable for Japanese mid/small-caps. 10+ errors found across 4 reports. Always verify against StockAnalysis.com. Trailing PE can use stale quarters for non-March FY companies.

Portfolio Construction

No single position >20%, top-3 <50% combined. Check FCF before any "value" claim. Quarterly review, semiannual rebalance. Cut if fwd PE expands >50% without earnings revision.

Supply Chain Evidence

Date every evidence point. Don't cite relationships >12 months old as current. Japanese companies rarely name OEM customers — use teardowns, Tier 1 awards, and market share as proxy. 18 months of "deal talks" with no signing = likely dead.