Part 2: ~500 companies face ejection from TOPIX by 2028. The 2025 AGM season broke records for the fourth year running. Includes original PBR data from all 1,644 TOPIX constituents.

https://gyokuro.dev/en/posts/next-phase-2-delistings-agm/

#JapanStocks #PBR #CorporateGovernance

The Next Phase, Part 2: The Consequences

~500 companies face ejection from TOPIX by 2028. The 2025 AGM season broke records for the fourth consecutive year. The 2026 season will be the first under the revised Code. This is where form becomes consequence.

Gyokuro Time

Part 1: The FSA is rewriting Japan's Corporate Governance Code for the first time in five years. At stake: ¥126 trillion in corporate cash.

https://gyokuro.dev/en/posts/next-phase-1-june-code/

#JapanStocks #CorporateGovernance #TOPIX

The Next Phase, Part 1: The June Code and the ¥126 Trillion Question

The FSA is rewriting the Corporate Governance Code for the first time in five years. The target is ¥126 trillion in corporate cash. What the draft rules say, and what they mean for investors.

Gyokuro Time

BREAKING: Takeda Pharma (TSE:4502) trades 6.7% OVERVALUED at ¥5,614 despite 28.4% quarterly surge 📈 - EXCLUSIVE Feb 16 data shows analysts split (¥4,500-¥5,900 targets). Reddit investors demand proof of "60% upside" claims as fair value line breaks. Is this the top? Full analysis 🔽 [Link] #Takeda #PharmaStocks #Valuation #Investing #JapanStocks

🔗 Full Story: https://www.talknation.site/2026/02/assessing-takeda-pharmaceutical-tse4502.html

#news #tech #talknation

Japan's Nikkei index climbs 0.55% as markets anticipate a decisive victory for the ruling Liberal Democratic Party ahead of the upcoming election.
#YonhapInfomax #NikkeiIndex #LDP #Election #MarketRebound #JapanStocks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104319
Nikkei Index Rebounds 0.55% on Expectations of LDP Landslide Ahead of Election

Japan's Nikkei index climbs 0.55% as markets anticipate a decisive victory for the ruling Liberal Democratic Party ahead of the upcoming election.

Yonhap Infomax
Volume spike: 5935.T stock JPY 2070.00 on 12 Jan 2026 with 94.44x volume, next steps | Meyka

5935.T stock shows a volume spike on 12 Jan 2026 at JPY 2070.00; quick look at valuation, volume and Meyka AI forecast

Nikkei 225 Reaches Record High as Sanae Takaichi Elected LDP Leader

Japanese financial markets experienced a significant surge on Monday morning in Tokyo, with the benchmark Nikkei 225 index climbing more than 4% to surpass 47,000 points for the first time in history. This record-breaking performance was triggered by the Liberal Democratic Party's (LDP) announcement... [More info]

Japanese stocks fell as concerns over China’s AI chip development by Alibaba triggered a sell-off in technology shares, mirroring declines in global semiconductor stocks.
#YonhapInfomax #JapanStocks #Alibaba #AIChip #Nikkei225 #SemiconductorIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=79664
[Tokyo Stock Market Closing]Japanese Stocks Weaken on China AI Threat

Japanese stocks fell as concerns over China’s AI chip development by Alibaba triggered a sell-off in technology shares, mirroring declines in global semiconductor stocks.

Yonhap Infomax
Japan's Nikkei and TOPIX indexes fall sharply, with losses widening to over 1% amid heightened market volatility.
#YonhapInfomax #Nikkei #TOPIX #MarketDecline #JapanStocks #Volatility #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=67404
Nikkei and TOPIX Indexes Extend Losses, Decline Over 1%

Japan's Nikkei and TOPIX indexes fall sharply, with losses widening to over 1% amid heightened market volatility.

Yonhap Infomax