Tokyo Dispatch
Tokyo Open: 60,000 Holds, but the Chips Lose Their Grip
Tokyo opened with a dramatic green gap, but the semiconductor complex began to drift below VWAP while the broader market held. Tokyo Opening Dispatch · 10 November 2
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Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
News Cutting Room
速報｜SBG最終赤字7680億円——AIの夢と、戻らない前渡金。決算保安官が来た｜AI Dreams, Real Bills
AI Dreams, Real Bills: SoftBank Group Meets the Accounting Sheriff TokyoBrainie · Breaking Analysis · 10 November 2026 JST SoftBank Group (9984), not the separately listed telecom company SoftBank Corp. (9434). Nikkei reports a ¥768 billion net loss
News Cutting Room
「AI関連」という風呂敷に、決算書まで包むな——日経のEPS警戒論と9銘柄の分類を検証
One AI Label Is Not an Earnings Model Nikkei’s November 9 article raises a legitimate warning: a low forward P/E is not proof of value when forecast earnings may fal
Tokyo Dispatch
Tokyo Close: Furukawa Beat the Numbers—and Gave Back 77% of Its Spike
A deliberately impossible American-movie version of Tokyo: an Edo-castle stock exchange, candlestick bullet trains, sumo accountants and a factory foreman holding a
古河電公記
古河電公記 十三｜勘定方の吉報、二千円の門を支え直す｜2026.11.09
Better accounts, but the gate still needs support Furukawa Electric closed at JPY 2,000, up 2.04% from 1,960, but only 0.03% above its 1,999.5 opening price. After t
Tokyo Dispatch
Tokyo Open: 58,000, but No Victory Lap
Tokyo Opening Dispatch · 9 November 2026 · 9:33 JST English-first market observation for international readers. Japan’s benchmarks launched higher, then lost momentu