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15 handpicked stocks

Japan's Resilient Factories

Japan's core manufacturing sectors are demonstrating remarkable resilience despite global economic headwinds. This collection features carefully selected industrial powerhouses, from leading automakers to robotics specialists, that our analysts believe are positioned to thrive even in uncertain trade conditions.

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Han Tan | Market Analyst

Updated today | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TM

Toyota Motor Corporation

TM

Current price

$193.66

A leading Japanese automaker whose production growth was a key driver of the May factory output increase, demonstrating resilience against tariff thre...

A leading Japanese automaker whose production growth was a key driver of the May factory output increase, demonstrating resilience against tariff threats.

HMC

Honda Motor Co., Ltd.

HMC

Current price

$33.39

A major Japanese automaker whose rebound in vehicle production highlights the core strength of the sector despite external trade pressures.

About This Group of Stocks

1

Our Expert Thinking

Recent data shows Japan's factory output growing in key sectors like production machinery and motor vehicles, despite global economic challenges. We've identified companies at the heart of this manufacturing rebound that combine technological sophistication with the resilience needed to navigate trade pressures and meet sustained global demand.

2

What You Need to Know

This collection offers targeted exposure to Japan's industrial strength through companies directly contributing to the manufacturing recovery. While these stocks may face headwinds from potential tariffs, particularly in the auto sector, they represent businesses with the efficiency and innovation to potentially outperform despite trade tensions.

3

Why These Stocks

We've selected companies that form the backbone of Japan's industrial economy: leading automakers, factory automation specialists, and critical component suppliers. Each business was chosen for its direct contribution to recent manufacturing growth and its strategic position in resilient sectors like production machinery and vehicles.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+12.64%

Group Performance Snapshot

12.64%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 12.64% over the next year.

2 of 2

Stocks Rated Buy by Analysts

2 of 2 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏭

Defying Economic Gravity

While global trade tensions create uncertainty, these Japanese industrial companies have shown they can maintain growth even when others struggle. Their recent factory output increases signal underlying strength worth watching.

🤖

Automation Champions

Many companies in this collection are quietly powering the global factory automation revolution. As labor costs rise worldwide, these robotics and machinery specialists are positioned at the forefront of a major industrial shift.

🚗

Beyond Tariff Worries

Despite tariff threats against Japanese automakers, these companies have demonstrated remarkable resilience. Their ability to adapt production and maintain output suggests they may weather trade pressures better than expected.

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