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    How Investors Are Reacting To Tsubakimoto Chain (TSE:6371) New AI Logistics Automation Partnership

    Simply Wall St·12/11/2025 20:29:32
    語音播報
    • KIOXIA America announced that Kioxia, Tsubakimoto Chain and EAGLYS have formed a collaboration to develop AI-driven image recognition technology that automates identification of products in logistics workflows, with the jointly built system already showcased at the December 2025 International Robot Exhibition in Tokyo.
    • The project is interesting because it links Tsubakimoto Chain’s conveyor and logistics expertise with Kioxia’s Memory-Centric AI and EAGLYS’s image analytics to address growing e-commerce complexity and labor shortages without repeatedly retraining AI models.
    • Next, we’ll examine how this AI-enabled logistics automation initiative influences Tsubakimoto Chain’s investment narrative, particularly its role in higher-value, technology-rich solutions.

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    What Is Tsubakimoto Chain's Investment Narrative?

    For Tsubakimoto Chain, the investment case still rests on a relatively low earnings multiple, a long record of profit growth and a steady, if recently reduced, dividend, rather than on aggressive expansion. The Kioxia and EAGLYS collaboration fits neatly into that story as a technology enhancer for its existing logistics and conveyor base, but it does not suddenly offset the near term drag from softer material handling demand in the U.S. and China or the recent earnings guidance cut. In the short run, the more tangible catalysts remain the large ongoing buyback and any signs that core margins can hold up once one off gains roll off. The AI initiative is better viewed as an option on higher value solutions than a driver of immediate financial change.

    However, the reduced earnings outlook and dividend cut are developments investors should not overlook.

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    Exploring Other Perspectives

    TSE:6371 1-Year Stock Price Chart
    TSE:6371 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community range from about ¥1,024 to a very large ¥2.21 billion, underlining how far apart individual views can be. Set against that, the current focus on buybacks, softer guidance and an earnings profile that consensus expects to decline gently over the next few years gives you a very different lens on what could drive returns from here.

    Explore 4 other fair value estimates on Tsubakimoto Chain - why the stock might be worth less than half the current price!

    Build Your Own Tsubakimoto Chain Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.