The article reviews 20 companies listed on the TSE Standard Market that are considered to be involved in nuclear power and decommissioning. It highlights the backdrop driving funds toward small-cap stocks, supply and demand trends in nuclear-related stocks, and the core business areas of each company.
The article covers 20 nuclear power and decommissioning-related companies currently listed on the TSE Standard Market. It explains the current state of the Standard Market segment and categorises the companies by the extent of their involvement in nuclear power, distinguishing between businesses where it is their core operation and those where it is peripheral. As reasons for funds flowing into small-cap stocks, the article points to the long track records and strict certification requirements involved in supplying nuclear power equipment, as well as the large number of small and mid-sized companies on the Standard Market with high exposure to nuclear power.
It then cites industry and government developments, including the second round of investment and financing in the United States announced in 2026 and a development roadmap for next-generation advanced reactors, as factors raising market interest in nuclear-related stocks. It also explains that policy developments, such as domestic reactor restarts and requests for cooperation on back-end issues, are supporting interest in individual stocks.
The article further emphasises the recurring nature of earnings supported by the complexity of nuclear power equipment, high barriers to entry, and the accumulation of maintenance and component-replacement demand as the number of operating reactors increases. It explains the positioning of nuclear-related stocks as names to monitor. Specific examples in the article include 日本ギア工業, 岡野バルブ製造, TVE and 助川電気工業, which recorded limit-up buy indications or sharp gains.