Month: January 2023

Kamakura Shinsho, Ltd. (6184) – The business of dying in Japan

Kamakura Shinsho (“kamakura” or the “company”) runs two lines of businesses: end of life services (the main revenue source/98%) and the publication of books related to the end of life (the company’s original business). Kamakura’s core strengths lie in its three portal sites which are the platforms for matching target customers with service providers. These …

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Silver Life Co., Ltd. (9262) – To make sure that the elderly will eat

Silver Life (“Silver” or the company) is the franchisor/operator of a meal delivery service exclusively for the elderly. Its core business is to ship prepacked foods prepared by their own factories to the franchisees. 1. Investment thesis 1) A stable subsector in a growing senior care sector As baby boomers age, the late stage elderly …

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