HEROZ inc. (“Heroz” or the “company”) offers AI Technologies based services, based on expertise accumulated in making and selling AI Shogi (Japanese chess), Go, backgammon and chess. The company was started in 2009 by current management members formerly of NEC. Core earnings has been subscription fees from “Shogi Wars”, a real time online shogi game …
RareJob (“RJ” or the “company”) provides one-on-one online English speaking lessons. To diversify its growth engines, in 6/20, RJ launched an AI based English speaking exam platform PROGOS. Furthermore, the company is now expanding PROGOS offering from the individuals to companies/universities. Its competitive edge is its vast user data accumulated from the exam/assessment results which …
RareJob, Inc. (6096) – AI supported English Learning Ecosystem Read More »
Global Security Experts (GSX) provides cyber security education business as its core with small and medium-sized companies as customers. The company’s 4 segments have contributed to its success over the 20 years with an annual client list of 3,000 with a 90% repeat rate. 4 segments: 1) The education business (18.5% of sales in Q3 …
Global Security Experts (4417) – Help You Out-Innovate Cyber Attackers! Read More »
https://www.nb.com/en/global/insights/japanese-small-caps-may-hop-in-the-year-of-the-rabbit Did you know that Japanese small cap stocks outperformed US and European peers by a wide margin last year? In the linked report by Neuberger Berman, Kei Okamura, Portfolio Manager, pointed out that Japanese small was down just 0.33%, while their U.S. and European peers dropped 7.98% and 18.01%, respectively. Mr. Okamura cites the …
Net Protections (“NP” or the “company”) is the pioneer in BNPL (Buy Now Pay Later) in Japan (started in 2002) and a leader with top market share of BtoC (Business to Consumers) BNPL markets*. NP also offers BNPL operations in Taiwan and has entered BtoB(Business to Business) BNPL market. *Source: the company’s webpage which refers …
Net Protections Holding Inc. (7383) -The BNPL Pioneer in Japan Read More »
EDP (“EDP” or the “Company”) was established in September 2009 for the purpose of commercializing the large diamond single crystal production technology developed by the National Institute of Advanced Industrial Science and Technology (AIST)*. Mr. Naoji Fujimori, CEO, served as the director of the Diamond Research Center at AIST prior to founding EDP. *AIST: The …
Treasure Factory (“TF” or the company) is one of the major retailers of reuse products retail. Their product lineups span from clothes, sports and outdoor goods. Their subsidiaries include: Kindall (pre-owned brand items) and Golf Kids. It has collaborations with moving service providers to buy items which will be discarded. Their mission statement well summaries …
Treasure Factory (3093) – Treasure Hunts with Profits Read More »
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 …
Kamakura Shinsho, Ltd. (6184) – The business of dying in Japan Read More »
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 …
Silver Life Co., Ltd. (9262) – To make sure that the elderly will eat Read More »
Backgrounds: I am currently in Japan, after waiting for 3.5 years for easing Covid related travel restrictions. It is quite shocking to witness a rapid speed at which Japan and my parents have aged. Everywhere, I see verbal warnings and physical accommodations for the elderly. An increasing share of the older folks vs. the working …