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Tsuburaya Field Holdings (2767) – Ultraman to the rescue

Tsuburaya (“TFH” or the company) engages in distributions of Pachinko/Pachislot machines. It was created after Fields Corporation, a Pachinko/Pachislot machine manufacturer, acquired 51% of Tsuburaya Productions, a content creator in 4/20. TFH conducts its operations through three entities. 1) Tsuburaya Productions plans and produces movies and television programs such as Ultraman. It also earns licensing revenues. …

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Microwave Chemical (9227) – A Familiar, but New Low Decarbonization Tech

The company (“MC” or the company) is the first company which industrialized and commercialized microwave chemical process in the world.  The company has chosen not to be specialized in one industry/product segment, but to rather differentiate itself as a “promoter of microwave technology platform” and “a partner with many commercial partners. What is Microwave? A …

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Hybrid Technologies (4260) – Solution to the engineer shortage in Japan

Hybrid Technologies (“Hybrid” or the “company”) supports digital transformation implementation at client companies by providing a range of services starting planning through execution. It provides this one stop services seamlessly via a hybrid of “Japan – Vietnam” team; 1) Hybrid Technologies in Japan mainly handles upstream processes such as service and system design engineers, AND …

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Sunwels Co., Ltd. (9229) – Supports aging Japan in its unique way

Sunwels (Sunwels or the “company”) is an operator of “PD House”, the assisted living facilities specialized in the care of patients with Parkinson’s disease (“PD”). PD House’s main service is rehabilitation programs but medical attentions are provided by visiting doctors and nurses. The PD House’s founding story itself speaks for the company’s strong commitment to …

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CareNet, Inc. (Ticker 2150) – Digital Medicine

CareNet, Inc. (“CN” or the “company”) was founded as Japan’s first medical TV station. But its main source of earnings is now “MRPlus*”, a pharmaceutical sales support site. It distributes pharmaceutical information from drug manufacturers to member doctors via MRPlus. Also engaged in the medial content service businesses. Distributes educational content targeted to doctors and …

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SpiderPlus & Co.(Ticker 4192) – Productivity improvement which Japan needs

SpiderPlus & Co. (“SP” or the “company”) is a provider of SPIDERPLUS, a cloud-based application for architectural drawings and construction site management. Note: Shared Research provides a detailed analysis on SPIDERPLUS as a product and as a company. Thus, in this report, I would like to focus on how we should assess management’s decision to expand …

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erex (Ticker 9517) – Power shortage? What’s power shortage?

erex (“erex” and the “Company”) is a electricity retailer. It has entered into electricity sales for households after power retail market was liberalized in 4/2016 in Japan.  The company has also expanded power procurement sources from other power generation companies to biomass power plants. Furthermore, it has entered into a joint venture with TEPCO Energy Partner* …

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SHiDax Corp.(Ticker 4837)– From Karaoke to Solutions to Japanese Issues

Founded in 1959, SHiDax (“Shidax” or the “company”) is a major meal service provider and third party restaurant operator for schools, companies and public offices. Their business models are driven by three core segments: School lunch and the third party meal preparation outsourcing. Transportation outsourcing service such as school bus and limousine services. Management of …

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Nippon Avionics (Ticker 6946) – Historical High Operating Margin + Rising Defense Spending

Defense stocks have been attracting global investors’ attention to reflect an increase in unrest both in Europe and Asia. Japan has been nervously watching China’s move re: Taiwan and North Korea’s missile emissions to the direction of Japanese Sea. In fact, North Korea has recently fired 8 missiles toward the direction of Japan, the most …

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