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Dowa Holdings Co., Ltd. (Ticker 5714) – One Stop Energy Play in Japan

Forewarning: I don’t need to remind you that the escalation of the conflict between Russia and Ukraine and the Western sanctions against Russia have raised concerns about supply shortages caused by the inability to export Russian-made non-ferrous metals products, prompting prices of non-ferrous metals, crude oil and natural gas to rise. Against this backdrop, Dowa’s …

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GOODSPEED Co., LTD. (ticker 7676) – SUV? Got to be GOODSPEED

Founded in Aichi Prefecture (where Toyota head office is located) in 2002, the sales outlets of GOODSPEED (“GS” or the “company”) are dedicated to sales of used SUVs (Sports Utility Vehicles), Minivans, and imported cars. This SUV specialization drives (!) the investment thesis for GS. Used car industry in Japan presents an interesting investment opportunity. …

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Loadstar Capital (Ticker –3482 ) – Promoting Democratization of Real Estate Investment

Loadstar Capital (“Loadstar” and the “Company”) operates through the following business divisions: 1. Corporate Funding: handles real estate investment and leasing. 2. Asset Management and Brokerage: manage real estate properties and consulting for the clients. 3. Crowdfunding: operation of “OwnersBook” which enables real estate companies to fund their own real estate transactions. With just announced …

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Gunosy Inc. (Ticker – 6047): It’s a BNPL stock, not just the 2nd best SmartNews

Gunosy Inc. (Gunosy or the Company) is a provider of curation application “Gunosy” which delivers articles mainly to smartphone users through collaboration with newspapers, magazines and online media. Other products – “LUCRA” offering information targeting women and “news’ ad” focusing on current news – are growing. The company is also engaged in ad network business …

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Nippon Denkai Ltd. (Ticker: 5759) -Double Themed with EV and 5G

Nippon Denkai (Denkai or the Company) is a leader in development, manufacturing and sales of electrodeposited copper foil, used for EV batteries (64% of total sales) and PCB (printed circuit board/36%) for 5G applications. 1. Investment thesis   1) The leading electrodeposited copper foil* producer with high market share in both Japan and North America …

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