Uncategorized Archives - Page 6 of 6

Profiting from Japan’s Parent-Subsidiary Delisting Wave

In February 2025, the Tokyo Stock Exchange (TSE) issued a statement titled “Investor Perspectives on Parent-Subsidiary Listings,” signaling a clear shift toward discouraging—and ultimately abolishing—these governance structures. The move aligns with growing shareholder unrest, particularly in cases where buyouts are perceived as undervalued. Toyota’s tender offer to Toyota Industries is a prime example. Offered at …

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Judging Management’s Character、alt 260A JP

Judging Management’s Character、alt 260A JP On April 25, Alt (260A) disclosed the possibility of overstating revenue for its primary meeting transcription service. The issue came to light during an investigation by the Securities and Exchange Surveillance Commission, which began in early April. Alt also announced the creation of an independent third-party committee to conduct a …

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PROGRIT (9560): A New Hope for Japan’s English Learners

The Japanese collectively spend ¥165 Bn annually on learning English. Despite this investment, their English proficiency ranks 87th in the world and 15th among the 23 Asian countries and regions (by a 2023 survey by the Swiss international education company EF Education First). In fact, Japan’s ranking has kept decreasing since 2011. This discrepancy suggests …

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Insider insights? is there irreplaceable value in meeting with management

Insider insights? is there irreplaceable value in meeting with management before investing? Warren Buffett has frequently mentioned that he seldom meets with a company’s management team prior to investing in their stock. He believes that management presentations are often biased towards showcasing the company’s strengths. Instead, Buffett relies on his own comprehensive analysis of the …

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Temairazu (2477): Is its underperformance justified

Summary: Temairazu (Hussle-free) makes hotel booking fast and easy for hotels and quests. Currently, there seems to be disconnect between flourishing tourism in Japan and downbeat Japanese travel related stocks. Travel reopened in oct 2022 and overseas visitor arrival has rebounded. But many of travel related stocks has decreased over the last 12 months. Why? …

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Takeuchi Mfg., Co., Ltd. (6432): How a debt free construction equipment maker is thriving globally?

Summary The company has grown globally by serving the niche area which the large construction equipment companies have not focused on. It enjoys a long run way, fueled by global urbanization. Furthermore , this growth comes with a great value preposition. The company’s net worth is 60% of its market cap. 1. Who is Takeuchi …

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Orix Corp. (Ticker 8591) – Revised but still “Steady as she goes”

I uploaded my Orix write up on 5/12. Before I did that, I should have checked their earnings update on 5/11/22 (JST). Their FYE 3/22 earnings were in line with the guidance and shown below: (Source: the CompanyP However, there was a notable change in Orix’s shareholder benefit program. They have announced the cancellation of …

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GRCS (Ticker 9250) – We are in a new GRCS era.

(GRCS stands for Governance, Risk, Compliance and Security) A well-panned GRC strategy affords a company many benefits: fast and effective decision making, improved and targeted IT investments and better cooperation among divisions. It is increasingly important that the companies effectively manage and leverage on risks to grow while adhering to rapidly changing compliance environments. However, …

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Please Read This First

For my first blog, I have chosen Money Forward (Ticker: 3994), although it is not a newly IPOed company which are already discovered and supported by the institutional investors. Money Forward, as a SaaS based accounting and other back office management provider, symbolizes what Japan sorely needs –digitization of Government and private corporations. In its …

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