Since late summer of 2021, I have published blogs on Japanese small cap stocks. Now at the beginning of the new year, I would like to explain what prompted me to take up on this seemingly hopeless projects. My motive to write blogs to introduce Japanese small companies to global individual investors is PERSONAL. I …
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 …
Nippon Denkai Ltd. (Ticker: 5759) -Double Themed with EV and 5G Read More »
Adways Inc. (Ticker: 2489): Japan’s First Apple Certified Ad Partner. Adways is an AI driven advertising agency. It runs the largest mobile affiliate network* in Japan as well as the largest smartphone app distribution network. The next leg of growth will come from “UNICORN”. UNICORN is Japan’s largest fully automatic marketing platform with monthly …
Adways Inc. (Ticker: 2489): Japan’s First Apple Certified Ad Partner. Read More »
Hotto Link Inc. (Ticker: 3680): An “answer” to one of Web 2.0 issues Hotto Link (the Company or “Hotto”) has 20 years of operating history but has reinvented itself in 2020 from a data analysis company to a data-supported marketing service provider. As a result of this pivoting, the Company offers the below investment thesis: …
Hotto Link Inc. (Ticker: 3680): An “answer” to one of Web 2.0 issues Read More »
Chatwork Co., Ltd (Ticker: 4448): Japanese Slack and a pure play! Ever since Salesforce acquired Slack for $27.7 Bn in 12/20, I have been looking for a Japanese version of Slack. Salesforce finds a growth potential in messaging apps, correct? Chatwork is a leader in Japanese messaging app space. On top of that, it …
Chatwork Co., Ltd (Ticker: 4448 jp): Japanese Slack and a pure play! Read More »
Robot Payment (Ticker: 4374): A Software as a service (SaaS) company for SaaS clients and profitable at that! Robot Payment is a great stock with supportive SaaS industry back drop. The SaaS industry growth potential is well known. Thus, I would like to focus on the company’s competitive edge against its peers and new entrants. …
Robot Payment (Ticker: 4374): A Software as a service (SaaS) company for SaaS clients Read More »
ArtSpark Holdings (Ticker: 3663) – a anime/manga company which is agnostic to a specific title hit! Warning: I am the first one to admit that the following narrative on ArtSpark may be laced with my emotions which is a serious offense when we are looking for a good stock to buy. 1. Who is ArtSpark? …
SMS Co. Ltd. (Ticker: 2175) – 3 aging issues in Japan and 3 solutions in SaaS format! 1. Three Aging Related Issues SMS is Tackling Issue 1. Difficulty in obtaining quality care long term: care provider shortage. Issue 2. Severe burden on younger generation: In 1990s, 5.8 workers covered 1 senior’s pension, medical …
Snow Peak (Ticker: 7816) – it’s not PEAKING! I have wanted to highlight Snow Peak for a long time. Then what took me so long? Snow Peak is a company with mainstay activities in the production and sales of outdoor products including camping equipment, climbing gear, garden furniture and apparel. It is a great …
It’s NOT a Hocus Pocus. It’s Shikigaku! (source: Buffet-code.com) BEFORE initiating a position, check to see if the trading volume stays high. 1. What is Shikigaku: It provides consulting services targeting top management and executives, aiming for improving organizational productivity. Established in 2015 by President Mr. Kodai Ando who formerly worked for NTT Docomo and …
Shikigaku Col, Ltd.(Ticker: 7049) It’s not Hocus Pocus. It’s Shikigaku! Read More »