Cybozu Inc (4776): Driving Digital Transformation with No-Code Agility—All Without Debt

The peer comparison table in the report available to my clients indicates that these software and application stocks are performing well under the digital transformation (DX) theme. I’m focusing on Cybozu, as it has strong potential to continue delivering robust OP growth. I recently spoke with the company to discuss their strategy for boosting OP. …

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MIC 300A – Optimizing Retail Operations: The Science of Saving Money

MIC (300A) is a company that supports promotional activities for drugstores and manufacturers. Although it was newly listed in12/24, the company has been around since 1971. Originally a printing company, MIC has evolved into a fully integrated provider of promotional solutions, handling everything from planning to production. In response to the shift toward paperless systems, …

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Yuka’s Screening Series: Picking The Brain Of A Fund Manager Who Delivered A 93-Fold Return Over 25 Years

The “Net Cash Ratio” approach was created by the legendary fund manager Tatsuro Kiyohara who has achieved an astonishing 93-fold performance over 25 years since launching the core fund at Tower Investment Management in 1998. Mr. Kiyohara’s Net Cash Ratio approach focuses on identifying undervalued small-cap growth stocks by assessing their net cash ratio, which …

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From Yuka: Screening series -10 Straight Years of Dividend Growth, Yet PB below 1

The screening generated a list of 27 companies. Notable facts: 1) OPM of these companies remain low. 2) Many are in the industries such as leasing, home centers, and wholesalers. 3) There may be overlooked investment opportunities, such as Nagase’s involvement in AI. If all players in an industry struggle with low profitability, it suggests …

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Yuka’s WW 5/26/25: Will Impacts of Tariffs Be Less Than We Are Fearing? – First Sale Rule Analysis

Summary Recent U.S. tariffs—25% on imported vehicles and auto parts—pose a significant challenge for Japanese automakers, threatening profits and market share in the U.S.. However, the First Sale Rule offers a legal avenue to mitigate some of these impacts by reducing the dutiable value of imports, potentially softening the blow for Japanese exporters. First Sale …

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Yuka’s WW 5 25/25: Nittetsu Mining Co 1515 : If you believe in AI-powered copper price rise

I wrote this note in early May but never sent it out. However, this commodity stock may appeal to more investors than I initially expected. So here is the brief summary of my note.  The full note is available to my clients.  Interested? Please let me know! The stock has two drivers: 1) Reduction in …

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Yuka’s WW 5/16/27 Kyokuyo Co 1301 Cheaper way to capitalize on Japan’s foodie tourism, not with Kura sushi with 39x PE.

Foodie Tourism   Tourism is becoming one of the major industries in Japan.  The Value of tourism expenditure in 2023 was Y 28.1 Tn vs. GDP in 2023 at Y591.1 Tn, a 4.75% of GDP. Mastercard reported last week that the top foreign destination among Americans is Japan. Likely a reflection of the recent rising …

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