Decollte Holdings (“DE” and the “company”) is engaged in management of photo studio business that provides Photo Weddings and various anniversary photo services, and fitness business. With a solid Q1 for FYE 9/22 behind them, the company is on its way to achieve its full year sales goal of 20% increase over 2021 sales level. …
Decollte Holdings (Ticker – 7372) – Supporting Family Creation Read More »
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 …
Gunosy Inc. (Ticker – 6047): It’s a BNPL stock, not just the 2nd best SmartNews Read More »
VisasQ (VQ or the company) is a leading ENS (expert network service)* provider in Japan with 120,000 advisors/consultants. They have 800 accounts. It is capable of locating a good match via a just 1 hour interview process. 70,000 matches have been made so far. *What is ENS? It is a service which connects knowledge users …
VisasQ Inc. (Ticker – 4490): Connecting Knowledge with Knowledge Seekers Read More »
Vector Inc. (Ticker – 6058): Asia’s top PR firm, eying the global stage! Vector (the company or “Vector”), with the market share of +40%, is the #1 PR firm in Japan (market size: $9Bn). The company has gained significant customer acceptance by being “Uniqlo/MacDonald” of the PR industry. It is now ready to enter much …
Vector Inc. (Ticker: 6058): Asia’s top PR firm eying the global stage! Read More »
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 »