Defense stocks have been attracting global investors’ attention to reflect an increase in unrest both in Europe and Asia. Japan has been nervously watching China’s move re: Taiwan and North Korea’s missile emissions to the direction of Japanese Sea. In fact, North Korea has recently fired 8 missiles toward the direction of Japan, the most …
Pan Pacific International Holdings (“PPIH” or the “company”) is not a type of stock which www.JapaneseIPO.com typically chooses to write a report on. It is big and 16 analysts cover the stock, which indicates large institutional holdings. In fact, in 2021 annual report, CFO lamented the fact that PPIH’s retail investor holding is 1.6% which …
Who is W-Scope? W-Scope (“WS” or the “company”) focuses on manufacturing of separators for lithium-ion (Li-ion) secondary batteries. The company is founded in Yokohama in 2005 by president, Won-Kun Choi, a former employee of Samsung Electronics in South Korea. Its head office is in Tokyo, but development and manufacturing functions are in South Korea. The …
Kadokawa (“Kadokawa” or the “company”), founded as a publisher in 1940, has revamped its business categories in tandem with the shifting needs of the markets. The main thread is to grow its IP (intellectual Property) in a variety of forms, such as books, movies, animation, UGC (User Generated Content). 1. Investment Thesis 1. Some …
Kadokawa Corp.(Ticker 9648) – A new age high school and After a 16% share price drop Read More »
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 …
Orix Corp. (Ticker 8591) – Revised but still “Steady as she goes” Read More »
Orix is a leading leasing company in Japan with 1660 corporate locations in Japan (489 overseas) and market capitalization of $28 Bn. Why Orix and Why NOW? We, as stock investors, are heading into a new period of investing and trading i.e., a shift from low interest rate/rising liquidity to a rising interest rate/tight liquidity …
The name stands for Total Kukan (Space) Produce Who is TKP? TKP is NOT a real estate developer. It IS a space reuse or better-use company. It matches up renovated idled office space with companies with need for space. Profit improvement in the 2nd half was stronger than expected, driven by less-then-feared Covid impacts. Leading …
TKP Corp. (Ticker 3479) – Finally Post-Covid Era has arrived in Japan? Read More »
Note: Beenos is covered by Shared Research which have published detail reports in English. Since these reports are accessible for no charge, I am not adding much value to reiterate what they have discussed. Therefore, in the following write up, I would like to focus on one main concern on many investors’ mind: Is B …
Beenos Inc. (Ticker 3328) – Cross Border eCommerce Made Easy Read More »
(Note: This is s micro-cap stock) Why have AI related stocks underperformed the broader markets in general? I can’t figure it out so have asked many experienced investors who have said in unison: AI applications are company/project/situation specific, thus, not scalable. The un-scalable operations tend to lead to small volume and small profits. Then, if …
EDGE Technology (Ticker 4268) – Scalable and Flexible AI Read More »
Warning: Do you think NFT, Crypto and DAO are simply the hypes and fads? Do they remind you of the Dutch tulip bubble in the 16th century? If so, I am afraid that you will not find this blog useful. The two mainlines of Kushim (“Kushim” or the “Company”) have been 1) the training of …
Kushim (formerly iStudy) (Ticker 2345) – Pivoting from losses to profits! Read More »