Japanese IPO market bucks a trend

In a recent brief (the link below), KPMG offered an enlightening analysis of the current IPO market in Asia. The report accentuates the escalating IPO markets and VC fundings in Japan, a phenomenon that starkly contrasts with the rest of the Asian markets. An active IPO (Initial Public Offering) market is generally interpreted as a …

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Transaction Co., Ltd. (7818) – Many ways to showcase “Monotsukuri* Japan” *Monotsukuri is, in its essence, a reflection of Japanese attitude toward manufacturing.

Leveraging Japan’s renowned Monotsukuri Spirit, Transaction (Ticker: 7818) efficiently delivers affordable products through its Mobile Fabless Production system. By outsourcing yet meticulously overseeing every stage of production and delivery, it ensures quality and speed. Please copy the below link to your browser to find out more about this unique Japanese company. https://www.linkedin.com/feed/update/urn:li:activity:7124938204251660288?utm_source=share&utm_medium=member_desktop  

Are Japan Stocks a Bargain?

Are Japan stocks a Bargain? The assertion that Japanese stocks are undervalued is a sentiment that has been echoed quite frequently. This notion is true based on very common valuation metrics of P/E and P/B multiples. In its report entitled “Compelling Valuations in Japan” issued in September 2023, Hennessy Fund convincingly illustrated that Japanese stocks …

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halmek Holdings, Co., Ltd. (7119) – Brands with passionate fans.

halmek (the “Company” or “Halmek” – H is capitalized in this report) is in the business of satisfying unmet needs of women aged 50 and older.  ·      It has grown by serving the needs of expanding but underserved segments of the Japanese population – women aged 50 and older. Halmek acquires customers through the publication of …

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FP Partner (7388) – Money Doctor

FP Partner is an independent insurance agency nationwide offering products from multiple insurance companies. The company handles products from a total of 37 insurance companies and it leads “contact-driven”* insurance broker in Japan. Commission from life insurance accounted for 96% of sales in FYE 11/22. Policy holders have reached 500,000 and policies in force are 1,190,000. …

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A wake-up call from the TSE to Japanese management: Yes, you have a control in lifting your share price.

The Tokyo Stock Exchange (the “TSE”) on 3/31/23 urged companies with low price-to-book (PB) ratios to start focusing on using capital more efficiently and to increase their PB ratios to be higher than 1. Low than 1 PB ratio indicates that investors’ view that a company is worth less than its book value, which is to say, …

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HEROZ Inc. (4382) – One stock with triple investment merits – AI, SaaS API and Online Security (recurring revenues)

HEROZ inc. (“Heroz” or the “company”) offers AI Technologies based services, based on expertise accumulated in making and selling AI Shogi (Japanese chess), Go, backgammon and chess. The company was started in 2009 by current management members formerly of NEC. Core earnings has been subscription fees from “Shogi Wars”, a real time online shogi game …

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RareJob, Inc. (6096) – AI supported English Learning Ecosystem

RareJob (“RJ” or the “company”) provides one-on-one online English speaking lessons. To diversify its growth engines, in 6/20, RJ launched an AI based English speaking exam platform PROGOS. Furthermore, the company is now expanding PROGOS offering from the individuals to companies/universities. Its competitive edge is its vast user data accumulated from the exam/assessment results which …

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