https://www.nb.com/en/global/insights/japanese-small-caps-may-hop-in-the-year-of-the-rabbit Did you know that Japanese small cap stocks outperformed US and European peers by a wide margin last year? In the linked report by Neuberger Berman, Kei Okamura, Portfolio Manager, pointed out that Japanese small was down just 0.33%, while their U.S. and European peers dropped 7.98% and 18.01%, respectively. Mr. Okamura cites the …
Net Protections (“NP” or the “company”) is the pioneer in BNPL (Buy Now Pay Later) in Japan (started in 2002) and a leader with top market share of BtoC (Business to Consumers) BNPL markets*. NP also offers BNPL operations in Taiwan and has entered BtoB(Business to Business) BNPL market. *Source: the company’s webpage which refers …
Net Protections Holding Inc. (7383) -The BNPL Pioneer in Japan Read More »
EDP (“EDP” or the “Company”) was established in September 2009 for the purpose of commercializing the large diamond single crystal production technology developed by the National Institute of Advanced Industrial Science and Technology (AIST)*. Mr. Naoji Fujimori, CEO, served as the director of the Diamond Research Center at AIST prior to founding EDP. *AIST: The …
Treasure Factory (“TF” or the company) is one of the major retailers of reuse products retail. Their product lineups span from clothes, sports and outdoor goods. Their subsidiaries include: Kindall (pre-owned brand items) and Golf Kids. It has collaborations with moving service providers to buy items which will be discarded. Their mission statement well summaries …
Treasure Factory (3093) – Treasure Hunts with Profits Read More »
Kamakura Shinsho (“kamakura” or the “company”) runs two lines of businesses: end of life services (the main revenue source/98%) and the publication of books related to the end of life (the company’s original business). Kamakura’s core strengths lie in its three portal sites which are the platforms for matching target customers with service providers. These …
Kamakura Shinsho, Ltd. (6184) – The business of dying in Japan Read More »
Silver Life (“Silver” or the company) is the franchisor/operator of a meal delivery service exclusively for the elderly. Its core business is to ship prepacked foods prepared by their own factories to the franchisees. 1. Investment thesis 1) A stable subsector in a growing senior care sector As baby boomers age, the late stage elderly …
Silver Life Co., Ltd. (9262) – To make sure that the elderly will eat Read More »
Backgrounds: I am currently in Japan, after waiting for 3.5 years for easing Covid related travel restrictions. It is quite shocking to witness a rapid speed at which Japan and my parents have aged. Everywhere, I see verbal warnings and physical accommodations for the elderly. An increasing share of the older folks vs. the working …
Tsuburaya (“TFH” or the company) engages in distributions of Pachinko/Pachislot machines. It was created after Fields Corporation, a Pachinko/Pachislot machine manufacturer, acquired 51% of Tsuburaya Productions, a content creator in 4/20. TFH conducts its operations through three entities. 1) Tsuburaya Productions plans and produces movies and television programs such as Ultraman. It also earns licensing revenues. …
Tsuburaya Field Holdings (2767) – Ultraman to the rescue Read More »
The company (“MC” or the company) is the first company which industrialized and commercialized microwave chemical process in the world. The company has chosen not to be specialized in one industry/product segment, but to rather differentiate itself as a “promoter of microwave technology platform” and “a partner with many commercial partners. What is Microwave? A …
Microwave Chemical (9227) – A Familiar, but New Low Decarbonization Tech Read More »
Hybrid Technologies (“Hybrid” or the “company”) supports digital transformation implementation at client companies by providing a range of services starting planning through execution. It provides this one stop services seamlessly via a hybrid of “Japan – Vietnam” team; 1) Hybrid Technologies in Japan mainly handles upstream processes such as service and system design engineers, AND …
Hybrid Technologies (4260) – Solution to the engineer shortage in Japan Read More »