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 …
halmek Holdings, Co., Ltd. (7119) – Brands with passionate fans. Read More »
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. …
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, …
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 …
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 …
RareJob, Inc. (6096) – AI supported English Learning Ecosystem Read More »
Global Security Experts (GSX) provides cyber security education business as its core with small and medium-sized companies as customers. The company’s 4 segments have contributed to its success over the 20 years with an annual client list of 3,000 with a 90% repeat rate. 4 segments: 1) The education business (18.5% of sales in Q3 …
Global Security Experts (4417) – Help You Out-Innovate Cyber Attackers! Read More »
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 »