japaneseipo.com

JSB (Japan Student Bureau, CAP: Y81 Bn, PE 14x), #1 student-housing operator founded in 1976, explains that despite Japan’s declining birthrate, the student housing market remains stable due to rising university enrollment and a long-term shift from general rental apartments to purpose-built student housing. JSB operates ~99,300 units nationwide with 18 years of 98%+ occupancy. …

JSB (3480): Defying Demographics – Student Apartments Continue to Grow Nationwide Read More »

Serendip, a business-succession–focused M&A platform, is known for its fully integrated model—dispatching executives and engineers, driving productivity, and maintaining long-term ownership. Despite raising FY3/26 guidance by ¥10B in sales (+25%) and ¥4.5B in OP (+25%) on 11/11/25, the stock fell 18% to a limit-down on 11/14/25. At a retail investor meeting on 11/15/25, CEO Mr. …

Serendip (7318): What Triggered the Limit Down on 11/14/25? Read More »

Katitas has mastered a business model that many find difficult to replicate: buying, renovating, and reselling pre-owned homes with consistent success.  With 36% foreign ownership, it’s clear that investors recognize the company’s ability to tackle Japan’s vacant housing problem. The stock trades at a premium P/E of 18x, compared to single-digit averages for other residential …

Katitas 8919: A Best-in-Class Model in a growing industry vs. a high price tag. Read More »

Outside of Electric Cable Japanese electrical wire manufacturers have performed strongly, with Fujikura emerging as the clear leader. Its dominance is well supported by a robust sales network catering to U.S. IT companies, particularly through its advanced optical wiring components. Given the surge in data center construction, demand for high-performance electric wiring remains strong. The …

Inabadenki 9934– AI Tailwinds in Electric Wire and HVAC; Valuation at 6–7x EV/EBITDA, 13x P/E Read More »