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 »
You may disapprove of uttering the words “business” and “dying” in one breath. However, a proper handling of the deceased costs money and Asukanet offers many cost savings by digitizing funeral procedures. Asukanet (“Asukanet” or “the Company”) is a provider of personal and commercial photo publishing, memorial photographs for funeral parlors and aerial imaging services. …
Asukanet Co., Ltd (Ticker 2438) – Business of dying is changing in Japan. Read More »
I have drawn your attention to Gunosy back in 1/22 with a tag line of “It’s a BNPL (Buy Now Pay Later) stock, not just the 2nd best SmartNews”. Gunosy is a provider of news curation service, but has gained the exposure to the BNPL industry exposure through its $20 MM investment in India’s fast …
Gunosy Inc. (Ticker – 6047) – Up 16% over 3/22-3/24/22 Read More »
(GRCS stands for Governance, Risk, Compliance and Security) A well-panned GRC strategy affords a company many benefits: fast and effective decision making, improved and targeted IT investments and better cooperation among divisions. It is increasingly important that the companies effectively manage and leverage on risks to grow while adhering to rapidly changing compliance environments. However, …
If you have a chance to ask management team of Japanese companies “what is one of many challenges you face?”, many will reply as follows: “We can’t hire workers whom we need to grow with!” Here comes Aidma to rescue! Who is Aidma Holdings? Aidma Holdings (“Aidma” or the “company”) supports marketing and operations …
Aidma Holdings (Ticker 7373) – Solution to Labor shortage Read More »