Part of my differentiated edge stems from my network of Japanese retail investors, who provide continuous, ground‑level feedback on the names they trade. These stocks often perform strongly, but because many have a market cap of sub‑¥10–20bn, I have not included them in my formal coverage.

Given the breadth of attractive opportunities in this segment, however, I’m sharing a short note for potential PA (personal accounts) consideration or watch‑list monitoring.

One example is Meeq (cap Y18.5 Bn), which has appreciated roughly 40% in recent weeks—likely not a near‑term buy—but there are many investment merits which I discussed in a note to my clients.

Meeq overview

Meeq was established in March 2019 to take over Sony Network Communications’ business, which provides mobile service for smartphones.

Sony Network Communications had been doing this work since 2013. But as more devices (not just phones) started needing internet connections—like sensors and other IoT products—they created this new company so they could grow more in the IoT area. Therefore, Meeq enjoys “Sony” credibility. It went public in 3/25 at the TSE Growth.

Sony group owns 40.2% of the company (as of 9/25) and accounted for 32.7% of the sales as of FY3/25.

The other major owners:

Tokyo Century: 6.7%

Family Mart: 5.8%

Meeq operates two complementary business segments, and the combination gives it a uniquely durable business model with steadily expanding margins.

If you’re interested in learning more about Meeq and its growth potential, I’d like to invite you to experience my service—completely free of charge. I am confident that once you discover the value, convenience, and quality I offer, you’ll be glad you gave me a try. Some of my clients who have a dedicated Japan research team find my take unique and actionable.

#meeq #physicalAI #IoTDX #Sony #Japanesegrowthstocks #Japanesestocks