En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Read more
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Japan SaaS earnings season
No signs of disruption from generative AI
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain