Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
Japan
Deep-dives
Visional (4194 JP)
Niche Japanese online recruitment service at 12.5x 2027e P/E
Deep-dives
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Thematic reports
Interview: Jamie Halse
Co-founder of Senjin Capital
Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Deep-dives
Update: Casio (6952 JP)
Casio's in turnaround mode at 1.0x EV/Sales
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households
Deep-dives
freee (4478 JP)
Japanese SME business platform at 3.7x EV/Sales
Japan
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Japan
Logizard (4391 JP)
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Japan
Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
Japan
AeroEdge (7409 JP)
A Japanese version of Precision Castparts at 12x 2027e P/E