Deep-dives
Photosynth (4379 JP)
Japanese smart-lock SaaS company at 1.3x trailing EV/Sales
Deep-dives
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
Deep-dives
Alan: Creek & River (4763 JP)
Japanese talent agency micro-cap
Deep-dives
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Deep-dives
Air Water (4088 JP)
Japan’s second-largest industrial gas business in full-on restructuring mode
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
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