Japan

Deep-dives

Visional (4194 JP)

Niche Japanese online recruitment service at 12.5x 2027e P/E

,   and  Michael Fritzell

22 March 2026

Deep-dives

Nintendo (7974 JP)

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

,   and  Michael Fritzell

15 March 2026

Thematic reports

Interview: Jamie Halse

Co-founder of Senjin Capital

,   and  Michael Fritzell

13 March 2026

Thematic reports

Babies out with the SaaS-water

Japan SaaS looking cheap

,   and  Michael Fritzell

23 February 2026

Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales

,   and  Michael Fritzell

15 February 2026

Thematic reports

Japan's high school tuition reforms

Greater subsidies to Japanese households

,   and  Michael Fritzell

6 January 2026

Deep-dives

freee (4478 JP)

Japanese SME business platform at 3.7x EV/Sales

,   and  Michael Fritzell

7 December 2025

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

,   and  Michael Fritzell

8 October 2025

Japan

Logizard (4391 JP)

Leading Japan warehouse management SaaS at 1.0x EV/Sales

,   and  Michael Fritzell

7 September 2025

Japan

Mercari (4385 JP)

Japan’s leading C2C trading app at 14x P/E with margin uplift potential

,   and  Michael Fritzell

17 August 2025

Japan

AeroEdge (7409 JP)

A Japanese version of Precision Castparts at 12x 2027e P/E

,   and  Michael Fritzell

27 July 2025

Japan

Hikari Tsushin's portfolio

Estimated reading time: 16 minutes

,   and  Michael Fritzell

13 July 2025

Japan

Kawai Musical Instruments (7952 JP)

Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target

,   and  Michael Fritzell

25 May 2025

Japan

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

,   and  Michael Fritzell

27 April 2025

Japan

Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

,   and  Michael Fritzell

13 April 2025

Thematic reports

Japan's top 2024 IPOs

Estimated reading time: 16 minutes

,   and  Michael Fritzell

23 February 2025