Japan

Japan

Has the Kaonavi story changed? (4435 JP)

Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes

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Michael Fritzell Nov 27, 2024

Japan

Koito Mfgr － 2024 update (7276 JP)

LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes

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Michael Fritzell Nov 18, 2024

Japan

Kaonavi (4435 JP)

Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth

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Michael Fritzell Oct 27, 2024

Thematic reports

Complete guide to Japan's SaaS industry

Estimated reading time: 38 minutes

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Michael Fritzell Oct 23, 2024

Japan

Yakult Honsha (2267 JP)

Japan’s yogurt giant scaling up to meet rising demand for its products

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Michael Fritzell Aug 4, 2024

Japan

Travel notes: Tokyo

Estimated reading time: 20 minutes

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Michael Fritzell Jul 16, 2024

Japan

Kansai Paint (4613 JP)

India-focused Japanese paint manufacturer at 10x forward P/E

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Michael Fritzell May 26, 2024

Japan

Koshidaka (2157 JP) － 2024 update

Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes

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Michael Fritzell May 8, 2024

Japan

Sony (6758 JP) － 2024 update

PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes

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Michael Fritzell Mar 29, 2024

Japan

Naming and shaming in Japan

Estimated reading time: 14 minutes

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Michael Fritzell Jan 17, 2024

Japan

Curves Holdings (7085 JP)

Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT

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Michael Fritzell Dec 10, 2023

Thematic reports

What if the yen strengthens?

Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes

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Michael Fritzell Jul 19, 2023