Japan
Hikari Tsushin's portfolio
Estimated reading time: 16 minutes
Japan
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Japan
Anicom (8715 JP)
Japanese pet insurance company with secular growth at 13x P/E
Japan
Nippon Parking Development (2353 JP)
Irreplaceable assets with +12% historical EPS CAGR at 13x P/E
Thematic reports
Japan's top 2024 IPOs
Estimated reading time: 16 minutes
Japan
Poper (5134 JP)
Japanese cram school SaaS service at 1.7x EV/Sales
Japan
Subaru (7270 JP) － 2025 update
Estimated reading time: 18 minutes
Japan
BASE Inc (4477 JP)
“Shopify of Japan” at 0.8x EV/Sales
Japan
Has the Kaonavi story changed? (4435 JP)
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
Japan
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Japan
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
Japan
Complete guide to Japan's SaaS industry
Estimated reading time: 38 minutes