Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Japan
50 articles
(Page 3)
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
The Japanese restaurants that will prosper beyond COVID
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
Deep-dive 2022-27: Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Deep-dive 2022-25: Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Variant view: Japan's coming tourism boom
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
Deep-dive 2022-22: Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Deep-dive 2022-14: FANUC
World leader in CNC devices and industrial robots to enjoy yet another cycle