Thematic reports
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E
Japan
Ryohin Keikaku (7453 JP)
Japan’s finest retailer now benefitting from China’s reopening
Japan
Seria (2782 JP)
Japanese discount retailer going through short-term turbulence
Deep-dives
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
Japan
The ultimate guide to Japan's publicly listed restaurant chains
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
Japan
Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Japan
Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Thematic reports
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
Japan
Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Japan
Sony (6758 JP)
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Japan
Kyushu Railway (9142 JP)
Railway operator and real estate developer with COVID-19 catalysts