Japan
FANUC (6954 JP)
World leader in CNC devices and industrial robots to enjoy yet another cycle
Japan
Subaru (7270 JP)
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Japan
T. Hasegawa (4958 JP)
Japanese leading flavours & fragrances specialist at a discount to global peers
Thematic reports
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Japan
Pan Pacific International (7532 JP)
Japan's leading discount retailer on the cusp of an international expansion
Deep-dives
Reader question: The Bank of Kyoto?
Estimated reading time: 16 minutes
Japan
Daiichi Kosho (7458 JP)
Daiichi Kosho (7458 JP) is Japan’s leading producer of karaoke equipment. As you may remember, I discussed Daiichi Kosho in this previous thematic, and I mentioned that I own the stock in a recent portfolio review. I also wrote a deep-dive on Daiichi Kosho’s competitor Koshidaka - a
Japan
Reader question: Sony?
Estimated reading time: 18 mins
Japan
Okamoto (5122 JP)
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’
Japan
Reader question: Nintendo?
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Japan
En-Japan (4849 JP)
En-Japan (4849 JP) is a Japanese online recruitment company. It owns a large and growing platform for job advertisements, with a user-generated company review system that is the strongest in Japan by a factor of 10x. What makes the company stand out is its Amazon-like focus on
Japan
Genki Sushi (9828 JP)
Genki Sushi (9828 JP) is a conveyor belt (“kaiten”) sushi restaurant operator based in Utsunomiya, Japan. Genki Sushi started in 1968 by 24-year old Japanese chef Fumio Saito who came up with the concept of sushi on revolving conveyor belts. The company was listed in 1991 and now has