Japanese Market Community
Our community narratives are driven by numbers and valuation.
Japanese Investing Ideas
Global Weekly Picks
Q3 Outlook modestly optimistic
Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more
Risky..Selling Suggestion
The tension stems from Motherson Techno Tools Ltd. (MTTL) — a joint venture between Motherson Group and Sumitomo Electric Hardmetal (Japan) — versus Sumitomo Electric Hardmetal India , which launched independently in early 2023.Read more
Nihon Parkerizing sees 7.58% growth as it aims for a brighter future
Projected Growth Drivers: Product Innovation: The company has allocated approximately ¥1.2 billion to research and development in the last fiscal year, focusing on enhancing product quality and expanding service offerings. Market Expansion: Nihon Parkerizing operates in over 15 countries and aims to increase its market penetration by 20% in regions like Southeast Asia and Europe by 2025.Read more
Bandai Namco will ride a 6% growth wave powered by its hit games like Elden Ring
Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.Read more
Goals for 2025 Profit attributable to owners of parent 11.5%
How does Base make money? Base offers software implementation and generation services, they are specialized in SAP.Read more
Uncertain/Neutral - 3 Years
The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.Read more
Stricter Health Oversight And Environmental Woes Will Lower Valuation
Key Takeaways Mounting regulatory and environmental pressures challenge Yakult's product claims, ingredients, and core packaging, threatening profitability and necessitating costly changes. Overdependence on its flagship drink and limited portfolio diversification amplify vulnerability to shifting consumer preferences and intensifying competition, risking future revenue stagnation.Read more
Digital Transformation And Japanese Health Trends Will Revitalize Vending Operations
Key Takeaways Emphasis on digital transformation and health-focused product innovation aims to boost operational efficiency, cater to evolving consumer preferences, and drive sustainable revenue growth. Strategic investments in supply chain automation and shareholder returns signal management's commitment to expanding profit margins and enhancing long-term value.Read more
Share Repurchases And Cash Returns Will Support Electronics and Materials Expansion
Key Takeaways Restructuring into Electronics and Environmental Materials divisions aims to boost future revenue and margins through efficiency and collaboration. Expanding international markets and strategic focus on high-demand sectors could drive significant revenue growth and enhance shareholder value.Read more
