Japanese Market Community
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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
US Tariff Shifts And Slowing EV Demand Will Weaken Profitability
Key Takeaways Overexposure to EV batteries and execution struggles in restructuring and diversification threaten long-term profitability and revenue stability. Geopolitical risks and declining demand in mature markets could significantly erode margins and future earnings.Read more
Delays, China Risks Will Curb Prospects But Hope Will Endure
Key Takeaways Heavy reliance on major clients and exposure to China create risks from demand swings, supply chain fragmentation, and political volatility, impacting revenue stability. Smaller scale and mature product portfolio limit SCREEN's ability to invest in R&D, raising the risk of losing technological edge and seeing profit margins erode.Read more
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.Read more
