Japanese Market Community

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

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

How does Base make money? Base offers software implementation and generation services, they are specialized in SAP.Read more

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 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

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

Risks Are there any risks that your catalysts won't play out as expected? Latest expansion for their main earner (FF14) was not very well received.Read more

Key Takeaways Panasonic's advanced EV battery technology, aggressive cost-cutting, and surging energy storage demand are set to drive revenue growth and strengthen operating margins. Innovation across home appliances and digital supply chain solutions positions the company for higher recurring earnings and sustained market leadership.Read more

Key Takeaways Expansion into sustainable packaging, digital security, and advanced semiconductors is set to drive higher margins, revenue growth, and diversification away from traditional print. Structural reforms, portfolio optimization, and strategic M&A are expected to boost profitability, unlock value, and align the business with long-term global growth trends.Read more