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JapaneseIPO’s Newsletter

by Hidden Gem: growth stocks in Japan

Business

In this podcast, you will find out what I am hoping to be “undiscovered profit opportunities”. You will become familiar with small Japanese companies whose unique positionings in the economy will take them to profit growth and share price appreciation. japaneseipo.substack.com

From the show's RSS feed, refreshed Jan 4, 2023. Source feed.

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Episodes

  1. From Policy Headlines to Actual Funding

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  2. Sumitomo Soko (warehouse) 9303 – Upside from ongoing unwinding of cross shareholdings.

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  3. KOA Corp. (6999) ROIC recovery from 0.1% via Auto recovery + A1/Data Center to reduce volatility

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  4. Nippon Signal (6741) – Strong Q3 FY3/26 results -> stock up 7%

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  5. Yurtec Corp (1934): Implied Q4 decline drove a 6% decline of the stock

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  6. Iwatani Corp (8088): ROIC Rebound: Rare Earth/Hydrogen Growth + LPG Stability

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  7. Fuji Seal International (7894): Entering the Upturn of a U-Shaped Recovery

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  8. Takeuchi Mfg (6432): 10% stock drop following 1/13 3Q FY2/2026 Financial Results

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  9. Tokyo Century (8439) - Early MT Plan Achievements and a New MT Strategy to Drive ROE Higher

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  10. Gunze (3002): Beyond restructuring, solid balance sheet strength keeps the stock climbing?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  11. Jinushi 3252: High Stability Real Estate Business Benefiting from Corporates’ Need to Lift ROE

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  12. Serendip (7318): One of My Bad Calls in 2025: A Limit-Down on 11/14/25 and Slow Recovery Despite a 25% DCF Discount

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  13. Link&Motivation (2170): Weaknesses Mitigated and IR Engagement Accelerates before Topix rebalancing

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  14. Link&Motivation (2170): Three in One: Government HCM Policy Tailwinds, OpenWork, and FCE at 8x EV/EBITDA/35% ROE

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  15. Next Generation Tech Group (319A) – Why has Next Gen outperformed so far?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  16. Workman (7564): Recovery update + Workman vs. Tential (325A)

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  17. TokyotoKeiba (9672): Two Growth Engines: Online Betting Consistency & Tokyo Real Estate Expansion

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  18. M&A Brokers vs. Regional Banks: Who Best Leverages Japan’s Successor M&A Boom?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  19. Ishihara Sangyo Kaisha 4028 – Margin Expansion and Valuation Catch-Up with Nissan Chemical

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  20. JSB (3480): Defying Demographics – Student Apartments Continue to Grow Nationwide

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  21. Katitas 8919: A Best-in-Class Model in a growing industry vs. a high price tag.

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  22. Inabadenki 9934– AI Tailwinds in Electric Wire and HVAC; Valuation at 6–7x EV/EBITDA, 13x P/E

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  23. Furuno Electric 6814— 250% YTD Rally, Can Shipbuilding and Defense Keep This Stock Climbing?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  24. SBS Holdings (2384): The CEO Effect: Leadership as a Stock Growth Catalyst?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  25. Serendip Holdings (7318) — Small but very scalable acquirer with 9.6x PE

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  26. AlphaPolis 9467: What Asset Management One and Varecs see in this UGC pure play?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  27. Weathernews 4825: Down 10%: Is It Time to Buy? Unpriced Upside?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  28. Ms. Takaichi and Regional Banks/Kyoto Financial Group 5844

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  29. Tomen Devices 2737 – AI Stock: Safer Bargain or Value Trap?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  30. Potential sale of Nippon Sanso (4091) by Mitsubishi Chemical (4188)

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  31. Kohoku Kogyo 6524: Is it overvalued?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  32. Kyodo Printing 7914: Turning Point: Committing to Competitive Catch-Up with 2 leaders.

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  33. Starts Publishing (7849): FY12/24 OPM Rises 11.3% Above 5-Year Average

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  34. TOB Hunter

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  35. Globe-ing Inc. (277A) – Putting my concerns to rest. Evaluating Opportunity After a 17% Drop

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  36. Air Water (4088): Business Restructuring: The Turning Point for Margin Growth?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  37. Value Trap vs. Value Stock Thesis: Warabeya Nichiyo (2918)

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  38. Densan system holdings (4072): Should we ignore stablecoin as a hype?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  39. Nippon Gas (8174) — Following Genda’s Play Book?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  40. Nihon Chouzai Goes Private—What’s Next for Pharmacies?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  41. Inforich 9338: Growth uncertainty? With PE at ~10x and ROE 44%

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  42. Trial (141A) Expansive IT driven retailer – Post earnings pullback presents a buying opportunity?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  43. MIC 300A – 20% Pop on 8/8/25 Pushes Market Cap to ¥19Bn from Y17Bn on 6/13/25 when I flagged the stock.

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  44. Zero (9028): Still Beating TOPIX—Even After a 9% Dip

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  45. Small Caps, Big Potential: How Low Is Too Low?"

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  46. f-code Inc. (9211) Winning Formula: M&A Growth Strategy + High OPM + IT Consulting Sector Tailwinds, better than Genda?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  47. Yamau Holdings (5284): Undervalued, Rising profitability, Solid Balance Sheet, and Backed by Public Investment—Too Small to Matter?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  48. Profiting from Japan’s Parent-Subsidiary Delisting Wave

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  49. SRA Holdings 3817: A 58-Year-Old Independent SIer with Steady Operating Margin Growth: Is the Low-Code/No-Code Threat Overblown?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

  50. SK Japan 7608: A good read on Genda’s performance?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe

About this show

In this podcast, you will find out what I am hoping to be “undiscovered profit opportunities”. You will become familiar with small Japanese companies whose unique positionings in the economy will take them to profit growth and share price appreciation.

japaneseipo.substack.com

Hosted by

Hidden Gem: growth stocks in Japan

Categories

Business Investing

Frequently asked questions

How many episodes does JapaneseIPO’s Newsletter have?

JapaneseIPO’s Newsletter has 50 episodes on PodParley. The most recent episode was published on February 15, 2026.

What is JapaneseIPO’s Newsletter about?

In this podcast, you will find out what I am hoping to be “undiscovered profit opportunities”. You will become familiar with small Japanese companies whose unique positionings in the economy will take them to profit growth and share price appreciation. japaneseipo.substack.com

How often does JapaneseIPO’s Newsletter release new episodes?

JapaneseIPO’s Newsletter publishes monthly, based on its 50 episodes since November 2021.

Who hosts JapaneseIPO’s Newsletter?

JapaneseIPO’s Newsletter is created and hosted by Hidden Gem: growth stocks in Japan.
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