
I provide my Substack readers with the exact notes I send to institutional clients, released here on a three-month delay and priced for broader access. This is research designed for investors who prioritize a genuine fundamental edge over market consensus
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 246 | Founded | 5 years ago | Last Issue | 2 days ago |
| Active | |||||

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TOPIX’s next-generation constituent list created an obvious event trade: buy the 35 additions, sell the 683 transition-measure names. The first session after the announcement showed how crowded that trade was. Thirty-two of t...
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Japan is experiencing an unprecedented wave of large-scale personal data breaches, amplified by AI-driven attacks — headlines that sent a broad swath of small-cap security names to their daily limit-up on...
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Foreign ownership of Suncall (SC, cap ¥83 Bn) hovered around 3–4% through FY3/25 but jumped to 12.3% in FY3/26.
Suncall is now passing through the most significant turning point since its founding and entering a new growth p...
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Socionext (SN) was one of my post-earnings opportunity notes on August 13, 2026. The shares had traded largely range-bound since then, before rising 15% on September 24 amid broad strength in U.S. CPU-related stocks, includin...
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I don’t typically find housing and real‑estate stocks attractive. Their earnings are highly sensitive to the economic cycle, and much of that volatility sits outside management’s control. But occasionally mispricing creates a...
Subscribers, engagement, traffic and sponsorship for The Marosek Report: Japanese Stock Anomalies .
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Formerly JapaneseIPO, new name Yuka Marosek reflects broader Japan equity coverage. As a FINRA‑registered analyst, I provide paid readers 3‑month‑delayed institutional research for investors seeking undercovered, differentiated, non‑consensus ideas.
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