The Marosek Report: Japanese Stock Anomalies
Yuka MarosekI 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 | Daily |
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| Issues | 232 | Founded | 5 years ago | Last Issue | 25 hours ago |
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Sparx Group (8739): A possible cure for Japan’s declining birth rate.
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This note is for your information only.
I came across an interesting article—actually covered by several media outlets—about South Korea.
South Korea’s birth rate is rebounding. It increased 15% year‑on‑year in Q1/26, and...
Workman (7564): Strong Q1 FY3/27, solid SSS, and a firmer yen outlook
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Workman shares are up only 36% since my initial note on 9/15/24 and are actually down 8% year to date in the persistently weak yen environment. The stock has also not benefited from the AI-driven rally.
However, the currency...
Tomen Device (2737): Q1 FY3/27 results + upped guidance + dividend hike = stock is up 21%
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*Please note that this commentary is provided solely for your information. It should not be interpreted as investment advice or a recommendation to take any specific action.
I highlight Tomen Devices (TD, MC ¥82bn) given the...
JINS (3046): In line Q3 FY8/26 results, but the stock was down 24%
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Please note that this commentary is provided solely for your information. It should not be interpreted as investment advice or a recommendation to take any specific action.
The shares of Jins (a discount eyewear retailer) ha...
Revised up guidance + Sanyo M&A = stock up 45%
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Mitsui M (Cap: ¥146B) on 7/22/26 announced
1. a modest upward revision to its FY3/27 guidance,
2. a dividend hike from ¥76 to ¥130 (+76%), and
3. the acquisition of Sanyo Co.*
I believe items (2) and (3) largely explai...
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Authors
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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