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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 226 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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japaneseipo.substack.comLatest Issues
Nvidia Highlights Japan’s Emerging Leadership in Physical AI
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It’s not everyday that CNBC mentions Japan, outside of SoftBank. However, in its article “Nvidia unveils new AI model and expands Japan’s physical AI ecosystem,” CNBC highlighted Jensen Huang’s view that Japan is positioned t...
Tokyo Energy & System (1945): Margin recovery, 54% OP growth, sizable order backlog, and management’s sharpened profitability focus
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The share price of Tokyo Energy & System (TES), a power‑plant construction subcontractor, rose 22.54% on May 13 to ¥2,479 following the release of robust FY3/26 results, including a 78% year‑on‑year increase in operating prof...
Moresco (5018) – Are AI/Data Center trades over?
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“This is a brief note, so I’m keeping it outside the paywall”
I’m using MORESCO’s Q1 FY2/27 results—and the market’s reaction—as a small (cap Y22 Bn) but useful gauge of whether the AI trade is truly fading. It’s only one co...
Hoden Seimitsui Kako Kenkyusho (“HSK”) (6469) – The stock is up 18% (limit up) - Strong Q1 FY 2/27
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I am using HSK’s strong Q1 FY2/27 results to reintroduce my Mitsubishi Heavy alternative (although it may be too small at Y35 Bn). My 5/3/26 note is available for the paid subscribers.
Guidance revision for FY2/27
Net Sale...
The Next Decade’s Defining 10-Bagger is Quietly Engineering the Future of AI Software
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Every decade, a handful of companies quietly reshape the market, delivering life-changing returns to early investors who recognize the pattern before Wall Street does.
A decade ago, names like Lasertec and Capcom shared a ve...
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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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