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 | 241 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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japaneseipo.substack.comLatest Issues
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I recognize that you are fundamentally driven, bottom‑up investors rather than macro traders. That said, in my experience, stock selection becomes meaningfully easier in rising markets—especially when policy settings are supp...
NTT (9432): What Investors Are Getting Wrong About It
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Sumitomo Chemical (4005): What Investors Misunderstand About It
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For the most recently reported quarter, many chemical companies reported excellent results, mainly driven by a weak yen and tight naphtha supply, the result of Middle East tensions.
Sumitomo Chemical (SC) is no exceptio...
How to Play the Shift from Kioxia/Nikkei Focus to TSE Growth
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Last week (8/24–8/28), the Nikkei was broadly flat, while the TSE Growth Index rose 5.36%. Growth outperformance accelerated after Kioxia failed to rally meaningfully following Nvidia’s solid earnings release. While one week...
Oisix (3182): Inflection Point: B2B Margin Expansion and the 7% Food Tax Cut
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Oisix is a high‑quality meal‑kit operator with a market cap of roughly ¥65 bn. Liquidity is limited, which naturally keeps many investors away, but I see it as still early in its next growth phase. A further tailwind is the t...
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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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