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 | 251 | Founded | 5 years ago | Last Issue | 2 days ago |
| Active | |||||
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japaneseipo.substack.comLatest Issues
Tomen Devices (2737): The AI cycle is not over, and it is not a bubble
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Tomen Devices (TD, cap ¥175Bn) announced its 1H FY3/27 results on 10/28/26.
Note: My original Tomen Devices note on 10/4/25 is available to my paid subscribers (pls become paid subscribers!) It outlines its strategic role as...
OSG Corporation (6136): Strong Read-Through from Fanuc and Japanese Export Data, but Are Margins Sustainable?
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OSG Corporation (6136): Strong Read-Through from Fanuc and Japanese Export Data, but Are Margins Sustainable?
Why OSG now?
The Ministry of Finance’s September 2026 (out Oct 21/26) trade statistics show the strength of the J...
Asahi Kogyosha (1975): 60% OP growth over the last 3 years + 3rd growth pillar
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Asahi Kogyosha (AKC), an engineering contractor, has compounded operating profit at roughly 60% over the past 3 years, yet the stock has traded sideways since Q1 FY3/27 results. I attribute the range-bound price action to two...
Takeuchi (6432) — 7% up post H1 FY2/27 (Mar–Aug 2026) results
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Takeuchi rose 7% (over 2 days) after releasing its H1 FY2/27 numbers. The stock is up 42% since my initial note in February 2024 — nothing spectacular. US housing has been challenged, pressuring Takeuchi shares, but any sign...
TOPIX Reform: 683 Transition-List Stocks Through an Activist Lens
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Earlier, I screened for companies that may be able to remain in TOPIX under the index transition, using sales and operating profit growth of more than 20% as the screening criteria.
Today’s screening focuses on potential act...
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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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