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KonichiValue Japan

Rei Saito

Your insider on investing in Japan

Platform
Substack
PricingFreemiumPublishesWeekly
Issues364Founded5 years agoLast Issue7 days ago
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Latest Issues

Why are Japanese twentysomethings starving themselves to buy the S&P 500?

It takes a profound lack of self-awareness for a politician to govern over three decades of wage stagnation and then act shocked when young people stop spending money.

During a recent Diet session, Finance Minister Satsuki Katayama clutche...

7 days ago
24
5

FY26 Fallout: Why is the Nintendo stock dropping like a rock?

Please note: This article is for informational purposes only and is not intended as investment advice. The mention of specific stocks is not a recommendation to buy or sell any securities.

You are reading this because you looked at Nintend...

8 days ago
34
5

Nintendo FY26 Earnings: Record Earnings Amidst Crushed Margins and a Game Drought

Please note: This article is for informational purposes only and is not intended as investment advice. The mention of specific stocks is not a recommendation to buy or sell any securities.

Nintendo just dropped their full-year earnings rep...

12 days ago
5
2

What Happens When Japan’s Car Industry Collapses?

I was recently scrolling through videos of China’s newest automotive assembly lines, and honestly, it’s scary. I was looking at so-called “dark factories”, facilities like those operated by Xiaomi and BYD. They are so thoroughly automated t...

13 days ago
26
9

Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E

Please note: This article is for informational purposes only and is not intended as investment advice.

Please note: This article is for informational purposes only and is not intended as investment advice. The mention of specific stocks is...

20 days ago
4
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  • Rei Saito

    I founded KonichiValue to merge my half-Japanese heritage with my passion for value investing in the world's most undervalued market.

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