Kabu Japan
Kabu Japan is a newsletter focused on Japanese equities. We provide access to Japanese equities through brokerage, model portfolio and capital access solutions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | |||||
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kabujapan.substack.comLatest Issues
Taiyo Yuden: The High-Beta Bet on Downstream AI
“I don’t need an analyst to tell me a stock at 10x earnings is cheap. I need one to tell me a stock at 40x earnings isn’t expensive.” Stephen Mandell
The AI Trade Didn’t Die. It Moved Downstream.
Japan: The Quiet Technology Revolution
Japan: The next wave
I have spent a decent amount of time discussing NTT’s IOWN technology. It was therefore a great honor to briefly meet the President and CEO of NTT Research at the Nikkei Asia Forum in Sydney this week.
The event w...
Japan’s Suncall: What it’s telling us about the AI cycle
Japan’s Optical Opportunity
Japan’s Optical Opportunity
Japan’s New Capital Allocation Regime
Japan: Follow the Capital
Everyone should re-read Chalmers Johnson’s work on Japan, particularly MITI and the Japanese Miracle. His analysis of the Japanese developmental state and the administrative guidance (行政指導) exercised by the bu...
Honda: Is the market getting the story wrong?
Why we like the name
Why we like the name
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Kabu Japan.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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| #215 |
Authors
The writers behind this newsletter.
Kabu Japan is a newsletter focused on Japanese equities. We provide independent, insightful analysis of Japan’s stock market, highlighting opportunities across large-cap, mid-cap, and small-cap companies.
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