Kabu Japan
Kabu Japan, Jaiya DonohueKabu 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.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 4 months ago | Last Issue | a month ago |
| Active | |||||
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kabujapan.substack.comLatest Issues
Japanese Construction Stocks: Boom times
“Infrastructure is more important than architecture.”
An Upgrade
Japanese Steel: The last sector that hasn't moved
“Steel is the rice of industry.” Inazo Nitobe (1907)
(Written with Devesh Jaiswal)
Japan's Labor Market: The $5.5 Billion Signal
“The number of regular employees switching jobs has been increasing. Rising wages are reinforcing this mobility.” Bank of Japan, August 2025
The Prototype: Japan’s Labor Market and the $5.5 Billion Signal
Japan's Golden Age of Activism
The Elliott Investment Management Playbook
Good artists copy; great artists steal
Japan's Regional Banks: No longer value traps
An investment framework
Regional Bank Consolidation: Long Overdue
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Kabu Japan.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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How this newsletter ranks in the official Substack charts.
| #238 |
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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