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Kabu Japan

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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Substack
PricingFreemiumPublishesDaily
Issues40Founded6 months agoLast Issue6 days ago
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Latest Issues

The Next Strategic Resource Cycle: Food

Food is strategic too

For decades, if investors wanted to understand Japan’s major trading houses, the answer was simple: resources.

LNG, copper, iron ore, coal and the like dominated their strategic narrative. These businesses were e...

6 days ago
5

Looking past the IPO: Is (556A) Inuneko-Seikatsu mispriced?

“Money can buy you a fine dog, but only love can make him wag his tail.”

(Written with Xavier Clough)

7 days ago
3
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The Return of Japan’s Industrial State

(Written with Xavier Clough)

Rohm, Mitsubishi Electric and Toshiba

For decades, investors valued Japanese companies primarily through familiar financial metrics: earnings growth, return on equity, book value and dividend yield. Those...

8 days ago
5

Japan's Consumer Pricing Revolution

When I lived in Japan, Fast Retailing stood as the largest company in the Nikkei by market capitalization for many years. It was the defining success story of modern Japanese equities. The rise of Uniqlo was an extraordinary achievement: a...

10 days ago
6

Finding the Next Suzuki: Japan’s Hidden Winners from India’s Growth Cycle

Investors have spent decades searching for the next Suzuki.

When Suzuki partnered with Maruti in the early 1980s, it did not simply enter India. Instead, it became part of India’s economic transformation. As incomes rose and personal mobil...

12 days ago
5

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  • Kabu Japan

    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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