Here you can find a list of resources to aid your research into Japanese companies. Some are in Japanese but Google Translate on Chrome (or Deepl) should do the trick!
I’ve also added some sites for management interviews that are Video-based and in Japanese. Unfortunately, these are difficult to convert to English but have included them here anyway. If you found it useful, don’t forget to share and subscribe!
Analyst reports in English
Stock Research Center (Unfortunately this is in Japanese but a PDF translator should do the trick.)
Musha Research: Provides some really interesting perspectives on Macro
Bridge-Salon: Sponsored Research in Japanese
Substacks
Asia Century Stocks: Covers Asia in General including Japan
Altay Capital: Coverage on Japan especially Net-Nets
Continuous Compounding: Covers global but a good portion on Japan
Dungeon Investing: Coverage of IP/Gaming related names
East Asia Stocks: Covers East Asia, including Japan
Japan Business Insights: Covers Japan from a Unique angle
Japan Economy Watch: Commentary on Japan Economy & Politics
Jesper Koll: Great Stats + Commentary on Japan Markets
Observing Japan: Political Commentary on Japan
Seraya Investment: Asia Focused Fund which includes Japan
Sweet Stocks: Occasional reports on Interesting Japanese stocks
Venture in Japan: On the Japanese venture ecosystem
Stock Data/Info
Edinet: Japanese ‘EDGAR’, look up filings of companies directly.
Logmi Finance: Provides earnings call transcripts in Japanese. Does not cover all stocks
Buffet Code: Great place to get a snapshot of companies. Has many functions useful for analysis
Minkabu: Another site for snapshots, good for retail sentiment checks as it provides consensus price targets by brokers and retail investors
IR Bank: Versatile in getting an overview of companies, holdings summaries, and earnings releases (including guidance revisions)
Karauri.net: Data on Short Interest
Yasashii IPO: Latest on upcoming IPOs
Ufo Catch: Real-time update on the latest releases by Public companies
Kabutan Daily Movers/After Hours: Useful to track daily movers and After-hours information. Kabutan itself has way more functions that may be useful to you
Kabumap: Stock market data, with interesting screeners and rankings
Kabupro: Easy access to all historic filings. (My favorite way to use it is to see historic ownership filings by specific Funds/Investors)
Traders Web Margin Data: Margin Buying/Selling Data on the overall market, also provides a screener (You can also use IR bank to get a breakdown of more company-specific data and trends for each)
Yahoo Finance Bulletin: Company-specific bulletin used by individual investors (Beware there is a lot of noise and nonsense here but in rare cases some interesting info)
Japan Cheap Growth Stocks Community: A great community on X for idea generation of Japanese stocks
Shikiho Online: The online version of the “Japan Company Handbook” with a paid sub that Tatsuro Kiyohara recommends
Japan Exchange Group: Owner of the Tokyo Stock Exchange, get updated market data and new governance proposals
Media IR: High level stock analysis (in Japanese but should be translatable)
Management/IR Interviews
Unfortunately many in video format are in Japanese. Some do have transcripts
Shonan Toushi Benkyokai: Transcripts for IR Seminars. (video format here)
Keieisha Times: Management Interviews. (Text)
Leaders File: Management Interviews. (Text)
Jonetsu CEO: Profiles of Japanese Executives for both Public and Private Companies
IRTV Japan: IR Interviews. (video format)
Shacho Meikan: Mix of Video and Text-based Interviews with Japanese CEOs
The WorldFolio Japan: Interesting management interviews for both private/public companies
Disrupting Japan: a wonderful podcast featuring the Japanese startup/Tech world
Minsetsu: Platform to organize management calls. *Please note this service is only available to funds
Other Stats
IR Japan: Provides great stats on the activism, governance landscape on their earnings presentations
One Capital Cloud Index: “Bessemer Cloud Index”of Japan, a good barometer of the SaaS Landscape
Small and Medium Enterprise Agency: METI Data on Small and Medium Businesses
METI Economic Stats: Japan Economy Statistics
Tokyo Stock Exchange: General Japan Stock Market Stats updated daily
Official Statistics of Japan: Miscellaneous Stats on Japan
Open Work: Employee Reviews (Similar to Glassdoor)
en-Lighthouse: Employee Reviews
ITReview: Customer insights for software products
Kanpo: Database for financials on private companies
Tochidai: Database of land value in Japan
Financial Services Agency: Updates on the regulatory + Governance landscape
Peragaru: Platform for Alternative Data Specifically for Japan (Paid, in Japanese)
Ministry of Finance: Government reported Macro stats (I like to look at foreign fund in/outflows in securities)
Teikoku Data Bank: Economic Trends and Bankruptcy Stats. Interesting place to see what’s driving bankruptcies.
Tokyo Shoko Research: Bankruptcy data
Recruit Survey and Data: Miscellaneous Data (This is little harder to translate as they’re pdfs)
Seikatsu Soken: Consumer Lifestyle Surveys
NLI Research Institute: Reports from an economic thinktank covering finance, asset management, insurance and pensions
Daiwa Institute of Research: Good overview and reports on Key Macro Indicators
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