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In this podcast, you will find out what I am hoping to be “undiscovered profit opportunities”. You will become familiar with small Japanese companies whose unique positionings in the economy will ta... more
FAQs about JapaneseIPO’s Newsletter:How many episodes does JapaneseIPO’s Newsletter have?The podcast currently has 120 episodes available.
December 03, 2025M&A Brokers vs. Regional Banks: Who Best Leverages Japan’s Successor M&A Boom? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more8minPlay
November 30, 2025Ishihara Sangyo Kaisha 4028 – Margin Expansion and Valuation Catch-Up with Nissan Chemical This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more11minPlay
November 23, 2025JSB (3480): Defying Demographics – Student Apartments Continue to Grow Nationwide This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more11minPlay
November 13, 2025Katitas 8919: A Best-in-Class Model in a growing industry vs. a high price tag. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more8minPlay
November 07, 2025Inabadenki 9934– AI Tailwinds in Electric Wire and HVAC; Valuation at 6–7x EV/EBITDA, 13x P/E This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more10minPlay
November 01, 2025Furuno Electric 6814— 250% YTD Rally, Can Shipbuilding and Defense Keep This Stock Climbing? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more7minPlay
October 27, 2025SBS Holdings (2384): The CEO Effect: Leadership as a Stock Growth Catalyst? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more5minPlay
October 22, 2025Serendip Holdings (7318) — Small but very scalable acquirer with 9.6x PE This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more9minPlay
October 18, 2025AlphaPolis 9467: What Asset Management One and Varecs see in this UGC pure play? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more9minPlay
October 12, 2025Weathernews 4825: Down 10%: Is It Time to Buy? Unpriced Upside? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit japaneseipo.substack.com/subscribe...more7minPlay
FAQs about JapaneseIPO’s Newsletter:How many episodes does JapaneseIPO’s Newsletter have?The podcast currently has 120 episodes available.