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The Marosek Report: Japanese Stock Anomalies episodes
- From Policy Headlines to Actual Funding
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/subscribe7 min - Sumitomo Soko (warehouse) 9303 – Upside from ongoing unwinding of cross shareholdings.
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/subscribe4 min - KOA Corp. (6999) ROIC recovery from 0.1% via Auto recovery + A1/Data Center to reduce volatility
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/subscribe7 min - Nippon Signal (6741) – Strong Q3 FY3/26 results -> stock up 7%
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/subscribe6 min - Yurtec Corp (1934): Implied Q4 decline drove a 6% decline of the stock
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/subscribe3 min - Iwatani Corp (8088): ROIC Rebound: Rare Earth/Hydrogen Growth + LPG Stability
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/subscribe9 min - Fuji Seal International (7894): Entering the Upturn of a U-Shaped Recovery
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/subscribe7 min - Takeuchi Mfg (6432): 10% stock drop following 1/13 3Q FY2/2026 Financial Results
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/subscribe7 min - Tokyo Century (8439) - Early MT Plan Achievements and a New MT Strategy to Drive ROE Higher
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/subscribe5 min - Gunze (3002): Beyond restructuring, solid balance sheet strength keeps the 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/subscribe7 min
About The Marosek Report: Japanese Stock Anomalies
From the publisher's feed
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 take them to profit growth and share price appreciation.
japaneseipo.substack.com
japaneseipo.substack.com