#JapanStocks
Can Japan’s strong exports offset tighter BOJ policy?

Tokyo markets were closed for Respect for the Aged Day as investors digested a 31-year high in rates and 19.3% export growth.

#Japan #BOJ #JapanStocks #Exports #InterestRates #Nikkei225 #MarketNews
September 21, 2026 at 1:34 AM
My friend asked me 'how do I even start with stocks?' — so here's a total beginner's guide: brokerage accounts, index investing, Japan's tax-free NISA, diversification… all in plain words 📝 #investing101 #JapanStocks
https://9qu1.github.io/invest-daily/guide-invest-basics.html
July 22, 2026 at 7:19 AM
Deep Dive: Hit (378A) — Owner-operator of Japan's most iconic street-level digital billboards — the giant screens at Shi…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/hit-378a-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Hit (378A) Deep Dive
Owner-operator of Japan's most iconic street-level digital billboards — the giant screens at Shibuya's Hachikō crossing, Omotesandō and Dōtonbori — earning 30%+ operating margins by leasing prime rooftops and selling the airtime direct.
uncoveredjapan.com
September 25, 2026 at 10:17 PM
Nikkei bounced back today, up 307 points! 📈 Alphabet (Google's parent) said it's boosting capex, so Japanese AI-chip names caught a bid again. wild how one US AI headline ripples straight into Tokyo stocks 👀 #JapanStocks #Nikkei
https://9qu1.github.io/invest-daily/2026-07-23-close.html
July 23, 2026 at 7:34 AM
Tokyo only traded 2 days this week and the Nikkei still gained 1,345 yen 😳 US 10-year yields hit their highest since 2007, yet all 3 US indexes finished the week up. kinda wild combo tbh #JapanStocks #investing
https://9qu1.com/invest-daily/2026-09-26-weekly.html
September 25, 2026 at 10:38 PM
next week is packed: dividend cutoff monday, ex-dividend tuesday, then US PCE, the BOJ tankan, Micron earnings and friday's jobs report 😳 odds of an october fed hike are already above 70%… friday feels like the big one #JapanStocks #inves…
https://9qu1.com/invest-daily/2026-09-27-outlook.html
September 26, 2026 at 10:39 PM
Nikkei up 5 days in a row now — closed at 66,364, +850 today 😳 chip stocks plus people grabbing shares before the Sept dividend cutoff on the 28th. TOPIX rose too this time. curious what happens after the ex-dividend day #JapanStocks
https://9qu1.com/invest-daily/2026-09-25-close.html
September 25, 2026 at 7:37 AM
Deep Dive: SONEC (1768) — A debt-free, cash-rich regional general contractor in Kansai — record FY26 profit on a one-o…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/sonec-1768-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
SONEC (1768) Deep Dive
A debt-free, cash-rich regional general contractor in Kansai — record FY26 profit on a one-off backlog drawdown, trading at 0.77× book with net cash worth ~64% of its market value.
uncoveredjapan.com
September 19, 2026 at 10:17 PM
Why is Tokyo closed today?

Japanese markets paused for a public holiday on September 22 ahead of the Autumnal Equinox observance.

#Japan #TokyoStockExchange #Nikkei225 #MarketHoliday #JapanStocks #AsiaMarkets #MarketNews
September 22, 2026 at 3:34 AM
Tokyo's back from the long weekend and the Nikkei briefly jumped 1,200+ points past 66,000… then closed only +495 😳 Japan's 10-year yield hit a ~30-year high above 3% and the broader TOPIX actually fell. wild split day #JapanStocks #investi…
https://9qu1.com/invest-daily/2026-09-24-close.html
September 24, 2026 at 7:38 AM
Deep Dive: Safie (4375) — Japan's #1 cloud-recording video platform (54.3% share) — an asset-light SaaS turning its fi…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/safie-4375-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Safie (4375) Deep Dive
Japan's #1 cloud-recording video platform (54.3% share) — an asset-light SaaS turning its first operating profit after years of growth investment.
uncoveredjapan.com
September 26, 2026 at 10:17 PM
Deep Dive: TANAKEN (1450) — A capital-light independent demolition-management specialist — owns zero heavy machinery…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/tanaken-1450-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
TANAKEN (1450) Deep Dive
A capital-light independent demolition-management specialist — owns zero heavy machinery, wins ~80% of its work as prime contractor, and runs ~15% operating margins with essentially no debt.
uncoveredjapan.com
September 26, 2026 at 6:00 AM
🇯🇵 Tokyo cash stocks are shut for three days, but Nikkei futures and USD/JPY definitely aren’t taking the holiday. Thursday’s open could have a few days of price discovery to catch up on. www.ebc.com/forex/japan-... #Nikkei #JapanStocks #USDJPY #Markets
Japan Stock Market Closed for Three Days: What Traders Need to Know | EBC Financial Group
Japan stock market closed 21-23 September 2026. Learn how Nikkei futures, FX and reopening gaps keep Japanese equities priced.
www.ebc.com
September 22, 2026 at 7:09 AM
Deep Dive: Weathernews (4825) — The world's largest private-sector weather company — a 96%-recurring, effectivel…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/weathernews-4825-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Weathernews (4825) Deep Dive
The world's largest private-sector weather company — a 96%-recurring, effectively debt-free operator that keeps ships, planes and infrastructure moving across ~50 countries, and runs Japan's No.1 consumer weather app.
uncoveredjapan.com
September 26, 2026 at 10:17 PM
[EN] 🚨 #8267 AEON confirms issuance of FY2025 stock compensation warrants. While this enhances management incentives for long-term value creation, potential share dilution remains a concern. Neutral stance until more details emerge ⚖️ #JapanStocks #Retail
April 9, 2026 at 5:03 AM
Tokyo's off for the equinox 🍁 Korea's KOSPI rose for a 4th day thanks to Samsung (+3%), yet more stocks actually fell — big caps really move the index huh. China slipped. Tokyo finally reopens tomorrow! #JapanStocks #investing
https://9qu1.com/invest-daily/2026-09-23-close.html
September 23, 2026 at 7:38 AM
📊 #4506 Sumitomo Pharma announces major public offering. Issuing 51.3M new shares for growth strategy funding. Achieved profitability in FY2024, securing funds for 2 cancer drug development and financial strengthening.
⚖️ Neutral: Profitability recovery positive but dilution concerns
#JapanStocks...
April 9, 2026 at 10:17 PM
Deep Dive: Midac (6564) — An owner-operated industrial-waste processor from Hamamatsu whose permitted final-disposal l…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/midac-6564-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Midac (6564) Deep Dive
An owner-operated industrial-waste processor from Hamamatsu whose permitted final-disposal landfills drive ~40% operating margins — compounding revenue at ~16% a year with an ambitious plan to go national.
uncoveredjapan.com
September 25, 2026 at 6:00 AM
Deep Dive: AXIS (4012) — A founder-led (44.6%) independent system integrator built on financial-institution core system…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/axis-4012-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
AXIS (4012) Deep Dive
A founder-led (44.6%) independent system integrator built on financial-institution core systems — debt-free, ~75% equity, compounding revenue at a mid-teens rate.
uncoveredjapan.com
September 24, 2026 at 10:17 PM
Deep Dive: Torishima (6363) — A 1919-founded, independent maker of large, high-pressure plant pumps — a global nic…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/torishima-6363-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Torishima (6363) Deep Dive
A 1919-founded, independent maker of large, high-pressure plant pumps — a global niche leader in seawater desalination, now with overseas at 50%+ of sales and the world's first liquefied-hydrogen pump to its name.
uncoveredjapan.com
September 27, 2026 at 2:00 PM
Deep Dive: baudroie (4413) — A boutique IT-infrastructure specialist — network, server and security only — that tra…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/baudroie-4413-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
baudroie (4413) Deep Dive
A boutique IT-infrastructure specialist — network, server and security only — that trains its own engineers, compounding revenue at a ~45% five-year CAGR with sector-leading ~19.5% operating margins, a ~40% forward ROE, and effectively no net debt.
uncoveredjapan.com
September 27, 2026 at 6:00 AM
Deep Dive: Kewpie (2809) — Japan's dominant mayonnaise maker (~60% share), built on a fully-integrated egg value chai…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/kewpie-2809-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Kewpie (2809) Deep Dive
Japan's dominant mayonnaise maker (~60% share), built on a fully-integrated egg value chain — effectively net-cash, with a high-margin overseas business now driving the growth.
uncoveredjapan.com
September 24, 2026 at 10:17 PM
Deep Dive: J-Lease (7187) — Japan's fastest-growing rent-guarantee specialist — a ~24% five-year revenue CAGR and a…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/j-lease-7187-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
J-Lease (7187) Deep Dive
Japan's fastest-growing rent-guarantee specialist — a ~24% five-year revenue CAGR and a 33% ROE, riding the civil-code shift from personal guarantors to institutional guarantees.
uncoveredjapan.com
September 25, 2026 at 10:17 PM
Deep Dive: Sumitomo Pharma (4506) — A Sumitomo Chemical–affiliated drugmaker that survived the Latuda patent…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/sumitomo-pharma-4506-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
Sumitomo Pharma (4506) Deep Dive
A Sumitomo Chemical–affiliated drugmaker that survived the Latuda patent cliff and staged a V-shaped turnaround on three US specialty medicines — now highly profitable and optically cheap, but paying no dividend and contending with a short-seller's accounting claims.
uncoveredjapan.com
September 26, 2026 at 10:17 PM
Deep Dive: ARE Holdings (5857) — Japan's largest independent precious-metals recycler and refiner — an urban-mi…

Overlooked Japanese small-caps, deeply researched in English.
Full research → https://uncoveredjapan.com/are-holdings-5857-deep-dive-part-1-the-business-its-moat/ #JapanStocks #Investing
ARE Holdings (5857) Deep Dive
Japan's largest independent precious-metals recycler and refiner — an urban-mining leader that turns jewelry, dental, electronic and catalyst scrap into gold, platinum and palladium, paying a ~4.4% dividend yield.
uncoveredjapan.com
September 25, 2026 at 2:00 PM