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Situation Highlight

LATEST:

NOV 16, 2025

23 bil yen market cap

4 bil yen net cash

4th consecutive revenue & net profit growth since 2022

Dividend yield: 5.91%

Orthodox business attuned to consumers' pain points, executed well

Special Sits

 Let activists create investment alpha for us

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Deep Realty

Filter companies with significant un-realized real estate value

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Renaissance

Companies that will uniquely benefit from the new Cold War 

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Strong Moat

Unique moat in sectoral niche

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Small Values

Companies with less than 50 bil yen in market cap, with net cash/market cap ratio exceeding 33%

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JG Watchlist

Japan Guru's personal watchlist

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