top of page
new Japan Guru icon.jpg

No.1 English-language social media platform for Japanese stocks

Powered by Japan Guru

Situation Highlight

LATEST:

JAN 27, 2026

There is this niche chemical processing company​ trading at less than 200 million USD market cap, holding 30% of global market share with a pricing power. It is net cash, generates stable cash flows, and its end customers include top global brands.

The company is so compelling one famous activist regrets not waging a TOB earlier.

The company just revised its guidance upward on the back of strong AI demand.

Special Sits

 Let activists create investment alpha for us

Small V

Deep Realty

Filter companies with significant un-realized real estate value

Small V

Renaissance

Companies that will uniquely benefit from the new Cold War 

Small V

Strong Moat

Unique moat in sectoral niche

Small V

Small Values

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

Small V

JG Watchlist

Japan Guru's personal watchlist

Small V

bottom of page