Primer: Lion Corp (4912 JP) - Dec 2025
Lion Corp is a dominant player in the Japanese consumer staples market, particularly in oral care, with a long history of stable growth and...
86 Views
Pharma Foods International (2929 JP): 1Q Loss from Up-Front Advertising Expenses
Share price down on 1Q losses from temporary surge in advertising. Gross margin steady at 80%. Return to profitability expected in 2H. Long-term...
309 Views
Intloop (9556 Jp) - Solid Start to the Year
We believe management’s core growth strategy remains consistent and well-positioned to deliver sustainable growth, with a positive demand...
251 Views
Hamamatsu Photonics (6965 JP): The Opportunity in Lasers
Semiconductor, medical, quantum and defense-related demand are turning the Laser segment into a new growth driver. By the end of the decade, it...
380 Views
Primer: Anicom Holdings (8715 JP) - Dec 2025
Anicom Holdings is the clear market leader in Japan's high-growth pet insurance industry, commanding over 40% market share, driven by the...
324 Views