Japanese news, equities, and trends, Teddy Letter

Teddy Okuyama

Japanese news, equities, and trends

Teddy Letter

We aim to fill the information gap on the Japan market, especially on small cap companies with little or no analyst coverage. While brokerages and sponsored research provide useful information, there is still an information divide between domestic and foreign investors. We aim to fill that gap by providing access to insights that are lost in translation.

Equity Bottom-Up

<p>This is installment #6 of my 200-day challenge to do write-ups on 200 Japanese small caps, at the end of which I plan to publish a book (tentative title: Japan Small Caps Handbook). I’m writing these unedited versions in a stream of consciousness style, and they will be refined before being finalized later on.</p>

This is installment #6 of my 200-day challenge to do write-ups on 200 Japanese small caps, at the end of which I plan to publish a book (tentative title: Japan Small Caps Handbook). I’m writing these unedited versions in a stream of consciousness style, and they will be refined before being finalized later on.

Japan

Avex Inc. operates entertainment businesses. The Company provides music production, live communication management, artist training, content creation, and other services. Avex offers services in Japan.

TOHOKUSHINSHA FILM CORPORATION plans and produces TV programs, movies, and commercial films.  The Company also provides satellite broadcasting and distributes licensing rights to domestic and foreign media companies.

Insource Co., Ltd. provides corporate training and business related open courses. Also, it offers HR related system and transition support for employment as well as production of e-learning and corporate movies.

PROTO CORPORATION provides information about new and pre-owned cars, motorcycles, and parts through magazines and the Internet.  The Company also provides information such as restaurants, golf courses, and ski resorts.  Proto Corp's Web site allows its users to research automobile pricing and insurance.

Intage Holdings Inc provides marketing research services, marketing system solutions, and consulting services.

ZIGExN Co Ltd develops and operates the internet media platforms called EX Sites that consolidate information from multiple media and submit user's request to multiple media in one access.

TV TOKYO Holdings Corporation has been established by making mainly TV TOKYO Corporation and TXBB(TV TOKYO Broadband Entertainment, Inc.) its subsidiaries. The Company operates and manages the business through equity holdings.

ZENRIN CO., LTD. produces and markets residential maps and supplies car navigation systems.  The Company has a base in Europe and a data production base in the US for car navigation systems.

Vector Inc. operates sales promotion businesses including press release support, market research, and Social Networking Service marketing.

Gakken Holdings Co.,Ltd. publishes educational books and magazines.  The Company is expanding into non-publishing areas such as educational materials, toys, and stationeries.  Gakken also operates cram schools and provides sales financing service.

Evergrande Auto researches, develops, and manufactures new energy vehicles. The Company engages in vehicle manufacturing, electric motor control, power batteries, vehicle sales, smart charging, shared mobility, and more. Evergrande Auto also operates health management businesses.

Hathway Cable and Datacom Limited is a cable television service provider.  The Company offers analog and digital cable television services.  Hathway also provides cable broadband services as well.

oOh!media Ltd is a media company. The Company provides advertising and marketing solutions, campaign production, campaign management, creative and digital solutions.

Prime Focus Ltd. offers motion picture post production and visual effects services.  The Company offers visual effects, digital film lab, telecine, editing, and motion control to high-definition production services.

Chengdu B-Ray Media Co., Ltd. provides newspaper publishing, printing, delivery, and advertising services.  The Company also sells newsprints and printing equipment.

MPS Ltd. is a publisher of school and college textbooks, reference books, general non-fiction titles and atlases.  The Company also has an online learning division that develops and manages educational portals.  MPS's information processing division supplies typesetting and data digitization services.

VGI Public Company Limited operates as an advertising media company. The Company offers out of home advertising, campaign measurement, target advertising campaign, and offline-to-online solutions. VGI serves customers globally.

Gray Television, Inc. operates television stations.  The Company operates in the southern, midwestern, and southwestern United States.

Jishi Media Company Limited constructs, manages and maintains cable television networks. The Company's main businesses include basic radio and television transmission services, digital television value-added services, two-way interactive broadband services, and cable-based network services.

PT Surya Citra Media Tbk has operations in mass media consultation, in house production and other multimedia services.  The Company's subsidiaries, SCTV and Indosiar provides television broadcasting throughout Indonesia.

SEPTENI Holdings Co., Ltd. is a holding company, which manages operations for its subsidiaries.  Group companies provide Internet advertising services, direct mailing, and catalog advertising.

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Septeni Holdings (4293 JP)

Day 6: Fringe81 (6550)

This is installment #6 of my 200-day challenge to do write-ups on 200 Japanese small caps, at the end of which I plan to publish a book (tentative...

Teddy Okuyama

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)