Yuka MarosekSankyo Co.,Sankyo Co., Ltd. (6417): Pachinko and content creation at cash adjusted PE of 4.95x — a profitable combination.Jan 281Jan 281
Yuka MarosekPachinko in Japan: A Fading Trend or a Resurging Profit-Maker?Pachinko. It’s challenging to identify an industry that has faced more negative long-term predictions over the past few decades, given the…Jan 14Jan 14
Yuka Marosek3,900+ stocks listed in Japan. How to unearth a hidden gem?3,900+ stocks listed in Japan. How to unearth a hidden gem?Jan 2Jan 2
Yuka MarosekYamae Group Holdings (7130) — From a local food wholesaler to nationwide operator of Pizza Hut…Yamae Group Holdings (7130) — From a local food wholesaler to nationwide operator of Pizza Hut JapanDec 21, 2023Dec 21, 2023
Yuka MarosekUnconventional approach to capitalize on “succession M&A surge” in JapanUnconventional approach to capitalize on “succession M&A surge” in JapanDec 8, 2023Dec 8, 2023
Yuka MarosekWarabeya Nichiyo Holdings (2918) — The age old discussion of a value stock vs.The age-old discussion of whether a stock is a promising value stock or a value trap is indeed a fascinating yet challenging subject. A…Nov 28, 2023Nov 28, 2023
Yuka MarosekSince their inception in the 1970s, these stores have evolved beyond their initial role as simple…These stores, often referred to as “CVS”, provide a variety of fresh, high-quality products at everyday fair prices, ranging from…Nov 16, 2023Nov 16, 2023
Yuka MarosekJapanese IPO market bucks a trendIn a recent brief (the link below), KPMG offered an enlightening analysis of the current IPO market in Asia. The report accentuates the…Nov 5, 2023Nov 5, 2023
Yuka MarosekYappli, Inc. (4168) — From an industry creation stage to a profit cultivation stageYuka Marosek, CFAOct 13, 2023Oct 13, 2023