Framework / How-to

投資手法・選定 framework

TSE Prime Reforms 2026 Update: A Practical Framework

by

Why does a single 2023 letter from the Tokyo Stock Exchange still matter in 2026? Because it created the first enforcement mechanism I’ve seen actually move the needle on Japan’s chronic book-value discount — and that’s exactly why this reform cycle deserves more than a one-time headline treatment. Investment Thesis Author’s View: Constructive | Fair … Read more

Tokyo Gas (9531): The 2026 Hub Analysis for Telecoms

by

Is Tokyo Gas (9531) still a slow-growth city-gas monopoly, or has its power, retail electricity, and overseas LNG mix already made it closer to a diversified infrastructure fund? Japanese-language filings already hint at that shift, and I don’t think English-language coverage has caught up yet. Investment Thesis Author’s View: Constructive | Fair Value Estimate (Author’s … Read more

TSE Governance Reform: 2026 Q3 Update for Dividend Investors

by
Featured image: TSE Governance Reform: 2026 Q3 Update for Dividend Investors

TSE Governance Reform: 2026 Q3 Update for Dividend Investors. Fundamentals, valuation, risks, and U.S. investor access.

Japan Factor Investing 2026: Strategies That Beat the Nikkei

by
Featured image: Japan Factor Investing 2026: Strategies That Beat the Nikkei

Japan Factor Investing 2026: Strategies That Beat the Nikkei. Fundamentals, valuation, risks, and U.S. investor access.

TSE Governance Reform: Are Firms Meeting ROE/PBR Targets?

by
Featured image: TSE Governance Reform: Are Firms Meeting ROE/PBR Targets?

TSE Governance Reform: Are Firms Meeting ROE/PBR Targets?. Fundamentals, valuation, risks, and U.S. investor access.

How to Buy Japanese Stocks from the US: Complete 2026 Guide

by
Featured image: How to Buy Japanese Stocks from the US: Complete 2026 Guide

How to Buy Japanese Stocks from the US: Complete 2026 Guide. Fundamentals, valuation, risks, and U.S. investor access.

Mitsubishi Corp (8058): The 2026 Hub Analysis for Trading

by
Mitsubishi Corporation (8058) — dividend growth analysis chart for Japanese trading house stocks

Mitsubishi Corp (8058): The 2026 Hub Analysis for Trading. Fundamentals, valuation, risks, and U.S. investor access.

How U.S. Investors Can Buy Buffett’s Mitsui (8031)

by
Buffetts Bet Unpacking The Value And Dividends Of

How U.S. Investors Can Buy Buffett’s Mitsui (8031). Fundamentals, valuation, risks, and U.S. investor access.

Hitachi (6501): Lumada, AI and Shareholder Returns

by
Hitachi 6501 A Japanese Tech Giant Driving Ai And

Hitachi (6501): Lumada, AI and Shareholder Returns. Fundamentals, valuation, risks, and U.S. investor access.

Disco Corp. (6146): AI Growth and Dividend Analysis

by
Ai Boom Powers Dividends Why Disco Corp 6146 Is A

Disco Corp. (6146): AI Growth and Dividend Analysis. Fundamentals, valuation, risks, and U.S. investor access.

Follow @bestjapanstocks