インカム投資家向け銘柄・記事
Roughly 40% of Tokyo Stock Exchange Prime Market companies still trade below 1.0× book value — a figure that would be scandalous on Wall Street but represents a genuine, durable opportunity for patient dividend investors willing to parse the Japanese-language disclosure lists that most English-language analysts simply ignore. Investment Thesis Author’s View: Constructive | Fair … Read more
I’ve been running a Japan factor screen every quarter since 2019, and the 2026 edition feels different — the TSE’s cost-of-capital pressure campaign is finally showing up in actual capital allocation decisions, not just glossy IR PDFs, and I’ve been tracking that shift through Japanese-language disclosure portals that most English-only analysts haven’t touched. Investment Thesis … Read more
Correction (June 2026): This article discusses Japan Prime Realty Investment Corporation, which trades on the TSE under ticker 8955. An earlier version of the title contained ticker 3283 (Nippon Prologis REIT) in error. All financial data in this article refers to ticker 8955. I’ve been watching JPR’s Japanese-language IR releases closely for the past several … Read more
I’ve been watching MS&AD’s Japanese-language IR releases more closely than usual this spring — the May 20 earnings drop included a Management Plan document that English-language aggregators summarized in two paragraphs, but the Japanese original runs to dozens of slides detailing exactly how ¥787 billion in net income gets recycled back to shareholders. That gap … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. 220 basis points over JGBs. That spread — buried in TSE corporate-response PDFs almost no English outlet has translated — is why I built this six-filter framework and applied it to five names that cleared every … Read more
