TSE プライム改革、PBR<1 監視銘柄、コーポレートガバナンス
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 watching the JPX monitoring list update every month since it launched in 2023, and what strikes me — sitting here in Tokyo where this story gets covered daily in Nikkei and Toyo Keizai — is how badly the English-language financial press has underestimated the 2026 enforcement cycle; the March 2026 compliance review is … Read more
I’ve been watching the TSE governance reform story from Tokyo since the March 2023 disclosure mandate dropped, and what strikes me most is how differently the story reads when you pull the actual Japanese-language filings versus the headline summaries that reach English-language investors — the gap between “companies are complying” and “companies are genuinely changing” … Read more
Disclosure: This article contains affiliate links to TradingView. We may earn a commission at no extra cost to you. Forty percent. That is the share of TSE Prime constituents still trading below book value as of early 2025 — and most English-language coverage has reduced this structural opportunity to a single recycled headline. The actual … Read more
