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Kabu Japan

Kabu Japan is a newsletter focused on Japanese equities. We provide independent, insightful analysis of Japan’s stock market, highlighting opportunities across large-cap, mid-cap, and small-cap companies.

Newsletter · By Kabu Japan · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 20, 2026
Audience
Checking…
Earliest in this view
Aug 13, 2026

Latest issues

  1. Issue · Sep 20, 2026

    Japan’s Electricity Bottleneck (opens the original)

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    <img alt="" class="sizing-normal" height="1024" src="https://substackcdn.com/image/fetch/$s_!0Z6J!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62c2915c-632a-4e9f-af45-49adbe21de84_825x1

  2. Issue · Sep 13, 2026

    Japan’s Shipbuilding Revival: follow the engines (opens the original)

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    <img alt="" class="sizing-normal" height="1111" src="https://substackcdn.com/image/fetch/$s_!QFk6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F79561ed2-02f5-4749-a82e-5770ab88186e_885x1

  3. Issue · Sep 7, 2026

    Is SPARX Group Becoming Japan’s Premier Alternatives Platform? (opens the original)

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    <img alt="" class="sizing-normal" height="572" src="https://substackcdn.com/image/fetch/$s_!uSks!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd26df051-a118-45cb-9c30-a287a18e2705_1024x572.png"

  4. Issue · Sep 6, 2026

    Japan: The Developmental State Goes Digital (opens the original)

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    <img alt="" class="sizing-normal" height="765" src="https://substackcdn.com/image/fetch/$s_!-KkV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64f0504a-92b4-45b7-b38a-63313bc021c7_1731x9

  5. Issue · Aug 31, 2026

    Taiyo Yuden: The High-Beta Bet on Downstream AI (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="572" src="https://substackcdn.com/image/fetch/$s_!yHZq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1581d497-c855-4afa-be0c-9641316224ee_1024x572.png"

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