Japan Tag

Spotlight Bandai Namco: Where Video Game Characters are IP

16 Nov, by Knowledge Leaders Team in Knowledge Leaders

Bandai Namco is a video game entertainment company that aims to make “play” a natural part of life. As of this year, it is the world’s third largest video game company after Sony Interactive and Nintendo. The company’s history goes back to 1950 in Tokyo, Japan,...

Tour of the Global Equity Markets

03 Jun, by Steven Vannelli, CFA in Markets

Please find below our Mid-Quarter Update: Tour of the Global Equity Markets. Prefer to download this presentation in PDF? Please click here.   1. Summary We have a very precise methodology for dissecting the world’s equity markets. ​​​​​We take: 1)The top 85% of the market cap of each country. 2)We convert all prices to...

Spotlight Seiko Epson: Deep Roots in Electronic Printing

14 Feb, by Knowledge Leaders Team in Knowledge Leaders

Seiko Epson makes printers and printing solutions for everywhere from the home to office to large industrial settings, projectors and smart glasses, manufacturing robots, sensors, powders and films for semiconductor and automotive factories, and, last but not least, classic Seiko watches. Founded in 1941 in Japan,...

Spotlight Recruit: The Ribbon Model

11 Feb, by Knowledge Leaders Team in Knowledge Leaders

Recruit Group delivers the digital meeting spaces of choice for matching individuals and business clients. Founded in 1960, in Tokyo, Japan, the firm’s first project launched a job-hunting magazine that created an open job market connecting new college graduates with corporations. Since then, the firm...

Spotlight Ulvac: The Ultimate Vacuum Technology

31 Jan, by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Japan, Ulvac makes vacuum devices and instruments for manufacturers in the semiconductor, electronics, chemical, pharmaceutical and food industries. Founded in 1952 as an importer of vacuum equipment—for which it hoped to spearhead widespread adoption in Japan--today Ulvac is a global leader in vacuum...

Spotlight Hoya: Eyes on the Future

21 Jan, by Knowledge Leaders Team in Knowledge Leaders

Hoya is a global leader in the specialized glass used in eyeglass lenses, health care, and electronics products. The firm was founded in 1941 when brothers Shoichi and Shigeru Yamanaka set up a factory in the city of Hoya, Japan, with a plan to make...

Spotlight Kurita: Water as Breakthrough Technology

12 Jan, by Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals. Since its founding in 1949, when the firm began making chemicals to manage sediment buildup in boilers, Kurita Water has been at work innovating to solve water and...

Spotlight Tokyo Electron: Shifting Left

01 Dec, by Knowledge Leaders Team in Knowledge Leaders

Since its founding in 1963, Tokyo Electron has been accumulating the technological expertise it builds on to deliver industry-leading production equipment in two product categories: semiconductors and flat panel displays. In a recent statement, the firm’s CEO observed that 2020 was a year marked not...

Spotlight Shimano: Spinning the Future

29 Nov, by Knowledge Leaders Team in Knowledge Leaders

Bicycle components leader Shimano was founded in 1921, when 26-year-old Shozaburo Shimano borrowed a single lathe and set up a small ironworks shop in Osaka, Japan. Deciding they were the most complex component to produce, Shimano began by making bicycle freewheels, those round spiked wheels...

Japan’s Reopening Trade

18 Oct, by Steven Vannelli, CFA in Economy, Markets

In this quarter's strategy package, we share our analysis on Japan's Reopening Trade. In the full slide presentation, we cover the following: -Japan seems to have crushed the COVID-19 virus (for now at least) with daily new cases under 400/day. Lockdowns are over and the economy...

Mid-Quarter Update: What Does Transitory Mean?

02 Sep, by Steven Vannelli, CFA in Economy, Markets, Portfolio Management

In this Mid-Quarter Update, we discuss our analysis on the following topics: -Recent readings on consumer confidence have rolled over. The surveys are validated by the stagnation in real consumer spending in the last few months. -In conjunction with the slowdown in house sales and durable goods...

Spotlight DeNA: Embracing the User’s Point of View

25 Mar, by Knowledge Leaders Team in Knowledge Leaders

Pronounced “D-N-A,” this Knowledge Leader was founded in 1999 by three Tokyo entrepreneurs seeking to establish an online auction site. Today the company operates a broad range of mobile and online services including online shopping, mobile auctions, social networks and game platforms. DeNA attributes the...