Service 03 · Japan Equity Intelligence
Contents
Independent equity research on Japanese listed companies,
for Global capital.
Sourced from EDINET primary disclosures, we organise Japanese mid-cap, governance, and M&A angles into English-readable form. We close the information gap for Middle Eastern SWFs, family offices, and Japan-focused hedge funds.
MARKET GAP
Why this service exists
Primary disclosures are Japanese-only.
Annual securities reports, quarterly filings, and timely disclosures are prepared for the domestic Japanese market. English versions for overseas investors are either non-existent or extremely partial.
Major data vendors focus on large caps.
Global vendors such as Bloomberg and S&P Capital IQ have thin coverage of Japanese mid- and small-cap names, and rarely explain Japan-specific issues in sufficient depth.
English IR materials lack context.
Many English IR materials rely on machine translation, and routinely omit the background of Japan-specific governance dynamics, shareholder structure, parent-subsidiary listings, and responses to sub-1.0x P/B ratios.
No reframing through a Middle East lens.
Sharia-compliance, alignment with PIF / Mubadala strategies, and MENA expansion exposure — company assessments along the axes that Middle Eastern capital actually cares about are simply not being produced.
WHO THIS IS FOR
Four Audience Segments
Sovereign Wealth Funds
Investment teams within Mubadala, ADIA, ADQ, QIA, and PIF-affiliated entities. As Japan allocations expand, they require English-language research on mid-caps and governance.
Family Offices
The 120-plus family offices registered in DIFC and ADGM. Many wish to hold Japanese equities directly, but lack a dedicated Japan analyst in-house.
Japan-Focused Hedge Funds
Japan long-short and activist funds based in Hong Kong and Singapore. They value an independent perspective that complements existing English-language research.
Cross-Border M&A
Japanese M&A brokers, PE funds, and advisers seeking exit routes into Middle Eastern capital. They need English-language target information to source those opportunities.
PRODUCT MENU
Five Research Tiers
Flexible formats from single-stock deep-dives to annual retainer coverage. All reports are English-only and sourced from EDINET primary disclosures.
Single-Stock Brief
In-depth coverage of one listed company. Sourced entirely from EDINET filings, reframed for Middle Eastern investor priorities.
Q-Update
Quarterly update tracking material changes in financials, governance, or strategic developments since the base T1 report.
Sector / Theme Brief
Cross-company analysis of a Japanese sector or thematic angle — e.g. defence, semiconductor supply chain, or Japan-Saudi corporate linkages.
Annual Retainer
Ongoing coverage programme. Clients receive a scheduled volume of T1 reports each month plus dedicated Q&A access with our Japan research team.
M&A Co-Source Brief
Targeted fact pack for advisers sourcing Japanese companies as acquisition targets or partnership candidates for Middle Eastern principals.
SAMPLE REPORT
Koei Tecmo Holdings
Saudi Arabia’s PIF, through its Savvy Games Group, holds approximately 9% of Koei Tecmo Holdings — making this an ideal illustration of the Japan–Middle East equity linkage our research addresses.
11-page English sample · April 2026
- Annual securities report summary — key financials, segment breakdown, and governance overview
- PIF / Savvy Games alignment — strategic rationale and ownership structure analysis
- June 2025 governance overhaul — board composition changes and independent director additions
- 4th medium-term plan — growth targets, IP strategy, and overseas expansion roadmap
- M&A and strategic angles — four perspectives on partnership and deal potential
Request the sample report
Enter your email address and we will send the PDF directly. No sales calls — just the report.
METHODOLOGY
How we build each report
EDINET-based primary information
Annual securities reports, quarterly filings, TDnet, Kaisha Shikiho, and JPX English Disclosure Gateway — all sourced from official registries.
Cite company disclosures
KPIs are cited as published by the company. We produce no analyst forecasts or proprietary models — only structured summaries of disclosed data.
Middle East lens reframing
Each report is restructured around priorities that matter to SWFs, PIF, and Mubadala: Sharia angles, strategic fit, MENA revenue exposure, and ESG alignment.
Bilingual quality assurance
Japan-based bilingual analyst drafts in English from Japanese primary sources; a native English-speaking editor reviews for clarity and register. No raw machine translation.
Confidentiality and redistribution control
All reports are watermarked with the client’s identity and include a non-redistribution clause. Mutual NDAs are signed before delivery.
Regulatory compliance (factual research)
No Buy / Sell ratings or target prices are issued. This is a factual information service. Clients are responsible for their own investment decisions.
FAQ
Frequently Asked Questions
GET STARTED
Start with the sample report.
The 11-page Koei Tecmo sample is available with a simple email registration. To discuss the service in detail or request specific coverage, book a 30-minute consultation.
This service is provided as factual information. We compile, summarise, and explain publicly disclosed information; we do not provide individualised investment advice or recommendations. Always consult appropriately licenced advisers before making investment decisions.