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VTEX acquisition pivots KITZ to global #2 in semiconductor vacuum valves
Acquisition of V TEX Corporation A franchise-defining semiconductor acquisition – With the ¥9.4bn acquisition of VTEX, KITZ becomes the clear global number two in semiconductor vacuum valves, with ~9% market share and the leading supplier within the booming Japanese Wafer Fab Equipment (WFE) supply chain. While the market may view this as a minor bolt-on acquisition, we believe it is a franchise-defining transaction of significant strategic importance.Read more
Approaching an inflection point
Macbee Planet shows signs of turning a corner as demand picks up again in finance-related advertising and it trims costs using more automation. The bigger question is whether it can ride the shift toward AI-driven online discovery while rebuilding trust through steady execution.Read more
Near zero debt, Japan centric focus provides future growth
AnyColor pulls back from English-speaking markets and doubles down on Japan and Asia, and that shift appears to steady the business while keeping fans and talent onside. The bigger question is whether that focus can keep working now—and whether a healthier base lets its English branch return later with less risk.Read more
Significant headwinds will temper expectations for FY2027
Cover Corporation is scrapping its HoloEarth project after heavy spending and now faces a tough rebuild as it refocuses on what actually drives Hololive’s growth. See what went wrong, what can still be saved, and why expectations may need to come down until management tightens execution.Read more
Insert Coin to Continue: The Investment Case for Capcom
How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more
Kyocera: The Hidden AI Enabler
Overview Kyocera is one of the world's dominant supplier of High Temperature Co-fired Ceramic (HTCC) packages. This is the non-substitutable material that physically houses every advanced AI chip.Read more
“Road to 4,400: Why SoftBank Group Could Be Entering Its Next AI-Driven growth Phase
SoftBank’s exposure to frontier AI through strategic investments positions it to benefit significantly as global AI spending accelerates. Capital is pouring into compute infrastructure, robotics, and next-generation platforms, areas where SoftBank has built substantial stakes.Read more
Okamoto Machine Tool Works focus on profitability
Okamoto is shifting from a boom‑and‑bust machine tool maker into a more durable supplier of semiconductor manufacturing equipment, with that newer business now carrying profits while older lines struggle. A deep balance-sheet cleanup, a major strategic tie-up, and new global production options could help it ride demand from AI and electric vehicles—but trade policy and weak orders in some regions still loom.Read more
