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December 9, 2025

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Translated EDINET Japan filings

A fully searchable, structured EDINET dataset - turning Japan-only disclosures into global-ready intelligence amid TSE reforms and rising foreign investment

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Compute Infrastructure Commitments: Leases, Capex Signals, Supplier Risk

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AI Product Exposure Map: A Filing-Based Industry Research Playbook

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AI Product Exposure Map: A Filing-Based Industry Research Playbook

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AI M&A and Partnership Diligence: What the 8‑K Really Says

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Credit Agreement Liquidity Risk Review: Covenants, Headroom, Maturities

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Lithium Stocks: How to Research Producers After Analyst Upgrades

Equity ResearchIndustry Research

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Lithium Stocks: How to Research Producers After Analyst Upgrades

A practical playbook for evaluating lithium miners, separating price moves from fundamentals, and tracking catalysts in one workflow

AI for Qualitative Equity Research: A Practical Playbook

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AI for Qualitative Equity Research: A Practical Playbook

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Regulatory Risk in Non-English Disclosures: A Practical Playbook

Industry ResearchJapan

January 10, 2026

Regulatory Risk in Non-English Disclosures: A Practical Playbook

How translation gaps, local filing norms, and buried risk factors can break an investment thesis—and how to systematically catch them

Japanese filings: What US investors often miss

Industry ResearchJapan

January 10, 2026

Japanese filings: What US investors often miss

A practical guide to reading EDINET disclosures for risks, governance, and cash flow signals

What Does Rakuten Group (4755.T) Actually Do?

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RKUNY US

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What Does Rakuten Group (4755.T) Actually Do?

A plain-English map of Rakuten’s ecosystem model (Internet Services, FinTech, Mobile) and what to track in EDINET disclosures

Industrial Base Constraints: A Defense Supply-Chain Playbook

Industry Research

January 8, 2026

Industrial Base Constraints: A Defense Supply-Chain Playbook

How to analyze propellants, rocket motors, castings, semiconductors, and labor bottlenecks without missing the upside or the execution risk

Industry Research

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Backlog Quality and Contract Structure: An Industry Research Playbook

How cost-plus vs fixed-price mix, inflation clauses, and program maturity shape margin risk, cash conversion, and backlog reliability

Defense Budgets & Procurement Priorities: Investor Playbook

Industry Research

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Defense Budgets & Procurement Priorities: Investor Playbook

How U.S. and NATO funding shifts re-price primes and suppliers across munitions, air defense, naval, space, and cyber