Navigation
Sitemap
All pages and research articles on Japan Stock Alpha, organized by category.
Main Pages
-
Home
Overview of Japanese stock themes, key statistics, and featured research articles.
-
Japan Stock Alpha Portfolio
Hypothetical ¥10M portfolio across 10 Japanese stocks with live price tracking.
-
Sitemap
This page — a full index of all content on the site.
-
About
What Japan Stock Alpha is, why it exists, and what we cover.
Company Deep Dives
-
Berkshire
Mitsubishi Corp.: one stock, a world of business
Full deep dive into Mitsubishi Corporation (8058.T) — LNG Canada, DCF valuation, FY2026/3 results, and downloadable Excel model.
-
Berkshire
Marubeni Corporation: the quiet one that just hit ¥10 trillion
Deep dive into Marubeni (8002.T) — Strategic Platform Businesses, FY2026/3 earnings, capital allocation under CEO Omoto, and downloadable valuation model.
-
Berkshire
Mitsui & Co.: the iron ore and LNG one
Deep dive into Mitsui & Co. (8031.T) — iron ore, LNG and copper, the MTMP2029 plan and ¥1.4T 2030 profit vision, with a downloadable valuation model.
-
Berkshire
Itochu Corporation: the consumer-focused one
Deep dive into Itochu (8001.T) — the consumer-focused trading house behind FamilyMart. Record profits, hands-on management, and downloadable valuation model.
-
Berkshire
Sumitomo Corporation: portfolio in motion
Deep dive into Sumitomo Corporation (8053.T) — SCSK Digital AI, Sumisho Air Lease, asset replacement, the post-investment free-cash-flow test, and a downloadable valuation model.
Opinion & Deep-Dive Articles
-
US × AI
Is the AI market a bubble? Why “this time is different” is only half true
A data-driven opinion piece on the US AI boom — real earnings against bubble-like valuation, concentration and capex risk, compared with the dot-com bubble, Nifty Fifty and Japan 1989. 9 min read.
-
Berkshire
What Berkshire bought in Japan — and why it worked
How Warren Buffett's 2020 bet on five Japanese trading houses became one of Berkshire's best international investments. 8 min read.
-
Semis & AI
Japan's AI boom: equipment, memory, and materials behind every fab
The Japanese chip equipment makers, memory suppliers, and materials specialists powering the global AI infrastructure buildout. 8 min read.
-
Defense
Japan's defense buildup: the biggest shift since WWII
Japan is doubling defense spending to 2% of GDP by 2027 — the listed contractors building fighters, submarines, and missiles. 7 min read.
-
Rare Earths
Minamitorishima: rare earths under Japan's seabed
A remote island atop one of the world's largest rare earth deposits, with test mining starting in 2026. 6 min read.
Research Themes
-
Overview
Key statistics, index comparisons, and the big investment idea behind Japanese equities.
-
Berkshire & Trading Houses
Mitsubishi, Mitsui, Itochu, Marubeni, Sumitomo, and Tokio Marine — the sōgō shōsha thesis.
-
Semiconductors & AI
Tokyo Electron, Advantest, Shin-Etsu, Sony, Denso, Disco, Lasertec, Ibiden, and Kioxia.
-
Defense
Mitsubishi Heavy Industries, IHI Corporation, and Kawasaki Heavy Industries.
-
Rare Earths
Toyo Engineering, JAPEX, MODEC, Furukawa, Toa, IDEA Consultants, and Pacific Metals.
-
Macro
Nikkei vs S&P 500 performance, USD/JPY trends, and P/E ratio comparisons.
Technical
-
XML Sitemap
Machine-readable sitemap for search engines.
-
Robots.txt
Crawler directives for search engine bots.