Our research indicates that the Japanese market persistently over-reacts to negative developments, and that a simple strategy of buying the worst-performing stocks outperforms the Topix persistently.  These stocks also tend to be poorly covered by traditional research providers.

The Tokyo Turnaround Letter focuses on fundamental and quantitative research techniques and strategies that can help navigate the issues that haunt the turnaround investor.  We select stocks from the basket of underperformers that we believe have the best prospects for the most dramatic turnarounds and conduct the most exhaustive analysis possible.  Because the work we do is so thorough, we are only able to offer it through a paid subscription service. Reports are published when they are ready, rather than on any pre-set schedule. Subscribers receive a guaranteed number of exhaustive reports, rather than a given length of time.  In general, we expect to publish about 10 reports during a span of about 8-12 months.  Subscribers also receive comprehensive and easy to navigate earnings models for each company in the report, as well as unlimited access to the analyst for any follow-up questions.

Azubu Research founders have more than 30-years of cumulative experience in researching and advising companies undergoing rapidly changing external markets, giving us deep insights into the competitive dynamics of a wide-range of industries, and placig us in contact with key asset buyers and sellers. We team up with industry and financial market specialists to provide companies with innovative solutions to their most inextricable problems.

Azabu Research provides proprietary, customized research to investors who seek the most economically efficient path to gaining a competitive edge in the Japanese market. You get all of the firm’s collective experience of more than 30 years in analyzing Japanese stocks with none of the fixed costs that would come with the hiring an analyst directly. Importantly, this is not a channel checking or company visit service. We engage in high-level investigative research that includes non-company sources as well as non-IR-sources within companies. Unlike larger sell-side operations, we will never share the information we gather on your behalf with any other client.