Japanese Stock Research Sources
Curated directory of 67 sources for researching Japanese-listed companies — analyst reports, English/Japan-focused Substacks, filings & data platforms, management/IR interviews, and macro/alt-data. Captured from the Made In Japan — Useful Resources page; access-tiering and link-fixes added so research skills know how to reach each one.
This is the canonical home for the Japan research-source list. The operational playbook that the stock-research skills load is ~/.claude/skills/_shared/jp-sources.md, which points here. The region-neutral analyst/bank directory is research-sources-directory; the feeds Pink personally follows are in sources.
How research skills use these
When a research skill (/deep-dive, /profile, /filings, /compare, /dcf, /mgmt-dd, /checklist) resolves a Japan-listed company (TSE/JPX — a 4-digit code like 6855, an alphanumeric code like 268A, or a .T ticker), it consults this directory and pulls the sources relevant to the task. Pick by the task → source map below, then respect the access tier.
Access key — tells a skill how to reach a source:
- EN — English content; WebFetch / WebSearch works directly. Use freely.
- JP — Japanese; WebFetch + translate (Chrome auto-translate / DeepL), or read translated. Static enough to extract.
- BR — JS-heavy, interactive, or bot-blocked (returns 403/405/empty shell to curl/WebFetch). Needs a logged-in browser session (the opencli
browserpattern, same assubstack-reader) or a manual visit. Do not trust an empty WebFetch as "dead." - PAID — paywalled or fund-restricted.
Task → source quickstart
- Statutory filings → Japan Filings (English, but login-gated — browser session) or EDINET / TDnet (BR); for a quick English read, the company IR page first.
- Financial snapshot & metrics → Buffett Code, IR Bank (BR); Shikiho Online (PAID) for the Company Handbook view Kiyohara uses.
- Earnings-call transcripts → Logmi Finance (JP).
- Consensus / price targets / retail sentiment → Minkabu (BR).
- Short interest → Karauri.net; margin buy/sell → Traders Web / IR Bank (BR).
- Management quality / IR interviews → The WorldFolio, Disrupting Japan (EN); Keieisha Times, Leaders File, Shacho Meikan (JP).
- Governance / activism → IR Japan, FSA (EN).
- Employee / customer signal → OpenWork, en-Lighthouse, ITReview (BR).
- Macro / fund flows → Ministry of Finance (foreign flows), METI, NLI, Daiwa Institute (EN), Jesper Koll.
- English idea-flow / theses → the Substacks below + the JP Cheap Growth Stocks X community.
Analyst reports (English & sponsored)
| Source | Access | Best for |
|---|---|---|
| Fisco | EN | Sponsored analyst reports on small/mid caps |
| Shared Research | EN | In-depth sponsored company reports |
| IR Street | EN | English research / IR aggregation |
| Stock Research Center | JP | Independent reports (JP PDFs — translate) |
| Musha Research | JP | Macro / strategy perspectives (Musha Ryoji) |
| Strategy Advisors | JP | Sponsored equity reports — per-company at /report-company/{code}/ |
| Bridge-Salon | JP | Sponsored research |
Substacks (English, Japan-focused)
| Source | Access | Best for |
|---|---|---|
| Asia Century Stocks | EN | Asia incl. Japan (some posts paid) |
| Altay Capital | EN | Japan net-nets / deep value |
| Continuous Compounding | EN | Global with a large Japan weighting |
| Dungeon Investing | EN | IP / gaming names |
| East Asia Stocks | EN | East Asia incl. Japan |
| Japan Business Insights | EN | Japan from a differentiated angle |
| Japan Economy Watch | EN · PAID | Economy & politics (Richard Katz) |
| Jesper Koll (Japan Optimist) | EN | Macro stats + market commentary |
| Observing Japan | EN | Political commentary (Tobias Harris) |
| Seraya Investment | EN | Asia fund incl. Japan (moved off Substack) |
| Sweet Stocks | EN | Occasional JP ideas — inactive |
| Venture in Japan | EN | Japanese venture ecosystem |
Stock data, filings & screeners
| Source | Access | Best for |
|---|---|---|
| EDINET | BR · JP | Statutory filings (Japan's EDGAR) — JS-heavy, browser/manual |
| Japan Filings | EN · BR | English filings platform (@atelicinvest) — search is login-gated (account required); reach via a logged-in browser session, not anonymous WebFetch |
| Logmi Finance | JP | Earnings-call transcripts (partial coverage) |
| Buffett Code | BR · JP | Company snapshots & metrics (freemium JS app) |
| Minkabu | BR · JP | Snapshots + broker/retail consensus PTs, retail sentiment |
| IR Bank | BR · JP | Company overview, holdings, guidance revisions, margin data |
| Karauri.net | BR · JP | Short-interest data |
| Yasashii IPO | JP | Upcoming IPO calendar |
| Ufo Catch | BR · JP | Real-time disclosure feed |
| Kabutan | BR · JP | Daily movers, after-hours, broad toolset |
| Kabumap | BR · JP | Screeners and rankings |
| Kabupro | BR · JP | Historic filings + historic ownership (5%) filings by fund/investor |
| Traders Web (margin) | BR · JP | Market-wide margin buy/sell data + screener |
| Yahoo Finance Bulletin | BR · JP | Retail BBS — noisy, occasional signal |
| JP Cheap Growth Stocks (X) | BR | X community for JP idea generation (use twitter-reader) |
| Shikiho Online | PAID · JP | Online Japan Company Handbook (Toyo Keizai) — Kiyohara-recommended |
| Japan Exchange Group (JPX) | EN | Exchange data, governance proposals |
| Media IR | JP | High-level stock analysis |
Management / IR interviews
| Source | Access | Best for |
|---|---|---|
| Shonan Toushi Benkyokai | JP | IR-seminar transcripts (+ video) |
| Keieisha Times | JP | Management interviews (text) |
| Leaders File | JP | Management interviews (text) |
| Jonetsu CEO | JP | Executive profiles (public + private) |
| Kabuberry | JP | IR-interview transcripts (note.com) + video |
| IRTV Japan | BR · JP | IR interviews (YouTube video) |
| Shacho Meikan | JP | CEO interviews (text + video) |
| The WorldFolio Japan | EN | English management interviews (public + private) |
| Disrupting Japan | EN | English startup/tech podcast (+ transcripts) |
| Minsetsu | PAID | Management-call platform — funds only |
Macro, governance & alternative data
| Source | Access | Best for |
|---|---|---|
| IR Japan | EN | Activism & governance landscape stats |
| One Capital Cloud Index | JP | Japan SaaS "cloud index" barometer (EN insights at /en/perspectives) |
| SME Agency | JP | METI data on small/medium business |
| METI statistics | EN | Economy statistics (government) |
| TSE markets | EN | Daily market stats |
| e-Stat (Official Statistics) | EN | Government statistics portal |
| OpenWork | BR · JP | Employee reviews (Glassdoor-like) |
| en-Lighthouse | BR · JP | Employee reviews |
| ITReview | BR · JP | Software-product customer reviews |
| Kanpo | JP | Private-company financials database |
| Tochidai | BR · JP | Land-value database |
| Financial Services Agency (FSA) | EN | Regulatory + governance updates |
| Peragaru | PAID · JP | Alternative data for Japan |
| Ministry of Finance | EN | Macro stats incl. foreign securities in/outflows |
| Teikoku Data Bank | EN | Economic trends + bankruptcy stats |
| Tokyo Shoko Research | JP | Bankruptcy data |
| Recruit (survey & data) | JP | Misc. data (PDFs) |
| Seikatsu Soken | JP | Consumer-lifestyle surveys |
| NLI Research Institute | EN | Economic think-tank reports (finance, AM, insurance, pensions) |
| Daiwa Institute of Research | EN | Macro indicators + research reports |
Maintenance notes
- Liveness verified 2026-05-31 (curl sweep). Link-fixes applied vs. the original Made In Japan list: Strategy Advisors (old
/service/report/→ root; reports now at/report-company/{code}/), One Capital Cloud Index (/cloud-index→/cloudIndex), Seraya Investment (Substack →insights.serayainvestment.com), Tokyo Shoko Research (/news/index.html→/news/). - Bot-blocked to curl/WebFetch but live in a browser: IR Bank, Kabutan, Recruit, plus the gov sites (METI / SME Agency / Teikoku) that timed out behind a WAF. These are tagged BR — reach them with a browser session, not WebFetch.
- Access tiers (EN / JP / BR / PAID) are Claude's classification from site type + the liveness signals, not a per-page deep audit. Treat them as routing hints; if a tier is wrong in practice, fix it here.
- Spot-validated by live test (2026-05-31): a
/profilerun on 6855 confirmed the Japan-sources pre-step fires for TSE tickers; a run on TSMC (2330.TW) confirmed it correctly skips non-Japan names (4-digit code shape alone does not trigger it). That test also found Japan Filings search is login-gated — re-taggedEN · BRabove; the original EN tag was optimistic for its search function.
Related
- research-sources-directory — region-neutral analyst / bank / publication directory
- sources — the feeds Pink personally follows (X, Substack)
- japan-semi — Japan semiconductor ecosystem (heaviest existing JP coverage)
Topics
- japan-semi
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