ブログ・投資コラム
142本の記事
Japan Stock Cross-Sectional Rules: Momentum, Value, and Factor Strategies
Guide to cross-sectional momentum and value factor rules for Nikkei 225 stocks. Covers sector-relative strength, factor portfolio construction, and backtest results for global systematic investors.
Japan Pharmaceutical Stocks Analysis: Takeda, Eisai, Astellas, and Daiichi Sankyo
Analysis of Japan's major pharmaceutical companies — Takeda, Eisai, Astellas, and Daiichi Sankyo — covering pipeline catalysts, licensing revenue, and rule-based signals.
Japan Electronics Stocks Analysis: Sony, Murata, Kyocera, and the Component Giants
Comprehensive analysis of Japan's electronics sector beyond semiconductors — Sony, Murata, Kyocera, TDK, and Hitachi. Rule-based signals, dividend yields, and global market positions.
Japan High Dividend Stocks: Nikkei 225 High Yield Analysis and Stability Rules
Analysis of high dividend yield stocks in the Nikkei 225. Covers top-yielding companies, dividend sustainability screening, and rule-based strategies for income-oriented global investors.
Japan Stock Market Crash History: Lessons Every Investor Needs to Know
The 1989 bubble, Lost Decade, 2008 GFC crash, and COVID drop — Japan's major market crashes explained and what they teach foreign investors about risk management.
Japan Defensive Stocks Guide: Telecom, Utilities, and Healthcare for Risk-Off Environments
Guide to Japan's defensive stocks — NTT, KDDI, Tokyo Gas, Eisai, and peers — for global investors seeking lower-volatility exposure to the Nikkei 225.
Keyence (6861) Stock Analysis: Japan's Most Profitable Company Explained
Keyence deep dive for foreign investors — automation sensors, direct sales model, 50%+ margins, and why this Osaka company is one of the world's most profitable businesses.
Nikkei 225 vs S&P 500: Which Is Better for Your Portfolio in 2026?
Comparing Japan's Nikkei 225 with America's S&P 500 — returns, valuations, sectors, correlation, and which to add to a global portfolio in 2026.
Japan Banking Stocks 2026: How BOJ Rate Hikes Benefit Mega Banks
Why rising Japanese interest rates are a major tailwind for Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho. Complete analysis for foreign investors.
How to Read Japan Earnings: Seasons, IR Materials, and EDINET for Overseas Investors
Practical guide for global investors on navigating Japanese earnings seasons, reading investor relations materials, accessing EDINET financial filings, and understanding fiscal year conventions in Japan.
SoftBank Group (9984) Stock Analysis 2026: AI Bet or Value Trap?
SoftBank Group stock explained for foreign investors — Vision Fund, ARM Holdings, AI strategy, and whether Masayoshi Son's bets will pay off in 2026.
How Many Trades Statistical
日経225ルール分析に関する解説記事。
Why Foreign Investors Are Buying Japanese Stocks in 2026: The Complete Thesis
The complete investment case for Japan in 2026 — governance reform, Buffett effect, cheap valuations, inflation return, and structural tailwinds explained for global investors.
Hitachi (6501) Stock Analysis: Industrial Digital Transformation and Momentum Rules
Comprehensive analysis of Hitachi, Ltd. (6501), Japan's industrial digital transformation leader. Covers the Lumada platform strategy, momentum-based trading rules, and backtest results for global investors.
Japan Semiconductor Stocks: Tokyo Electron, Shin-Etsu, Advantest Guide 2026
Japan's semiconductor equipment and materials stocks explained for foreign investors — Tokyo Electron, Shin-Etsu Chemical, Advantest, and Lasertec analysis.
Golden Cross Backtest 10Year
日経225ルール分析に関する解説記事。
High Dividend Rule Strategy
日経225ルール分析に関する解説記事。
Tokyo Stock Exchange (TSE) Complete Guide for Foreign Investors 2026
Everything foreign investors need to know about the Tokyo Stock Exchange — market structure, trading hours, how to place orders, settlement, and key indices.
Fast Retailing (9983) Stock Analysis: Nikkei 225's Largest Index Weight
Fast Retailing (9983), parent of Uniqlo, carries the largest Nikkei 225 weighting (~13%). Analysis of global expansion, China risk, high valuation, and index impact.
Complete Guide for Global Investors Entering Japan Stocks in 2026
Practical guide for foreign investors accessing Japan's stock market — brokerage options, ADR vs direct trading, currency hedging, tax considerations, and using Kabu Prediction signals.