Japan through annual reports
Exploring where Japan stands
Exploring where Japan stands
through annual reports.
We read every listed company's annual securities report, year by year, to count which words are spreading and what lies behind them, and to check whether what everyone says holds up in companies' own filings.
- Japanese companies hurt by a weak yen now outnumber those it helps.
- How much did US tariffs hurt Japanese companies?
- Has Japan fixed its low-PBR problem?
- Japanese companies citing rising interest rates as a risk rose 10% in a single year.
- Japanese companies mentioning AI in their risk disclosures rose eighteenfold in nine years.
- Japanese companies citing labor shortage as a risk rose eightfold in nine years.