Storm Research

IDEAS | JAPAN | RESEARCH | DISCOVERY | PERFORMANCE

[Storm Research @Storm_Research]

ONE CAREER👩‍💼 Accelerating client growth📈Accelerating corporate client growth, platform expansion & improving operating leverage support a compelling growth story. Link to full English report: https://t.co/kpMHQGVk2p
@onecareerjp #japan #onecareer #report

[Storm Research @Storm_Research]

Remixpoint💡Battery storage inflection🔋Pivoting from a Bitcoin-led story towards battery infrastructure & energy flexibility, with FY 3/27 guidance showing core earnings ahead of the original MTP. Link to full English report: https://t.co/hstX8gn3Xf @remixpoint_x #remixpoint

[Storm Research @Storm_Research]

ONE CAREER👩‍💼 Accelerating client growth📈Accelerating corporate client growth, platform expansion & improving operating leverage support a compelling growth story. Link to full English report: https://t.co/kpMHQGVk2p
@onecareerjp #japan #onecareer #report

[Storm Research @Storm_Research]

🌱Initiating Coverage: Earnings transition 🏃Healthcare provides a stable earnings base, whilst biofuels represent the next growth engine, powered by differentiated microalgae technology. Link to full English report: https://t.co/qWcayJvPkl #Japan #Euglena @euglena_jp

[Storm Research @Storm_Research]

🌱Initiating Coverage: Earnings transition 🏃Healthcare provides a stable earnings base, whilst biofuels represent the next growth engine, powered by differentiated microalgae technology. Link to full English report: https://t.co/qWcayJvPkl #Japan #Euglena @euglena_jp

[Storm Research @Storm_Research]

@WiFifibergate🛜インフラ統合事業者 📈ビジネスユース事業の業績回復、クロスセル拡大及び再生可能エネルギー事業の統合がマージンを徐々に安定させるとともに中期的な業績見通しを強化している。 全文レポートはこちら: https://t.co/boX7MrS4nT #日本 #ファイバーゲ���ト #スポンサードレポート

[Storm Research @Storm_Research]

@WiFifibergate🛜Infrastructure integrator 📈Business-Use recovery, cross-selling expansion & renewable integration are gradually stabilising margins & strengthening the medium-term earnings outlook
Link to full English report: https://t.co/pA3WAoqffG📷#Fibergate #Japan

[Storm Research @Storm_Research]

@metaplanet

🪙トレジャリープラットフォーム
📷2028年以降デジタル資産移行前にBTCトレジャリービークルからビットコイン金融プラットフォームへ進化

レポートの全文をご覧になりたい方は、こちらのPDFまでアクセスをお願いいたします。
https://t.co/ytqVVX5r2u

#metaplanet #Japan #Bitcoin

[Storm Research @Storm_Research]

🪙Treasury platform 📷Evolving from a BTC treasury vehicle into a broader Bitcoin financial platform ahead of Japan’s post-2028 digital asset transition 📷@metaplanet is in a strong position
Link to full English report: https://t.co/DLwgAs2yrJ📷 #Bitcoin #Metaplanet #Japan

[Storm Research @Storm_Research]

@WiFifibergate🛜インフラ統合事業者 📈ビジネスユース事業の業績回復、クロスセル拡大及び再生可能エネルギー事業の統合がマージンを徐々に安定させるとともに中期的な業績見通しを強化している。 全文レポートはこちら: https://t.co/boX7MrS4nT #日本 #ファイバーゲート #スポンサードレポート

[Storm Research @Storm_Research]

@WiFifibergate🛜Infrastructure integrator 📈Business-Use recovery, cross-selling expansion & renewable integration are gradually stabilising margins & strengthening the medium-term earnings outlook
Link to full English report: https://t.co/pA3WAoqffG📷#Fibergate #Japan

[Storm Research @Storm_Research]

@metaplanet

🪙トレジャリープラットフォーム
📷2028年以降デジタル資産移行前にBTCトレジャリービークルからビットコイン金融プラットフォームへ進化

レポートの���文をご覧になりたい方は、こちらのPDFまでアクセスをお願いいたします。
https://t.co/ytqVVX5r2u

#metaplanet #Japan #Bitcoin

[Storm Research @Storm_Research]

🪙Treasury platform 📷Evolving from a BTC treasury vehicle into a broader Bitcoin financial platform ahead of Japan’s post-2028 digital asset transition 📷@metaplanet is in a strong position
Link to full English report: https://t.co/DLwgAs2yrJ📷 #Bitcoin #Metaplanet #Japan

[Storm Research @Storm_Research]

@metaplanet
🐴BTCインカム事業の急成長
🏄‍♂️2025年12月期の上方修正
📸間近に迫った優先株式戦略の始動

-> Phase II の幕開���

レポートの全文をご覧になりたい方は、こちらのPDFまでアクセスをお願いいたします。
https://t.co/aHU23968yT

#metaplanet #Japan #Bitcoin

[Storm Research @Storm_Research]

@metaplanet
🪙Rapid Bitcoin Income Generation growth
⏫FY 12/25 upward revision
🧊Impending pref share strategy launch
=😀Start of Phase II !

Link to full English report:
https://t.co/7liachzKWD

#Bitcoin #metaplanet

[Storm Research @Storm_Research]

🦾 BTC growth
🍵Accelerating BTC Yield
💵Diversified funding sources
👉@metaplanet is in a strong position

Link to full English report: 🌩️https://t.co/rOZDq56wu8

#Bitcoin #Metaplanet #Japan

[Simon Gerovich @gerovich]

Pleased to share that Storm Research has initiated coverage on @metaplanet — our first third-party research report. An important milestone to help institutional investors understand our Bitcoin-first strategy and business model.

Japanese version coming soon.

Link to full report below 👇

[nipponNuggets @JCVpartners]

Another small cap gem in Japan that is benefiting from #DigitalTransformation. ORO is a mini-SAP and is laser focused on a particular niche in the market..and it actually makes money (42% EBITDA margin)!

Please take a quick read🙏

@JCVpartners https://t.co/bNLrnC5gXE

[nipponNuggets @JCVpartners]

CareNet($2150) - on fire!+65% since steller 1Q earnings on May 13...and still only $700mn mkt cap. Artisan also added to holdings.

At $45bn mkt cap, M3($2413) led the way in medical data online.

We are still just scratching the surface. The use cases and TAM are tremendous.

[Storm Research @Storm_Research]

It may only have been launched on May 9th but Yoshinoya has already sold 100 million Rizap beef salads, a statistic symptomatic with the company's change in fortunes. $9861.JP #stormideas 🥗🥗🥗