Jason Del VicarioPR Times3922.TTOP PICKNov 13, 2026
Dominant, market-leading position in distribution of press releases in Japan. Over 66% of listed companies in Japan are customers. Asset-light business. No debt. Strong ROIC. Founder-run, founder-owned (8% of shares). Recently doubled dividend.
He's put on an equity position of ~2.5%. (Price target in yen.) Yield is 3.23%.
Dominant, market-leading position in distribution of press releases in Japan. Over 66% of listed companies in Japan are customers. Asset-light business. No debt. Strong ROIC. Founder-run, founder-owned (8% of shares). Recently doubled dividend.
He's put on an equity position of ~2.5%. (Price target in yen.) Yield is 3.23%.