beluuga.ai Insights
Proprietary data and practitioner-grade research on Japanese M&A, corporate valuation, and cost of capital.
Live Data
Ongoing tender offers for Japanese listed companies, tracked daily from public filings — price, offer period, and purpose.
Holdings and engagement history of major activist investors in Japan, built from large shareholding reports.
Selected situations global investors may be missing — ownership changes, strategic stakes and M&A developments in Japanese public companies, connected with beluuga financial data and Japanese-language disclosures.
Independent English-language research on Japanese small and mid-cap listed companies, built on primary filings with sourced financials, ownership and liquidity data.
Around 100 private equity firms active in Japan, grouped by type, with each firm's overview and the size of every fund by vintage.
More Research
Shareholders & GovernanceDividends, buybacks, board size and operating performance all show no difference from a market-cap-matched control group. Shares rise +3.1% against TOPIX right after disclosure but are back to −0.3% after 250 trading days, and eight in ten activists still hold more than 5% a year after they arrive.
Shareholders & GovernanceAcross 26 metrics, six show a statistically significant relationship with activist ownership: market cap, ownership structure, cash holdings, cross-shareholdings, ROE, and dividends. Share price performance and board composition show none.
Cost of CapitalJapan's 10-year JGB yield rose 1.3 points in a year. We examine how this flows through to WACC, using four real companies with different capital structures.
Cost of CapitalA follow-up to our cost-of-equity ranking: comparing Ke against ROE shows 39.5% of profitable Japanese companies aren't earning their cost of capital.
Cost of CapitalA cost-of-equity ranking across the entire Japanese listed universe — what a high Ke really signals, and why it moves with the share price.
ValuationScreening the full Japanese listed universe, with no market-cap floor, for companies with an estimated EV at or below zero. Updated on a continuing basis with dated snapshots.
beluuga.ai covers ~4,200 Japanese listed companies for cross-sectional analysis — EV, financial trajectory, comps, WACC, and share-price behavior, all in a free demo.
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