CADENATION

Latest — 12 Nov 2025

Sharp’s shift to high‑margin A‑IoT and industrial displays positions it for 10‑year upside

Executive Summary Company: Sharp Corporation (Ticker: 6753.T) – Japanese electronics manufacturer featured in the Yahoo! Finance story "話題株ピックアップ【夕刊】（3）：シャープ、プレス工、ガイシ". Key Takeaway: Sharp is repositioning from legacy TV & appliance business to high‑margin A‑IoT (Artificial‑Intelligence‑enabled IoT) solutions, industrial displays, and renewable‑

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Japanese Consumer‑Staple Stocks: Kewpie, Tama Home, Zojirushi – Value, Growth & Dividend

Executive Summary Kewpie Foods (2415) – A stable consumer‑staples leader with a solid 3‑year revenue CAGR of 4.3%, operating margin around 6%, and strong dividend yield of 4.5%. Intrinsic value (DCF) ~¥3,200 per share, EV/EBITDA 9.1x vs peer 8.3x; P/E 13.2

SoftBank Group: Telecom, Vision Fund, 5G & Growth Strategy

Executive Summary SoftBank Group Corp. (9984.T) is a Japanese conglomerate that blends a traditional telecom operator with a high‑profile venture‑capital arm (Vision Fund). Over FY2020‑FY2024, the company has shown a mixed performance: telecom revenue grew modestly (~4% CAGR) while Vision Fund’s equity exposure has delivered

RingCentral: Strong Buy, AI-Driven Growth

Executive Summary Company: RingCentral Inc. (NASDAQ: RING) Sector: Cloud Communications / SaaS Key Highlights: * Revenue CAGR (2020‑2024): +16% (from $1.33B to $2.10B) * Operating margin improving from –5% to +1.9% * Free cash flow turned positive in 2023 (+$0.02B) and is projected to grow to +$0.04B in

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