Yoshiaki Hayashida
Founder — Japan disclosure tools & structural-risk reports
About
I publish plain-English summaries of Japanese large-shareholding disclosures, filtered to activist and engagement-flagged positions, and structural-risk reports on Japan and its analogs.
Reports
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Japan large-holding digest — 8–15 Jun 2026 (engagement-flagged)
Field text such as 保有目的 is translated faithfully from the filings; Japanese company and holder names appear as filed. The digest is for portfolio managers, IR teams, and analysts who follow Japanese capital-markets activism.
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Taiwan energy-shock exposure — a frozen Japan analog, and why it fails — Jun 2026
Freezes Japan's 2011 Fukushima shock as a rule, tests it on Germany 2022, and reports the result when it breaks — the sign flip is the finding, not a flaw, and it's why Taiwan's blockade case has no usable precedent. Cross-country figures (Ember; World Bank WDI — both CC BY 4.0) are reproducible from cited sources; Japanese-source detail such as 家計調査 appears as filed. For procurement and supply-chain teams, and equity/utility funds carrying Taiwanese or Asian energy-import exposure.