Japan Specialist

Mark Chadwick

Equity Bottom-Up

<ul>
<li>Sakura Internet, a Japanese cloud provider, has seen a significant surge in stock price and market capitalization due to entry into AI cloud services.</li>
<li>The company plans to invest in NVIDIA H100 GPUs for AI servers, expecting substantial demand but with uncertain revenue and profitability projections.</li>
<li>Risks include concentrated ownership, lack of analyst coverage, potential shareholder pressure, and competition from larger cloud providers like AWS with advanced AI computing capabilities.</li>
</ul>


Sakura Internet, a Japanese cloud provider, has seen a significant surge in stock price and market capitalization due to entry into AI cloud services.
The company plans to invest in NVIDIA H100 GPUs for AI servers, expecting substantial demand but with uncertain revenue and profitability projections.
Risks include concentrated ownership, lack of analyst coverage, potential shareholder pressure, and competition from larger cloud providers like AWS with advanced AI computing capabilities.


Sakura Internet (3778) | Blossoming in the Cloud?

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Australia Post is undertaking a major $276 million sale-and-leaseback deal for seven warehouses.</li><li>Microsoft plans to invest $10 billion in data centers and real estate in Japan and APAC region.</li><li>These transactions reflect significant movements in the APAC real estate market as of April 6, 2026.</li></ul>

Australia Post is undertaking a major $276 million sale-and-leaseback deal for seven warehouses.Microsoft plans to invest $10 billion in data centers and real estate in Japan and APAC region.These transactions reflect significant movements in the APAC real estate market as of April 6, 2026.

Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Aug 1st. The aggregated net margin trading position is USD16,072m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura, Japan Tobacco, Sumitomo Mitsui Financial, IHI, Shimano, Capcom, Tokyo Electron, Advantest, Hitachi, Softbank, Fujikura, Japan Tobacco.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Aug 1st. The aggregated net margin trading position is USD16,072m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura, Japan Tobacco, Sumitomo Mitsui Financial, IHI, Shimano, Capcom, Tokyo Electron, Advantest, Hitachi, Softbank, Fujikura, Japan Tobacco.


JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.</li><li>Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.</li><li>Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.</li></ul>

Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

<ul><li>Apple's Intelligence service is working towards a launch in China, but is facing challenges with integrating Baidu.</li><li>NXP may be investing a significant amount of money in Karnataka, India.</li><li>Intel's interim leadership team is bringing together new ideas and industry experience for a promising future, while South Korea and Japan work to mitigate US export controls on HBM.</li></ul>

Apple's Intelligence service is working towards a launch in China, but is facing challenges with integrating Baidu.NXP may be investing a significant amount of money in Karnataka, India.Intel's interim leadership team is bringing together new ideas and industry experience for a promising future, while South Korea and Japan work to mitigate US export controls on HBM.

Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges

Japan

SAKURA internet Inc. provides comprehensive Internet service to businesses. The Company operates a data center and leases space to store clients' servers and network equipment.  Sakura Internet also offers web hosting and Internet connectivity services.

Price Gauge
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Sakura internet (3778 JP)

Sakura Internet (3778) | Blossoming in the Cloud?

Japanese cloud provider Sakura Internet's stock price rise as they enter AI cloud services, planning to invest in NVIDIA H100 GPUs. It is a highly...

Mark Chadwick

Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.

Australia Post is selling and leasing back seven warehouses for $276 million, while Microsoft plans a $10 billion investment in data centers across...

Asia Real Estate Tracker

JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura

We analyzed JPX margin trading positions report for the past week and highlighted Tokyo Electron (8035 JP), Advantest (6857 JP), Hitachi (6501 JP),...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

Intel's Panther Lake drives AI PC growth, Rapidus supplies 2nm chips to Broadcom, Taiwanese firms eye Philippines' renewable energy market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges

Apple's Intelligence service plans China launch but faces hurdles, NXP may invest big in Karnataka, global notebook shipment forecasted for 2025,...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sakura Internet (3778) | Blossoming in the Cloud?

​Japanese cloud provider Sakura Internet's stock price rise as they enter AI cloud services, planning to invest in NVIDIA H100 GPUs. It is a highly...

Mark Chadwick

Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.

Australia Post is selling and leasing back seven warehouses for $276 million, while Microsoft plans a $10 billion investment in data centers across...

Asia Real Estate Tracker

JPX Margin Trading Weekly (Aug 1st): Tokyo Electron, Advantest, Hitachi, SoftBank, Fujikura

We analyzed JPX margin trading positions report for the past week and highlighted Tokyo Electron (8035 JP), Advantest (6857 JP), Hitachi (6501 JP),...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

Intel's Panther Lake drives AI PC growth, Rapidus supplies 2nm chips to Broadcom, Taiwanese firms eye Philippines' renewable energy market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges

Apple's Intelligence service plans China launch but faces hurdles, NXP may invest big in Karnataka, global notebook shipment forecasted for 2025,...

Tech Supply Chain Tracker

Japanese cloud provider Sakura Internet's stock price rise as they enter AI cloud services, planning to invest in NVIDIA H100 GPUs. It is a highly...