Marko Yamashita Ch.

I've been out of commission since last week due to my back and leg pain. It's been slow going recovering but I should hopefully finish our second video this week. There's a few other things going on this week as well so hopefully I won't run into too many more delays with my release schedule.

21 hours ago | [YT] | 5

Marko Yamashita Ch.

Something I missed last month, "a listed US Securities firm" being identified as Goldman Sachs on US sites downgraded Cover Corporation to "Sell" and lowered their 12 month forecast to 1200 yen. This is the first downgrade to sell among analysts. A second US analyst forecast, likely Interactive Brokers LLC since they are within the top 10 stockholders of Cover's stock, has continued their forecast as "Buy" with an adjusted forecast of 2000 Yen. As of now, the two Japanese analysts have continued their stance as "Buy" and total analyst forecast for the next 12 months is 2,205 Yen.

5 days ago | [YT] | 5

Marko Yamashita Ch.

There's one thing abundantly clear. While the Nikkei and Tokyo Exchange continue to soar due to an influx of investment within their tech industries, that love is effectively targeted to the tech sector itself and not evenly shared among different industries. There's very little reason for AnyColor and Cover to be lagging behind the market unless the market itself is experiencing they same phenomenon as South Korea, Hong Kong and Taiwan.

5 days ago | [YT] | 7

Marko Yamashita Ch.

Everyone with an invested interest in or are keeping track of Cover and AnyColor's stock price should monitor the July 30, 2026 interest rate decision made from the Bank of Japan and the July 31, 2026 interest rate decision made by the US FED. With Japan's currency hitting lows not seen since the 90s (echoing the lost generation era) and constant coverage trying to predict a potential reversal / recession due to hyper-scaling companies and microchip production unable to keep up with demand, an increase of .50 or higher in their interest rate could result in a market dip like the one in April 2025 (which FalseEyeD, Khyo and Lidia Nekozawa incorrectly and misinformed their audience saying AnyColor's stock decline was due to Dokibird) and the largest crash since the 1980s which occurred in August. The market has already priced in a .25 rate increase, but rumblings the bank could act early or more aggressively in August cannot be ruled out.

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6 days ago (edited) | [YT] | 4

Marko Yamashita Ch.

Fun Fact for today: According to Cover Corporation's annual Securities Report, Yagoo and Fukuda silently bumped up their annual salaries by 48 million Yen after despite relinquishing 2 months pay for the companies 2026 implosion. So basically, they forfeited 22.50m Yen as tribute to the shareholders and did nothing while their company devalued by -40% yet still gave themselves a 25.5m Yen raise. 👀

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6 days ago | [YT] | 7

Marko Yamashita Ch.

Video is finally finished. It's been brutal trying to complete this with IRL things. I'll be doing a short video on that as an update on things here and how things are playing out. But for now, I hope this part 1 will set things a bit more practically to what I suspect the rest of the year will play out.

1 week ago | [YT] | 3

Marko Yamashita Ch.

I should have time to finish editing the first of the video series today and have it up by tomorrow. I've modified the script a bit to tie ground current market prices back to older data as a reference while still discussing the basis of the conversation. It's important we establish that first since it explains current trends moving forward. There's a ton of data to get through.

On a somewhat related note, while 2026 has been a great year for the channel, there's been a noticeable decrease in uploads from me. That's been stemming due to my health. Once I have a window to sit down and collect my thoughts on it, I'll fill everyone in on what's happening. It's a mixed bag and I'm not sure exactly how to put it into words since there's tons of unknowns involved.

1 week ago | [YT] | 4

Marko Yamashita Ch.

There were 3 important events that happened in Japan's stock market in the last 2 days. The TL;dr is:

"The Bank of Japan is transitioning into a sustained tightening cycle — supported by strong service inflation, rising inflation expectations, resilient economic conditions, and a massive but slowly unwinding JGB portfolio — and is preparing to raise rates multiple times while normalizing policy cautiously to avoid destabilizing long-term bond markets."

What this means is more bad news for Cover Corporation and AnyColor Inc as they lick their wounds and try to show us that in Q1 2026, they are still the companies they say they are. Quick monetary example ; when the Bank of Japan increases interest rates, the Yen has more buying power which means the USD buys less in a monetary exchange. A strong Yen means, people borrowing to sell shorts or have long investment shares bought on margin begin losing money when they stock drops. They could be forced to sell which again, lowers the value of the companies stocks.

Japan hasn't seen the Yen this weak against the dollar since the 1980s. If you know Japanese history, you know the 1980s so a "market boom" which was the prelude to the lost generation and the word got introduced to the term now affectionally satirized as hikikomoris.

1 week ago (edited) | [YT] | 6

Marko Yamashita Ch.

AnyColor's continued slide seems to be partially confirmed due to margin long buys selling off their shares to exit the company while mild short trading has seen a slow, progressive uptick in recent months. Records also show several investment firms sell off a significant number of share including The Vanguard Group, Inc., Dimensional Fund Advisors, L.P. and Columbia Threadneedle Investments.

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2 weeks ago | [YT] | 9

Marko Yamashita Ch.

Interesting note to keep an eye on, Cover and AnyColor are both absorbing a massive uptick in cost for acrylic of all things. Major suppliers like Mitsubishi Chemical and Toagosei have raised domestic prices for methyl methacrylate (MMA) monomers and acrylic esters by 70 to over 100 yen per kilogram. www.toagosei.co.jp/

Specialty Acrylics made by companies like Kaneka Corporation have pushed up the sales price of acrylic resins by 30%. www.kaneka.co.jp/en/topics/news/2026/ennr2603193.h…

Given the turmoil that plagued Nijisanji EN over the past couple years, AnyColor has been in a better position to absorb these costs. But whether or not they can maintain their revenue levels with growing inflation and consumer costs rising is the central question for this year. Remember, Cover is charging a flat shipping fee. However, it's likely that fee is subsidized by absorbing specific costs involved. That could apply additional strain on Hololive's current woes walking into this year.

2 weeks ago | [YT] | 6