凱風
Gaifu — Filing Intelligence
Read Japanese filings. In English. Instantly.
Fugaku Gaifu transforms Japanese corporate filings into structured English intelligence. Not translation — AI analysis tuned by a Japanese finance professional to read what isn't written. Used by hedge funds for alpha generation, PE firms for due diligence, law firms for M&A analysis, and governance teams for voting preparation.
What Gaifu delivers
Full Document AI Analysis
Not excerpts — the entire filing. Annual securities reports, quarterly reports, earnings releases, and timely disclosures from 3,800+ companies.
Boilerplate Detection
Japanese filings share common hedging phrases. Gaifu knows them all — and flags when they appear or disappear, signaling shifts in management confidence.
Tone Shift Analysis
Year-over-year language comparison detects subtle changes in management sentiment. Words that appear, vanish, or shift meaning become actionable signals.
Document Q&A Chat
Ask anything about a filing in plain English. Get cited answers with page references, instantly. No waiting for your analyst.
How It Works
Enter a Code
Type a 4-digit securities code. Gaifu searches annual reports, quarterly filings, earnings releases, and timely disclosures from the past year.
AI Reads the Full Document
Not excerpts — the entire filing. Financial extraction, tone analysis, and boilerplate detection run simultaneously.
Get Your Report
A structured English report in minutes. Financials, strategy, risks, and management signals — all in one place.
Dig Deeper with Chat
Something caught your eye? Ask follow-up questions. Get cited answers with page references, instantly.
Signals only Gaifu catches
Real signals detected from actual filings. No translator would catch them.
"Challenging business environment" disappeared
The boilerplate phrase "challenging business environment" (厳しい経営環境) appears in ~70% of Japanese filings. This annual report omits it entirely.
A translator can't flag what isn't written. Gaifu knows this phrase is a standard hedge, and its absence signals strong management confidence. The last time DISCO dropped it was FY2021 — followed by two consecutive years of record profits.
"Monitoring regulatory developments"
"We are monitoring regulatory developments" — seems routine.
A translator renders the words accurately but misses the context. Gaifu detects this is the only cautious language in the entire filing, and flags China (25% of revenue) as management's top concern.
"An opportunity that will define the next decade"
"An opportunity that will define the next decade" — unusually strong language for a Japanese annual report.
A translator delivers the sentence. Gaifu explains how extraordinary this phrasing is for Japanese corporate disclosure. Management typically defaults to vague optimism — this level of conviction is a material signal.
Ask anything about any filing
What's DISCO's China revenue exposure, and does management acknowledge it as a risk?
China accounts for approximately 25% of total revenue. Management uses the phrase "monitoring regulatory developments" in the risk section — notably, this is the only cautious language in the entire filing. Geopolitical risk appears to be their top concern.
Source: p.34, p.51How has the capex plan changed compared to last year?
Capex is up +40% YoY to ¥85B, concentrated on the Phase 2 line at the new Hiroshima facility. Last year's filing used "under consideration" — this year it reads "construction underway," signaling high demand conviction.
Source: p.28Are there any change-of-control provisions or poison pills?
No poison pill is currently in effect — abolished in June 2023. The founder family (Sekiya) holds 11.7% through direct and related-entity ownership. No change-of-control clauses were identified in disclosed material contracts.
Source: p.41, p.67, p.89Does the board meet ISS independence standards?
Board independence is 50% (4 of 8 directors) — meets TSE Prime minimum but below peer median of 58%. No lead independent director designated. Gender diversity: 25%. ISS guidelines would flag the absence of a lead independent director as a governance gap.
Source: p.52-54See the real output
Actual Fugaku output — not a mockup. Free to download.
Fugaku AI — tuned by a Japanese finance professional. Every claim source-cited.
Fugaku AI — tuned by a Japanese finance professional. Every claim source-cited.
Fugaku AI — tuned by a Japanese finance professional. Every claim source-cited.