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[Column] Commonalities among companies that fail in emerging markets. How to go beyond ordering products, entrusting agencies, and managing employees
✅ Roughly speaking 🧭 Companies struggling to grow in emerging markets often fall into either product-seeking, agency-based, or client-run operations. 📍 The core of the problem seems to be that companies pile up their guns while the comparison axis for measuring their position remains unclear. 🛣 Now... -
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[Column] A thorough comparison of EV policies, subsidies, and charging infrastructure in five major Southeast Asian countries — Where Japanese companies are likely to invest
✅ Roughly speaking 🇹🇭 Thailand has imposed a purchase subsidy of up to 100,000 baht on the EV 3.5 package (2024–2027) under its "30@30" policy, and a domestic production of two (2026) 〜 three (2027) units per imported car It is considered to be the most structured manufacturing attraction strategy in Southeast Asia... -
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[Column] BESS is not a "battery sales business" but a "designing the value of electricity" – Next point from Southeast Asia
✅ Roughly speaking, 🔋 BESS (Battery Energy Storage System, Battery Storage System) is not just a facility or technology, but can be considered a "business design" topic that includes system operations, electricity markets, PPAs, aggregation, finance, guarantees, and even recycling. ⚡ Electricity in Southeast Asia... -
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[Column] AI boom will drive up electricity prices in Malaysia: The practical application of the "green electricity battle" that began behind the surge in data centers
✅ Roughly speaking 🏭 As megatech companies evade Singapore's regulations flood Johor and the Klang Valley, Malaysia's data center (DC) electricity demand is predicted to grow to over 5 GW in 2035 ⚡ National power company TNB is making huge investments in the grid, but AI... -
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[Column Introduction] 【Representative Blog】 Three Golden Rules to Follow When Entering the System Battery Business
Misawa, the representative of our agency, published an article on his blog outlining the practical considerations when entering the grid battery business. While an increasing number of companies are considering entering the grid battery business, taking advantage of their experience in the solar power generation business, the way the business is structured is significantly different from that of solar power... -
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[Column] Practical points to prevent governance of Southeast Asian subsidiaries from becoming a mere formality: Measures to strengthen Malaysia and Indonesia's supervisory functions
✅ Roughly speaking 🏢 Malaysia and Indonesia have established legal oversight bodies, but in many cases they are not functioning effectively 📊 Indonesia's two-tier system places structural risks on "information blocking," while Malaysia's one-tier system places structural risks on "nominal independent directors." -
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[Column] Malaysia CRESS Complete Guide – Turning Point in Power Procurement Strategy for Manufacturing
✅ Roughly speaking ⚡ CRESS cuts grid access fees by up to 40% in August 2025: Farm-supplied SAC reaches 20 sen/kWh, emerging as a viable option for 24-hour factories 🔄 Structural shift in the electricity market through third-party access (TPA): From TNB's single-buyer model... -
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[Column] Complete explanation of Malaysia's new solar system, Solar ATAP: A paradigm shift from 2026 and its legal and practical impact on Japanese companies
✅ Roughly speaking 🔄 A complete shift from the "electricity sales model" to the "self-consumption model": Solar ATAP, which will begin on January 1, 2026, will mean a shift from the traditional NEM 3.0 fixed-price electricity sales model to market price-linked (SMP). In particular, the surplus electricity of merchants and industrialists is at wholesale prices (estimated RM0.20-0.30/kWh... -
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[Comment] Can a resource-rich country become a biofuel hub (Malaysia)
Recently, a comment from our CEO, Mitsuru Misawa, was published in the special report "Malaysia's Potential as a Biofuel Hub" published by JETRO (published on December 10, 2025). The report covers Malaysia's decarbonization roadmap (NETR) and the country's green energy transition... -
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[Column] Malaysia's Large-Scale Solar Power Plant (LSS) to require battery energy storage (BESS) installation from next bidding – Read about the impact on investment and M&A practices
✅ Roughly speaking 🌞, fundamental conditions change for the next LSS bidding: In order to improve grid reliability, a policy has been indicated ♻️ that the installation of BESS (battery energy storage system) in large-scale solar power generation projects will be a mandatory requirement Disposal regulations directly related to the exit strategy: EPC matters...
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