Idea: 50% Global Share In Premium Motorcycle Helmets – Shoei (TYO: 7839)

Thinking Points

  • Shoei has a 50% global share in premium motorcycle helmets.
  • Made in Japan focus makes the company sensitive to currency fluctuations.
  • Key growth areas are in China/SE Asia and US.

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Idea: 60% market share in high growth Japan pet insurance industry – Anicom Holdings (TYO: 8715)

Thinking Points

  • First world Asian countries are not particularly crazy about pets.
  • That said, more Japanese pets are getting their insurance cards.
  • Anicom holds a 60% market share in a Japanese pet insurance industry that’s seen double digit growth over the past several years (at least).

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4202: Daicel Corporation’s Industry Leading Operations Paves Way for Long-Term Stability

Summary

  • Who is cleaning up after Takata’s airbag recall mess?
  • “The Daicel Way” is the chemical industry equivalent of the Toyota Production System.
  • Daicel trades at a discount relative to its peers, despite its industry-leading operations.

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