Thinking Points Daihatsu Diesel’s (TSE: 6023) business case is still the same: parts and maintenance, new production facility, and shipbuilding industry recovery. The company’s recent real business performance deteriorated, but was supported by favorable exchange rates. At today’s  890 yen per share, there isn’t much room for excitement. I first wrote about marine engine manufacturer […]

 

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Kenkyo Investing
Kenkyo Investing

Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.