Thinking Points Kita Koudensha (SSE: 1734) is a power construction company with an equipment sales arm, servicing the Hokkaido (northernmost region) of Japan. The company is operationally decent, with ties to Mitsubishi Electric (TSE: 6503), its largest shareholder, and Hokkaido Electric Power (TSE: 9509), its largest customer servicing all of Hokkaido. After an earthquake hit […]

 

Not a member? Get access now... for FREE!

 


Kenkyo Investing
Kenkyo Investing

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