Thinking Points CVS Bay Area (TSE: 2687) historically operated convenience stores, but is now transitioning its core business to hotel operations as competition intensifies. The transition is going slower than expected with its Tokyo capsule hotels, but there are interesting developments in the pipeline with the company’s heavy hotel and land investment in Ichikawa City […]

 

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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.