Thinking Points Tsutsumi Jewelry (TSE: 7937) is one of the largest jewelry companies in Japan, and has a vertically integrated supply chain handling everything from sourcing to retail sales.The last decade has been challenging for the company, as revenues have been on a free fall and operating margins compressed. Still, the company remains marginally profitable […]

 

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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.