Thinking Points Kaneso (NSE: 5979) is an established construction materials maker that has remained profitable for over a decade, even through the global financial crisis. Recent operating performance has been weak. This can largely be attributed to an increase in R&D expenditure. Overall, the operating business quality is mediocre, but the company has accumulated significant […]

 

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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.