Thinking Points AJIS (TSE: 4659) is an inventory services company providing inventory stocking/auditing, asset auditing, temporary staffing, and other services primarily to the retail industry.The company maintains a strong 50+% market share position in Japan, but its manpower-heavy operating model faces real threats from technological advancements such as electronic tags.Meanwhile, the company’s overseas business as […]

 

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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.