Activity Stream

  • Thinking Points

    A new hotel brand under major travel agency HIS (TSE: 9603) is eyeing rapid expansion over the next 5 years.
    Dubbed the β€œstrange” hotel, Henn na Hotel is operated by robots and employs les […]

    • I’m nowhere near the first to say it, but perhaps Japan is realizing robots may be part of the solution to the population problem.

      I checked out the members section of the site and it is fantastic. Also nice to see there is a lot of comment activity.

  • This is a test post. hello world

  • Description:
    Japan’s largest daycare operator. Still growing explosively.
    Articles:
    SEP2016 –Β Link

  • Thinking Points

    My recent trips to several food processing plants in China and Japan has triggered a few thoughts about the food industry.
    Frozen food quality is improving. This is likely to drive change […]

  • Thinking Points

    Quick update on my trip to Fukuoka.
    New and improved Google Sheet for Global Stocks!
    With the functions explained in this article, you can import various data from various […]

    • Hi Alan, thanks for the comment!

      I don’t think any of the Google Sheet functions update unless you have the file open. Also, the ImportXML would probably run smoother if you can figure out a way to build it into your script along with the alerts.

      Frankly, I haven’t been able to spend much time coding so it’s more like a hobby now. I’d be curious to know if you get your script working! πŸ™‚

      Cheers,
      Clay

    • Wow, I’ve never heard of Twilio! Thanks for sharing Alan. I’ve had trouble retrieving stock prices for Japanese companies using the Google Finance function. Maybe some combination of Twilio with ImportXML & Query functions would allow for more sophisticated text & email alerts πŸ™‚ I’d be curious to figure out how to get ImportXML and Query running on a script.

    • Hey Alan,

      Thanks for the explanation πŸ™‚ I’ll have to play around with the script when I get some free time!

      Happy new years!
      Clay

    • Hi Baani,

      ζ˜Žγ‘γΎγ—γ¦γŠγ‚γ§γ¨γ†γ”γ–γ„γΎγ™γ€‚

      This is neat! Thanks for sharing πŸ™‚ I like the keywords associated with each company. I’ve been looking into developing something similar, but with a value twist. I have nowhere near the technical aptitude needed (yet). Something like this site, combined with research, and metrics generally useful for value folks (like EV/EBIT, Greenblatt ROIC, ex-cash ROE) would be golden.

      How did you come across this site? Have you looked at Shared Research before?

      Thanks again!
      Clay

    • Thanks Baani!

      I’ve never used Quandl before, I’ll have to take a look sometime.

      Shared Research is sponsored research, but I think it provides decent coverage in English and Japanese.

      It seems to me like many of these data services broadly cover various markets. I’m hoping I can eventually provide in-depth coverage specifically for the Japanese market πŸ™‚

      Cheers,
      Clay

    • Hey Tomasz,

      Thanks for the comment! I’m not so sure about lower cost sources. My sources are usually GuruFocus, Nikkei, Ycharts, and company filings.

      Cheers,
      Clay

  • Thinking Points

    In continuation from last week’s difficult-to-access Sapporo Securities Exchange article, here is a list of 26 companies exclusively listed on the Fukuoka Stock Exchange.
    Fukuoka, the h […]

    • Hey John,

      It’s a long story, but I’ll see if I can keep it short.

      I have a long time mentor who talked me into going back to college after I dropped out a couple times. I decided on pursuing a business degree. Since then, I made it a goal to get into the corporate world. When I graduated, I started working in the corporate world, but I also decided to pursue my master’s in supply chain management and MBA to put myself in a better position to work up the ladder. Then I realized I didn’t enjoy the corporate world. After getting my master’s and MBA, I left my brief corporate career and joined my mentor’s construction business as a construction manager. He threw me in the deep end, basically starting me with a major NBA stadium renovation project. I had exactly 0 construction experience at this point, but managed to survive (and didn’t kill anybody on the project either!). Soon after, he sold the company and kept me and one other employee. After the project closed, we were looking for my next step.

      As it turns out, my mentor owned a non-controlling stake in a Philippine based seafood processing startup. This company was struggling with operations and communicating with its Japanese customer, so that became my job. I enjoyed working on contracts and pricing, but not so much operations. Now, I’m no longer an employee, but an outside advisor. I am involved with all Japan-related customers. In fact, I am in Fukuoka at the moment working on a few things for the company!

      About half of my time is spent on Kenkyo and the other half is seafood.

      So that’s the story of how I ended up in shrimp. Now, would you like to buy some shrimp? πŸ™‚

  • Thinking Points

    It seems there are opportunities in difficult-to-access stocks.
    Sapporo Securities Exchange is a small exchange consisting of 58 listed companies; only 17 of which are exclusively listed. […]

  • Thinking Points

    Hokuyaku Takeyama Holdings (SSE: 3055) trades at a discount (negative Enterprise Value!) relative to industry peers despite comparable business performance.
    Unfortunately, the company is […]

  • clay posted an update 1 month, 2 weeks ago

    hello

  • Description:
    Propulsion and power generation engines for ships. 40+% domestic share. Growing focus on high margin service business. Part of Toyota family (subsidiary of Daihatsu Kogyo, a fully owned subsidiary of Toyota Motors).
    Articles:
    OCT2016 –Β Link