Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.
Thinking points KFC (TSE: 3420) is a mid-sized construction engineering company specializing in construction materials for public projects such as tunnels and highways. Its revenues are divided into construction fasteners (e.g.,
Thinking points Sakura KCS (TSE: 4761) is a system integrator affiliated with Sumitomo Mitsui Financial Group, offering general IT services such as IT infrastructure and network construction, operations, and maintenance, as
Thinking points Japan Reliance Service Corporation (RSC) is a medium-sized security service company primarily providing security services for commercial facilities and offices, building maintenance services, and human resource services.Key challenges for
Thinking points Harima B.Stem Corp. (TSE: 9780) is a mid-sized building maintenance company that manages office buildings as well as commercial/retail, apartment and PFI/PPP facilities.Key challenges for the company include a
Thinking points Asahi Intelligence Service (TSE: 9799) is a small system integrator specializing in network services and dispatches network engineers to client offices.Key challenges for the company include rapid technological changes
Thinking points Computer Management (TSE: 4491) is a small IT developer mainly operating in western Japan, with a wide range of clients especially in finance and healthcare.Key challenges for the company
Thinking points Meiko Network Japan (TSE: 4668) is the 7th largest cram school group in Japan. In recent years, the company has partnered with the 6th largest company in the industry
Thinking points KSK Co., Ltd. (TSE: 9687) is a small system integrator specializing in network service, embedded software development, and semiconductor design, with strong business relationships with large IT players and
Thinking points Jedat Inc. (TSE: 3841) is a small software vendor specializing in development and sales of electronic CAD software (EDA) for LSI and LCD panel design. Key challenges for the company