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Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.

Essentials
February 27, 2023

Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT

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.,

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Essentials
December 5, 2022

Profitable System Integrator Trading for 68% P/NCAV

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

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Essentials
October 17, 2022

Mitsubishi Estate-backed Security Service Company for 1.4x EV/EBIT

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

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Plus
August 31, 2022

Mid-size Building Maintenance Co With Diverse Revenues Trading at 1.8x EV/EBIT

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

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Essentials
August 1, 2022

Growing IT Network Service Operator Trading at 1.6x EV/EBIT

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

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Essentials
July 4, 2022

Independent System Integrator with Steady Growth at 1.4x EV/EBIT

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

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Essentials
June 13, 2022

Profitable Mid-tier Cram School Operator Trading at 3.5x EV/EBIT

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

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Essentials
May 23, 2022

Small and Profitable System Integrator with 3.66% Dividend Yield Trading at 2.4x EV/EBIT

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

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Essentials
May 9, 2022

Specialized Electronic CAD Developer Trading at 97.4% NCAV

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

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