Kenkyo Investing applies a value investing approach to Japanese equities, providing insights that are often unavailable to non-Japanese speakers.
Thinking points Isamu Paint (TSE: 4624) is a mid-sized paint manufacturer primarily specializing in paints for automotive, architectural, and industrial repair and maintenance applications.Key challenges for the company include a downward
Thinking points SYS Holdings (TSE: 3988) is an IT software vendor specializing in softwares and solutions for banks, utilities, automakers, and manufacturers, with recent growth achieved through aggressive M&A and human
Thinking points Cybernet Systems (TSE: 4312) is a mid-sized IT software distributor and developer primarily specializing in Computer-Aided Engineering which is used for engineering simulation in manufacturing and R&D fields.Key challenges
Thinking points ITFOR, inc. (TSE: 4743) is a mid-sized IT system vendor primarily specializing in the financial, call center, e-commerce, and logistics sectors. It holds ~70% market share in credit collection
Thinking points Century 21 Real Estate of Japan (TSE: 8898) is the second largest franchisor of real estate agents in Japan, primarily generating revenues from fees and royalty from its franchisees. Key
Thinking points Kyoei Security Service (TSE: 7058) is a mid-sized security service company primarily generating revenues by dispatching security officers to facilities, events, and condominiums. Key challenges for the company include the
Thinking points Toba (TSE: 7472) is a trading company specializing in control and factory automation (FA) equipment, mainly for semiconductor, automobile, and FA/precision industries. Key challenges include the rise of the B2B
Thinking points Wavelock Holdings Co., Ltd. (TSE: 7940) is a chemical product manufacturer specializing in industrial and agricultural materials, holding the top market share in the Japanese insect screen market. The
Thinking points Encourage Technologies (TSE: 3682) is a package software vendor in the security field. Over the last 11 years, ET's audit trail tool has held the top share (~50%) in