Thinking Points INES Corporation (TSE: 9742) is a system development company with a particular focus on the financial and public sectors.The company was originally set up as Gibraltar Life Insurance’s data
Thinking Points Asia’s largest retailer Aeon (TSE: 8267) was left behind in the convenience race while Asia’s second largest retailer Seven & i Holdings (TSE: 3382) dominated the scene. Armed
Thinking Points Paris-based fund manager Julien Faure shares his thoughts on value investing in Japan after his August 2018 visit to Tokyo. Equipped with knowledge on the differences between JGAAP
Thinking Points This is part 3 of my series covering takeaways from my last trip to Tokyo. We met with one of Japan’s top performing fund managers, which got me
Thinking Points Here’s the second takeaway from my recent Tokyo trip: Shareholders matter. Japan has a different way of looking at corporate ownership. Knowing the other shareholders and what influences
Thinking Points The first takeaway from my second Tokyo trip: Management Matters. During the trip, there were two companies that highlighted the importance of management quality. One company had no
Thinking Points This week, we go over how Doutor developed into what it is today. The company started with one man’s fascination of European-style coffee shops, which quickly transformed the
Thinking Points In this week’s post, you’ll get a feel for how some of the key coffee chains are positioned in the industry. Though Starbucks and Doutor have the largest
Thinking Points Doutor is the largest native Japanese coffee chain. While Japan’s coffee consumption has been on a long-term rise, the number of coffee shops halved over the last 35