4202: Daicel Corporation’s Industry Leading Operations Paves Way for Long-Term Stability

Summary

  • Who is cleaning up after Takata’s airbag recall mess?
  • “The Daicel Way” is the chemical industry equivalent of the Toyota Production System.
  • Daicel trades at a discount relative to its peers, despite its industry-leading operations.

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2749: JP Holdings Well Positioned For Long-Term Growth

Summary

  • JP Holdings operates the largest chain of day care centers in Japan
  • Macro tailwinds support further growth of JP Holdings
  • Japan’s birthrate problem may be a function of insufficient childcare infrastructure.

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The Opportunity in Japan

At this point exploring our site you’ve probably seen a lot of nice verbose rhetoric with plenty of adjectives describing how attractive we think Japanese stocks are.  If you are as skeptical as I am though, you’d think that’s a load of BS until we substantiate it with some data and logical arguments.

We did introduce an argument in our first article and About page where we said there is no natural buyer for Japanese stocks, but until now, that’s been about it.  Not very compelling.  This article will attempt to introduce the case for Japan.

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