March 4, 2020

Recovering IT Company with 4.92% Dividend Yield for 0.5 EV/EBIT

Thinking Points CAC Holdings (TSE: 4725) is primarily a system development and integration service and secondarily a contract research organization (CRO).The company’s operating performance deteriorated significantly following an overseas acquisition in

by Kenkyo Investing

Plus

February 26, 2020

Payment Solutions Pioneer Looks Expensive At 50.5x EV/EBIT

Thinking Points Billing System (TSE: 3623) develops and sells billing-related software and systems as a service, mainly to financial institutions.The company’s core operations are its Quick Deposit and Bill Collection business

by Kenkyo Investing

Plus

February 19, 2020

Global 50+% Share Small Motor Maker Trading For Fair Value At 171% NCAV

Thinking Points Mabuchi Motors (TSE: 6592) manufactures and sells small electric motors used in electronics, toys, and automotive applications around the world.The company developed the world’s first high performance horseshoe electric

by Kenkyo Investing

Essentials

February 12, 2020

Niche-focused Independent Auto-parts Maker For 0.6x EV/EBIT

Thinking Points Muro Corporation (TSE: 7246) manufactures and sells high precision automotive components, continuous screw tightening machines, and automatic citrus peeler machinesThe company remains independent, with no capital partnerships with any

by Kenkyo Investing

Plus

February 5, 2020

Okay Specialized Device Maker Trading For Fair Value at 0.3x EV/EBIT

Thinking Points Techno Smart (TSE: 6246) manufactures and sells lithium-ion electrode manufacturing devices, LCD polarized film manufacturing devices, other film manufacturing devices, and precision instruments used for coating and lamination.The

by Kenkyo Investing

Plus

January 29, 2020

Profitable Steel Maker With Red Flags For 50.8% NCAV

Thinking Points Yodogawa Steel Works (TSE: 5451) is an independent steel maker manufacturing and selling steel sheets, building materials, rolls, and gratings as well as offering plant engineering services.While the company

by Kenkyo Investing

Plus

January 22, 2020

Above Industry Performance Construction Co For 1.7x EV/EBIT

Thinking Points Ichiken (TSE: 1847) is a mid-tier general contractor in the construction industry, almost exclusively taking on private sector work and mostly building retail-related facilities.The company was tied up with

by Kenkyo Investing

Plus

January 9, 2020

Profitable Cash Rich Asset-Light Auto-Supplier at 88.4% NCAV

Thinking Points Ohashi Technica (TSE: 7628) is an automotive-specialized trading company equipped with a growing manufacturing arm.The company has several layers of strengths which include a proposal-based sales team, in-house design

by Kenkyo Investing

Plus

December 26, 2019

Profitable Manufacturer Trading at 69.8% Net-Cash

Thinking Points Sonocom (TSE: 7902) manufactures and sells plates (masks) used in screen printing and photolithography, primarily for printed circuit boards and related components in the electronics industry.The geographical shift in

by Kenkyo Investing

Plus

December 19, 2019

1.2x EV/EBIT Successful Corporate IT Venture Facing Tough Industry

Thinking Points Ekitan (TSE: 3646) is one of the major companies offering public transportation transfer guide services to both consumers and corporate clients.The company got its start as a Toshiba corporate

by Kenkyo Investing

« Older Articles Newer Articles »