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Essentials
Reports
March 21, 2022

Small System Integrator with M&A Track Record for 2.8x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
February 28, 2022

Software Distributor with 21% Share in Japanese CAE (Computer-Aided Engineering) Software Trading for 4.5x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
February 14, 2022

System Vendor with 70% Share in Retail Credit Collection Systems at 3.3x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
January 31, 2022

Japan’s Century 21 Pays a 4.5% Dividend Yield and Trades at 5.3x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
January 10, 2022

Profitable Mid-sized Security Company Betting on Human Guards at 4.1x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
December 13, 2021

Tailwinds Ahead for Below NCAV Factory Automation Trading Co.

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
by Kenkyo Investing
Plus
Reports
November 15, 2021

Profitable Mid-tier Chemical Product Manufacturer Trading at 110% NCAV

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
by Kenkyo Investing
Essentials
Reports
November 1, 2021

Leading Audit Trail Software Co. at a Safe 4.6x EV/EBIT

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
by Kenkyo Investing
Essentials
Reports
May 24, 2021

Largest Independent Tokyo Condo Developer Trading at 75.3% NCAV

Thinking points Shinnihon Corporation (TSE1: 1879) is a construction company and real estate developer that handles the entire process from land acquisition to construction, sales, and management of condominiums. It is
by Kenkyo Investing
Plus
Reports
May 4, 2021

40% Market Share Water Supply Equipment Maker Trading for 97.5% NCAV

Thinking points Maezawa Kyuso Industries (TSE: 6485) mainly manufactures water supply equipment and holds a 40% share of the Japanese market. More recently, the company has also focused on housing equipment-related
by Kenkyo Investing
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