May 6, 2020

Well Capitalized Coating Maker with Double-Digit CAGR Prospects for Negative EV

Thinking Points Natoco (TSE: 4627) is primarily engaged in the manufacture of industrial coatings and secondarily engaged in the manufacture of fine chemicals and thinners.The company’s history is one of slow

by Kenkyo Investing

Plus

Reports

April 22, 2020

Mitsubishi-backed Electronics Trading Co For Fair Value At 3.6x EV/EBIT

Thinking Points Kanaden (TSE: 8081) is a 100+ year old electronics trading company mainly involved in factory automation, office automation, building maintenance systems, information communication systems and devices, and transportation infrastructure.The

by Kenkyo Investing

Plus

Reports

April 15, 2020

Expect near-term decline and long-term health from this 3.0x EV/EBIT Toyota-affiliated trading company

Thinking Points Elematec (TSE: 2715) is a global trading company specialized in electronics with a particular focus on Japan and China.The company quickly shifted its core business every few years to

by Kenkyo Investing

Plus

April 8, 2020

50+% Share Outsource Retail Inventory Services Company Under Long-term Pressure at 1.3x EV/EBIT

Thinking Points AJIS (TSE: 4659) is an inventory services company providing inventory stocking/auditing, asset auditing, temporary staffing, and other services primarily to the retail industry.The company maintains a strong 50+% market

by Kenkyo Investing

Plus

April 1, 2020

Slowly Shifting Commercial Printer Company Trading at 0 EV

Thinking Points Komori Corporation (TSE: 6349) is a leading manufacturer of commercial printers with a global presence and a new entrant in the printed electronics market.It has been the only money

by Kenkyo Investing

Plus

March 18, 2020

Japan’s #2 Specialized CAD/CAM Software Vendor Trading At 0.3x EV/EBIT

Thinking Points C&G Systems (TSE: 6633) designs, develops, and maintains CAD and CAM systems for mold and die manufacturing.The company is one of the leading vendors in its industry, holding approximately

by Kenkyo Investing

Blog

March 11, 2020

1.5x EV/EBIT Systems Co Unlocking Real Estate Portfolio and Repurchasing Shares

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

by Kenkyo Investing

Plus

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

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