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

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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

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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

Plus

December 12, 2019

Downsized Profitable Electronic Components Maker for Negative EV

Thinking Points Teikoku Tsushin (TSE: 6763) is an electronic components manufacturer primarily making the equivalent of user interface components for everyday electronics like appliances and digital cameras.The company’s operating business was

by Kenkyo Investing

Plus

December 4, 2019

Will Growth Continue For This 11.4% Revenue CAGR, 80+% Recurring Revenue Software Company?

Thinking Points Azia (TSE: 2352) primarily designs and operates Japan’s largest email marketing software service and secondarily provides survey and miscellaneous web-related services.The company achieved a high level of revenue and

by Kenkyo Investing

Plus

November 27, 2019

Consistently Profitable Toyota Group Packaging Company for Negative EV

Thinking Points Chuoh Pack Industry (NSE: 3952) designs, manufactures, and sells packaging materials like cardboard boxes and bubble wrap.Its largest customer and shareholder is the Toyota Group, which accounts for over

by Kenkyo Investing

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November 20, 2019

Consistently Profitable Workwear Maker For 87.5% of NCAV

Thinking Points Jichodo (TSE: 3597) primarily designs and manufactures men’s workwear and secondarily makes men’s casualwear, medical wear, and safety shoes.The company got its start in uniforms and workwear, but expanded

by Kenkyo Investing

Plus

November 13, 2019

Overcapitalized More-than-stable Trading Company For 2.5x EV/EBIT

Thinking Points Zaoh (TSE: 9986) is a trading company specializing in industrial cleaning and washing equipment, with overseas purchasing accounting for more than 70% of total purchasing.In addition to operating as

by Kenkyo Investing

Plus

November 6, 2019

Less Than Mediocre Machinery Company for 1.7x EV/EBIT

Thinking Points Tokyo Automatic Machine Works (TSE: 6360) designs, manufactures, and sells customized packaging and production machinery.The company got its start by making machines for cigarette production over 100 years ago,

by Kenkyo Investing

Plus

October 30, 2019

Medium Quality Business With 4.6% Dividend Yield For 95.3% NCAV

Thinking Points Nihon Decoluxe (NSE: 7950) primarily manufactures and sells melamine boards, phenolic resin laminate (for printed circuit boards), and chemical anchors.More recently, the company purchased several buildings in the Tokyo

by Kenkyo Investing

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