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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
Plus
Reports
April 27, 2021

Activist-targeted Industrial Machinery Maker Trading for 67% of NCAV

Thinking points Kikukawa Enterprise (TSE: 6346) manufactures industrial machinery with a focus on lumber and woodworking machinery, holding the top share for both in the Japanese market. In addition, the company
by Kenkyo Investing
Plus
Reports
April 19, 2021

Profitable market leading industrial machinery maker trading at negative EV

Thinking points Hisaka Works (TSE1: 6247) is an industrial machinery manufacturer that focuses on heat exchangers and process engineering (PE), and commands a leading domestic market share in the field of
by Kenkyo Investing
Essentials
Reports
October 20, 2020

Manufacturing-sector Specialized Trading Company Trading at 3.6x EV/EBIT

Thinking Points Sugimoto Shoji (TSE: 9932) is a trading company focused on face-to-face sales and customized solutions specializing in measuring tools, machine tools, and other manufacturing related equipment.The competitive environment for
by Kenkyo Investing
Plus
Reports
September 7, 2020

High Growth HR Company at a COVID-standstill for 5.5x EV/EBIT

Thinking Points Career Design Center (TSE1: 2410) is a human resources services company operating one of Japan’s leading job search sites, type. More recently, the company has faced intensifying competition in its
by Kenkyo Investing
Plus
Reports
July 27, 2020

2.4x EV/EBIT Leading Niche Miner and Manufacturer at Fair Value

Thinking Points Kunimine Industries (TSE: 5388) is a leading bentonite mining company with various bentonite related manufacturing capabilities.While the automotive, industrial machinery, and civil engineering and construction industries are its key
by Kenkyo Investing
Plus
Reports
June 24, 2020

0.9x EV/EBIT Serial E-commerce Platformer with Incubation Arm on Shaky Ground

Thinking Points Beenos (TSE: 3328) is a serial e-commerce platform company and a startup incubator with a meaningfully global presence.The company started out as an online group purchasing platform and evolved
by Kenkyo Investing
Plus
Reports
June 8, 2020

Stable and Profitable Civil Engineering Co for Negative EV

Thinking Points Taiyo Kisokogyo (TSE: 1758) is a small civil engineering contracting company that is moving toward prime contracts to establish itself as a mid-tier contractor.The company generally maintains healthy operating
by Kenkyo Investing
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