How Keyence Drives Industry-Leading Operating Margins
Thinking Points Keyence (TSE: 6861) is a global leader in factory automation solutions. The company consistently delivers industry leading operating margins, often above 50%....
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バリュー投資
Streamlining Business Transactions, One Platform At A Time – Infomart (TSE: 2492)
Thinking Points Infomart (TSE: 2492) offers B2B platforms which play an important part in its customers’ day-to-day operations. The company’s recurring nature of revenues and...
Have You Looked At Tokyo First Section Transfers Before?
Thinking Points An increase in buying demand through index inclusions is relatively common knowledge among well-known indices like the S&P 500. Western investors probably...
Did You Miss Nintendo’s Switch Online Announcement Too? (TSE: 7974 Nintendo)
Thinking Points Nintendo (TSE: 7974) plans to launch its Switch Online service in September 2018. Many gamers and few investors seemed to notice the announcement. Investors...
Japanese E-learning Company Quickly Expanding In An Underserved Market
Thinking Points Recently IPO’d Surala Net (TSE: 3998) caters to underperforming students which have historically been ignored by private education companies. The company’s...
Net Net Deep Value Play Benefiting From Governance Reform – Ohmoto Gumi (TSE: 1793)
Thinking Points Profitable net net with $300mm USD market cap and manageable liquidity. 1/5 of shares in treasury and consistent dividend. Forecasted IRR at time of writing of...
One Quick Way To Gauge Your Next Japanese Investment
Thinking Points Many investors looking into Japan focus on net-net screens, but probably want more. There is a lot of free valuable information packed into Japanese filings if...
Keiretsu Safe Haven Fading For Mitsubishi Heavy Industries (TSE: 7011)
Thinking Points Mitsubishi Heavy Industries (TSE: 7011) has faced strong headwinds in recent years. Like many of the Japanese Keiretsus (business groups), the Mitsubishi...