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April 17, 2018

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%. This performance is driven by Keyence’s

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April 9, 2018

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 its attractive value proposition for

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Blog
March 13, 2018

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 have not looked into similar approaches

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Blog
March 5, 2018

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 ought to pay more

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February 28, 2018

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 franchising, B2B2C business has allowed it to

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Blog
February 21, 2018

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 21% over

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Blog
February 20, 2018

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 you know

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February 9, 2018

Niche Precision Tool Manufacturer Delivering Fanuc-like Performance

Thinking Points Nissin Tools (TSE: 6157) is one niche Japanese company the world cannot live without. Specializing in precision end mills, Nissin Tools has the capability to cut letters onto

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Blog
February 8, 2018

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 Keiretsu has been known to help

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