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
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
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
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
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
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
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
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
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