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 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
Thinking Points Frozen food is here to stay, and there are several ways to look at this. Today, we will take a quick look at 3 Japanese refrigeration equipment companies.
Thinking Points Hokuyaku Takeyama Holdings (SSE: 3055) trades at a discount (negative Enterprise Value!) relative to industry peers despite comparable business performance. Unfortunately, the company is out of reach for
Thinking Points Major drug store operator Welcia (TYO: 3141) is becoming Japan’s neighborhood pharmacy. In doing so, the company directly competes with the convenience industry. Welcia maintains a strong position
Thinking Points Cosmos Pharmaceuticals (TYO: 3349) operates drug stores with a Walmart and 7-Eleven-like strategy, delivering industry leading growth (20% 10 year EBIT CAGR) over the past decade. The company’s