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...
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...
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...
Thinking Points Mitsubishi Heavy Industries (TSE: 7011) has faced strong headwinds in recent years. Like many of the Japanese Keiretsus (business groups), the Mitsubishi...
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. One...
Thinking Points Hokuyaku Takeyama Holdings (SSE: 3055) trades at a discount (negative Enterprise Value!) relative to industry peers despite comparable business performance....
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...
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)...
