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企業分析

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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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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Blog
January 25, 2018

List: 3 Japanese Refrigeration Companies To Look At For Frozen Food

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.

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Blog
December 7, 2017

This Drug Wholesaler Looks Attractive If You Can Get Your Hands On It – SSE: 3055 Hokuyaku Takeyama Holdings

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

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Blog
November 28, 2017

Poking The Convenience Giants – Welcia Holdings (TYO: 3141)

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

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Blog
November 15, 2017

20% EBIT CAGR With A Walmart Twist – TYO: 3349 Cosmos Pharmaceuticals

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

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