Thinking Points Kita Koudensha (SSE: 1734) is a power construction company with an equipment sales arm, servicing the Hokkaido (northernmost region) of Japan. The company is operationally decent, with ties
Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management providing guidance far off from actuals. That said, there
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
Summary With Japan’s population decline, a labor-intensive Japanese construction industry is facing a labor shortage. Japanese construction companies are looking at augmented reality (AR) to eliminate labor waste. The Japanese