Perfectly Okay Power Construction Company Trading For 55% NCAV

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...

Don’t Be Fooled By The Cash: Construction Software Co For Adjusted 6.2x EV/EBIT

Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management...

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...

Tech In Japan: Augmented Reality Keeps Construction Industry Focused On Cutting Once

Summary With Japan’s population decline, a labor-intensive Japanese construction industry is facing a labor shortage. Japanese construction companies are looking at augmented...