Large jewelry company for 89.3% net cash
Thinking Points Tsutsumi Jewelry (TSE: 7937) is one of the largest jewelry companies in Japan, and has a vertically integrated supply chain handling everything from sourcing...
Tag
Deep value
Once Great Electronics Maker Trading For 53% NCAV Facing Stiff Competition
Thinking Points Funai Electric (TSE: 6839) is a consumer electronics manufacturer with significant exposure to the US market and a track record as a low-cost leader in...
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...
Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV
Thinking Points Charle (TSE: 9885) sells women’s clothing, health supplements, and cosmetics through its online store and network of sellers. Key characteristics of the...
Once Great Electronics Maker Trading For 53% NCAV Facing Stiff Competition
Thinking Points Funai Electric (TSE: 6839) is a consumer electronics manufacturer with significant exposure to the US market and a track record as a low-cost leader in...
Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV
Thinking Points Charle (TSE: 9885) sells women’s clothing, health supplements, and cosmetics through its online store and network of sellers. Key characteristics of the...
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...