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Essentials

Essentials
February 28, 2022

Software Distributor with 21% Share in Japanese CAE (Computer-Aided Engineering) Software Trading for 4.5x EV/EBIT

Thinking points Cybernet Systems (TSE: 4312) is a mid-sized IT software distributor and developer primarily specializing in Computer-Aided Engineering which is used for engineering simulation in manufacturing and R&D fields.Key challenges

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Essentials
February 14, 2022

System Vendor with 70% Share in Retail Credit Collection Systems at 3.3x EV/EBIT

Thinking points ITFOR, inc. (TSE: 4743) is a mid-sized IT system vendor primarily specializing in the financial, call center, e-commerce, and logistics sectors. It holds ~70% market share in credit collection

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Essentials
January 31, 2022

Japan’s Century 21 Pays a 4.5% Dividend Yield and Trades at 5.3x EV/EBIT

Thinking points Century 21 Real Estate of Japan (TSE: 8898) is the second largest franchisor of real estate agents in Japan, primarily generating revenues from fees and royalty from its franchisees. Key

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Essentials
January 10, 2022

Profitable Mid-sized Security Company Betting on Human Guards at 4.1x EV/EBIT

Thinking points Kyoei Security Service (TSE: 7058) is a mid-sized security service company primarily generating revenues by dispatching security officers to facilities, events, and condominiums. Key challenges for the company include the

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Essentials
December 13, 2021

Tailwinds Ahead for Below NCAV Factory Automation Trading Co.

Thinking points Toba (TSE: 7472) is a trading company specializing in control and factory automation (FA) equipment, mainly for semiconductor, automobile, and FA/precision industries. Key challenges include the rise of the B2B

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November 15, 2021

Profitable Mid-tier Chemical Product Manufacturer Trading at 110% NCAV

Thinking points Wavelock Holdings Co., Ltd. (TSE: 7940) is a chemical product manufacturer specializing in industrial and agricultural materials, holding the top market share in the Japanese insect screen market. The

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Essentials
November 1, 2021

Leading Audit Trail Software Co. at a Safe 4.6x EV/EBIT

Thinking points Encourage Technologies (TSE: 3682) is a package software vendor in the security field. Over the last 11 years, ET's audit trail tool has held the top share (~50%) in

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Essentials
May 24, 2021

Largest Independent Tokyo Condo Developer Trading at 75.3% NCAV

Thinking points Shinnihon Corporation (TSE1: 1879) is a construction company and real estate developer that handles the entire process from land acquisition to construction, sales, and management of condominiums. It is

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Essentials
October 20, 2020

Manufacturing-sector Specialized Trading Company Trading at 3.6x EV/EBIT

Thinking Points Sugimoto Shoji (TSE: 9932) is a trading company focused on face-to-face sales and customized solutions specializing in measuring tools, machine tools, and other manufacturing related equipment.The competitive environment for

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