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
Thinking Points Rinnai (TYO: 5947) leads the Japanese water heater market with a 40% market share. However, Rinnai’s Japan share is not the story. Growth outside of Japan has rapidly
Talking Points Self-driving cars and camera systems are a thing now, and camera systems are replacing automotive mirrors. With increased competition, the future is tough but not impossible for Murakami
Summary Over the past decade, inventory levels have greatly increased, resulting in a drag in capital efficiency. Investing in Takisawa at today’s price entails betting on management to quickly improve