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February 8, 2018

Keiretsu Safe Haven Fading For Mitsubishi Heavy Industries (TSE: 7011)

Thinking Points Mitsubishi Heavy Industries (TSE: 7011) has faced strong headwinds in recent years. Like many of the Japanese Keiretsus (business groups), the Mitsubishi Keiretsu has been known to help

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Blog
September 18, 2017

Idea: An Alternative To Activision Or Electronic Arts – Capcom (TYO: 9697)

Thinking Points Capcom (TYO: 9697) is just getting started with digital distribution. With strong Intellectual Property (IP) like Street Fighter and Resident Evil, Capcom is well grounded. If you missed

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Blog
August 28, 2017

Japan’s Leading Condom Manufacturer Protects Other Things Too – Okamoto (TYO: 5122)

Thinking Points Japan’s top condom maker, Okamoto (TYO: 5122) is about more than just condoms. Okamoto’s active share buybacks that precede Japan’s push for corporate governance reform is particularly encouraging.

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Blog
July 10, 2017

Idea: 50% Global Share In Premium Motorcycle Helmets – Shoei (TYO: 7839)

Thinking Points Shoei has a 50% global share in premium motorcycle helmets. Made in Japan focus makes the company sensitive to currency fluctuations. Key growth areas are in China/SE Asia

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Blog
July 3, 2017

Idea: 60% market share in high growth Japan pet insurance industry – Anicom Holdings (TYO: 8715)

Thinking Points First world Asian countries are not particularly crazy about pets. That said, more Japanese pets are getting their insurance cards. Anicom holds a 60% market share in a

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Kenkyo Investing
Blog
October 7, 2016

4202: Daicel Corporation’s Industry Leading Operations Paves Way for Long-Term Stability

Summary Who is cleaning up after Takata’s airbag recall mess? “The Daicel Way” is the chemical industry equivalent of the Toyota Production System. Daicel trades at a discount relative to

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