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
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
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.
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
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
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