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November 16, 2018

Healthy Steel Maker Loaded With Assets Trading At 56% NCAV

Thinking Points Chubu Steel Plate (NSE: 5461) manufactures steel plates often used in construction machinery, industrial machinery, and buildings. The company delivers above industry average operating performance with industry leading

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November 9, 2018

Retail Giant Aeon’s War Against 7-Eleven: Super Convenience

Thinking Points Asia’s largest retailer Aeon (TSE: 8267) was left behind in the convenience race while Asia’s second largest retailer Seven & i Holdings (TSE: 3382) dominated the scene. Armed

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November 5, 2018

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 operationally decent, with ties

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October 31, 2018

Don’t Be Fooled By The Cash: Construction Software Co For Adjusted 6.2x EV/EBIT

Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management providing guidance far off from actuals. That said, there

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October 26, 2018

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 televisions. However, the

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October 17, 2018

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 company include: declining sales over a

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October 10, 2018

Interview: French Fund Manager Julien Faure Shares His Thoughts After Visiting Japan

Thinking Points Paris-based fund manager Julien Faure shares his thoughts on value investing in Japan after his August 2018 visit to Tokyo. Equipped with knowledge on the differences between JGAAP

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September 21, 2018

Tokyo Takeaways (Part 3) – “Edge” Matters

Thinking Points This is part 3 of my series covering takeaways from my last trip to Tokyo. We met with one of Japan’s top performing fund managers, which got me

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July 18, 2018

Interview: US-Based Fund Manager Brian Grosso’s Thoughts After Visiting Tokyo

Thinking Points US-based fund manager Brian Grosso shares his thoughts on Japan after his first visit in late June 2018. Cheap stocks is what got Brian started in Japan several

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