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Japanese investments

Blog
February 18, 2017

5101: Yokohama Rubber Report (Abridged)

Summary New tire manufacturers (mostly from China) have taken significant market share from the low to mid tier tire markets over the past 10 years. Yokohama is expanding into industrial

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Blog
December 24, 2016

7453: Ryohin Keikaku: Exceptionally Simple.

Summary Seasoned corporate culture and a purely functional product focus has driven rapid growth, both domestically and internationally, for Ryohin. Balance sheet is squeaky clean and business performance metrics like

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Kenkyo Investing
Blog
September 22, 2016

2749: JP Holdings Well Positioned For Long-Term Growth

Summary JP Holdings operates the largest chain of day care centers in Japan Macro tailwinds support further growth of JP Holdings Japan's birthrate problem may be a function of insufficient

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