Overhauled Components Maker With Good Prospects For 53% NCAV
Thinking Points Sanko (TSE: 6964) is a precision component manufacturer primarily catering to the electronics and automotive industries, with a particular focus on pressed and...
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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...
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...
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...
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...
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...
High-End Outdoor Gear Retailer At 62% NCAV
Thinking Points Tiemco is a niche retailer of fishing gear and outdoor clothing. It’s stock is a Graham-style classic net-net. Though the company has a mountain of inventory,...
Net Net Deep Value Play Benefiting From Governance Reform – Ohmoto Gumi (TSE: 1793)
Thinking Points Profitable net net with $300mm USD market cap and manageable liquidity. 1/5 of shares in treasury and consistent dividend. Forecasted IRR at time of writing of...