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December 15, 2018

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 hinged products.The last two decades have

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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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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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July 20, 2018

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, it could

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February 21, 2018

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 21% over

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