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
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
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
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
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
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