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January 25, 2018

List: 3 Japanese Refrigeration Companies To Look At For Frozen Food

Thinking Points Frozen food is here to stay, and there are several ways to look at this. Today, we will take a quick look at 3 Japanese refrigeration equipment companies.

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October 23, 2017

Idea: Japan’s American-inspired IKEA competitor going global – Nitori Holdings (TYO: 9843)

Thinking Points Nitori (TYO: 9843) has delivered outstanding performance with a lovable story. Going above and beyond with its “high quality, affordable products” branding, Nitori is Japan’s most loved furniture

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September 13, 2017

Idea: 100% Payout Ratio And Still Growing? – TYO: 7865 People Co

Thinking Points People Co (TYO: 7865) is a toy company that consistently pays out nearly 100% of its income. Company strategy is similar to Apple & Keyence (TYO: 6861), focusing

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September 5, 2017

Quick Idea: 101% NCAV With 3.5+% Dividend Yield On Consistent Performance – Nihon Decoluxe (NGO: 7950)

Thinking Points Nihon Decoluxe’s (NGO: 7950) story is profitable, but as boring as it gets. Revenues have only slightly increased over the past 10 years while EBIT delivered 20% CAGR.

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August 28, 2017

Japan’s Leading Condom Manufacturer Protects Other Things Too – Okamoto (TYO: 5122)

Thinking Points Japan’s top condom maker, Okamoto (TYO: 5122) is about more than just condoms. Okamoto’s active share buybacks that precede Japan’s push for corporate governance reform is particularly encouraging.

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July 24, 2017

Quick Idea: Sushi Machine Maker With No Formidable Competitor – Suzumo Machinery (TYO: 6405)

Thinking Points Suzumo Machinery (6405) is well established in a niche sushi machine industry, holding 90% market share globally. Top-line CAGR of 8.7% in the past 9 years, with particularly

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July 18, 2017

Quick Idea: 30% Global Share In Diaper Production Machines – Zuiko (TYO: 6279)

Thinking Points Zuiko accounts for 30+% of global diaper production machine market and 80+% of Japanese market. Emerging economies go from cloth or no diapers to disposable diapers as disposable

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July 10, 2017

Idea: 50% Global Share In Premium Motorcycle Helmets – Shoei (TYO: 7839)

Thinking Points Shoei has a 50% global share in premium motorcycle helmets. Made in Japan focus makes the company sensitive to currency fluctuations. Key growth areas are in China/SE Asia

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June 28, 2017

Idea: 40% Domestic Share In Automotive Rearview Mirrors – Murakami Kaimeido (TYO: 7292)

Talking Points Self-driving cars and camera systems are a thing now, and camera systems are replacing automotive mirrors. With increased competition, the future is tough but not impossible for Murakami

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