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.
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
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
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.
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.
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
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
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
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