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Toyota Motors

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April 15, 2020

Expect near-term decline and long-term health from this 3.0x EV/EBIT Toyota-affiliated trading company

Thinking Points Elematec (TSE: 2715) is a global trading company specialized in electronics with a particular focus on Japan and China.The company quickly shifted its core business every few years to

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Blog
September 12, 2018

Tokyo Takeaways (Part 2) – Shareholders Matter

Thinking Points Here’s the second takeaway from my recent Tokyo trip: Shareholders matter. Japan has a different way of looking at corporate ownership. Knowing the other shareholders and what influences

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Blog
May 8, 2018

Avoid T. Boone Pickens’ “Keiretsu” Mistake

Thinking Points Japan’s Keiretsu structure has shaped business culture long time, even getting Mitsubishi employees drinking a certain brand of beer. The structure hasn’t favored foreign investors seeking important positions

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Blog
February 15, 2018

Life Robotics Acquisition Just Fanuc’s Latest Step Out Of Its Comfort Zone

Thinking Points Leading industrial robotics giant Fanuc (TSE: 6954) recently acquired Life Robotics with hopes to expand its addressable market. The acquisition is uncharacteristic of an internally-focused Fanuc, but so

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Plus
February 9, 2018

Niche Precision Tool Manufacturer Delivering Fanuc-like Performance

Thinking Points Nissin Tools (TSE: 6157) is one niche Japanese company the world cannot live without. Specializing in precision end mills, Nissin Tools has the capability to cut letters onto

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