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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 31, 2018

Don’t Be Fooled By The Cash: Construction Software Co For Adjusted 6.2x EV/EBIT

Thinking Points Being (TSE: 4734) develops and sells civil construction estimation and specialized CAD software. Operating performance fluctuates highly, with management providing guidance far off from actuals. That said, there

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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 10, 2018

Interview: French Fund Manager Julien Faure Shares His Thoughts After Visiting Japan

Thinking Points Paris-based fund manager Julien Faure shares his thoughts on value investing in Japan after his August 2018 visit to Tokyo. Equipped with knowledge on the differences between JGAAP

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September 21, 2018

Tokyo Takeaways (Part 3) – “Edge” Matters

Thinking Points This is part 3 of my series covering takeaways from my last trip to Tokyo. We met with one of Japan’s top performing fund managers, which got me

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July 18, 2018

Interview: US-Based Fund Manager Brian Grosso’s Thoughts After Visiting Tokyo

Thinking Points US-based fund manager Brian Grosso shares his thoughts on Japan after his first visit in late June 2018. Cheap stocks is what got Brian started in Japan several

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July 11, 2018

If You Want To Meet With A Japanese Small Cap, Just Ask!

Thinking Points If visiting management teams is part of your investment process, you’ll find today’s post meaningful. One of my clients and I went to Tokyo for a week and

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April 24, 2018

Have You Thought About Investing In Japanese Childcare?

Thinking Points Japan’s aging population and low fertility rates may have deterred investors from looking at the childcare industry. However, a lack of childcare infrastructure seems to be one of

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April 19, 2018

Daihatsu Diesel Still Sailing Through Difficult Times

Thinking Points Daihatsu Diesel’s (TSE: 6023) business case is still the same: parts and maintenance, new production facility, and shipbuilding industry recovery. The company’s recent real business performance deteriorated, but

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