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 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
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 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
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
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
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
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
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