Thinking Points Keyence (TSE: 6861) is a global leader in factory automation solutions. The company consistently delivers industry leading operating margins, often above 50%. This performance is driven by Keyence’s
Thinking Points The anime industry is a growing 2 trillion yen ($188 billion USD) industry. Despite this, the production companies run on thin margins while artists work long hours with
Thinking Points Infomart (TSE: 2492) offers B2B platforms which play an important part in its customers’ day-to-day operations. The company’s recurring nature of revenues and its attractive value proposition for
Thinking Points Japanese law played a big part in the slow adoption of Japanese e-sports. However, the Japanese e-sports industry is now organized enough to issue professional licenses which help
Thinking Points An increase in buying demand through index inclusions is relatively common knowledge among well-known indices like the S&P 500. Western investors probably have not looked into similar approaches
Thinking Points DeNA (TSE: 2432) is a company with Silicon Valley-like characteristics, primarily engaged in game development. At first glance, DeNA appears cheap at an 8x adjusted EV/EBIT, but the
Thinking Points Nintendo (TSE: 7974) plans to launch its Switch Online service in September 2018. Many gamers and few investors seemed to notice the announcement. Investors ought to pay more
Thinking Points Recently IPO’d Surala Net (TSE: 3998) caters to underperforming students which have historically been ignored by private education companies. The company’s franchising, B2B2C business has allowed it to
Thinking Points Profitable net net with $300mm USD market cap and manageable liquidity. 1/5 of shares in treasury and consistent dividend. Forecasted IRR at time of writing of 21% over