Month: August 2024

Transaction Co., Ltd. (7818) – Strong Yen + Oshikatsu: New growth opportunities unlocked

With its market cap of ¥56 billion, it may be too small for you, but I want to alert you to this strong sales and profit grower. Its 16x P/E ratio versus its 12% expected operating profit growth in FY8/24 suggests a significant undervaluation, especially considering its strong yen-beneficiary business model. Transaction grew its operating …

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Takeuchi Mfg., Co., Ltd. (6432): After a 30% dip, a 60% potential surge awaits+ no debt balance sheet + 5% dividend yield

Note: My original report and supporting data as of 2/26/24 is available in this site. I wrote about Takeuchi Mfg (“TMC”) on February 26, 2024, when the stock was trading at ¥5,400. My premise was based on the belief that Takeuchi represents a “Non-AI secular growth” opportunity fueled by global urbanization and steady US housing …

Takeuchi Mfg., Co., Ltd. (6432): After a 30% dip, a 60% potential surge awaits+ no debt balance sheet + 5% dividend yield Read More »

Trial Holdings Inc. (141A): 2 huge drivers in stock: 1) A retailer with ability to sell Skip Cart (shopping carts with payment functionality), and 2) Topix overhaul

Trial Holdings Inc. (141A): 2 huge drivers in stock: 1) A retailer with ability to sell Skip Cart (shopping carts with payment functionality), and 2) Topix overhaul Trial presents investment merits from two perspectives: 1) as a beneficiary of the Tokyo Stock Exchange’s reform efforts, and 2) its growth potential. TSE reform Starting with the …

Trial Holdings Inc. (141A): 2 huge drivers in stock: 1) A retailer with ability to sell Skip Cart (shopping carts with payment functionality), and 2) Topix overhaul Read More »

What are the main triggers of the US and Japan sell-offs, and how can we reverse the downward trends?

I’ve simplified the two possible reasons behind the recent sell-offs in the US and Japan (note this is a massive simplification on my part): 1) Bank of Japan’s (BOJ) Hawkish Comments: The BOJ’s recent hawkish comments led to Yen appreciation, causing the unwinding of long-standing carry trades (short Yen, long Nasdaq). Japan has net overseas …

What are the main triggers of the US and Japan sell-offs, and how can we reverse the downward trends? Read More »