Month: September 2024

Koike-ya Inc. (2226): Avoid this low-liquidity, profitability-improving, Japanese potato chip pioneer?

Note 1: This premium potato chip producer is highly illiquid. However, their impressive product strategy and resulting OP margin growth prompted me to prepare a brief memo. Their defensive nature has attracted few foreign buyers (2.3% of total holdings). Nissin Group (2897), a cup noodle giant, owns 45% of the company, contributing to the low …

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Sunwels (9229) – After a 30% drop

Disclaimer: this is NOT an investment recommendation. Before investing in this stock, please do your own research and due diligence. Sunwels (“SW” or the “Company”) operates a specialized nursing facility for Parkinson’s disease called PD House. PD House’s main service is rehabilitation programs but medical attentions are provided by visiting doctors and nurses. I initially …

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Mizuno Corp. (8022) + 140% P/E 16.7x vs. Asics (7936) + 150% P/E 36X: which is a better stock?

Mizuno Corp. (8022) + 140% P/E 16.7x vs. Asics (7936) + 150% P/E 36X: which is a better stock? Mizuno and Asics, the two leading sports goods manufacturers in Japan, have a long history of operation. Mizuno was founded in 1923 and Asics in 1943. My initial intention for this report was to demonstrate two …

Mizuno Corp. (8022) + 140% P/E 16.7x vs. Asics (7936) + 150% P/E 36X: which is a better stock? Read More »