List of low P/B stocks with ROE 8% or higher Toyo Keizai carefully selected 500 stocks from approximately 3,900 companies listed domestically, focusing on those considered promising based on stock price and performance. The list was further refined to include companies with a PB below 1. I additionally selected stocks with a ROE of around …
(please note that the tables in the report are available to the clients) Happinet Corp (HC) is a leading intermediary distributor for toys, DVDs, Blu-Ray discs, CDs, videogames, and products for amusement facilities. The company buys goods from makers and distributes them to retailers, managing inventories and handling orders/shipments. Segments comprise Toys (42.8% of sales …
A peace deal between Russia and Ukraine could provide significant benefits for Europe in several areas: -Stability and Security: A ceasefire would lower regional tensions and foster a more stable security environment in Eastern Europe. -Economic Benefits: Ending the conflict could lead to the lifting of sanctions on Russia, reviving trade and economic relations between …
Yuka’s Weekend Whispers 3/15/25: Tapping European Recovery via Japanese Stocks Read More »
On March 7, 2024, it was announced that Varecs, a Japan-based activist investor, increased its ownership in Medikit (7749) by 1.47%, bringing their total stake to 14.17%. This development piqued my interest in understanding—and learning to emulate—what Varecs values in the companies they invest in. After all, imitation is the sincerest form of flattery. Below …
Yuka’s Weekend Whisper 3/8/25: Top 6 holdings of Varecs, a Japan-based activist investor Read More »
Wakamoto Pharma 4512 There has been notable investor activity surrounding Wakamoto Pharma recently. On February 27, 2025, it was revealed that Asset Value Investors, a UK-based activist investor, had acquired over 6% ownership in Wakamoto. Earlier, on February 6, 2025, the company announced that Rhoto (4527) had become its largest shareholder, increasing its stake from …
Yuka’s weekend whisper: Asset Value buys Wakamoto Read More »