Summary Recent U.S. tariffs—25% on imported vehicles and auto parts—pose a significant challenge for Japanese automakers, threatening profits and market share in the U.S.. However, the First Sale Rule offers a legal avenue to mitigate some of these impacts by reducing the dutiable value of imports, potentially softening the blow for Japanese exporters. First Sale …
I wrote this note in early May but never sent it out. However, this commodity stock may appeal to more investors than I initially expected. So here is the brief summary of my note. The full note is available to my clients. Interested? Please let me know! The stock has two drivers: 1) Reduction in …
Dalton Investments, known for its deep involvement with companies like Fuji Media, Ezaki Glico, and Toyo Suisan, has now adopted a different approach to activism with Helios Techno. On 5/9/24, Helios upped its OP guidance for FY3/25 by 26.8% from the one issued on 2/7/25. The stock was down by 8% on 5/12, maybe due …
Foodie Tourism Tourism is becoming one of the major industries in Japan. The Value of tourism expenditure in 2023 was Y 28.1 Tn vs. GDP in 2023 at Y591.1 Tn, a 4.75% of GDP. Mastercard reported last week that the top foreign destination among Americans is Japan. Likely a reflection of the recent rising …
With GENDA trading at the lower end of its recent range, I took the opportunity to reassess its investment merits. During this review, I came across an intriguing report—Valuation Analysis by Capital Growth Strategies, a sponsored research firm. The report is attached for reference. Additionally, their initiation piece is available on GENDA’s IR page for …
Genda (9166) – Is its consensus fundamentally wrong?? Read More »
Judging Management’s Character、alt 260A JP On April 25, Alt (260A) disclosed the possibility of overstating revenue for its primary meeting transcription service. The issue came to light during an investigation by the Securities and Exchange Surveillance Commission, which began in early April. Alt also announced the creation of an independent third-party committee to conduct a …
Yuka’s Weekend Whisper 4/25/25: Kanro Inc.(2216): OP margin continued to climb, but +12% stock reaction? A throat drop and gummy co, Kanro (¥65 bn market cap, PE 19.4x, PB 3.55x, ROE 19.4x, no debts) reported its Q1 FY12/25 results on 4/25/25. The stock shot up by 12.3%, reacting to the below #s. Sales up 7.8% (Y/Y)to …
Some notable earnings results. Both stocks recorded 12 months high. You can find the full research note on these two in my site. 1)Transaction (7818) The stock (MC Y78 Bn, PE 20x, ROE 22%) appreciated by 13.6% heading into the earnings Q2 FY 8/25 release on 4/14/15. The stock was down by 2% (sales was …
Yuka’s WW 4/18/25: Some notable earnings results Read More »
Delivery robots have rapidly spread in family restaurants in Japan. In labor-hungry Japan, if robot performance and costs strike the right balance, the Japanese could transform dramatically. Robot-related stocks are worth keeping an eye on. The humanoid robot market is projected to grow exponentially, reaching $40 billion by 2035 from $984 million estimated for 2024. …
Yuka’s WW 4/5/25: Growth stocks: Can they sustain their growth? When investing in growth stocks, one persistent question lingers in investors’ minds: these companies have grown rapidly so far, but how long can they sustain it? Since we don’t have a crystal ball to foresee the future, we must forecast by analyzing the historical performance …
Yuka’s WW 4/5/25: Growth stocks: Can they sustain their growth? Read More »