Summary The company has grown globally by serving the niche area which the large construction equipment companies have not focused on. It enjoys a long run way, fueled by global urbanization. Furthermore , this growth comes with a great value preposition. The company’s net worth is 60% of its market cap. 1. Who is Takeuchi …
Treasure Factory (3093) – 10 ways to create your treasures Note: Some excel tables could not be uploaded here. If you are interested in numerical data of Treasure Factory, please visit my LinkedIn Group “Decoding Japanese Stock Anomalies” Summary Update: So far I have published reports on three Japanese reuse/discount retailers: Treasure Factory in (1/23), …
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KDDI’s recent TOB (Tender Offer) for Lawson and NTT Docomo’s collaboration with Family Mart reveal that mobile carriers’ desire to expand their businesses by collaborating with convenience store chains. 1. KDDI KDDI plans to purchase all the shares of Lawson that are not owned by Mitsubishi, its parent company, and take it private in a …
Pachinko industry is at an early stage of a new growth. You may not have to play Pachinko to make some money, just might. Since I can upload my excel tables here, please click the link below to see if Sankyo may be a stock which you like to dig deeper. https://www.linkedin.com/feed/update/urn:li:activity:7157428454412480513?utm_source=share&utm_medium=member_desktop
Pachinko. It’s challenging to identify an industry that has faced more negative long-term predictions over the past few decades, given the numerous obstacles it encounters. You may have observed that pachinko parlors are gradually disappearing from cities, yet they are far from extinct. Why is this the case? I did not initiate this discussion with …
Pachinko in Japan: A Fading Trend or a Resurging Profit-Maker? Read More »
(Note 1: Please make sure to read Note 2 and Note 3 at the end of this report). 2023: A Pivotal Year for Japanese Stock Markets This year witnessed several notable events that revitalized interest in Japan’s long-neglected equity markets: Focus on Capital Efficiency: On March 31st, the Tokyo Stock Exchange took a rare step, …
3,900+ stocks listed in Japan. How to unearth a hidden gem? Read More »
Yamae Group Holdings (“Yamae” or the “company”) represents a fusion of tradition and innovation. With its roots tracing back to a family-owned wholesaler of rice and fertilizer in Kyushu, the southwestern part of Japan, the company has grown organically and through strategic mergers and acquisitions. Today, as a holding company of 63 group companies, established …
Unconventional approach to capitalize on “succession M&A surge” in Japan For tables/charts, please refer to the link below. https://www.linkedin.com/feed/update/urn:li:activity:7138728944408662016?utm_source=share&utm_medium=member_desktop I have given considerable thought to the proposition I am about to present. While it may seem particularly unconventional to some investors, it may indeed stimulate your intellectual curiosity. Please read on. Consider a …
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https://www.linkedin.com/feed/update/urn:li:activity:7134744789610070016?utm_source=share&utm_medium=member_desktop I am having a difficulty in posting the report directly here. Please visit the attached link to find out how to distinguish a value stock or a value trap.
Since their inception in the 1970s, these stores have evolved beyond their initial role as simple retail outlets. They have transformed into a vital part of the social infrastructure that offers a wide array of services, including financial and administrative ones. These stores, often referred to as “CVS”, provide a variety of fresh, high-quality products …
Dare I say, convenience stores in Japan not only survive but also flourish? Read More »