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 …
Unconventional approach to capitalize on “succession M&A surge” in Japan Read More »
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 »
In a recent brief (the link below), KPMG offered an enlightening analysis of the current IPO market in Asia. The report accentuates the escalating IPO markets and VC fundings in Japan, a phenomenon that starkly contrasts with the rest of the Asian markets. An active IPO (Initial Public Offering) market is generally interpreted as a …
Leveraging Japan’s renowned Monotsukuri Spirit, Transaction (Ticker: 7818) efficiently delivers affordable products through its Mobile Fabless Production system. By outsourcing yet meticulously overseeing every stage of production and delivery, it ensures quality and speed. Please copy the below link to your browser to find out more about this unique Japanese company. https://www.linkedin.com/feed/update/urn:li:activity:7124938204251660288?utm_source=share&utm_medium=member_desktop
Are Japan stocks a Bargain? The assertion that Japanese stocks are undervalued is a sentiment that has been echoed quite frequently. This notion is true based on very common valuation metrics of P/E and P/B multiples. In its report entitled “Compelling Valuations in Japan” issued in September 2023, Hennessy Fund convincingly illustrated that Japanese stocks …
https://www.linkedin.com/pulse/yappli-inc-4168-from-industry-creation-stage-profit-yuka-marosek-cfa-f9vec Please activate the above link. I can’t upload some of great charts. Happy reading!