Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Nippon Parking Development (2353 JP)
Irreplaceable assets with +12% historical EPS CAGR at 13x P/E
Has the Kaonavi story changed? (4435 JP)
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
