Japan
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Japan
Japan
Travel notes: Tokyo
Estimated reading time: 20 minutes
Japan
Kansai Paint (4613 JP)
India-focused Japanese paint manufacturer at 10x forward P/E
Deep-dives
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Deep-dives
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Japan
Naming and shaming in Japan
Estimated reading time: 14 minutes
Japan
Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT
Japan
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E
Japan
Ryohin Keikaku (7453 JP)
Japan’s finest retailer now benefitting from China’s reopening
Japan
Seria (2782 JP)
Japanese discount retailer going through short-term turbulence
Deep-dives
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes