Daiichi Kosho (7458 JP) is Japan’s leading producer of karaoke equipment. As you may remember, I discussed Daiichi Kosho in this previous thematic, and I mentioned that I own the stock in a recent portfolio review. I also wrote a deep-dive on Daiichi Kosho’s competitor Koshidaka - a
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’s
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En-Japan (4849 JP) is a Japanese online recruitment company. It owns a large and growing platform for job advertisements, with a user-generated company review system that is the strongest in Japan by a factor of 10x. What makes the company stand out is its Amazon-like focus on doing what’s
Genki Sushi (9828 JP) is a conveyor belt (“kaiten”) sushi restaurant operator based in Utsunomiya, Japan. Genki Sushi started in 1968 by 24-year old Japanese chef Fumio Saito who came up with the concept of sushi on revolving conveyor belts. The company was listed in 1991 and now has a
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute ("kawaii") consumer products. Its most popular brand name is "Hello Kitty". The company has three segments: direct product sales (with inventory risk), licensing of characters to third-parties as well as running two theme
Ichigo Hotel REIT Investment Corporation (3463 JP) is a Japanese hospitality REIT run by American hedge fund manager Scott Callon. It invests in lodging-focused hotels in major cities across Japan with a major focus on tourism. The REIT was formed by sponsor Ichigo Inc, an asset management company run by
Koshidaka Holdings (2157 JP) is a karaoke-operator run by serial entrepreneur Hiroshi Koshidaka. The man has an incredible track record and he continues to put his entire focus on the company. The main part of the business is a chain of karaoke bars run under the brand name "Maneki-neko&
