Unloved Japan: Cheap & Tariff-Proof
New strategy TARP focuses on investing in stocks with little to no exposure to the US, highlighting companies like Kotobuki, Kikkoman, and Orix...
252 Views
Yamada Denki (9831): What Hasn't Killed Them Made Them Stronger
Yamada's potential for 18% EBIT growth could lead to a fair value of ¥1,029, 160% higher than current price, with ROE expected to rise to almost 10%.
197 Views
Panasonic (6752): Blows Past Consensus
Panasonic outperforms in Q2, trading at 60% of book value; Jtekt misses but raises dividend; Aisin misses slightly, price/book value falls to...
475 Views
Unloved Japan Roundup: Rohm, Honda, Aisin, Jtekt
New product launches could be the start of a deluge of Silicon carbide-based chips that improve performance and reduce costs of high-powered...
331 Views
Unloved Japan Roundup: Bracing for Q3
Mazda’s domestic volume up 24% in September, compared to industrywide average of 1.1%. Q2 estimates down by 32% in 3 months, but yield over 6%,...
284 Views