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Thinking Points CDG (TSE: 2487) is a marketing solutions company with a particular strength in promotional goods with a lineup of about 10,000 different product offerings. With the rise in internet advertising, however, demand for promotional goods is declining, and CDG is still in the middle of transitioning into a well rounded marketing solutions company. […]

The post Transitioning Promotional Goods Co for 172% NCAV appeared first on Kenkyo Investing.

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Thinking Points Artnature (TSE: 7823) is the market leader in the Japanese men’s hair product market with a 33.9% share. Including women’s hair product, the company is a formidable #2 player with a 28.3% overall share. With an influx of low cost products entering the market, however, business performance has weakened over the last several […]

The post 0.7x EV/EBIT Leading Wig Maker Showing Signs of Strength Amid Competitive Pressures appeared first on Kenkyo Investing.

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Thinking Points Fuji Shoji (TSE: 6257) is an established maker of pachinko and pachislot machines, best known for its horror-themed gameplay based on famous Japanese horror films. The company operates in a challenging pachinko industry, which has been on a 23-year decline and counting. Thus far, it has managed to maintain revenues, except with a […]

The post 76.6% NCAV Pachinko Maker Facing Industry Headwinds With 5.2% Dividend Yield appeared first on Kenkyo Investing.

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Thinking Points Arbeit Times (TSE: 2341) publishes free job search magazines and operates job search websites mainly targeting part-time and temporary workers in the Tokyo, Nagoya, and Shizuoka areas. The 2008-2010 global financial crisis was a particularly challenging time for the company, with a revenue decline of 72.8% and subsequent layoffs. Arbeit Times doesn’t have […]

The post Shareholder Return Focused Free Paper Publisher With A 3.7% Dividend Yield For 0.9x EV/EBIT appeared first on Kenkyo Investing.

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Thinking Points Trinity Industrial (TSE: 6382) is an established maker of paint-related industrial equipment and auto parts with close ties to the Toyota Group. With 42.6% of 2018 revenues coming from the Toyota Group, the company is highly exposed to a cyclical automotive industry, which is evidenced by a decline in revenues and a year […]

The post Toyota Group Co With 5.1% Forward Dividend Yield For 71.0% NCAV appeared first on Kenkyo Investing.

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Thinking Points Mixi (TSE: 2121) is a social media giant that fizzled and transitioned into a mobile game giant with the release of Monster Strike, the highest grossing mobile game worldwide in 2016. With its Monster Strike IP in maturity and a recent scandal relating to a subsidiary, Mixi is at a crossroads, with no […]

The post Maturing Mobile Game IP Co With No Clear Future In Sight For 0.8x EV/EBIT appeared first on Kenkyo Investing.

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Thinking Points Hibiya Engineering (TSE: 1982) is an established engineering and construction company primarily serving Japan’s largest telecom company, the NTT Group (TSE: 9432), which accounted for 51.5% of revenues in 2018. Historically, the NTT Group concentration helped Hibiya Engineering profitably get through difficult times, but the company has been unable to meaningfully grow its […]

The post Construction Co With Consistent Repurchases and 4.3% Dividend Yield Trading for 89.6% NCAV appeared first on Kenkyo Investing.

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Thinking Points Kitano Construction (TSE: 1866) is a healthy mid-tier general contractor based out of Nagano prefecture, a remote area of Japan. The company grew by supporting Tokyo’s post-war reconstruction efforts. Today, it maintains an office in Tokyo while remaining the largest general contractor in Nagano. Over the last several years, the company posted “super […]

The post Super Margins And Governance Concerns At This 0.4x EV/EBIT Construction Co appeared first on Kenkyo Investing.

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Thinking Points Yotai Refractories (TSE: 5357) is an established refractory product maker with a particular strength in refractory bricks, holding the highest market share in Japan. The company maintains a remarkably stable business, generating consistent profits throughout the 2008-2010 global financial crisis. More recently, Yotai Refractories is delivering strong operating margins over the last several […]

The post Consistently Profitable Refractory Material Maker For 60% NCAV appeared first on Kenkyo Investing.

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Thinking Points NJS (TSE: 2325) is a well established construction consulting firm specializing in water supply and drainage design, engineering, and maintenance management. With Japan’s aging water facility infrastructure and move towards privatization, NJS is among a few companies well positioned to benefit from macro trends. That said, NJS isn’t without problems, with several employees […]

The post Healthy Water Consulting Firm For Negative EV With Attractive Prospects appeared first on Kenkyo Investing.

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