Yakult Honsha (TYO 2267) a $5.6B Premier Japanese Consumer Staple Brand with 25 Years of Profitability and Steady Growth Trading at 8.3x EV/EBITDA with Improving Capital Returns
Sohu.com Inc (Nasdaq: SOHU): A Net-Net with $1.3B in Cash and Valuable Real Estate ($400m+) Trading at $460m Market Cap with a $150m Buyback
Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber Sector
Hyoki Kaiun Kaisha (TYO 9362) - A Nanocap Logistics Company Efficiently Operating at 9% RoE, 6.8 P/E, and 4.5% Dividend at 0.6x BV / 0.39x ADJ TBV
Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer with Ambitious Growth Plans, Trading at 0.75x Book (0.55x Adjusted), 11x Operating Profits, and a Decade of Profitability
Nissin Corp (9066) - A Dirt Cheap $400m JP Logistics Company That Bought Back 24% Of Shares Trading at 6x EPS, 5%+ Dividend, and 0.7x Book
Okayamaken Freight Transportation (TYO 9063) - A Nanocap Logistics Company With A Lot of Undervalued Land at 0.3x P/B, 9x P/E, and 14 Years of Consistent Profitability
I Emailed my Portfolio Companies Asking About TSE Reform Compliance. Here Are Their Responses
Asahi Kagaku Kogyo - A Nanocap $12m Japanese Net Net That Owns Land Near Shanghai Worth ~5x its Market Cap
Japanese Reforms Slowly Kicking In
The Cheap Japanese Basket: Year-End Portfolio Review and Reasons Why I Remain Bullish