I recently wrote that I will stop digging in Japan due to no growth and low dividends, however in Tech it does not compare badly to the rest of the world.
Z holidngs is a very interesting investment choice for sure, as it has been starting to expand its services fully utilizing PAYAY application. Here in Japan, everyday you see their services more and more. they are establishing its brand. And, the merger of YAHOO and LINE ends their competition and spending spree finally. Rakuten still stays here. but Rakuten's capital allocation history is terrible...
Medical net seems to be interesting too. I checked a little. This company's sales are mainly composed of 2 sectors. 27% sales come from managing website platform for dentists. Other 69% sales come from consulting and marketing for companies like medical institution.
One more note, they do not own a football academy. they provide website production and marketing services.
Generally speaking, growth stocks have been hit very hard recently in Japan so there are lots of companies undervalued. it is interesting situation now, though we don't have many companies which are globally competitive..
Hotel chain with a low cost operation. Dealt well with the covid 19 situation. In comparison with other Hotel chains such as Washington Hotel, 4691, its performance stands out.
I am also thinking about loading up leasing companies such as Mitsubishi HCC, 8593, or 8439. They own tons of assets. They are interesting in this inflationary environment. I also had worked for a leasing company for 5
years and knowledgeable about the industry.
I also trust whatever Rokusuke san picks. A Japanese blogger. He is honest and a hardcore value investor.
Thank you for your analysis
your writing is very insightful.
Z holidngs is a very interesting investment choice for sure, as it has been starting to expand its services fully utilizing PAYAY application. Here in Japan, everyday you see their services more and more. they are establishing its brand. And, the merger of YAHOO and LINE ends their competition and spending spree finally. Rakuten still stays here. but Rakuten's capital allocation history is terrible...
Medical net seems to be interesting too. I checked a little. This company's sales are mainly composed of 2 sectors. 27% sales come from managing website platform for dentists. Other 69% sales come from consulting and marketing for companies like medical institution.
One more note, they do not own a football academy. they provide website production and marketing services.
Generally speaking, growth stocks have been hit very hard recently in Japan so there are lots of companies undervalued. it is interesting situation now, though we don't have many companies which are globally competitive..
Thanks for the amazing local feedback! I missed it with substack being substack.. What else do you like in Japan?
Thank you for your comment.
AB hotel 6565 is my recent pick.
Hotel chain with a low cost operation. Dealt well with the covid 19 situation. In comparison with other Hotel chains such as Washington Hotel, 4691, its performance stands out.
I am also thinking about loading up leasing companies such as Mitsubishi HCC, 8593, or 8439. They own tons of assets. They are interesting in this inflationary environment. I also had worked for a leasing company for 5
years and knowledgeable about the industry.
I also trust whatever Rokusuke san picks. A Japanese blogger. He is honest and a hardcore value investor.
I am afraid his website is in Japanese.
https://6suke.com/
His recent picks are ebase, 3835,WA 7683.
I appreciate your writing always.
Thanks!!! I will review your ideas!
Welcome!!
Just a comment about the Japanese translations.
Don't use Google translation, it isn't good. You should better check out www.deepl.com
I use it every day and the quality is quite good.
Best regards from Japan :-)
Thanks!!!
Agree.
deep l is incredibly good!!