Nisshin Group Holdings, $8881.T investment thesis
Good write up on a very cheap name! Also long :)
Really enjoyed this one - thanks
Good article, I like the focus on things that matter. Where do you access japanese companies' filings / annual reports translated to English?
Very well written. Great spot on the change in Corporate Governance. Thanks for sharing the idea mate.
How much room does the Japanese RE sector have to grow? There is a large excess supply of homes in Japan already, and the population is shrinking.
Thank you. Lots of coulds and ifs as well as some data cherry picking. Although, I do agree that it could very much impact the construction segment in the long term (despite the article's subtitle haha) if they don't diversify away from just condos
Similar situation with 5819 (Canare Electric), just announced a 40% payout target (+upward earnings revision). What do you think of this one?
Good write up on a very cheap name! Also long :)
Really enjoyed this one - thanks
Good article, I like the focus on things that matter. Where do you access japanese companies' filings / annual reports translated to English?
Very well written. Great spot on the change in Corporate Governance. Thanks for sharing the idea mate.
How much room does the Japanese RE sector have to grow? There is a large excess supply of homes in Japan already, and the population is shrinking.
Thank you. Lots of coulds and ifs as well as some data cherry picking. Although, I do agree that it could very much impact the construction segment in the long term (despite the article's subtitle haha) if they don't diversify away from just condos
Similar situation with 5819 (Canare Electric), just announced a 40% payout target (+upward earnings revision). What do you think of this one?