Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>“In the next 50 years... we won’t give a thought to selling those [Japanese trading companies].... Japan’s record has been extraordinary.” (Warren Buffett)</li>
<li>In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies. </li>
<li>Japanese trading companies have higher points for market cap, ROE, DPS increase, and shares cancellation. Korean holdcos have higher points for dividend yield, debt/equity ratio, ROIC, and valuations. </li>
</ul>


“In the next 50 years... we won’t give a thought to selling those [Japanese trading companies].... Japan’s record has been extraordinary.” (Warren Buffett)
In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies. 
Japanese trading companies have higher points for market cap, ROE, DPS increase, and shares cancellation. Korean holdcos have higher points for dividend yield, debt/equity ratio, ROIC, and valuations. 


Shareholder Returns of Japanese Trading Companies Invested By Buffett Vs Top Korean Trading/Holdcos

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Salter Brothers Emerging Cos L / Equity Bottom-Up

<ul><li>Mitsui AM invests $120M in acquiring 50% stake in Greater Tokyo Data Centre, expanding their presence in the region.</li><li>Star Entertainment secures $590M refinancing from Salter Brothers in Australia, providing capital for future growth and development.</li><li>Panel discussion highlights how Australia's evolving society is shifting focus of Build-to-Rent sector from macro to micro level.</li></ul>

Mitsui AM invests $120M in acquiring 50% stake in Greater Tokyo Data Centre, expanding their presence in the region.Star Entertainment secures $590M refinancing from Salter Brothers in Australia, providing capital for future growth and development.Panel discussion highlights how Australia's evolving society is shifting focus of Build-to-Rent sector from macro to micro level.

Asia Real Estate Tracker (13-Mar-2025): Mitsui AM buys 50% of Tokyo Data Centre for $120M.

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Huge deal with Mitsui purchasing a 40% stake in Roads Ridge for billions of dollars</li><li>Decades-long negotiation process with owners of the asset culminating in the sale</li><li>Roads Ridge is a massive iron ore deposit with potential for long-term production, standing out for its high quality iron content and low phosphorus levels in comparison to other mines in the region</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Huge deal with Mitsui purchasing a 40% stake in Roads Ridge for billions of dollarsDecades-long negotiation process with owners of the asset culminating in the saleRoads Ridge is a massive iron ore deposit with potential for long-term production, standing out for its high quality iron content and low phosphorus levels in comparison to other mines in the regionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

<ul>
<li>World may finally have found the key to real growth after years of trying to build a fashion retail business in shopping centres, but with limited success.</li>
<li>The big problem was that it didn’t have the supply chain skills to compete with the big retailers like Uniqlo and Adastria.</li>
<li>Buying the supplier that helped grow those same chains means World now has a real chance to enter the big leagues.</li>
</ul>


World may finally have found the key to real growth after years of trying to build a fashion retail business in shopping centres, but with limited success.
The big problem was that it didn’t have the supply chain skills to compete with the big retailers like Uniqlo and Adastria.
Buying the supplier that helped grow those same chains means World now has a real chance to enter the big leagues.


Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>German government approves financing for TSMC's fab in Dresden, boosting semiconductor production in Europe.</li><li>Kaynes Semi secures anchor customer in power electronics, bolstering its position in the market.</li><li>Suchi Semicon opens Gujarat's first OSAT facility; Google appoints new India head to advance AI technology.</li></ul>

German government approves financing for TSMC's fab in Dresden, boosting semiconductor production in Europe.Kaynes Semi secures anchor customer in power electronics, bolstering its position in the market.Suchi Semicon opens Gujarat's first OSAT facility; Google appoints new India head to advance AI technology.

Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.

Japan

MITSUI & CO., LTD. is a general trading company.  The Company has operating groups including Iron and Steel, Non-Ferrous Metals, Machinery, Chemicals, Foods, Energy, Textiles, and General Merchandise.  Mitsui also operates real estate and overseas development projects.

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Mitsui & Co Ltd (8031 JP)

Shareholder Returns of Japanese Trading Companies Invested By Buffett Vs Top Korean Trading/Holdcos

In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies.

Douglas Kim

Asia Real Estate Tracker (13-Mar-2025): Mitsui AM buys 50% of Tokyo Data Centre for $120M.

Mitsui AM invests $120M in Greater Tokyo Data Centre, Star Entertainment secures $590M refinance, focus on living in the moment, BTR in Australia...

Asia Real Estate Tracker

Unpacking a $20b undeveloped mine deal

Mitsui acquires a 40% stake in Roads Ridge, a large-scale undeveloped iron ore deposit in Western Australia, for US $13 billion, with plans for...

Money of Mine

World Buys Mitsubishi Clothing Business

World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.

Michael Causton

Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.

German gov backs TSMC's fab in Dresden, Kaynes Semi gains anchor customer, Suchi Semicon opens OSAT facility in Gujarat, Google appoints new head...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shareholder Returns of Japanese Trading Companies Invested By Buffett Vs Top Korean Trading/Holdcos

In this insight, we provide detailed comparisons of the five major Japanese trading companies and five major Korean holdcos/trading companies.

Douglas Kim

Asia Real Estate Tracker (13-Mar-2025): Mitsui AM buys 50% of Tokyo Data Centre for $120M.

Mitsui AM invests $120M in Greater Tokyo Data Centre, Star Entertainment secures $590M refinance, focus on living in the moment, BTR in Australia...

Asia Real Estate Tracker

Unpacking a $20b undeveloped mine deal

Mitsui acquires a 40% stake in Roads Ridge, a large-scale undeveloped iron ore deposit in Western Australia, for US $13 billion, with plans for...

Money of Mine

World Buys Mitsubishi Clothing Business

​World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.

Michael Causton

Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.

German gov backs TSMC's fab in Dresden, Kaynes Semi gains anchor customer, Suchi Semicon opens OSAT facility in Gujarat, Google appoints new head...

Tech Supply Chain Tracker

World has found the key to growth by acquiring a supplier business owned by Mitsubishi Corp to compete with big retailers like Uniqlo and Adastria.