Asahi Kagaku Kogyo
Asahi Kagaku Kogyo’s Facility in Kunshan, China Asahi Kagaku Kogyo (TYO 7928) is a $12m market cap net-net industrial plastics manufacturer
189 Views
Japanese Reforms Slowly Kicking In
Generated with AI While Japanese stocks have had a banner 2023 and are off to a good start in 2024, the opportunity in Japan remains compelling.
224 Views
The Cheap Japanese Basket: Year-End Portfolio Review and Reasons Why I Remain Bullish
I initially began my cheap Japanese basket in March 2023 and now that 2023 has come to an end, let’s take a look at how everything worked out.
491 Views
4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket
While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be...
392 Views
Asagami Corporation - Example of Widespread Undervaluation of Land on Japanese Balance Sheets
Example of Widespread Undervaluation of Land on Japanese Balance Sheets. Disparity Between Book and Market Value is 3x Market Cap On Just 3...
316 Views