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Altay Capital
Focus on Smaller Cap Value Names
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Altay Capital
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19 June 2023
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bearish
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Asahi Kagaku Kogyo
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22 Feb 2024 09:08
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Syndicated
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
Altay Capital
190 Views
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bullish
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Thematic (Sector/Industry)
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19 Feb 2024 08:56
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Syndicated
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.
Altay Capital
225 Views
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bullish
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Thematic (Sector/Industry)
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03 Jan 2024 07:27
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Syndicated
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.
Altay Capital
492 Views
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bullish
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Thematic (Sector/Industry)
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30 Dec 2023 10:53
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Syndicated
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...
Altay Capital
396 Views
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bullish
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Asagami Corp
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19 Dec 2023 13:24
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Syndicated
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...
Altay Capital
318 Views
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