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Yodogawa Steel Works (JP:5451) back from the dead?
The "Iron Coffin Lid" has been lifted!
#Japan #valueinvesting
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Otto Oehring (undervaluedjapan)
377 posts
Otto Oehring (undervaluedjapan)
@Otone821
GrahamDodd and GARP Investor Goes Japan
Katılım Ocak 2023
21 Takip Edilen1.5K Takipçiler
@DaBao_ Thanks. Unfortunately, can't buy Korean stocks.
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@Otone821 that's that mysterious korean medical company sir: x.com/DaBao_/status/…
DaBao@DaBao_
@CJ0pp3l I spent this Saturday fanboying all over 054950 JVM Co. JVM makes medication dispensing machines: it packages patient medication in pouches/vials/blister packs with prescription info printed on them. Very mission critical. Oversea sales>50%. ~43% of revenue is recurring.
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I think the reason why so few investors are attracted to deep value situations in Japan has a lot to do how those investments typically play out.
You get really excited finding that good/ decent business trading below NCAV, good FCF, low EV/ Nopat, paying dividend, etc. ...
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Don't reall get what two decades he is talking about. Activism only returned to Japan around 2015/ 2016.
Has a point about tourist capital though IMHO.
Still can find good value, but certainly has become harder, and I have to adjust my framework to investing.
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@Otone821 are you referring to this …nd-pc-dist.west.edge.storage-yahoo.jp/disclosure/202… the wording and punishment is pretty stern but I think they handled it fairly. btw I have moved on yesterday and onto one mysterious korean medical company... needed the capital
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I know. Dividends apparently don't matter at the moment.
But still amazed how Japan Inc. increases dividends after the ex- date.
Today MUFG with a cool 30% above guidance.
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No mention of Nintendo more than doubling year end dividend compared to last FY. Neither, it has increased pay- out 30% compared to ex- date end of March 2026.
Apparently, dividends don't matter.
TenchInvest@10_ch_10
Nintendo’s report looks okay at first glance and there will be price increases all across the board. The guidance for the next financial year is however horrible and the stock is down 4% in after hours. Expect a bigger drop tomorrow. #HODL $NTDOY
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Towards National Champions open.substack.com/pub/japanoptim…
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@astridwilde1 No. But reason for a great part!
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@Otone821 are the dividends really large enough for the index to be -3% on the day?
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Gosh. Are people really oblivious of the simple fact that the majority of stocks in Japan have gone ex- dividend today?
Astrid Wilde 🌞@astridwilde1
holy Nikkei batman what is going on in Japan ?? @MikeFritzell ??
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@MikeFritzell Isn't the issue about growth rather than profitability/ margins
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From Nicholas Smith @ CLSA. Much ado about nothing?
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Otto Oehring (undervaluedjapan) retweetledi
Japan has basically the same number of listed companies as US, which are on average 1/10 the size. 🤯
from @news_hibiki
hibiki-investment-news.com/wp-content/upl…
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Started writing about my investmentjouney into Japan on blogspot in 2012. Never abondoned Japan since.
But the real vanguard was Peter Cundill. He started going all in 1997, just after the Japanese "Big Bang" Reform.
Here is what he had to say about Investing in Japan:
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