Topic
materials
Everything our editor has picked under this tag, best first.
deep value Furubayashi Shiko (TYO 3944) - A Deep Value Packaging Nanocap Trading at 9x P/E, 0.27x Book, and Well Below NCAV+Investments
Furubayashi Shiko trades at 9x earnings and 0.27x book, with under-marked land and securities supporting its value despite illiquidity and…
Altay Capital - Mostly Value Investing
buybacks Tokyo Automatic Machinery (TYO 6360) - Deep Value Nanocap with Improving Shareholder Returns, 0.4x P/B, and 7.8x Forward P/E
Tokyo Automatic Machinery targets 1x book value and a 30% payout ratio, backed by ¥5,220 of NCAV plus investments per share against a ¥2,885 share…
Altay Capital - Mostly Value Investing
equities 3 Quick Pitches for 3 Cheap Japanese Stocks: Nippon Shindo (5753), Nakakita Seisakusho (6496), and Wood One (7898)
Nippon Shindo and Nakakita Seisakusho are deep-value net-nets, while Wood One owns 40,000 hectares of New Zealand forestry.
Altay Capital - Mostly Value Investing
industrials Quality business near a cyclical low
A quality business stands to benefit from extended Section 232 steel-derivative tariffs and a housing rebound.
Nat Stewart - Stock Picking Newsletter