J-Links of Interest

Week 09 - 2023

Articles

Tokyo Bourse’s Buried Notice Spurs Surges in Cheap Japan Stocks (finance.yahoo.com)

For Takeda Pharmaceutical’s CFO, ‘Speed and Agility’ Were Key to Shire Tie-Up (Wall Street Journal)

Going down: Battle at Japan elevator maker Fujitec reaches final level (Reuters.com)

Activist funds must invest more than money to make impact in Japan (NikkeiAsia)

Casio’s Eccentric Product Culture, Built on Embracing Failure (Medium.com)

Analysis

Deep Dive: Japanese Trading Companies (Part 1) (Value Punks)

Imagineer - A Deep Value, Profitable, and 3.4% Yielding Net-Net Japanese Game Developer With 17+ Years of Dividend History (Altay Capital)

Ueda's New BOJ Regime: Two Favorable Conditions Not Present in Kuroda's Regime (Mush Research)

Thinking About the Yen’s True Strength (Nippon.com)

Japan Reality Check #4: In praise of the Salaryman CEO (Jesper Koll)

Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT (Kenkyoinvesting.com).

Videos/ Podcast

Capitalism Made in Japan (Jesper Koll/ Youtube.com)