´´ Performance

Performance

Tuesday, March 29 2017

Five Years Blogging - What Happened to my Holdings 


Five years blogging. Time to revise the performance and corporate actions of my holdings mentioned on the blog.

General Performance:




Five year performance of  a portfolio where 1 share of all stocks mentioned on the blog, and explicitly disclosed that I am long, had been purchased.




Five year performance of a portfolio of all stocks mentioned on the blog, explicitly disclosed that I am long and equally weighted.



Astellas Pharma (JP:4503) (Sold)

http://undervaluedjapan.blogspot.de/2012/08/just-for-record-astellas-pharma-jp4503.html 

http://undervaluedjapan.blogspot.de/2014/01/on-why-i-sold-astellas-pharma.html 




Sold at 6'200 Yen in January 2014 

Corporate Action to remedy undervaluation:
  • Dividend Increase
  • Share repurchases


Price as of today: 6'420 Yen

Corporate Action to remedy undervaluation:
  • significant dividend increase
  • significant share repurchases 


Price as of today: 7'100 Yen

Corporate Action to remedy undervaluation:
  • dividend increase

Price as of today: 725 Yen

Corporate Action to remedy undervaluation:
  • Share Repurchase

Kao corp. (JP:4452) (Sold/ July 2013)

http://undervaluedjapan.blogspot.de/2012/07/expensive-kao-corp-jp4452.html 



Sold at 3'300 Yen

Corporate Action to remedy undervaluation:
  • share repurchases
  • dividend increase



Price as of today: 2'779 Yen

Corporate Action to remedy undervaluation:
  • significant share repurchase
  • dividend increase
  • retirement of treasury stocks

Mabuchi Motors (JP:6592) (Sold)


http://undervaluedjapan.blogspot.de/2012/07/fallen-angel-mabuchi-motors-jp6592.html 

http://undervaluedjapan.blogspot.de/2014/09/mabuchi-motors-jp6592-fallen-angel-that.html


Sold out in September 2014 at 9'660 Yen

Corporate Action to remedy undervaluation:
  • significant dividend increase
Price as of today: 3'435 Yen

Corporate Action to remedy undervaluation:
  • share repurchase
  • significant increase of dividends 
  • retirement of treasury stocks

Price as of today: 9'848 Yen (Not adjusted for stocksplit)

Corporate Action to remedy undervaluation:
  • sinificant share repurchases
  • significant increase in dividends 
  • retirement of treasury stocks 
  • stocksplit 2:1 


Price as of today: 437 Yen

Corporate Action to remedy undervaluation:
  • dividend increase

Ryoyo Electro (JP:8068)

http://undervaluedjapan.blogspot.de/2012/03/ryoyo-electro-jp8068-japanese-net-net.html 


Price as of today: 1'672 Yen

Corporate Action to remedy undervaluation:
  • significant share repurchases 
  • retirement of treasury stocks
  • significant dividend increase



Tuesday, March 29 2016


Four Years Blogging - What Happened to my Holdings 


Four years blogging. Time to revise the performance and corporate actions of my holdings mentioned on the blog.

General Performance:


Four year performance of  a portfolio where 1 share of all stocks mentioned on the blog, and explicitly disclosed that I am long, had been purchased.


Four year performance of a portfolio of all stocks mentioned on the blog, explicitly disclosed that I am long and equally weigthed.


Astellas Pharma (JP:4503) (Sold)

http://undervaluedjapan.blogspot.de/2012/08/just-for-record-astellas-pharma-jp4503.html 

http://undervaluedjapan.blogspot.de/2014/01/on-why-i-sold-astellas-pharma.html 





Sold at 6'200 Yen in January 2014

Corporate Action to remedy undervaluation:
  • Dividend Increase
  • Share repurchases

Fukuda Denshi (JP:6960)

http://undervaluedjapan.blogspot.de/2012/05/muddy-fukuda-denshi-jp6960.html 




Price as of today: 6'040Yen

Corporate Action to remedy undervaluation:
  • significant dividend increase
  • significant share repurchases 

 Hogy Medical (JP:3593)

 http://undervaluedjapan.blogspot.de/2012/04/hogy-medical-jp3593-it-has-not-always.html



Price as of today: 6'160 Yen

Corporate Action to remedy undervaluation:
  • dividend increase

 Kawasumi Laboratories (JP:7703)

http://undervaluedjapan.blogspot.de/2012/10/the-beast-kawasumi-laboratories-jp7703.html


Price as of today: 883 Yen

Corporate Action to remedy undervaluation:
  • Share Repurchase

Kao corp. (JP:4452) (Sold/ July 2013)

http://undervaluedjapan.blogspot.de/2012/07/expensive-kao-corp-jp4452.html 



Sold at 3'300 Yen

Corporate Action to remedy undervaluation:
  • share repurchases
  • dividend increase

 Kurita Water Industries (JP:6370)

http://undervaluedjapan.blogspot.de/2012/08/blue-gold-kurita-waters-jp6370.html 



Price as of today: 2'592 Yen

Corporate Action to remedy undervaluation:
  • significant share repurchase
  • dividend increase
  • retirement of treasury stocks

Mabuchi Motors (JP:6592) (Sold)

http://undervaluedjapan.blogspot.de/2012/07/fallen-angel-mabuchi-motors-jp6592.html 

http://undervaluedjapan.blogspot.de/2014/09/mabuchi-motors-jp6592-fallen-angel-that.html




Sold out in September 2014 at 9'660 Yen

Corporate Action to remedy undervaluation:
  • significant dividend increase
 
Namco Bandai (JP:7832)

http://undervaluedjapan.blogspot.de/2012/06/turnaround-namco-bandai-jp7832.html 



 Price as of today: 2'461 Yen

Corporate Action to remedy undervaluation:
  • share repurchase
  • significant increase of dividends
  • retirement of treasury stocks

 NTT (JP:9432)

http://undervaluedjapan.blogspot.de/2012/04/no-net-net-is-ntt-jp9432.html



Price as of today: 10'036 Yen (Not adjusted for stocksplit)

Corporate Action to remedy undervaluation:
  • sinificant share repurchases
  • significant increase in dividends 
  • retirement of treasury stocks 
  • stocksplit 2:1 

 Osaka Gas (JP:9532)

http://undervaluedjapan.blogspot.de/2012/05/osaka-gas-jp9532.html




Price as of today: 437 Yen

Corporate Action to remedy undervaluation:
  • dividend increase

 Ryoyo Electro (JP:8068)

http://undervaluedjapan.blogspot.de/2012/03/ryoyo-electro-jp8068-japanese-net-net.html 



Price as of today: 1'349 Yen

Corporate Action to remedy undervaluation:
  • significant share repurchases
  • retirement of treasury stocks
  • dividend increase


Friday, March 27, 2015


Three Years Blogging - What Happened to my Holdings


Three years blogging. Time to revise the performance and corporate actions of my holdings mentioned on the blog.

General Performance:

 

Three year performance of  a portfolio where 1 share of all stocks mentioned on the blog, and explicitly disclosed that I am long, had been purchased.



Three year performance of a portfolio of all stocks mentioned on the blog, explicitly disclosed that I am long and equally weigthed.


Astellas Pharma (JP:4503) (Sold)

http://undervaluedjapan.blogspot.de/2012/08/just-for-record-astellas-pharma-jp4503.html 

http://undervaluedjapan.blogspot.de/2014/01/on-why-i-sold-astellas-pharma.html 


 

Sold at 6'200 Yen in January 2014


Corporate Action to remedy undervaluation:
  • Dividend Increase
  • Share repurchases


Fukuda Denshi (JP:6960)

http://undervaluedjapan.blogspot.de/2012/05/muddy-fukuda-denshi-jp6960.html 



Price as of today: 6'740Yen

Corporate Action to remedy undervaluation:

  • significant dividend increase
  • significant share repurchases


Hogy Medical (JP:3593)

 http://undervaluedjapan.blogspot.de/2012/04/hogy-medical-jp3593-it-has-not-always.html






Price as of today 6'050 Yen

Corporate Action to remedy undervaluation:

  • dividend increase


 Kawasumi Laboratories (JP:7703)

http://undervaluedjapan.blogspot.de/2012/10/the-beast-kawasumi-laboratories-jp7703.html




Price as of today: 833 Yen

Corporate Action to remedy undervaluation:

  • non, nada, nil



Kao corp. (JP:4452) (Sold/ July 2013)

http://undervaluedjapan.blogspot.de/2012/07/expensive-kao-corp-jp4452.html 





Sold at 3'300 Yen

Corporate Action to remedy undervaluation:

  • share repurchases
  • dividend increase


Kurita Water Industries (JP:6370)

http://undervaluedjapan.blogspot.de/2012/08/blue-gold-kurita-waters-jp6370.html 



Price as of today: 2'920 Yen

Corporate Action to remedy undervaluation:

  • significant share repurchase
  • dividend increase
  • retirement of treasury stocks


Mabuchi Motors (JP:6592)

http://undervaluedjapan.blogspot.de/2012/07/fallen-angel-mabuchi-motors-jp6592.html 

http://undervaluedjapan.blogspot.de/2014/09/mabuchi-motors-jp6592-fallen-angel-that.html



Sold out in September 2014 at 9'660 Yen

Corporate Action to remedy undervaluation:

  • significant dividend increase

Namco Bandai (JP:7832)

http://undervaluedjapan.blogspot.de/2012/06/turnaround-namco-bandai-jp7832.html 



 Price as of today: 2'275 Yen

Corporate Action to remedy undervaluation:
  • share repurchase
  • significant increase of dividends
  • retirement of treasury stocks

NTT (JP:9432)

http://undervaluedjapan.blogspot.de/2012/04/no-net-net-is-ntt-jp9432.html



 


Price as of today: 7'485 Yen

Corporate Action to remedy undervaluation:
  • sinificant share repurchases
  • significant increase in dividends 
  • retirement of treasury stocks

 

Osaka Gas (JP:9532)

http://undervaluedjapan.blogspot.de/2012/05/osaka-gas-jp9532.html


 Price as of today: 502 Yen

Corporate Action to remedy undervaluation:

  • dividend increase

Ryoyo Electro (JP:8068)

http://undervaluedjapan.blogspot.de/2012/03/ryoyo-electro-jp8068-japanese-net-net.html 




Price as of today: 1'297 Yen

Corporate Action to remedy undervaluation:

  • significant share repurchases
  • retirement of treasury stocks



Friday, March 28, 2014


Two Years Blogging - What Happened to my Holdings

Two years blogging. Time to revise the performance and corporate actions of my holdings mentioned on the blog.

General Performance:



 
Two year performance of  a portfolio where 1 share of all stocks mentioned on the blog and explicitly disclosed that I am long had been purchased.




Two Year performance of a portfolio of all stocks mentioned on the blog, explicitly disclosed that I am long and equally weigthed.



Astellas Pharma (JP:4503) (Sold)

http://undervaluedjapan.blogspot.de/2012/08/just-for-record-astellas-pharma-jp4503.html

http://undervaluedjapan.blogspot.de/2014/01/on-why-i-sold-astellas-pharma.html




 Sold at 6'200 Yen


Corporate Action to remedy undervaluation:

  • Dividend Increase
  • Share repurchases



Fukuda Denshi (JP:6960)

http://undervaluedjapan.blogspot.de/2012/05/muddy-fukuda-denshi-jp6960.html 





Price as of today: 4'530 Yen

Corporate Action to remedy undervaluation:

  • significant dividend increase
  • significant share repurchases



Hogy Medical (JP:3593)

http://undervaluedjapan.blogspot.de/2012/04/hogy-medical-jp3593-it-has-not-always.html 


 
  Price as of today 5'270 Yen

Corporate Action to remedy undervaluation:

  • dividend increase


 Kawasumi Laboratories (JP:7703)

http://undervaluedjapan.blogspot.de/2012/10/the-beast-kawasumi-laboratories-jp7703.html





Price as of today: 624 Yen

Corporate Action to remedy undervaluation:

  • non, nada, nil


Kao corp. (JP:4452) (Sold)

http://undervaluedjapan.blogspot.de/2012/07/expensive-kao-corp-jp4452.html 




Sold at 3'300 Yen

Corporate Action to remedy undervaluation:

  • share repurchases
  • dividend increase


Kurita Water Industries (JP:6370)

http://undervaluedjapan.blogspot.de/2012/08/blue-gold-kurita-waters-jp6370.html 




Price as of today: 2'233 Yen

Corporate Action to remedy undervaluation:

  • significant share repurchase
  • dividend increase


Mabuchi Motors (JP:6592)

http://undervaluedjapan.blogspot.de/2012/07/fallen-angel-mabuchi-motors-jp6592.html 






Price as of today: 6'800 Yen

Corporate Action to remedy undervaluation:


  • significant dividend increase


Namco Bandai (JP:7832)

http://undervaluedjapan.blogspot.de/2012/06/turnaround-namco-bandai-jp7832.html 






 Price as of today: 2'368 Yen



Corporate Action to remedy undervaluation:

 

  • share repurchase
  • significant increase of dividends 



NTT (JP:9432)

http://undervaluedjapan.blogspot.de/2012/04/no-net-net-is-ntt-jp9432.html







Price as of today: 5'458 Yen

Corporate Action to remedy undervaluation:


  • sinificant share repurchases
  • significant increase in dividends

 


Osaka Gas (JP:9532)

http://undervaluedjapan.blogspot.de/2012/05/osaka-gas-jp9532.html







Price as of today: 390 Yen


Corporate Action to remedy undervaluation:

  • dividend increase


Ryoyo Electro (JP:8068)

http://undervaluedjapan.blogspot.de/2012/03/ryoyo-electro-jp8068-japanese-net-net.html 


 

Price as of today: 1'297 Yen

Corporate Action to remedy undervaluation:

  • share repurchases 



March 29, 2013


One Year Blogging - Performance Review

Time to revise the performance of the holdings of mine mentioned on the blog.

General Performance:



One year performance of  a portfolio where 1 share of all stocks mentioned on the blog and explicitly disclosed that I am long had been purchased.



One year performance of an equal weight portfolio of all stocks mentioned on the blog and explicitly disclosed that I am long. 

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