Bank of Kyoto, Ltd. is the largest regional bank in Kyoto and trades at 32% of book value. Its banking business faces a challenging environment, but the bank holds a Japan equities portfolio which is worth thrice its market cap.
The myth of Japan’s warrior spirit by Ian Buruma (Spectatorworld.com)
The glorification of the samurai spirit began mostly after the samurai themselves had become obsolete
Japan Ups the Ante on Corporate Governance and Regulatory Reform by Archibald Ciganer and Jocelyn Brown (Troweprice.com)
Revised governance codes provide framework for corporate improvement.
Japan Is Nearing A Mega Breakout And It's Still Cheap: Here Are Some Ways To Play It y Jim Sloan (Seekingalpha.com)
Thirty-two years after the worst collapse in history Japan's Nikkei 225 is approaching its 1989 high; it's cheap now, and a screaming buy.
The quiet revolution by RBC Asian Equity Team (rbcgam.com)
Active investing opportunities in Japanese equity
James Kuffner once reprogrammed a Prius to turn it into a driverless vehicle for Google. Now, he’s a top executive at Toyota, charged with hacking the very way it approaches the business of carmaking.
Japan Radically Increased Immigration—and No One Protested By Martin Gelin (foreignpolicy.com)
To cope with demographic challenges and labor shortages, Japan’s right-wing government has boosted immigration. How did it avoid the political backlash plaguing the West?
The Prius-hacking Silicon Valley star shaping Toyota’s future By Tsuyoshi Inajima and River Davis (Seattletimes.com)
James Kuffner once reprogrammed a Prius to turn it into a driverless vehicle for Google. Now, he’s a top executive at Toyota, charged with hacking the very way it approaches the business of carmaking.
Japan Radically Increased Immigration—and No One Protested By Martin Gelin (foreignpolicy.com)
To cope with demographic challenges and labor shortages, Japan’s right-wing government has boosted immigration. How did it avoid the political backlash plaguing the West?
bank of kyoto could be a nice play but how to unlock value? 0.30 P/BV is an all time low
ReplyDeletemaybe the Tse overhaul in april 2022 will put pressure on management.
DeleteUS proxy adviser glass lewis recently has implemented guidelines to vote against the board when cross sharholding is bigger than 10%