tag:blogger.com,1999:blog-1822091813316087659.post4972371774642220186..comments2024-03-29T07:29:16.953+00:00Comments on Value Investing Japan: Fukuda Denshi (JP:6960): The Three Bagger Stock That Still Is a Bargain O-tonehttp://www.blogger.com/profile/14922301157900495819noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-1822091813316087659.post-71064296965158084812021-10-13T12:42:46.236+01:002021-10-13T12:42:46.236+01:00Thanks.
Liked yours too.Thanks. <br /><br />Liked yours too.O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-69445573220846691412021-10-13T00:51:35.095+01:002021-10-13T00:51:35.095+01:00this is a great write up, thanks very much. I did ...this is a great write up, thanks very much. I did my own before coming across yours: https://docs.google.com/document/d/1Rm802o2P1fa6gKLwHcf49Wbu-OQN03mMCFm6o3uDyTE/edit?usp=sharingWilfred Watershttps://twitter.com/ergofin/status/1448061035634692098noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-9904129087124385902020-12-15T16:49:52.331+00:002020-12-15T16:49:52.331+00:00Thanks Grammaticus.
Worked perfectly fine!Thanks Grammaticus.<br /><br />Worked perfectly fine!O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-20075916042729787912020-12-15T13:11:36.991+00:002020-12-15T13:11:36.991+00:00They do not provide a specific figure. Anyway, I h...They do not provide a specific figure. Anyway, I have "saved as" the page with the thesis, and uploaded it to a free server (its less than 1Mb).<br />The file is a zip with a webpage (6960.html) and a folder of the same name with images and what not of the page.<br />Just unzip the file, and double click on the webpage. Hopefully, you can read the whole thesis then. Let me know if it Grammaticushttps://www.blogger.com/profile/18249899290084766598noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-48833460159968055322020-12-14T21:35:40.587+00:002020-12-14T21:35:40.587+00:00Not a member of VIC. Would you mind sharing the in...Not a member of VIC. Would you mind sharing the intrinsic value they come up with?O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-42234367888616517102020-12-14T19:57:21.676+00:002020-12-14T19:57:21.676+00:00A "new" thesis in Value investors club m...A "new" thesis in Value investors club mentions this company.<br />It is trading at about Y7,500<br />Might be worth checking again.<br /><br />Thanks for the informative post.<br /><br /><br />Grammaticushttps://www.blogger.com/profile/18249899290084766598noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-61375941134044559192017-12-14T16:29:18.184+00:002017-12-14T16:29:18.184+00:00ThanksThanksO-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-53480268073405483992017-12-14T10:10:12.307+00:002017-12-14T10:10:12.307+00:00Great work... as always! Much appreciated!Great work... as always! Much appreciated!Tomhttps://www.blogger.com/profile/03415270700196830621noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-68846626445846313242017-09-14T09:34:32.243+01:002017-09-14T09:34:32.243+01:00Thanks Lucas.
I don't know what you mean with...Thanks Lucas.<br /><br />I don't know what you mean with FD's (I reckon foreign direct)<br /><br />The Investments I exclude are mentioned in the financial reports under long- term assets. In Fukuda's case mainly listed Japanese stocks.<br /><br />Under JGAAP they have to be marked to market.O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-6811488496866585292017-09-14T07:00:36.352+01:002017-09-14T07:00:36.352+01:00Hey O-Tone!
Thank you for the absolutely excellen...Hey O-Tone!<br /><br />Thank you for the absolutely excellent write up!<br /><br />Just a quick question - how and where do you find the numbers to exclude FD's investment numbers from their total EV? Thank you!Lucas P.https://www.blogger.com/profile/01785956174242287910noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-1895008529657307922017-08-27T11:05:45.335+01:002017-08-27T11:05:45.335+01:00Thanks.
I've got the Japan company handbook.
...Thanks.<br /><br />I've got the Japan company handbook.<br /><br />But most of the data is actually coming from their english website. The englisch data is a little bit hidden.O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-92201017653302618912017-08-26T19:03:49.027+01:002017-08-26T19:03:49.027+01:00Great detailed analyses, Where do you get your dat...Great detailed analyses, Where do you get your data from? Kaisha Shikiho?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-32266693906585733132017-08-21T20:16:32.834+01:002017-08-21T20:16:32.834+01:00I haven't got a clue!I haven't got a clue!O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-82638115361715085742017-08-21T09:49:33.870+01:002017-08-21T09:49:33.870+01:00Is buybacks going to continue?Is buybacks going to continue?Yanjason80https://www.blogger.com/profile/03108887210734041764noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-50989931604740477052017-08-15T09:54:14.236+01:002017-08-15T09:54:14.236+01:00ThanksThanksO-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-86097498002114217122017-08-15T03:35:50.943+01:002017-08-15T03:35:50.943+01:00you forgot to add a Label to this blog post. thank...you forgot to add a Label to this blog post. thanks for sharing.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-48408672381793422832017-08-01T08:22:11.128+01:002017-08-01T08:22:11.128+01:00Yes. Discrepancy is due to treasury shares.Yes. Discrepancy is due to treasury shares.O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-22257298611094056302017-07-31T23:06:33.047+01:002017-07-31T23:06:33.047+01:00Thanks for the post. Why is EV Y88bn while Bloomb...Thanks for the post. Why is EV Y88bn while Bloomberg shows Y120bn. It seems your calculation of market cap is Y125bn while Bloomberg has Y160bn. Is it due to treasury shares?steve353145https://www.blogger.com/profile/12788441845562293287noreply@blogger.com