tag:blogger.com,1999:blog-1822091813316087659.post8687671902686467397..comments2024-03-29T07:29:16.953+00:00Comments on Value Investing Japan: Cheap Stocks in Japan - Discrimination in Selecting Japanese Net-Net StocksO-tonehttp://www.blogger.com/profile/14922301157900495819noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-1822091813316087659.post-31096817496176872302013-04-04T00:18:23.022+01:002013-04-04T00:18:23.022+01:00Very informative website. I read the Security Anal...Very informative website. I read the Security Analysis and currently invest in Japanese net nets as well. So far it has been a profitable experience.<br /><br />Here are some of the net nets that have been increasing in NCAV:<br />1) Avelco<br />2) Mushahi Co<br />3) Fuji Oozx<br />4) Odawara Engineering<br />5) Systems Design<br /><br />It just amazes me that the market is valuing them at F.Anoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-1382212641076806602013-01-25T21:23:03.564+00:002013-01-25T21:23:03.564+00:00Well thank you for that and I shall keep in touch ...Well thank you for that and I shall keep in touch with your blog, I left my email in order to follow it. <br /><br />AlfAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-86392467382836319192013-01-25T10:36:26.185+00:002013-01-25T10:36:26.185+00:00Hi Alf,
"you have to limit yourself to the c...Hi Alf,<br /><br />"you have to limit yourself to the companies publishing in English. This is a first screen."<br /><br />That is correct. <br /><br />I am more inclined to the Graham style than to the buffet style. Although I take into account qualitive issues, e.g coproate governance. <br /><br />Some I've found by chance (going through the market company by company). Some are &O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-78399566204974443952013-01-25T01:32:49.148+00:002013-01-25T01:32:49.148+00:00Hi / Hallo O-tone,
Thank you for your fast answer...Hi / Hallo O-tone,<br /><br />Thank you for your fast answer, and I shall certainly read your post again to check the points I missed. <br /><br />Still your answer left me curious about how your are selecting your stocks. If you don't speak Japanese, you have to limit yourself to the companies publishing in English. This is a first screen. <br /><br />And then you just go fishing like Ben Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-21771180397188567242013-01-24T15:04:57.240+00:002013-01-24T15:04:57.240+00:00Hi Alf,
having hold on to all of my japan stocks....Hi Alf,<br /><br />having hold on to all of my japan stocks. <br /><br />I don't do any screening, as it is too "mechanic" for me. Many interesting stocks you would have missed with screens. For example Hogy medical or Fukuda Denshi, as they weren't net-nets. <br /><br />But FT.com does offer a screener. <br /><br />"And another question related to the Japanese market : O-tonehttps://www.blogger.com/profile/14922301157900495819noreply@blogger.comtag:blogger.com,1999:blog-1822091813316087659.post-21114173666167046302013-01-24T13:36:12.566+00:002013-01-24T13:36:12.566+00:00Hi,
I am a private investor trying to enter the ja...Hi,<br />I am a private investor trying to enter the japanese market - a fairly difficult one to my understanding in the past decades - and was very happy to read your recent article as an introduction. <br />I hope you held the first two shares since Mr Market seems to recognize some more value in them only 6 weeks later, 1/3 more for Noritsu Koki and 1/4 for Ryoden Trading. Ryoyo remained at a Anonymousnoreply@blogger.com