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IHI Corp (7013) - Part 2
Aligning with Japan's most critical needs: defense and energy security
Apr 13
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IHI Corp (7013) - Part 2
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IHI Corp (7013) - Part 1
Japan's leading aerospace conglomerate follows the "Hitachi playbook" to unlock value
Apr 2
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IHI Corp (7013) - Part 1
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March 2025
Toyota Industries Corp (6201)
Capitalizing on the Toyota Group restructuring
Mar 10
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Toyota Industries Corp (6201)
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February 2025
Japan musings
Reality check from the "Japan Optimist"
Feb 17
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Japan musings
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January 2025
Haier Smart Home (6690 HK)
The Chinese appliances giant winning globally
Jan 20
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Haier Smart Home (6690 HK)
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2024-Q4 portfolio update
Year-end portfolio shake-up! (6 new positions and 5 exits)
Jan 6
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2024-Q4 portfolio update
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December 2024
Japan vs Big Tech
The "digital dependency crisis" that Japan can no longer afford to ignore
Dec 5, 2024
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Japan vs Big Tech
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November 2024
Kyoritsu Maintenance (9616) Part 2
The hotel chain winning over Japan's travelers
Nov 18, 2024
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Kyoritsu Maintenance (9616) Part 2
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Kyoritsu Maintenance (9616) Part 1
My top pick Japan tourism play at 14x 2025 EPS
Nov 11, 2024
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Kyoritsu Maintenance (9616) Part 1
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October 2024
A blue-chip takeover candidate
Iconic brand, global growth, with 50% of market cap in cash (8x EV/EBIT)
Oct 29, 2024
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A blue-chip takeover candidate
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A new era for Japanese M&As
Is METI's "M&A Code" a gamechanger?
Oct 21, 2024
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A new era for Japanese M&As
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The East Asia Stocks portfolio
Disclosing my personal portfolio (Q3 2024)
Oct 7, 2024
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The East Asia Stocks portfolio
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