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Carlit Co Ltd (4275)
Niche monopoly defense player at 4.5x EV/EBIT
Aug 20
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Carlit Co Ltd (4275)
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July 2025
2025-Q2 portfolio update
Solid quarter, staying cautious
Jul 22
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13
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2025-Q2 portfolio update
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June 2025
Air Water (4088)
The last bargain industrial gas company?
Jun 30
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17
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Air Water (4088)
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April 2025
2025-Q1 portfolio update
Pivot to Asia
Apr 27
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6
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2025-Q1 portfolio update
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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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9
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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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7
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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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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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20
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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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12
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Haier Smart Home (6690 HK)
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2
2024-Q4 portfolio update
Year-end portfolio shake-up! (6 new positions and 5 exits)
Jan 6
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7
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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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29
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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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6
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Kyoritsu Maintenance (9616) Part 2
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