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The Plaza Accord … Just the mention of these words is enough to send shivers down the spines of economists and policymakers around the world. It was one of the biggest single events that have shaped how the world sees Japan. And I have undertaken the daunting task of examining it. Get full access to KonichiValue Japan at www.konichivalue.com/subscribe

Join me as I delve into the story of Japan's "Lost Generation". In the 1980s, Japan was experiencing unprecedented economic growth, but when the bubble economy burst in the early 1990s, the aftermath was devastating for the young people entering the workforce. This generation is one of the most educated and hard-working in Japanese history, but they were faced with a tough job market and a lack of...

I created this clip to pitch why I think EIZO is perhaps the most interesting monitor manufacturer in the world. EIZO, the Japanese monitor manufacturer, has undergone a dramatic pivot in its business strategy. Initially, the company was primarily focused on producing Pachinko machines, but over time it has shifted its focus to specialized industries with high barriers to entry, such as air traffi...

Link to the full article here Japan was on its way to surpass the United States as the world’s largest economy and the supply of infinite growth and prosperity seemed non-stop… Then, the party suddenly stopped… This video is a detailed depiction of Japan's lost decade (1991-2001): The tragic tale of the world’s largest economic bubble burst and its consequences. Get full access to KonichiValue Jap...

This is my conversation with Kalani Scarrott from the podcast Compounding Curiosity ( originally aired October 27, 2022 ). In this conversation, we go deep into Japanese real-estate and the pros and cons of it. We also discuss the Japanese stock-market, what makes it so undervalued, and what to think about before investing in it. You can listen to the original episode and many more amazing intervi...

Disclaimer: The information in this article represents my opinions and should not be construed as personalized or individualized investment advice and are subject to change. You might not have heard of EIZO, but it's considered the gold standard in the professional monitor world. If you work in digital design, healthcare, finance or the security industry, chances are that you or your company has p...

As you probably have heard, the Japanese yen has fallen drastically this year. In fact, since the beginning of 2022, the Japanese Yen has lost 23% of its value to the US dollar. The little talked-about effect the currency drop has had for Japanese investors is that US stocks have often been very lucrative despite their massive drops. Konichi-Value is a reader-supported publication. To receive new...

Disclaimer: The information in this article represents my opinions and should not be construed as individualized investment advice and are subject to change. Semiconductors have gone from obscurity to something on everyone’s mind in just a couple of months. Ever since the beginning of the Covid 19-pandemic, whole industries have stopped working because of a shortage in them, and companies like Tai...

Link to the full analysis of Murata Manufacturing here . Disclaimer: The information in this podcast represents my opinions and should not be construed as personalized or individualized investment advice, and are subject to change. All the stars are aligned for Japan to once again reclaim the title as a manufacturing powerhouse: The country is the most politically stable country in Asia, Japanese...

Disclaimer: The information in this article represents my opinions and should not be construed as individualized investment advice, and are subject to change. All the stars are aligned for Japan to once again reclaim the title as a manufacturing powerhouse: The country is the most politically stable country in Asia, Japanese salaries have stayed basically stagnant since 1992 and the Japanese yen h...

For the best articles and podcasts on Japanese investments, visit Konichivalue.com Nintendo recently released a much-anticipated trailer for its new Super Mario movie (click HERE to watch it). I wrote a stock-analysis on Nintendo where I argued that the company has a massive potential to create a much needed new revenue stream: Today, almost 90% of Nintendo’s revenue comes from its video games and...

This analysis was originally posted in podcast format on June 13, 2022 (link here ). Since then, Itochu has posted its Q2 results beating expectations slightly on revenue and sales. The stock is trading at ¥3,860 on October 7, 2022, compared to ¥3,751 on June 22, 2022, which is the basis-price for the analysis. All recommendations in this analysis still stand today. TL; DR ITOCHU's financial condi...

Disclaimer: The information in this article represents my opinions and should not be construed as personalized or individualized investment advice and are subject to change. Previously, I wrote about the less known but recently more successful home-furnishing company Nitori (check out that article here ). So, I thought it would only be fitting to take on the older brother of Japanese home furnishi...

To read the full analysis with all the graphs, tables and data, click here . Hamakyorex Co., Ltd. is an independent logistics bulk contractor, in Japan referred to as a 3rd Party Logistics (3PL) company. Over the years, it has manage to achieve steady growth and revenue, all while improving its efficiency with robotics and other automation focused initiatives. Still, the company’s Price-to-Earning...

Link to the full article can be found here All major Japanese REITs can be found here . For me, the most interesting REITs are: Get full access to KonichiValue Japan at www.konichivalue.com/subscribe

Disclaimer: The information in this article represents my opinions, and should not be construed as personalized or individualized investment advice and are subject to change. *A recommendation of Japanese Real-Estate Investment Trusts (REITs) are at the bottom of this article. Tokyo is perhaps most known known for its incredible transit system, futuristic cityscape, amazing food and culture that b...

If you want to read the full analysis with all the graphs and tables, please click HERE . TL;DR * Ryohin Keikaku has a strong franchise with its 'MUJI' brand with a strong market position in Japan and East Asia. * Recent trading is robust as business conditions normalize. Continued geographic expansion looks to be the longer term growth driver, although China exposure brings some complications. *...

To read the full article, click here The Japanese Yen is at a 24-year low to the US dollar and prices have risen less than 2.5% How is this possible? Find out in this week’s episode of Konichi-Value! Get full access to KonichiValue Japan at www.konichivalue.com/subscribe

To read the full article with all the tables and graphs, click HERE . If you go out right now and take a look at your bicylce, I bet you that you’ll find Shimano’s logo on either the gears, handlebars or pedals! In fact, Shimano is the single biggest company in the bicycle industry. Established in 1921 in Sakai City in Japan, Shimano is the global market leader in cycling components with an estima...

Link to the Substack article with all the graphs and tables HERE Disclaimer: The information in this article represents my opinions, and should not be construed as personalized or individualized investment advice and are subject to change. Recruit Holdings (6098) might not be that famous outside of Japan, but it’s the world’s largest recruitment company . Since 2016, the company has been on a glob...

If you want to read the full article with all the graphs, tables and ratings talked about in this episode, click HERE Disclaimer: The information in this article represents my opinions, and should not be construed as personalized or individualized investment advice and are subject to change. Nitori is Japan's largest furniture and interior retailer . They are often referred to as the Japanese IKEA...

Link to the full article with all graphs, tables and images can be found HERE One of the world’s richest and greatest investors, Mohnish Pabrai, once said: “We love original ideas. But truly, there are already plenty of good ones out there, ours for the taking. If I were too proud to copy the ideas of others, I likely wouldn't have even a fraction of my current success.” With those words of wisdom...

Read the full stock-analysis with the tables and graphs at: Get full access to KonichiValue Japan at www.konichivalue.com/subscribe

One of the world’s richest men and greatest investors, Mohnish Pabrai, once said: “We love original ideas. But truly, there are already plenty of good ones out there, ours for the taking. If I were too proud to copy the ideas of others, I likely wouldn't have even a fraction of my current success.” With those words of wisdom as an inspiration, I have decided to present the top 10 stocks Japan’s bi...

This is truly a sad day for Japan. Former Japanese Prime Minister Shinzo Abe was unconscious and unresponsive after he was shot in the chest during a political event in the western city of Nara today, Friday the 8th of July. He was later confirmed dead. Shinzo Abe was undoubtedly one of Japan’s most powerful men. Even after stepping down after his 8 years reign as Japan’s longest serving prime min...