KonichiValue - Japanvalueinvest.com

Everyone who has read my newsletter know that I have a weak spot for Nintendo. In fact, I made a video and article ( HERE ) on why I think the company is undervalued over the long-term: That analysis was about my hopes for the a future path for Nintendo. A path where they manage to pivot away from their dependency on gaming consoles to focus on merchandise and theme-parks as a new revenue stream....

In these dark times for stock markets all around the world, I’ve heard more and more people saying things like “Stock X has gone down 70% since November 2021. It’s so cheap you have to buy it!” or “A stock I own has gone down 50%. I need to buy more of it before it goes up again!” To be honest, when I see a company losing 70% of its stock value, I instinctively want to buy it! I mean, it feels lik...

Stock markets all around the world are collapsing. The world’s largest index, the S&P 500, is down around 23% year-to-date (YTD). Other indexes, like the Sri Lankan ASPI index have fallen almost 40% YTD and the Irish stock exchange (ISEQ) has fallen 24% YTD. The main Japanese stock index, the Nikkei 225, looks to have been relatively spared with a fall of of 11% YTD. In reality , the downturn is m...

As you may know, I have worked hard for a couple of weeks to produce these two articles: After publishing them, the question I got asked the most was: “Do you think buying Japanese real estate is a good investment?” To tell you the truth, I'm actually super torn. When collecting data for my first article on three reasons for buying real estate in Japan , I was super positive : It's undeniable that...

For the TLDR on if ITOCHU is a stock you should buy, skip to 16:54. For people looking at the podcast show notes, click HERE to go to the article. TL;DR ITOCHU's financial condition and free cash flow is good, and its business performance is showing long-term growth. In addition, The company’s dividends are increasing yearly, and the dividend yield is approximately 3%. On the other hand, ITOCHU is...

Last week, I wrote about three arguments for buying real estate in Japan (click HERE to view it). I hope you haven’t bought a house in Japan yet , because this week I will go over the top three arguments against buying real estate in Japan: Arguments Against Buying Real Estate in Japan: 1# Japanese People are Still Afraid to Invest in Real Estate Housing prices in Tokyo have risen by approximately...

Housing prices in Tokyo have risen by approximately 5% since 1992, and in almost all other areas in Japan, housing prices have fallen… The graph below shows the development of second-hand apartments in Tokyo since the Japanese asset price bubble burst in 1992: This graph becomes especially abysmal when compared to other countries: From 1992 to today, the average property prices in London have incr...

For anyone who is considering buying a property, you will surely be interested in what return the property will give you – in other words, the property’s yield. In this article I'll go through why yield is so important to understand, and how to calculate it. First, what is yield? A real estate yield is a measurement of future income on an investment based on how much you paid for it. There are two...

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Sankyo Frontier is such a rare thing as a modular unit construction company. These modular units are completely recyclable , takes less than half the time to construct compared to prefabricated houses, and can be stacked on top of each other like Lego blocks to build anything from a pop-up shop to a 10-story housing block! You might think it’s some kind of Silicon Valley startup with a billion-dol...

In the first episode of my Konichi-Value podcast, I give you my raw thoughts on why I think Nintendo is a great company with a bright future, and a stock you should buy! Get full access to KonichiValue Japan at www.konichivalue.com/subscribe