First, I want to thank readers that have purchased my book, Investing in Japan. So far the feedback has been overwhelmingly positive and I’m very appreciate of the reader reviews, including by:
Archive | Japan – Invest/Econ
RSS feed for this sectionIIJ: cutting edge Japanese IT company at dial-up prices
Internet Initiative Japan (IIJI) (3774) is being overlooked by the market of late after a run last year to a multi-year high. Poised for a record fiscal year (which ends in a couple weeks), no doubt 2012 – 2013 will prove to be even more impressive. See my write-up, which appears as an exclusive premium [...]
No Stock Market as Undervalued and as Misunderstood as Japan
Japanese stocks have done very well in 2012 and of course the weakening yen has increasingly more to do with the rally; deservedly so for the people of Japan. Otherwise, and unless Japanese stocks continue to do well, they could become neglected once again. Not necessarily a bad thing for value investors, and regardless of [...]
Nintendo bottoming: worries over games proven overdone again
I have followed up on my original bullish take on Nintendo (NTDOY.PK) (JP: 7974) from June. In my latest, carried as an exclusive on Seeking Alpha, I explain why I remain bullish on Nintendo and among other things include mention of recent Japanese analyst actions. *Click “Read Full Story” below for hyperlink to Seeking Alpha.*
Explaining Nintendo’s 10% Jump
Shares of Nintendo (NTDOY.PK) (7974) jumped 9.8% overnight in Japan, while the broader market (the Nikkei 225) was up a far more modest 1.4%, and as the yen remained stubbornly (relatively) strong at Y76.65 against the US$. What explains this big move? The Japanese business press is at a loss for the most part. The [...]
Internet Initiative Japan: attractive value and growth
Internet Initiative Japan (IIJI) (Tokyo: 3774) is a longtime shareholding and is one that I intend to hold on to for the long haul. Following my “friendly” activist dialogue with the company beginning early last year, the company has subsequently raised its dividend four times by an aggregate 50%. And there is further potential to [...]
iShares MSCI Japan Index EWJ Fact Sheet
iShares MSCI Japan Index (EWJ) is an ETF (exchange traded fund). Many investors and traders are familiar with EWJ, the ticker, but more often than not, I find that individuals misunderstand what EWJ really represents. I first created this fact sheet in 2007 as a reference page on my website (http://steventowns.com) and I update it [...]
Unlocking value in Japanese real estate
Christopher Dillon, a Hong Kong-based entrepreneur, writer, and real estate investor, is the author of two books about real estate (his first covered property transactions in Hong Kong, and his latest published this May, covers Japan). Landed: The guide to buying property in Japan, is a must-read, not just for those considering buying a property [...]
Domestic and overseas factors a plenty for Japan
More often than not, it is overseas factors that have the largest influence on trading in Japan. However, from time to time there is enough commotion domestically that also warrants the attention of investors. Unfortunately, the cacophony coming out of the government these days is more concerning than usual (e.g. Japan Post management/reform, debt moratorium, [...]
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Strong yen the new norm as Japan poised to reform?
Interesting developments in the Nikkei ahead of the parliamentary election at the end of this month, which at this point looks as if it will finally bring an end to LDP rule. A foreign exchange rate of $1/¥94 would have been practically inconceivable prior to the “Lehman shock” (as the Japanese refer to the genesis [...]
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