An Open Letter to The Keihin Co., Ltd (9312.T)

Jun 10

Written By Anthony Fruci

English version

Japanese version

Anthony Fruci

A Few Idea Updates (MHI.AX, PAC.AX, TFG.AS)

A Profitable Japanese Logistics Company at 0.52x Book Value and 3x EV/EBIT With Real Estate Greater Than The Market Cap; and a Position Sizing Thought