Welcome to GrahamianValue.com

Japan

Muro Corp (JP:7264) manufactures niche auto parts.
Profitable and pays a div.
At 1030 yen it trades at around 40% book with cash backing majority of mcap.
Slight discount to NCAV if inv securities are counted.
Insiders own decent amt.
— janeo (@janeo1934) September 3, 2020

Tigers Polymer (JP:4231) manufactures hoses and molded products used in home appliances and automobiles.
At 416 yen it's a profitable, div paying net-net trading under 30% book with a strong balance sheet.
Insiders own a decent amount.
— janeo (@janeo1934) August 27, 2020

Pegasus Sewing Machine (6262) added to the Jap basket. Founded in 1914 and family own approx 10%. 85% sewing machines sold all over the world, 15% die-cast parts for cars. Currently neg EPS but profitable 8/10 last yrs, pays a div, 60% of NCAV and 10 yrs record discount to NAV.
— the_white_tig3r (@the_white_tig3r) August 25, 2020

Nishikawa Rubber (JP:5161)
manufacture sealing parts for automobile sound proofing and waterproofing.
Strong BS, low PE/PB and pays a div.
Shareholders consist of the Nishikawa family and activist RMB Capital
Fined for price fixing and bid rigging in 2016
— janeo (@janeo1934) June 25, 2020

Pages: 1 2 3