Sold Nansin Co. (TYO:7399)

Nansin (TYO:7399) has been part of my Japanese basket of stocks for a few years. I’ve sold my shares recently. Unfortunately this wasn’t due to a rising market valuation. Nansin is as cheap as ever and looks like a nice bargain at first glance: Share price: ¥543 Shares outstanding: 6.77m Market cap: ¥3.7bn Cash & […]

Scaling back my Japanese investments

I’ve sold some holdings in Japan this week. I’ve updated the premium post with my Japanese basket of stocks yesterday to reflect the changes. The post has also been updated with the most recent financial data about all the companies that are in the basket. This is the first time since 2013, when I started […]

Sold Uehara Sei Shoji (TYO:8148)

Last week I sold my shares in Uehara Sei Shoji (TYO:8148). The company announced a management buyout in November and launched a tender offer at ¥5150. In December, the results were announced and if I read the filing correctly, just over 2 million shares were tendered. As a result, the management now owns ~83% of […]