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 […]

Quick idea from Japan: Iwatsuka Confectionery (TYO:2221)

Last week, I sold one holding in the Japanese basket. I’ll post an update once I’ve decided what I want to do with the proceeds. There might be one or two other changes as well. Currently I’m leaning to buy one new position and to increase a couple of existing positions in the basket. I’ve […]

Sold Soft99 Corp (TYO:4464) and some other changes

Japanese stocks are having a strong year, with the Nikkei up ~16%. Some positions in my basket of Japanese stocks have seen large price swings as well. This week I’ve sold two positions in the basket. One of them is Soft99 Corp(TYO:4464), which is up 83% since publication. Back in April, the company was trading […]