Just a quick update on my Japanese holdings. I’ve sold Kikusui Electronics (TYO:6912). The share price has jumped higher over the last couple of weeks. I’ve not been able to find a reason for this rise. Perhaps some traders have become interested in the stock, given its “strong momentum” or something, I don’t know.
There has been some activist activity at Okayama Paper Industries (TYO:3892) recently. Okayama Paper has been in my basket of Japanese stocks for quite a while now. Apparently a Japanese hedge fund with a history of shareholder activism has spoken up at an Okayama annual meeting and subsequently demanded an extraordinary shareholders meeting. The company […]
In 2013 I bought my first couple of Japanese net-nets and expanded the basket the basket with a few more positions in 2014. In this post I’ll list my current Japanese holdings. There have been a few developments that have led me to buy a few more Japanese positions since the last update in 2014. […]
It has been a little more than one year since the last update on my Japanese stocks. I have made a number of changes since then and will briefly discuss the current Japanese basket. Currently there are nine companies in the basket. I no longer own the two companies I first invested in: I sold […]