July 2023: Best Content on Japan

Jul 31, 2023

∙ Paid

Here is an update to one of the key forces driving my Japan Optimism - scarcity of labor is intensifying and forces a fundamental re-think of how the most important asset for innovation and prosperity is deployed, human capital. As incomes and - most importantly - quality of jobs go up, a new middle class will rise in Japan…

2 months ago · 6 likes · 3 comments · Jesper Koll

The Mikro Kap

Adventures in the value trap land

I've spent the last few weeks turning over Japanese rocks that are selling for less than 0.7x P/B and 1x P/NCAV in an effort to find cheap companies that could benefit from the recent corporate governance push in Japan and potentially adjust their capital allocation strategy. Based on my observations, I can confidently say that…

2 months ago · 14 likes · 13 comments · David Katunarić

Japan Economy Watch

Did Wages Really Rise The Fastest In 28 Years?

Source: https://www.mhlw.go.jp/english/database/db-l/monthly-labour.html The headlines were celebratory: in May, Japanese workers enjoyed the fastest growth in nominal wages in 28 years: 1.8% compared to the year before. Of course, the articles went on to note that “enjoyment” may be a little strong since workers suffered the 14th consecutive month of de…

3 months ago · 21 likes · 7 comments · Richard Katz

Reports

Why Yakuza is Becoming Extinct in Japan

Rei Saito

Jul 11

I usually don't write articles like this, but after reading the writings of Noboru Hirosue, especially his articles in Asahi Shinbun and Chuichi, I thought it would be relevant to share the state of the infamous and often romanticized Yakuza. Please enjoy.

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Tokyo Stock Exchange urges more focus on stock prices and capital efficiency | The Japan Times

Stock-picks

How Have My Stock-Picks Performed?

Rei Saito

Jul 27

For nearly two years now, I've been carefully analyzing stocks under the banner of KonichiValue. Check out all the stocks here [$]

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Videos

One of my favorite Japan YouTubers, Japanalysis, is at it again with an excellent video in Japan’s most famous politician:

KonichiValue

July 2023: Best Content on Japan

Reads

Why Yakuza is Becoming Extinct in Japan

How Have My Stock-Picks Performed?

Videos

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