KonichiValue

Share this post

July 2023: Best Content on Japan

www.konichivalue.com
Links

July 2023: Best Content on Japan

Rei Saito
Jul 31, 2023
∙ Paid
6
Share this post

July 2023: Best Content on Japan

www.konichivalue.com
1
Share

Reads

Japan Optimist
Towards a new Golden Generation
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…
Read more
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…
Read more
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…
Read more
3 months ago · 21 likes · 7 comments · Richard Katz
Reports

Why Yakuza is Becoming Extinct in Japan

Rei Saito
·
Jul 11
Why Yakuza is Becoming Extinct in Japan

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.

Read full story
  • 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
How Have My Stock-Picks Performed?

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

Read full story

Videos

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

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Rei Saito
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing