The Muddy - Fukuda Denshi (JP:6960)

Company Overview

Fukuda Denshi Co., Ltd was founded in 1935 and is headquartered in Tokyo, Japan..It engages in the development, manufacture, sale, import, and export of medical electronic devices, mainly in Japan.

The company’s principal products include electrocardiograms, ultrasound imaging equipment and patient monitoring systems. In addition to its own products, Fukuda imports and sells medical equipment to the Japanese market. This includes pacemakers, defibrillators, heart catheters and other devices and equipment produced by companies such as St Jude Medical, Philips Medical Systems and Volcano Corporation. Fukuda also offers a variety of rental equipment in Japan, including oxygen enrichers, oxygen tanks and other oxygen therapy equipment, sleep apnoea devices, polygraphs and continuous positive airway pressure -based respirators.

Is activist shareholding seeing a renaissance in Japan?

Last week I published a post about activist shareholders and corporate governance in Japan.

http://undervaluedjapan.blogspot.de/2012/05/main-problem-with-japanese-equities.html

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The main problem with japanese equities

Although government debt in Japan is of a concern. Also the demographic situation is worryingsome, but to a much lesser extent (bring in your exellently educated women into the workforce Japan!). The main thing troubling me with japanese equities is the corporate governance situation.

The Nice - Osaka Gas (JP:9532)

Company Overview

Osaka Gas Co., Ltd was founded in 1897 and is headquartered in Osaka, Japan. Osaka Gas is mainly involved in the supply and sale of gas, gas appliances, and liquified petroleum gas (LPG) and natural gas in the Kansai region.  Furthermore, the company engages in the sale of industrial gas; production, supply, and sale of electricity; transportation of liquefied natural gas, as well as the development of oil and natural gas; and research and investment activities related to energy supply businesses.