´´ October 2012

Saturday, October 27, 2012

Is Japan's lost decade a myth? - My own take on it (part one)

The land of rising sum, the land of the setting sun, are just two of numerous dysphemisms describing Japan's economic situation.

Wednesday, October 17, 2012

The Beast - Kawasumi Laboratories (JP:7703)

Company Overview


Kawasumi Laboratories Inc. engages in the development of medical devices and pharmaceuticals primarily in Japan and Thailand. Its products comprise disposable medical products and liquid pharmaceuticals used for blood purifying in minimally invasive therapies. It utilizes plastic molding and processing technologies to produce and supply various medical devices that belong to categories such as Hemodialysis, Blood Bank, Cardiovascular Systems and Infusion Therapy. It operates in two main business segments; Blood Transfusion / Vascular Access and Dialysis/ Therapeutic Apheresis. Kawasumi Laboratories Inc. was founded in 1954 and is headquartered in Tokyo, Japan.

Sunday, October 14, 2012

Time to buy Multinationals in Japan? - Kyocera (JP:6971)

Personal Remarks


So far, apart from a very few exceptions, I have been concentrating my investments in Japan into japanese domestic value stock (JDVS), or stocks that mainly generate there sales in Japan. Given the recent sell-off, especially in the large-cap stocks, I was asking myself if there was value beeing found in the japanese multinational large-cap sphere.

Friday, October 12, 2012

Doesn't corporate Japan need activist shareholders to get active?

I have mentioned in a previous post, that activist shareholders in Japan were on the rise between 2004 and 2008. It failed miserably.