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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (42461)4/29/2011 1:20:17 AM
From: Jurgis Bekepuris  Read Replies (1) of 78596
 
Have you ever heard about Shimano, Keyence, Kurita Water or Shinetsu before?

No, I haven't. But now I have and after looking them up, they are as expensive as good US companies. (Kurita Water and Shin-Etsu might be worth another look, but they are not dirt cheap).

So although we can't say that all Japanese companies are value traps with shareholder-hostile managements, I wonder if the cheap ones actually are. At least there's a clear difference in ROE, P/E, P/B of your examples of leading companies vs. the net-nets discussed before. The leaders may also have better growth and margins although I did not dig that deep.
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