Japanese Investing Ideas

Global Weekly Picks

US$161.8
FV
28.9% undervalued intrinsic discount
7.65%
Revenue growth p.a.
386
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JP¥8k
10.8% undervalued intrinsic discount
Fair Value
Revenue
8.1% p.a.
Profit Margin
18.33%
Future PE
19.39x
Price in 2031
JP¥11.06k
JP¥77.06k
45.4% undervalued intrinsic discount
Revenue
19.96% p.a.
Profit Margin
41.22%
Future PE
32.18x
Price in 2031
JP¥103.69k
JP¥2.68k
9.7% overvalued intrinsic discount
Revenue
3.04% p.a.
Profit Margin
11.03%
Future PE
9.84x
Price in 2031
JP¥3.88k
JP¥4.05k
40.0% undervalued intrinsic discount
Fair Value
Revenue
19.5% p.a.
Profit Margin
15%
Future PE
16.8x
Price in 2031
JP¥5.7k
JP¥1.91k
15.6% undervalued intrinsic discount
Fair Value
Revenue
13% p.a.
Profit Margin
11.6%
Future PE
16.55x
Price in 2031
JP¥2.66k
6971 logo
Kyocera

Kyocera: The Hidden AI Enabler

Overview Kyocera is one of the world's dominant supplier of High Temperature Co-fired Ceramic (HTCC) packages. This is the non-substitutable material that physically houses every advanced AI chip.Read more

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JP¥3.5k
4.9% overvalued intrinsic discount
Fair Value
Revenue
8.22% p.a.
Profit Margin
5.07%
Future PE
33.77x
Price in 2031
JP¥4.78k
5332 logo
TOTO

From Porcelain to Silicon: Why the World’s Most Famous Toilet Maker is Now an AI Powerhouse

For decades, the name TOTO Ltd. (TYO: 5332) has been synonymous with one thing: the ultimate bathroom experience.Read more

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JP¥8.57k
6.1% undervalued intrinsic discount
Fair Value
Revenue
2% p.a.
Profit Margin
8%
Future PE
25x
Price in 2029
JP¥10.35k
JP¥4.5k
29.5% overvalued intrinsic discount
Fair Value
Revenue
5.43% p.a.
Profit Margin
47.93%
Future PE
6.72x
Price in 2031
JP¥5.69k