November Update
Round up of the companies we follow
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Dear subscribers,
We view the recent pullback as an opportunity to add to or start new positions.
We discuss some of the companies that we follow below, namely:
Seikoh Giken
Nitto Boseki
Mitsui Kinzoku
Kwan Yong Holdings
CTR Holdings
Chongqing Machinery & Electric
XMH Holdings
We have temporarily opened a monthly subscription at a discounted rate and will close that option when the Japanese market closes on Monday.
The fact that we haven’t discussed an idea in this lengthy post does not mean we now dislike the idea. If you would like to discuss another idea, get in touch!

