Is Japan a Value Trap?

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japenese imperial palace
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Good article on Japanese equities, with a focus on Shimachu (8184:JP) from  Value Institute

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Many value investors are debating the merits and drawbacks of investing in Japan. On the positive side, Japanese stock valuations are a fraction of their Asian / Western peers – the result of a 20 year bear market. On the negative side, Japan’s unusual corporate governance culture means business ‘owners’ are less likely to fully realise a company’s intrinsic value. Retailer Shimachu shows the headwinds facing a value investor looking for Japanese bargains.

 

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