RetireJapan

With all the run-up of share prices, I have been getting some good returns on existing holdings (Honda, Aeon, Sumitomo financial, NTT, kubota). But having trouble with ideas for new buying opportunities. Any thoughts on the health care companies that haven't seemed to join the positive run? Takeda 4502, Eisai 4523, Terumo 4543, Daiichisankyo 4568 . I'm wondering if it's time to buy... Hard to do research here in Japan with the language barriers. Daiichisankyo seems to be the company that will have the biggest role in helping to distribute the covid vaccines. Any other "buy" industries ideas out there, with regards to stock market buying?

You are looking to invest in Japanese companies?

Yes. Japanese companies, TSX listed.

kansaifolk wrote: ↑Sat Jan 23, 2021 1:43 pm Yes. Japanese companies, TSX listed.

I don’t understand Suga’s policies right now but if there will be any alignment with the US, environmental companies have potential. If you’re willing to take risk, travel and leisure companies (JTB, ANA, JAL, HIS) might get a good bump later this year if they can weather the current situation. Warren Buffett added some Japanese exposure recently and he was focused on the trading houses (Itochu, Marubeni, etc) and that’s worth looking at. They are (or were in Oct) relatively undervalued and pay dividends.

Personally I don’t know much about the local market and as such move most of my money out of Japan so my ideas above are more from headlines vs any real hard research. I find it difficult to get in-depth financial information on many of the local companies but I’m probably relying on foreign reporting vs Japanese reporting.