Jiro Yasu presented his in-depth investment thesis on Agro-Kanesho (Japan: 4955) at Asian Investing Summit 2016.
Agro-Kanesho is an agrochemical manufacturer in Japan with a strong product lineup for soil treatment. Although the company has been growing nicely and improving its profit margin, it still trades at slightly above net cash. We believe the company will continue to grow by gaining market share, introducing new products, and exploring acquisition opportunities. Also, we believe global consolidation in the industry, Japanese government policies on agriculture reform and TPP may be tail winds for the company. Lastly, the company is improving disclosure and shareholder returns. We believe it is an investment opportunity with a great risk reward profile.
About the instructor:
Jiro Yasu has more than 15 years of investment experience in the Japanese equity markets including at Varecs Partners, First Eagle Investment Management and Daiwa Securities America. As the Representative Director of Varecs Partners, Jiro spearheads the investment firm’s efforts to identify mid-sized listed Japanese companies where corporate value can be realized for all stakeholders by working together with management. Jiro holds a BA in economics with a specialty in econometrics from Keio University.
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