Interesting discussion on hidden value assets in Japan: Furthermore, many companies own investment properties that they have rented or leased out, but whose value is almost not recognised in the balance sheet at all. These are all extremely interesting topics that make many Japanese companies very interesting investments and play an important role in our Japan Hidden Value investment strategy in out ASPOMA Japan Opportunities Fund. #markets #investing #japan #assetallocation #money #valueinvesting #alphageneration #institutionalinvestors
Non Executive Director Investment Trusts. Trustee and chair of investment committee for charities
#japan today's news on Hino Motors' land sales for a vast sum, but held on balance sheet at almost zero book value is very bullish. Older fund managers may want to dust off their Jardine Fleming Secs 1986 map of hidden land assets in Tokyo
