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Niche Jungle Japanese Orphan Companies SDG

Category: NJ Project
B

rokers coverage is essential when attracting investors interest, improving liquidity and valuations. However, after +20 years of bear market, there are many companies in Japan that are undercovered; we call them “orphan companies”. Reason being coverage can be expensive, time demanding, brokers have cut the number of analysts and now focus on fewer companies, etc.

 

As the result the uncovered or under-covered companies trade a huge discount versus their peers.

Normally this undue discount will be closed by the restart of the broker coverage or by corporate action. Those are deep value opportunities that the project manager selects after thorough research and direct engagement.

Research

Link to Niche Jungle Japanese Orphan Companies – 2Pager

Link to Niche Jungle Japanese Orphan Companies – ShortPresentation

Link to Niche Jungle Japanese Orphan Companies – Presentation

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Summary of In-Depth Report on Japanese Orphan Companies SDG

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Link to Niche Jungle Japanese Orphan Companies – Valuation Gap – Summary Table

Reporting

Link to Niche Jungle JOC Bi-Weekly Risk Report Nov 2022

NICHEJUNGLE ICAV is an Irish Collective Asset Management Vehicle authorized by the Central Bank of Ireland under the Irish Collective Asset Management Vehicles Act, 2015 - Registration Number: C456365