[Sunday read – revisited] Four japanese stocks I'll buy when markets panic
These companies can handle almost any storm; even Trump’s "Liberation Day" tariffs
There’s a famous investing anecdote about Ferrari that begins something like this:
“Italy, during the 20th century, experienced two devastating world wars, political upheaval, rampant inflation, a collapsing monarchy, a fascist dictator, mass emigration of its brightest minds, and perpetual financial crises. Yet, despite it all, if you had invested early in Ferrari, you'd have done incredibly well for yourself.”
Great companies can weather almost anything. In the turbulent economic times we face now, it's more important than ever to identify these resilient winners. I believe I’ve found the Ferraris of Japan: Companies that will thrive even if markets continue to decline. That’s why I’m resharing this Sunday read, highlighting four Japanese companies that you should absolutely buy if their prices drop further (I’ve included my target prices in the article).
Please note: This analysis is for informational purposes only and is not intended as investment advice. Mention of specific stocks is not a recommendation to buy or sell any securities.
The original article below:
A while back, I analyzed TOTO and was struck by how some Japanese companies are absolute juggernauts!
Their names are so embedded in their industries that their position is practically immovable.
These companies are dreams for any investor who prizes long-term stability, profitability, and impeccable craftsmanship.
But as with any dream, there’s a catch: Valuation.
The best companies don’t come cheap, and the Japanese market is no exception.
Today, I’ll will introduce four companies that I’d die to own, if only they were trading a little bit cheaper…
Here are the companies and their stock-price where I’ll start buying:
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