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Global Mining Investing is a reference eBook to teach investors how to think and act as investors with a underlying theme of managing risk. The book touches on a huge amount of content which heavily relies on knowledge that can only be obtained through experience...The text was engaging, as I knew the valuable outcome was to be a better thinker and investor.

While some books (such as Coulson’s An Insider’s Guide to the Mining Sector) focus on one particular commodity this book (Global Mining Investing) attempts (and does well) to cover all types of mining and commodities.

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Monday, August 06, 2007

Japanese Equity Picks - Aug'07

I have a personal interest in Japan, so occasionally I keep an eye on the market there. The sectors I like most in Japan are IT and resources. The following stocks are of particular interest at the moment.

1. Toho Zinc (TSE:5707): This company is a refiner of base metals and also takes equity investments in mines around the world from which it purchases concentrates. Its code on the Tokyo Exchange is 5707. I like this stock on the basis of its technical characteristics. I know that it has equity in Consolidated Broken Hill (CBH) in Australia, as well as buying its metal concentrate. Today its share price is Y1096. See http://quote.yahoo.co.jp/q?s=5707.t&d=c&k=c3&a=v&p=m65,m130,s&t=1y&l=off&z=m&q=l


2. Sumitomo Metal Mining (TSE:5713): Sumitomo Metal Mining is a diversified metal refiner and miner with a focus on nickel and gold. I first recommended this stock at Y1540, and would be inclined to recommend it at Y2500 now. No doubt its benefiting from a weaker yen and its increasing output.
See http://quote.yahoo.co.jp/q?s=5713.t&d=c&k=c3&a=v&p=m65,m130,s&t=1y&l=off&z=m&q=c&h=on
3. Yozan Inc (JASDAQ:6830): Yozan is not the best exposure to the ongoing development of the WIMAX communications format, but its Japanese exposure, so worthy of mention. With laptop computer sales overtaking desktops around the world, and increasingly people wanting flexible lifestyles, its clear that there is a role for WIMAX-based solutions. The question is - Can new WIMAX infrastructure compete with the established HSPA (3G) networks. The positive aspect about WIMAX is that it promises to offer high-end business people better communication solutions when they travel overseas. See http://quote.yahoo.co.jp/q?s=6830.q&d=c&k=c3&a=v&p=m25,m75,s&t=6m&l=off&z=m&q=c&h=on


4. Tobu Railway (TSE:9001): Tobu Railway is one of the larger rail-development companies in Japan. Such companies have a powerful position in the market because of their capacity to use their cashflow from railway operations to finance additional stations and the property infrastructure and services around them. They really are fully-integrated property-transport development companies. This company has a little distance to fall until it reaches support, but should be good buying soon around Y500 support. See http://quote.yahoo.co.jp/q?s=9001.t&d=c&t=2y&l=off&z=b&q=c&k=c3&a=v&h=on&p=m65,m130,s


5. KDDI (TSE:9443): KDDI is the 2nd largest cell phone provider in Japan after NTT Docomo, following the amalgamation of the AU and other provider(forgot the name??). Expect synergies from consolidating these businesses. Whilst this looks like a good buy, I dont like them as a long term investment because of the maturity of the technology and declining population growth. Expect profit margins to narrow. A buy at Y800,000 with an intent to sell at Y900,000.

Posted by Andrew Sheldon at 12:43 AM
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