1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
Canadian Value
Articles (4624) 

Value Hedgie Dinakhar Singh (TPG Axon) Sees Japan as Rich with Opportunity

January 09, 2014 | About:

TPG Axon's Dinakhar Singh thinks American and Japanese markets are both no longer cheap.

Yet he sees opportunity in Japan.  How is that?

Singh thinks many Japanese companies have great opportunities to significantly increase their margins and thereby greatly increase earnings.

If margins double, and valuation stays the same (P/E multiple) a stock will double.

Singh cites Hitachi as being a perfect example of one such opportunity.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 1.0/5 (1 vote)

Comments

Please leave your comment:


More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


DANGORDONREVENUS 2-28-17
kw1123Non_S&P Buy
kw1123S&P Buy
dpostelBook Appreciation
nmccutcheonMID CAP
DANGORDON*
DANGORDONBOOK VAL GROWTH RATE 2-12-17
nmccutcheonMid-cap value
Marty Fletcher10% ROE ROC 12 PE
milesahead04smallCap AllAround2
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK