Japan Stocks' Valuations 'Very Compelling': Fir Tree Partners

The video discusses the investment opportunities in Japan, focusing on the compelling valuations and the impact of the corporate governance code. It highlights specific companies like JR Kyushu, Kirin Brewery, and Toshiba, analyzing their business models, governance improvements, and growth potential. The video also covers the buyback proposal for JR Kyushu and the strategic changes in Kirin Brewery and Toshiba.

What factors have contributed to Japan's compelling valuations in recent years?

How does Japan's current trading multiples compare to those of the US and Europe?

What challenges do analysts face when covering Japanese companies?

What impact did the corporate governance code enacted in 2013 have on investments in Japan?

What is the investment thesis for the company Kyushu?

How has Kirin Brewery adapted its business strategy in recent years?

What are the key elements of Toshiba's investment strategy moving forward?