- Kyushu Railway Company is an opportunistic way to bet on Japan’s COVID-19 recovery in 2021.
- The Company has a management team that is shareholder orientated with a 2030 vision, and they are repurchasing stock and paying dividends.
- Capital expenditures will fall in the next year as maintenance and work repair work has finished after many years.
- The company has the potential to increase earnings and expand margins post-COVID, as real estate projects complete and productivity of the railway improves.
- The Tokyo Olympics in 2021 provide a catalyst for a recovery in revenues faster than the market expects.
For further details see:
Betting On Japan Through Kyushu Railway Company