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@JamieHalse Avatar @JamieHalse Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵

Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about fuji, $9749t, investment, private equity the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Followers: XXXXX #

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Social category influence finance technology brands

Social topic influence fuji, $9749t, investment, private equity, $5901t, $7741t, $8113t, gmo payment, $3769t, $40bn

Top Social Posts #

Top posts by engagements in the last XX hours

"💡 I made the mistakeso you dont have to. One key lesson from my time investing in Japanese equities: never underestimate the value a private equity buyer might see in a Japanese public company. The combination of solid fundamentals activist involvement and a PE exit can drive outstanding returns. I saw this firsthand with Fuji Soft and it taught me a lotespecially about the hidden value thats often only visible to aggressive hands-on owners. Heres the story 👇 In early 2022 I began building a position in Fuji Soft within the Platinum Japan strategies. The IT services sector in Japan benefits"
@JamieHalse Avatar @JamieHalse on X 2025-07-09 07:36:32 UTC 4260 followers, 8352 engagements

"@Tanmedia That seems odd It is easily accessible via Interactive Brokers"
@JamieHalse Avatar @JamieHalse on X 2025-07-29 06:24:18 UTC 4256 followers, XX engagements

"Yesterday I posted about an investing mistake. Today I am changing things up and talking about an engagement-investing win. In Fuji Soft I was a predominantly passive investor. We shared our opinions with the company on their real estate holdings but did not otherwise suggest major strategy changes instead benefiting from the active engagement of others. With Toyo Seikan we actively and constructively engaged with the company and owned a large position. The stock became the no.1 holding of the Platinum Asset Management Japan strategies and a sizeable position in the flagship Platinum"
@JamieHalse Avatar @JamieHalse on X 2025-07-10 04:14:13 UTC 4260 followers, 1454 engagements

"@InvestInJapan Its amazing when you meet a Japanese management team that can tell the story. Such a breath of fresh air GMO Payment Gateway Shift Hennge Unicharm Hoya. There are others but the list is not a long one"
@JamieHalse Avatar @JamieHalse on X 2025-07-24 10:52:59 UTC 4259 followers, XXX engagements

"Foreign investors are buying Japanese equities like never before (at least in the data set I have available covering the last XX years). This has been the key driver of the near XX% rebound in the TOPIX index from its April lows. Since April global investors have been net purchasers of Japanese stocks for XX straight weeks amounting to 6trn yen / US$40bn. While large amounts of foreign buying have occurred at various times in the dataset never before has it happened with this consistency week by week. Interestingly the buying streak extends to XX weeks if we exclude futures and focus only on"
@JamieHalse Avatar @JamieHalse on X 2025-07-29 03:16:46 UTC 4260 followers, 4562 engagements

"Automation is a key part of the solution to Japan's labour shortage. There are a number of Japanese companies that benefit from this ongoing theme. For example: Keyence Fanuc Yaskawa Electric Daifuku. "A standard Daikin assembly line capable of producing 500000 air conditioners a year currently employs more than XXX people. The new Ibaraki line is to be operated by around XX people.""
@JamieHalse Avatar @JamieHalse on X 2024-01-30 01:48:37 UTC 4256 followers, 7254 engagements

"Have you heard about the Japanese chemicals company with a billion dollar art collection DIC (4631.T) has an activist shareholder on the register. The activist has quite reasonably pointed out that it is probably a misallocation of capital for a chemicals company to operate a museum of art. Especially one that owns works by Pollock Rembrandt Picasso Monet Renoir Rothko and others. As you would expect under JGAAP the works are held at historical cost of $280m but could be worth well over a billion dollars at today's prices. I have included some of the collection in the attached images. Enjoy"
@JamieHalse Avatar @JamieHalse on X 2024-09-13 03:31:20 UTC 4255 followers, 88K engagements