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@8valueactivist Avatar @8valueactivist X% Value Activist

X% Value Activist posts on X about dividend yield, market cap, japan, tokyo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance countries travel destinations automotive brands celebrities stocks technology brands

Social topic influence dividend yield #30, market cap #1227, japan, tokyo #1921, micro, balance sheet, private equity, $4704t, diesel, nissan

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"✅ Meisei Industrial (1976 JP Market Cap: USD520m PER: 9.6x PBR: 1.1x EV/EBITDA: 4.4x FCF Yield XXX% Dividend Yield: 3.7%) : Meisei Industrial specializes in thermal insulation for construction works an important technology as we need more insulated data centers more cold chain warehouses in the face of global warming. Dalton related Nippon Active Value Fund has increased its stake to c.10% today and likely targeting privatization given the firms cheap valuations. This would be an interesting name to monitor. (Updated Oct 2025)"
X Link @8valueactivist 2025-10-15T13:59Z XXX followers, XX engagements

"✅ Trend Micro (4704 JP Market Cap: USD6.7bn PER: 26.5x PBR: 9.1x EV/EBITDA: 9.6x FCF Yield: X% Dividend Yield: 2.4%) : Japans leading cybersecurity play was engaged by ValueAct for a couple of years. It was trading at a significant discount to its peers with abundant cash on its balance sheet. So much so that multiple private equity funds including Bain Advent and EQT might take it private. However that did not materialize and ValueAct has reduced its once XX% stake to c.3% today. (Update in Oct 2025)"
X Link @8valueactivist 2025-10-15T13:55Z XXX followers, XX engagements

"✳ Updated our #1 popular post on Japan's activist stock names. We track over XX names "in play" and another XX plus names as "past prominent campaigns" ✅ Daihatsu Infinearth (6023 JP Mkt Cap: USD540mn PER: 16.4x PBR: 1.3x EV/EBITDA: 6.7x Dividend Yield 1.9%) : Formerly known as Daihatsu Diesel company was engaged by Kaname Capital which owns XX% of the company. The maker of marine and land-use internal diesel combustion engines share price has rallied sharply since Kanames engagement. Most of the engagement details are not public. What we can see in disclosures are: i) Imabari is now the"
X Link @8valueactivist 2025-10-15T13:49Z XXX followers, XXX engagements

"✅ Nissan Shatai (7222 JP Mkt Cap USD980mn PER: 25.6x PBR: 0.9x Dividend Yield: 1.1%) : Nissans listed subsidiary making various specially-equipped vehicles such a ambulances childrens school buses and refrigerator vans. Activists Effissimo and Strategic collectively owns c.33%. The play seems to be targeting buyout by Nissan but alas the parent has no money at the moment (Updated in Oct 2025)"
X Link @8valueactivist 2025-10-15T13:53Z XXX followers, XX engagements

"✅ Fourth issue of our highly popular activist update ✅ Nikkei is now a stones throw away from 50000 but actually it is still not expensive. ✅ Using various AIs estimates of Nikkeis 2026 Earnings Per Share (EPS) we arrive at c.JPY3000 which implies 16.7x price earnings. ✅ Meanwhile S&P500 is at 25.7x. That means there is still much upside in Japan ✅ We discussed: $8771.JP - eGaurantee $3791.JP - IG Port $4464.JP - Soft99 $6036.JP - Keeper $6201.JP - Toyota Industries $6772.JP - Tokyo Cosmos $1976.JP - Meisei Industrial $ACHC - Acadia Healthcare $AKZOY - Akzo Nobel ($AKZO.NL) $BITF - Bitfarm"
X Link @8valueactivist 2025-10-08T07:48Z XXX followers, 1563 engagements

"✅ IG Port (3791 JP Mkt Cap USD590mn PER: 35x PBR: 3.7x EV/EBITDA: 8.7x FCF Yield: XXX% Dividend Yield: 1.1%) : Japans fabled animation studio behind iconic animation like Ghost In The Shell which was made into Hollywood movie starring Scarlett Johansson in 2017. The firm appointed Hibikis CIO as an independent advisor on its board. (Updated Oct 2025)"
X Link @8valueactivist 2025-10-15T13:51Z XXX followers, XX engagements

"✅Updated our popular Japan activist stock list with XX "live" situations and XX past prominent campaigns. ✅We updated on Astellas (engaged by Farallon) DIC (Oasis) and Tokyo Gas (Elliott). Astellas Pharma - 4503 JP Market Cap: USD20bn PER: 17.0x PBR: 2.0x EV/EBITDA: 7.7x Dividend Yield: XXX% 💵Farallon Capital engaged Astellas earlier this year with X% stake and called for more aggressive cost cut and better optimized R&D. 👍Interestingly Astellas' CEO acknowledged the engagement saying dialogues with Farallon were constructive. 💥Perhaps because Astellas faces a huge patent expiration of its"
X Link @8valueactivist 2025-09-26T12:17Z XXX followers, 1306 engagements

"(Preview for paid post) ✳ Together with the bull market our free cashflow + activist portfolio has been doing well. 🍾 This is very commendable because we only have Google and none of the other Mag X. Nikkei is closing in on 50000. It surpassed its all-time high in 1989 last year and Topix did the same this summer. 🥊 The activist trend that this newsletter focused on has a big part to play pushing up the stock prices of the thousands of Japanese names trading below book. 💹 Macro-wise Japan is also supported by a very dovish BOJ and the positive risk of inflation taking hold after XX years"
X Link @8valueactivist 2025-10-14T11:14Z XXX followers, XXX engagements

"✅ UACJ (5741 JP Mkt Cap USD2.0bn PER: 10.5x PBR: 1.1x EV/EBITDA: 7.1x Dividend Yield: 2.4%) : Japans leading comprehensive aluminium manufacturer was formed in 2013 through the merger of Furukawa-Sky Aluminium and Sumitomo Light Metal Industries. Effissimo has bought c.18% of the company and is the second largest shareholder behind Furukawa Electric one of its parentco. As with most other Effissimos investments it is unclear what the fund has requested the company to improve on. (Updated Oct 2025)"
X Link @8valueactivist 2025-10-15T14:00Z XXX followers, XX engagements

"✅Soft99 (4464 JP Mkt Cap USD590mn PER: 30.1x PBR: 1.5x EV/EBITDA: 12.8x FCF Yield: XXX% Dividend Yield: 1.1%) : Soft99 Japans car wax and automotive chemical product company launched a MBO privatization to rid itself of activist Effissimo. But it was a low-ball bid and Effissimo countered with a higher price which was XX% higher at JPY4100 per share. Inexplicably Soft99s board is arguing that shareholders should accept the lower bid. They might just succeed because the top shareholders are either friends or strategic partners. If so it will be a blow to activism in Japan. Someone should sue."
X Link @8valueactivist 2025-10-15T13:58Z XXX followers, XX engagements

"✅ Keeper Technology (6036 JP Mkt Cap USD670mn PER: 20.5x PBR: 5.6x EV/EBITDA: 12.8x FCF Yield: XXX% Dividend Yield: 1.6%) : It was reported that friendly activist Misaki Capital now owns c.5% of Keeper which is Japans largest car waxing company competitor and interestingly strategic shareholder to Soft99. Misaki is known to be non-hostile and might perhaps engineer another MBO in this somewhat popular car waxing industry in Japan. Or advise both Keeper and Soft99 to merge perhaps (Updated Oct 2025)"
X Link @8valueactivist 2025-10-15T13:52Z XXX followers, XX engagements

"✅ Tokyo Cosmos (6772 JP Market Cap: USD77m PER: 20.4x PBR: 1.6x EV/EBITDA: 6.8x Dividend Yield: 2.0%) : This is a microcap name in Japan making electronics components for cars gaming consoles and white goods etc. It was engaged by activist Global ESG Strategy. The activist managed to replace the entire board and appointed its own representative Mr Yasuto Monden to be the Representative Director President and CEO of Tokyo Cosmos. Could this be another privatization candidate (Updated Oct 2025)"
X Link @8valueactivist 2025-10-15T13:54Z XXX followers, XX engagements