[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Made in Japan ๐ฏ๐ต posts on X about japan, $9435t, has been, $9435jp the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries finance stocks technology brands currencies cryptocurrencies
Social topic influence japan, $9435t #1, has been, $9435jp #1, $5991t #1, $5991jp #1, nhk, made in #882, horizon kinetics, $manh
Top assets mentioned HORIZON KINETICS HOLDING (HKHC) Manhattan Associates, Inc. (MANH) Costco Wholesale Corporation (COST) Walmart, Inc. (WMT) Kroger Co (KR) Costco Hot Dog (COST) BJ's Wholesale Club Holdings, Inc. (BJ) Stacks (STX)
Top posts by engagements in the last XX hours
"Wrote about this one last year too when I covered the Japanese logistics industry. interesting biz you can think of as a mini Manhattan Associates $MANH The key here comes down purely to execution if they can hire/train enough engineers to scale effectively. Still believe this can get bought out as its a parent child listing"
X Link @InvestInJapan 2025-09-07T06:15Z 9240 followers, 7214 engagements
"@finphysnerd I like to think of them almost as a quality-focused ETF. Even though this understates it as their main operating business is run exceptionally well. One of the most sharholder focused allocators in Japan. Wrote about it here"
X Link @InvestInJapan 2025-09-04T01:57Z 9268 followers, XXX engagements
"I love learning about these real life experiences of being a Keyence $6961.JP customer definitely fleshes out their intangible strengths"
X Link @InvestInJapan 2025-09-30T04:06Z 9279 followers, 3002 engagements
"$5592.JP shares yesterday that Kusuri no Aoki will now make some stores available on the Pharmacy Portal. This shows that even major chains would join the platform so the flywheel is kicking in. Though note it's only for XX stores Aoki has 1000+ stores so sounds more like a gradual roll out. Stock has been on a tear in the last few months but don't think it's expensive given the growth"
X Link @InvestInJapan 2025-09-26T06:50Z 9268 followers, 3102 engagements
"The extremely studious Japan fintwit crowd is speculating Imura-sans engagement fund Kaihous no.9 holding is KNT-CT $9726.JP. Not familiar with the stock but it checks out. 6x P/E 0.8x PBR with 70b worth lent out to Kintetsu group ๐"
X Link @InvestInJapan 2025-09-09T07:18Z 9283 followers, 3790 engagements
"Part X of "Japan has Multibaggers too" X more examples #madeinjapan ๐๐งต Kobe Bussan $3038.JP Operator of low cost grocery franchise providing high quality food products at low prices Related: Costco $COST Walmart $WMT BJ's Wholesale $BJ Kroger $KR"
X Link @InvestInJapan 2023-06-23T15:35Z 9250 followers, 26.6K engagements
"Only just noticed but Horizon Kinetics quietly launched a Japan Owner Operator ETF this month Some are ones I follow closely I like: JES KeePer Finatext Hikari Tushin Pan Pacific International Kotobuki Spirits Certainly other interesting ones too"
X Link @InvestInJapan 2025-05-26T10:52Z 9268 followers, 15.5K engagements
"The Hikari Tsushin Jockey bet off to a good start Q1 Results; Revenue: +11% Recurring Revenue +15% EBIT: +65% Net Income: +61% (Before deferred tax assets) Q2/Q3 saw one offs last year so tougher comps but well on track. Good figures across the board. Procurement biz showing improvement too. closed +17.6% today"
X Link @InvestInJapan 2025-08-14T09:10Z 9270 followers, 5877 engagements
"Interesting that Hikari Tsushin has been buying more Hotel reservation SaaS Temairazu $2477.JP. Wonder if theyll start buying its cousin CYND $4256.JP at some point too ๐ Possibly havent as they look for history of profitability and CYNDs accounting earnings have been low. P/S and P/B look cheaper but not on P/E or EBIT multiples"
X Link @InvestInJapan 2025-08-24T00:52Z 9279 followers, 8408 engagements
"New interview from Kiyohara-san on yahoo from a few days ago. Sees risk in the current Japanese stock market. A metric he uses as a barometer is how net long/net short major brokers are on arbitrage positions. And also on the recent political babble: "Takaichi has made various policy proposals but since they are ultimately based on budgetary constraints I don't think they will have a major impact on the stock market. I believe that when it comes to the Japanese stock market it is too optimistic to expect anything from politics.""
X Link @InvestInJapan 2025-10-12T08:47Z 9280 followers, 5786 engagements
"Hikari Tsushin $9435.JP is really one of a kind. No surprise there's some interest from foreign investors. They just reported again and mentions their pre-tax IRR on their investment book was XX% IRR over X years"
X Link @InvestInJapan 2024-08-13T11:36Z 9270 followers, 8591 engagements
"An interesting indirect exposure you can get to $STX and nearline HDD in Japan is NHK Spring. $5991.JP. Global Market leader that provide the suspenders in HDDs in a near duopolistic market and seemingly more dominant specifically for near-line/data center focused HDD use case. So key vector here is AI related data center growth but also increasing units of suspenders needed per HDD as industry aims for higher storage density. Their HDD biz is now XX% of earnings growing 20%+ (Sales +30%) yet still trades like an automotive shitco. At 4.8x EBITDA 9.9x P/E and 1x P/B. Have also dine timely"
X Link @InvestInJapan 2025-09-07T03:36Z 9270 followers, 10.6K engagements
"Last month Hikari Tsushin $9435.JP reported a XXX% ownership along with Zappalas owning XXX% which Hikari has now acquired. I have no horse in this race but we could see some movement here. Parent Softcreate owns XXXXX% and SCSK another 9%. Feels this continues to be a potential target for a take private as it doesn't make much sense to keep it listed at this scale. Trades at a measly 4x EBITDA for a high margin low churn biz. Ironically Softcreate $3371.JP also looks like it could get taken out with both minority ownership from Biprogy $8056.JP and Obic Business Consultants $4733.JP and an"
X Link @InvestInJapan 2025-08-11T04:12Z 9270 followers, 2748 engagements
"A thing I learnt Hikari Tsushin $9435.JP does that I find ingenious. ๐ง ๐ Create a firm that hires ppl aged XX and older (near/past retirement age) who have significant sales experience. No one else hires them just because they're too old so can only get jobs as security guards etc. But many are ex-management level Many don't do it for the money and just want to keep busy. So Hikari hires them for X days a week to do sales for a small salary. The most valuable part These people have a massive Rolodex and relationships that can be turned into customers for Hikari. They'll have former"
X Link @InvestInJapan 2025-05-28T09:38Z 9270 followers, 16K engagements
"Explains the recent strong move up for NHK Spring $5991.JP a critical supplier to all major HDD producers"
X Link @InvestInJapan 2025-10-03T03:23Z 9272 followers, 3307 engagements
"He also offers an interesting idea in NHK Spring $5991.JP which is a 'hidden' AI play trading at 8.8x PE 4.6x EBITDA and PB of X. Think of it as a 'pick and shovels of a pick and shovels play.' NHK spring has mainly been known for spring products used in the Automotive Sector. However today XX% of profits come from near-line HDD memory-related Disk Drive Suspension (DDS) and XX% if include Semiconductor + non auto components. HDD springs have WAY higher margins. What's interesting is that they're the market leader in making these suspenders for HDD memory - which remain highly relevant for"
X Link @InvestInJapan 2025-01-21T10:31Z 9270 followers, 13K engagements
"Wow Mercari exits their Spot work biz despite their strong growth. I think it reflects how difficult it is the crack the spot work market with Timee in the lead. Sounds like a positive for timee $215A.JP"
X Link @InvestInJapan 2025-10-14T07:36Z 9280 followers, 7807 engagements
"Another Fund with potentially interesting names in Hennesy Japan Small Cap fund This fund also owns Peptidream $4587.JP ๐๐๐ Might need to take a closer look"
X Link @InvestInJapan 2024-11-27T08:42Z 9232 followers, 4865 engagements
"This is an interesting tell when KKR forms an SPC to take a Japanese company private. They incorporate these under initials of the company name. For e.g. FK being fuji soft TK being Topcon HTSK being hitachi transport system. They filed HMH group and people are guessing its Hogy Medical $3593.JP So fascinating. So many games to be played in the Japanese market"
X Link @InvestInJapan 2025-08-27T09:07Z 9268 followers, 9715 engagements
"Sorry its a little hard to see but this entire line was people waiting to go into Pop Mart in Harajuku. $9992.HK"
X Link @InvestInJapan 2025-09-18T02:32Z 9281 followers, 5137 engagements
"Lasertec $6920.JP Manufacturer of photomask inspection systems confocal laser microscopes and LCP inspection systems Related: TSMC $2330.T Carl Zeiss $AFX.DE ASML $ASML"
X Link @InvestInJapan 2023-06-23T15:35Z 9280 followers, XXX engagements
"This was a great read from Horizon Kinetic's recent letter. HIghlighting the differences in culture of Entrepreneurship in Japan the structural reasons for the lack thereof owner operators and the unique opportunity set for those looking to start a business in Japan. They also highlight a fantastic business in the end called Japan Elevator Services $6544.JP an elevator maintenance roll up which is still run by it's founder. I've always loved his story of how he used to work at a large competitor hated how they did things so started his own business which is now bigger than them h/t"
X Link @InvestInJapan 2025-08-13T10:43Z 9281 followers, 24.5K engagements
"Hikari Tsushin has been reporting a flurring of X% disclosures on friday for Japanese small caps. They still see opportunity ๐"
X Link @InvestInJapan 2025-09-29T01:26Z 9275 followers, 10.7K engagements
"One evolution (or devolution) I've had as an investor is that I used to get excited about businesses that have obviously high margins. Now I'm intrigued by businesses that have low margins but could have high margins in the future"
X Link @InvestInJapan 2025-07-26T04:46Z 9268 followers, 8945 engagements