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

Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about japan, tokyo, number of, keyence the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% countries XXXX% travel destinations XXXX% technology brands XXXX%

Social topic influence japan 3.57%, tokyo 2.38%, number of 1.19%, keyence 1.19%, $6861t 1.19%, $6954t 1.19%, $6506t 1.19%, $6383t 1.19%, $6367t 1.19%, private equity XXXX%

Top accounts mentioned or mentioned by @travislundyasia @bauhiniacapital @investinjapan @tanmedia @mikefritzell @point69assmgmt @jaydotchan @blondellneil @martinjpjp @willschoebs @buyandsold @sweetstocksblog @himichaelhe @altaycapital @japancap @teddyokuyama @realstevenfat1 @theproinvest @nikkeiasia @eqt

Top Social Posts #

Top posts by engagements in the last XX hours

"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.""
X Link @JamieHalse 2024-01-30T01:48Z 4587 followers, 7290 engagements

"💡 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"
X Link @JamieHalse 2025-07-09T07:36Z 4587 followers, 8596 engagements

"Two very interesting slides from Hiromi Yamajis presentation at the DAIWA SECURITIES Co Ltd Sydney conference. The first shows the massive outperformance of companies that released cost of capital conscious management plans in response to the Tokyo Stock Exchanges request that were submitted to the TSE by investors as examples of good case studies. We can also see in the chart that the stocks of companies who have not disclosed have massively underperformed. Could the market send a clearer signal to Japan Inc The second chart shows the major impact of the governance reform push with nearly"
X Link @JamieHalse 2025-09-12T02:32Z 4587 followers, 2065 engagements

"What is the main reason why Japan's returns on invested capital lag the rest of the world's One driver of ROIC lagging is lazy balance sheets. Large cash and equity securities holdings as well as non core real estate are certainly a factor. But the main issue is margins. Large Japanese companies are often too diversified persisting in disparate businesses where they are sub-scale or loss-making. There is a lack of consolidation leading to cut throat competition and inefficient operations as each market participant replicates factory footprints sales & logistics networks and back-office"
X Link @JamieHalse 2025-10-14T05:38Z 4589 followers, 2046 engagements

"Two huge events in Japans public M&A market in the last few days. First A hostile takeover by Taiwanese co Yageo for Shibaura Electric looks likely to complete after the white knights lower tender offer expired. Yageos final price is XX% above the initial offer so thus is a great outcome for Shibaura shareholders. A hostile takeover by a foreign strategic acquiror marks a complete sea change in Japan M&A. Second activist fund Effisimo (which ahs investment from Australias Future Fund) has launched a takeover bid for car care products company Soft99. Soft99 was being taken private in a"
X Link @JamieHalse 2025-09-12T23:12Z 4585 followers, 3687 engagements

"A bidding war between an outright hostile acquiror and a white knight is taking place in Japan. This was not an agreed deal where a bidder came in over the top on a company already in play - a few of those have happened in Japan in the last 4-5 years. In this case the hostile offer is what set things in motion with the target company seeking out a strategic white knight. I am not aware of another precedent in Japan in the last decade or two where a strategic buyer made an outright hostile bid for a company and then proceeded to take part in a bidding war. If anyone can think of one please let"
X Link @JamieHalse 2025-08-15T06:42Z 4588 followers, 2256 engagements

"3DIP's presentation on its proposal for the real estate divestiture"
X Link @JamieHalse 2025-10-15T00:15Z 4589 followers, XXX engagements

"Yageo's ambition prevails over cautious white knight in Shibaura bid"
X Link @JamieHalse 2025-09-12T23:12Z 4585 followers, XXX engagements

"Dalton to launch proxy fight to replace Fuji Media Board. This will be an interesting one to watch. It has been very difficult to replace a board of directors in Japan short of clear malfeasance (eg: Fujitec where Oasis presented evidence of misappropriation of company resources by the Chairman) or clearly short-changing shareholders (eg Toyo Construction where the Board ignored a significantly higher offer for the company in favour of a pre-agreed friendly deal). Attempts to remove the Board where the criticism was bad performance / weak strategy / low-quality board composition - eg ValueAct"
X Link @JamieHalse 2025-05-24T01:36Z 4589 followers, 6623 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"
X Link @JamieHalse 2024-09-13T03:31Z 4583 followers, 88.1K engagements

"🍻 When is a brewer not really a brewer 🏢 When the redeveloped site of its former brewery in Shibuya Tokyo as well as other major real estate holdings are worth more than its beer business 🍺 In a major win for shareholders Sapporo Holdings brewer of the Sapporo and Yebisu beer brands has agreed to sell a majority stake in its real estate business to KKR and PAG. KKR and PAG won out over several dozen bidders for the assets. Activist 3D Investment Partners' success with Sapporo follows on in quick succession from their recent win with Fuji Soft which also owned a lot of real estate and was"
X Link @JamieHalse 2025-10-15T00:15Z 4589 followers, XXX engagements

"Regime change in Japan's equity markets Shrikant Kale of Jefferies argues we are seeing the end of the dominance of the "mean reversion" factor in Japan and an end to multiple decades where momentum has not worked (see chart below). Elsewhere in the world the dynamic was the opposite with the momentum factor having dominated since the early 2000s (see chart). In Japan though unlike the US it is the "value" stocks that have had momentum recently (see chart). If you are a global allocator how are you thinking about this dynamic in relation to your portfolios"
X Link @JamieHalse 2025-10-13T02:55Z 4589 followers, 5812 engagements

"Do you make your own luck (hard work and initiative) or do fortune and serendipity play a large role (Part four) One day @cameronrob1 announced he was leaving CP2 to join Platinum Asset Management. Platinum had sailed through the GFC with incredible relative performance was beloved by its clients and was in a great position to hire. I had joined CP2s equities team by that stage but had missed that Platinum was hiring. I immediately applied and after reading 15+ years of Kerr Neilson's quarterly reports and interviews with Jacob Mitchell Andrew Clifford and others I landed an analyst role."
X Link @JamieHalse 2025-08-28T04:56Z 4586 followers, 1805 engagements