[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.] #  @InvestInJapan Made in Japan 🇯🇵 Made in Japan 🇯🇵 posts on X about japan, $9435t, $9435jp, $4587t the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1640352557406068737/interactions)  - X Week XXXXXX +86% - X Month XXXXXXX +263% - X Months XXXXXXX -XXXX% - X Year XXXXXXX +71% ### Mentions: XX [#](/creator/twitter::1640352557406068737/posts_active)  - X Week XX +35% - X Month XX +20% - X Months XXX +1.20% - X Year XXX +172% ### Followers: XXXXX [#](/creator/twitter::1640352557406068737/followers)  - X Week XXXXX +0.28% - X Month XXXXX +4.50% - X Months XXXXX +22% - X Year XXXXX +62% ### CreatorRank: XXXXXXX [#](/creator/twitter::1640352557406068737/influencer_rank)  ### Social Influence [#](/creator/twitter::1640352557406068737/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [japan](/topic/japan) #1905, [$9435t](/topic/$9435t) 5.13%, [$9435jp](/topic/$9435jp) 5.13%, [$4587t](/topic/$4587t) 2.56%, [if you](/topic/if-you) 2.56%, [stocks](/topic/stocks) 2.56%, [$3038jp](/topic/$3038jp) 2.56%, [$3038t](/topic/$3038t) 2.56%, [$asml](/topic/$asml) 1.28%, [asml](/topic/asml) XXXX% **Top accounts mentioned or mentioned by** [@mikefritzell](/creator/undefined) [@thescepticalre1](/creator/undefined) [@willschoebs](/creator/undefined) [@basteph_](/creator/undefined) [@dcurras1](/creator/undefined) [@jamiehalse](/creator/undefined) [@sweetstocksblog](/creator/undefined) [@travislundyasia](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@slowlearnerr](/creator/undefined) [@himichaelhe](/creator/undefined) [@ngreig2](/creator/undefined) [@billypasdemates](/creator/undefined) [@mjbaldbard](/creator/undefined) [@redshirtet](/creator/undefined) [@avgcapital](/creator/undefined) [@cj0pp3l](/creator/undefined) [@mrhaeschen](/creator/undefined) [@bizalmanac](/creator/undefined) [@valueinvestjpn](/creator/undefined) **Top assets mentioned** [Cap (CAP)](/topic/$cap) [Accenture (ACN)](/topic/$acn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kroger Co (KR)](/topic/$kr) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [Costco Hot Dog (COST)](/topic/$cost) [Costco Wholesale Corporation (COST)](/topic/costco) [Walmart, Inc. (WMT)](/topic/$wmt) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Watsco, Inc. (WSO)](/topic/$wso) [Lennox International, Inc. (LII)](/topic/$lii) [Carnomaly (CARR)](/topic/$carr) [Aaon Inc (AAON)](/topic/$aaon) ### Top Social Posts [#](/creator/twitter::1640352557406068737/posts) --- Top posts by engagements in the last XX hours "@avgcapital @CJ0pp3l They had a JV with hikari tsushin which they wound down. ML has previously sighted cultural barriers/challenges. Though they seem to be looking for a new partner and M&A is becoming more widely accepted"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1891858754083094801) 2025-02-18 14:34:10 UTC 8857 followers, XXX 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"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1672267079859183617) 2023-06-23 15:35:15 UTC 8852 followers, XXX engagements "BayCurrent Consulting $6532.JP Major consulting firm in Japan focused on management consulting IT and digital transformation (DX). Comparables: $ACN $CAP"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1658833655949606912) 2023-05-17 13:55:37 UTC 8854 followers, XXX engagements "One fund I check frequently for smid cap ideas is the SBI Small Monsters fund. Top XX As of September XX 2024 X. Gunze X. Union tool X. Daiei Kankyo X. Genda X. Peptidream X. MODEC X. Lintec X. Tamron X. FFRI Security XX. Nohmi Bosai"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1849158537982693738) 2024-10-23 18:38:45 UTC 8850 followers, 12.6K engagements "New write up is now live on the stack I discuss an underfollowed microcap in which I think has a ton of potential despite how it's valued. If you like businesses like WW Grainger ($GGW) this might be for you. This is my first go at a paid post. I wasnt originally planning on it but also didnt plan to have several kind paid subs from day X whom Id like to give back to So Ive saved a portion of it for them but the open text should provide quite a bit of info 😊 Thank you for your understanding. Happy reading and happy hunting. Summary thread to follow #madeinjapan"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1777363276294230470) 2024-04-08 15:50:01 UTC 8852 followers, 30.4K engagements "Also just noticed google mistranslated the more shares you hold the more likely they are going to buy back your shares"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949317135987253624) 2025-07-27 03:53:16 UTC 8854 followers, 1255 engagements "The good folks of Varecs really nailed this one. Vertex Corp $5290.JP they make concrete products Solid margin expansion Margin improvement mainly came from Product portfolio rationalisation. Also abit of buybacks but the amazing thing is that revenues didn't even grow that much in this period. Also traded at 0.5x Book X years ago so that helps lol Guess they also have solid tailwinds from updating aging infra in Japan + seems hungry for M&A. . 14x P/E and 6x EBITDA"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1948674560095834517) 2025-07-25 09:19:54 UTC 8856 followers, 2517 engagements "Profiled a new one Almost deep value territory this time. Medikit $7749.JP💉 -Leader in medical consumables -high margin biz -Global opp -Product launches as a catalyst () Becoming a med device company () -Big share buybacks/cancellations -0.85x P/B Up next:Hikari Tsushin"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1899084973681893740) 2025-03-10 13:08:35 UTC 8852 followers, 7949 engagements "By far my laziest idea. Some reasons I thought this Jocky bet $5592.JP was interesting 🧵 - Network Effects - Scale Benefits - Shareholder value+ IRR Focus - Disciplined M&A for Healthcare Software = Potential $CSU like strategy - 20%+ Earnings growth projected but this could be sandbagging"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1939685188017025136) 2025-06-30 13:59:21 UTC 8854 followers, 6689 engagements "For all the negative stigma around 'story stocks' man I wish some of these Japanese companies could tell better stories. Some great bizes but CEO gives a dry explanation and just repeats whats written on the slide deck - so bad that I think it down right turns investors off. Story telling is one of the oldest form of communication and its remained relevant for a reason"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1948248354850480262) 2025-07-24 05:06:19 UTC 8853 followers, 4144 engagements "@himichaelhe @bill_fw @MikeFritzell Thanks for the mention You can find part X on Hikari here free to read"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1946437181158871093) 2025-07-19 05:09:21 UTC 8852 followers, XXX engagements "A thing I learnt Hikari Tsushin $9435.JP does that I find ingenious. 🧠👇 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"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1927660819803705588) 2025-05-28 09:38:48 UTC 8857 followers, 15.9K engagements "Kiyohara basks in counterintuitive thinking. Loved this take on illiquidity risk. Funnily Hikari $9435.JP does something similar although less intentionally"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949315174361428479) 2025-07-27 03:45:28 UTC 8852 followers, 2784 engagements "Japan's small Caps has seen some strength this year so far but now with the tariff issue behind us won't be surprised if we some flows back to large caps which are relatively more export driven. Hope I'm wrong It was good while it lasted 🥲"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1948685368469143553) 2025-07-25 10:02:51 UTC 8855 followers, 1448 engagements "Agreed. This seems to be completely overlooked. Although when I spoke to a local analyst once he was scrambling to find an automation play as this was clear as day to him. Its also quite bullish automation and robotics. Companies like fanuc yaskawa etc Though chinese players are also getting very competitive"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949716399292854565) 2025-07-28 06:19:48 UTC 8852 followers, 4875 engagements "@MikeFritzell Yeah but also meant for things like retail chains doing maybe XXX% and expands to X% in less than X years. that alone could drive 100%+ earnings growth kobe bussan $3038.JP did pretty much just that in addition to solid topline growth"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949057650769138015) 2025-07-26 10:42:10 UTC 8850 followers, XXX engagements "What's wild to me is that they post up a pre-tax IRR of XX% with a portfolio of XXX stocks. Hikari Tsushin $9435.JP"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1915082388977463441) 2025-04-23 16:36:36 UTC 8854 followers, 16.6K engagements "Part X of "Japan has Multibaggers too" X more examples #madeinjapan 👇🧵 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"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1672267068098457601) 2023-06-23 15:35:12 UTC 8853 followers, 26.5K engagements "Salmon was never really eaten raw in Japan until the 90s. The Salmon Sushi so popular today was because of Norway"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949678578087707109) 2025-07-28 03:49:30 UTC 8852 followers, 4518 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"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1926954575900098680) 2025-05-26 10:52:26 UTC 8854 followers, 15.4K engagements "Firstly this biz is a Hikari Tsushin Subsidiary $9435.JP but way more focused in the medical field specifically for Digitalisation"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1939685191238426700) 2025-06-30 13:59:21 UTC 8853 followers, XXX engagements "Daikin $6367.JP Leading Air Conditioning manufacturer in the world for Residential and Industrial Use. Comparables: $CARR $LII $AAON $WSO"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1658833647665836035) 2023-05-17 13:55:35 UTC 8854 followers, 1020 engagements "Although most Japanese wont be surprised $ATD.TO walks away from Japanese Kombini Weird how quiet its been on this news"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1945733413882745223) 2025-07-17 06:32:50 UTC 8852 followers, 3421 engagements "@The_Pro_Invest This is totally dependent on situation but ideally prefer an operating leverage scenario where the margin expansion implies the business is scaling vs a cost cust restructuring type thing"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1949057979397071099) 2025-07-26 10:43:28 UTC 8850 followers, XXX engagements "Another Fund with potentially interesting names in Hennesy Japan Small Cap fund This fund also owns Peptidream $4587.JP 👀👀👀 Might need to take a closer look"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1861691975327449160) 2024-11-27 08:42:10 UTC 8850 followers, 4812 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"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1881650881705209939) 2025-01-21 10:31:44 UTC 8856 followers, 12.9K engagements "🫶 JEH $5889.JP international expansion continues new entity set up in Taiwan Hoping they start disclosing SSS growth again which it sounded like they might. Theyve been responsive to investor demands. If they continue to grow mid teens over MT 13x P/E at X% dividend yield sounds asymmetric to me. Disc: I still own"  [@InvestInJapan](/creator/x/InvestInJapan) on [X](/post/tweet/1948283188989628669) 2025-07-24 07:24:44 UTC 8852 followers, 11.2K engagements
[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.]
@InvestInJapan Made in Japan 🇯🇵
Made in Japan 🇯🇵 posts on X about japan, $9435t, $9435jp, $4587t the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +86%
- X Month XXXXXXX +263%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +71%
Mentions: XX #
- X Week XX +35%
- X Month XX +20%
- X Months XXX +1.20%
- X Year XXX +172%
Followers: XXXXX #
- X Week XXXXX +0.28%
- X Month XXXXX +4.50%
- X Months XXXXX +22%
- X Year XXXXX +62%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence countries XXXXX% finance XXXXX% stocks XXXX% technology brands XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence japan #1905, $9435t 5.13%, $9435jp 5.13%, $4587t 2.56%, if you 2.56%, stocks 2.56%, $3038jp 2.56%, $3038t 2.56%, $asml 1.28%, asml XXXX%
Top accounts mentioned or mentioned by @mikefritzell @thescepticalre1 @willschoebs @basteph_ @dcurras1 @jamiehalse @sweetstocksblog @travislundyasia @bauhiniacapital @slowlearnerr @himichaelhe @ngreig2 @billypasdemates @mjbaldbard @redshirtet @avgcapital @cj0pp3l @mrhaeschen @bizalmanac @valueinvestjpn
Top assets mentioned Cap (CAP) Accenture (ACN) Alphabet Inc Class A (GOOGL) Kroger Co (KR) BJ's Wholesale Club Holdings, Inc. (BJ) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Walmart, Inc. (WMT) HORIZON KINETICS HOLDING (HKHC) Watsco, Inc. (WSO) Lennox International, Inc. (LII) Carnomaly (CARR) Aaon Inc (AAON)
Top Social Posts #
Top posts by engagements in the last XX hours
"@avgcapital @CJ0pp3l They had a JV with hikari tsushin which they wound down. ML has previously sighted cultural barriers/challenges. Though they seem to be looking for a new partner and M&A is becoming more widely accepted"
@InvestInJapan on X 2025-02-18 14:34:10 UTC 8857 followers, XXX 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" @InvestInJapan on X 2023-06-23 15:35:15 UTC 8852 followers, XXX engagements
"BayCurrent Consulting $6532.JP Major consulting firm in Japan focused on management consulting IT and digital transformation (DX). Comparables: $ACN $CAP" @InvestInJapan on X 2023-05-17 13:55:37 UTC 8854 followers, XXX engagements
"One fund I check frequently for smid cap ideas is the SBI Small Monsters fund. Top XX As of September XX 2024 X. Gunze X. Union tool X. Daiei Kankyo X. Genda X. Peptidream X. MODEC X. Lintec X. Tamron X. FFRI Security XX. Nohmi Bosai" @InvestInJapan on X 2024-10-23 18:38:45 UTC 8850 followers, 12.6K engagements
"New write up is now live on the stack I discuss an underfollowed microcap in which I think has a ton of potential despite how it's valued. If you like businesses like WW Grainger ($GGW) this might be for you. This is my first go at a paid post. I wasnt originally planning on it but also didnt plan to have several kind paid subs from day X whom Id like to give back to So Ive saved a portion of it for them but the open text should provide quite a bit of info 😊 Thank you for your understanding. Happy reading and happy hunting. Summary thread to follow #madeinjapan" @InvestInJapan on X 2024-04-08 15:50:01 UTC 8852 followers, 30.4K engagements
"Also just noticed google mistranslated the more shares you hold the more likely they are going to buy back your shares" @InvestInJapan on X 2025-07-27 03:53:16 UTC 8854 followers, 1255 engagements
"The good folks of Varecs really nailed this one. Vertex Corp $5290.JP they make concrete products Solid margin expansion Margin improvement mainly came from Product portfolio rationalisation. Also abit of buybacks but the amazing thing is that revenues didn't even grow that much in this period. Also traded at 0.5x Book X years ago so that helps lol Guess they also have solid tailwinds from updating aging infra in Japan + seems hungry for M&A. . 14x P/E and 6x EBITDA" @InvestInJapan on X 2025-07-25 09:19:54 UTC 8856 followers, 2517 engagements
"Profiled a new one Almost deep value territory this time. Medikit $7749.JP💉 -Leader in medical consumables -high margin biz -Global opp -Product launches as a catalyst () Becoming a med device company () -Big share buybacks/cancellations -0.85x P/B Up next:Hikari Tsushin" @InvestInJapan on X 2025-03-10 13:08:35 UTC 8852 followers, 7949 engagements
"By far my laziest idea. Some reasons I thought this Jocky bet $5592.JP was interesting 🧵 - Network Effects - Scale Benefits - Shareholder value+ IRR Focus - Disciplined M&A for Healthcare Software = Potential $CSU like strategy - 20%+ Earnings growth projected but this could be sandbagging" @InvestInJapan on X 2025-06-30 13:59:21 UTC 8854 followers, 6689 engagements
"For all the negative stigma around 'story stocks' man I wish some of these Japanese companies could tell better stories. Some great bizes but CEO gives a dry explanation and just repeats whats written on the slide deck - so bad that I think it down right turns investors off. Story telling is one of the oldest form of communication and its remained relevant for a reason" @InvestInJapan on X 2025-07-24 05:06:19 UTC 8853 followers, 4144 engagements
"@himichaelhe @bill_fw @MikeFritzell Thanks for the mention You can find part X on Hikari here free to read" @InvestInJapan on X 2025-07-19 05:09:21 UTC 8852 followers, XXX engagements
"A thing I learnt Hikari Tsushin $9435.JP does that I find ingenious. 🧠👇 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" @InvestInJapan on X 2025-05-28 09:38:48 UTC 8857 followers, 15.9K engagements
"Kiyohara basks in counterintuitive thinking. Loved this take on illiquidity risk. Funnily Hikari $9435.JP does something similar although less intentionally" @InvestInJapan on X 2025-07-27 03:45:28 UTC 8852 followers, 2784 engagements
"Japan's small Caps has seen some strength this year so far but now with the tariff issue behind us won't be surprised if we some flows back to large caps which are relatively more export driven. Hope I'm wrong It was good while it lasted 🥲" @InvestInJapan on X 2025-07-25 10:02:51 UTC 8855 followers, 1448 engagements
"Agreed. This seems to be completely overlooked. Although when I spoke to a local analyst once he was scrambling to find an automation play as this was clear as day to him. Its also quite bullish automation and robotics. Companies like fanuc yaskawa etc Though chinese players are also getting very competitive" @InvestInJapan on X 2025-07-28 06:19:48 UTC 8852 followers, 4875 engagements
"@MikeFritzell Yeah but also meant for things like retail chains doing maybe XXX% and expands to X% in less than X years. that alone could drive 100%+ earnings growth kobe bussan $3038.JP did pretty much just that in addition to solid topline growth" @InvestInJapan on X 2025-07-26 10:42:10 UTC 8850 followers, XXX engagements
"What's wild to me is that they post up a pre-tax IRR of XX% with a portfolio of XXX stocks. Hikari Tsushin $9435.JP" @InvestInJapan on X 2025-04-23 16:36:36 UTC 8854 followers, 16.6K engagements
"Part X of "Japan has Multibaggers too" X more examples #madeinjapan 👇🧵 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" @InvestInJapan on X 2023-06-23 15:35:12 UTC 8853 followers, 26.5K engagements
"Salmon was never really eaten raw in Japan until the 90s. The Salmon Sushi so popular today was because of Norway" @InvestInJapan on X 2025-07-28 03:49:30 UTC 8852 followers, 4518 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" @InvestInJapan on X 2025-05-26 10:52:26 UTC 8854 followers, 15.4K engagements
"Firstly this biz is a Hikari Tsushin Subsidiary $9435.JP but way more focused in the medical field specifically for Digitalisation" @InvestInJapan on X 2025-06-30 13:59:21 UTC 8853 followers, XXX engagements
"Daikin $6367.JP Leading Air Conditioning manufacturer in the world for Residential and Industrial Use. Comparables: $CARR $LII $AAON $WSO" @InvestInJapan on X 2023-05-17 13:55:35 UTC 8854 followers, 1020 engagements
"Although most Japanese wont be surprised $ATD.TO walks away from Japanese Kombini Weird how quiet its been on this news" @InvestInJapan on X 2025-07-17 06:32:50 UTC 8852 followers, 3421 engagements
"@The_Pro_Invest This is totally dependent on situation but ideally prefer an operating leverage scenario where the margin expansion implies the business is scaling vs a cost cust restructuring type thing" @InvestInJapan on X 2025-07-26 10:43:28 UTC 8850 followers, XXX engagements
"Another Fund with potentially interesting names in Hennesy Japan Small Cap fund This fund also owns Peptidream $4587.JP 👀👀👀 Might need to take a closer look" @InvestInJapan on X 2024-11-27 08:42:10 UTC 8850 followers, 4812 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" @InvestInJapan on X 2025-01-21 10:31:44 UTC 8856 followers, 12.9K engagements
"🫶 JEH $5889.JP international expansion continues new entity set up in Taiwan Hoping they start disclosing SSS growth again which it sounded like they might. Theyve been responsive to investor demands. If they continue to grow mid teens over MT 13x P/E at X% dividend yield sounds asymmetric to me. Disc: I still own" @InvestInJapan on X 2025-07-24 07:24:44 UTC 8852 followers, 11.2K engagements