[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.] #  @JamieHalse Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about japan, over the, knight, sydney 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::545559532/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::545559532/posts_active)  - X Week XX -XXXX% - X Month XX -XXXX% - X Months XXX +24% - X Year XXX +147% ### Followers: XXXXX [#](/creator/twitter::545559532/followers)  - X Week XXXXX +0.04% - X Month XXXXX +0.72% - X Months XXXXX +13% - X Year XXXXX +30% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::545559532/influencer_rank)  ### Social Influence [#](/creator/twitter::545559532/influence) --- **Social category influence** [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [japan](/topic/japan) #3702, [over the](/topic/over-the) 1.54%, [knight](/topic/knight) 1.54%, [sydney](/topic/sydney) 1.54%, [tokyo](/topic/tokyo) 1.54%, [exchanges](/topic/exchanges) 1.54%, [$8601t](/topic/$8601t) 1.54%, [$8986t](/topic/$8986t) 1.54%, [momentum](/topic/momentum) 1.54%, [dominance](/topic/dominance) XXXX% **Top accounts mentioned or mentioned by** [@travislundyasia](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@point69assmgmt](/creator/undefined) [@martinjpjp](/creator/undefined) [@buyandsold](/creator/undefined) [@sweetstocksblog](/creator/undefined) [@mikefritzell](/creator/undefined) [@realstevenfat1](/creator/undefined) [@theproinvest](/creator/undefined) [@altaycapital](/creator/undefined) [@japancap](/creator/undefined) [@investinjapan](/creator/undefined) [@jrinvestsense](/creator/undefined) [@platassetmgmts](/creator/undefined) [@cameronrob1](/creator/undefined) [@gusmccubbing](/creator/undefined) [@financialreview](/creator/undefined) [@sadlytemporary](/creator/undefined) [@willschoebs](/creator/undefined) [@basteph_](/creator/undefined) ### Top Social Posts [#](/creator/twitter::545559532/posts) --- Top posts by engagements in the last XX hours "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](https://x.com/JamieHalse/status/1956245049840427030) [@JamieHalse](/creator/x/JamieHalse) 2025-08-15T06:42Z 4588 followers, 2257 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](https://x.com/JamieHalse/status/1966329070079430895) [@JamieHalse](/creator/x/JamieHalse) 2025-09-12T02:32Z 4585 followers, 2070 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](https://x.com/JamieHalse/status/1977568865975746655) [@JamieHalse](/creator/x/JamieHalse) 2025-10-13T02:55Z 4583 followers, 5897 engagements "@GusMcCubbing has produced an excellent article for the @FinancialReview on the growing excitement about Japanese equities amongst global fund managers and the fundamental reasons for this phenomenon. He printed a quote from me that I believe accurately sums up the major opportunity in Japan: Weve reached a tipping point in the corporate governance reform where management now have to pay more attention to shareholder interests The article is well worth a read. I have linked to it in the comments. Most of those quoted in the article are global managers. 👉 If you are a wholesale investor and" [X Link](https://x.com/JamieHalse/status/1979051752881328263) [@JamieHalse](/creator/x/JamieHalse) 2025-10-17T05:08Z 4585 followers, XXX 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](https://x.com/JamieHalse/status/1834434661487186325) [@JamieHalse](/creator/x/JamieHalse) 2024-09-13T03:31Z 4589 followers, 88.1K 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."" [X Link](https://x.com/JamieHalse/status/1752146768748511457) [@JamieHalse](/creator/x/JamieHalse) 2024-01-30T01:48Z 4588 followers, 7291 engagements "Another win for Japan-focused activist 3D Investment Partners with their Sapporo Holdings campaign following on from their success with Fuji Soft. Sapporo is best known as the 4th major player in Japan's alcoholic & non-alcoholic beverages industry after Suntory Asahi and Kirin (Coca-Cola is also big in non-alcoholic but not alcoholic beverages). Less well-known was their huge property portfolio. That was because in the mid/late 2010s they reclassified it from "investment property" - where they had to disclose the market value in the footnotes of the accounts into "operating facilities"" [X Link](https://x.com/JamieHalse/status/1912318353622040726) [@JamieHalse](/creator/x/JamieHalse) 2025-04-16T01:33Z 4588 followers, 5447 engagements "Management buyout (MBO) economics in Japan are absolutely insane. How insane Imagine offering a XX% premium for the XX% of a company that you don't own. Yet after the deal closes you have cashed out almost XXX% of the value of your equity stake valued at the deal price despite now owning XXX% of the company. How does that work Below I break down a recent MBO deal that is being thwarted by an activist shareholder. Soft99 a car-care products manufacturer agreed to be taken private by its President and his family at a XX% premium to the undisturbed trading price. At the deal price the company" [X Link](https://x.com/JamieHalse/status/1968125495872237850) [@JamieHalse](/creator/x/JamieHalse) 2025-09-17T01:30Z 4588 followers, 62.5K engagements "The latest in measures to boost returns on equity and thus stock valuations in Japan The Financial Services Agency plans to revise the Corporate Governance Code to require listed companies to explain to shareholders whether cash holdings are being used effectively. Large holdings of cash and other non-core assets have contributed to low returns on equity in Japan (see top chart). This suppresses valuations (see bottom chart). This update joins efforts from the Tokyo Stock Exchange to push companies to be more effective in how they manage their capital bases. Japanese companies are already" [X Link](https://x.com/JamieHalse/status/1980119382597706210) [@JamieHalse](/creator/x/JamieHalse) 2025-10-20T03:50Z 4588 followers, 1870 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.]
@JamieHalse Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵
Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 posts on X about japan, over the, knight, sydney 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 XXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: X #
- X Week XX -XXXX%
- X Month XX -XXXX%
- X Months XXX +24%
- X Year XXX +147%
Followers: XXXXX #
- X Week XXXXX +0.04%
- X Month XXXXX +0.72%
- X Months XXXXX +13%
- X Year XXXXX +30%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence countries XXXX% finance XXXX% travel destinations XXXX% technology brands XXXX% stocks XXXX%
Social topic influence japan #3702, over the 1.54%, knight 1.54%, sydney 1.54%, tokyo 1.54%, exchanges 1.54%, $8601t 1.54%, $8986t 1.54%, momentum 1.54%, dominance XXXX%
Top accounts mentioned or mentioned by @travislundyasia @bauhiniacapital @point69assmgmt @martinjpjp @buyandsold @sweetstocksblog @mikefritzell @realstevenfat1 @theproinvest @altaycapital @japancap @investinjapan @jrinvestsense @platassetmgmts @cameronrob1 @gusmccubbing @financialreview @sadlytemporary @willschoebs @basteph_
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 2257 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 4585 followers, 2070 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 4583 followers, 5897 engagements
"@GusMcCubbing has produced an excellent article for the @FinancialReview on the growing excitement about Japanese equities amongst global fund managers and the fundamental reasons for this phenomenon. He printed a quote from me that I believe accurately sums up the major opportunity in Japan: Weve reached a tipping point in the corporate governance reform where management now have to pay more attention to shareholder interests The article is well worth a read. I have linked to it in the comments. Most of those quoted in the article are global managers. 👉 If you are a wholesale investor and"
X Link @JamieHalse 2025-10-17T05:08Z 4585 followers, XXX 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 4589 followers, 88.1K 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.""
X Link @JamieHalse 2024-01-30T01:48Z 4588 followers, 7291 engagements
"Another win for Japan-focused activist 3D Investment Partners with their Sapporo Holdings campaign following on from their success with Fuji Soft. Sapporo is best known as the 4th major player in Japan's alcoholic & non-alcoholic beverages industry after Suntory Asahi and Kirin (Coca-Cola is also big in non-alcoholic but not alcoholic beverages). Less well-known was their huge property portfolio. That was because in the mid/late 2010s they reclassified it from "investment property" - where they had to disclose the market value in the footnotes of the accounts into "operating facilities""
X Link @JamieHalse 2025-04-16T01:33Z 4588 followers, 5447 engagements
"Management buyout (MBO) economics in Japan are absolutely insane. How insane Imagine offering a XX% premium for the XX% of a company that you don't own. Yet after the deal closes you have cashed out almost XXX% of the value of your equity stake valued at the deal price despite now owning XXX% of the company. How does that work Below I break down a recent MBO deal that is being thwarted by an activist shareholder. Soft99 a car-care products manufacturer agreed to be taken private by its President and his family at a XX% premium to the undisturbed trading price. At the deal price the company"
X Link @JamieHalse 2025-09-17T01:30Z 4588 followers, 62.5K engagements
"The latest in measures to boost returns on equity and thus stock valuations in Japan The Financial Services Agency plans to revise the Corporate Governance Code to require listed companies to explain to shareholders whether cash holdings are being used effectively. Large holdings of cash and other non-core assets have contributed to low returns on equity in Japan (see top chart). This suppresses valuations (see bottom chart). This update joins efforts from the Tokyo Stock Exchange to push companies to be more effective in how they manage their capital bases. Japanese companies are already"
X Link @JamieHalse 2025-10-20T03:50Z 4588 followers, 1870 engagements