[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.] #  @JapanDeepValue1 Japan Deep Value Japan Deep Value posts on X about japan, over the, bearish, $9434t the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1632883177399422976/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXX +78% ### Mentions: XX [#](/creator/twitter::1632883177399422976/posts_active)  - X Week XX +10% - X Month XX +23% - X Months XXX +42% - X Year XXX +150% ### Followers: XXXXX [#](/creator/twitter::1632883177399422976/followers)  - X Week XXXXX +4.50% - X Month XXXXX +6.80% - X Months XXXXX +19% - X Year XXXXX +63% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1632883177399422976/influencer_rank)  ### Social Influence [#](/creator/twitter::1632883177399422976/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [agencies](/list/agencies) XXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [japan](/topic/japan) 13.64%, [over the](/topic/over-the) 3.03%, [bearish](/topic/bearish) 3.03%, [$9434t](/topic/$9434t) #40, [events](/topic/events) 1.52%, [$6967t](/topic/$6967t) 1.52%, [$5406t](/topic/$5406t) 1.52%, [a very](/topic/a-very) 1.52%, [kobe](/topic/kobe) 1.52%, [asap](/topic/asap) XXXX% **Top accounts mentioned or mentioned by** [@altaycapital](/creator/undefined) [@lukesdupont](/creator/undefined) [@searching4value](/creator/undefined) [@phillip57216941](/creator/undefined) [@himichaelhe](/creator/undefined) [@rocksover](/creator/undefined) [@willschoebs](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@silberschmelzer](/creator/undefined) [@taobanker](/creator/undefined) [@cburniske](/creator/undefined) [@valuedrug1](/creator/undefined) [@carswellwilliam](/creator/undefined) [@slowlearnerr](/creator/undefined) [@dabao](/creator/undefined) [@nopeitslily](/creator/undefined) [@stokedonwaves](/creator/undefined) [@xlurkerbased](/creator/undefined) [@toiletkingcap](/creator/undefined) [@billackman](/creator/undefined) **Top assets mentioned** [Carvana Co. (CVNA)](/topic/$cvna) ### Top Social Posts [#](/creator/twitter::1632883177399422976/posts) --- Top posts by engagements in the last XX hours "MaRkETs aRE EffIciENT. Check out this 6967.T Shinko. JIC succeeded its its Tender Offer Buyout and hold XXXX% as of 3/19. The last X% is mostly held by passives (TPX MSCI) who will sell on the deletion events. HFs often short tender in the hopes they can cover their short position at a lower price from these passive sellers. Anyone left holdings shares after the stock delists gets cash from the company in the squeeze-out at the TOB price (in this case 5920). So 6967 now trading XX% above that. my guess is that someone thought they had "secure borrow" that has now been recalled. This almost" [X Link](https://x.com/JapanDeepValue1/status/1905127452126707913) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-03-27T05:19Z 6007 followers, 9567 engagements "*KOBE STEEL TO PAY XXXX SHARE FOR EACH NIPPON KOSHUHA SHARE This one hurts a bit. tHinGs weRe suPPoseD tO Be ChANGiNG iN JAPAn. I have been looking at this situation for a very long time. Earnings disaster but heavily discounted to its assets and majority held by Kobe Steel-- this seemed like an easy take private situation. Currently 0.3x book -- this is where 5406 feels that it is "fair" to take this private (0.26x 5406 share swap = around 0.3x book) If the valuation is not bad enough they tell you outright what they probably should have kept behind closed doors "*KOBE STEEL TO LATER SELL" [X Link](https://x.com/JapanDeepValue1/status/1921798388099723591) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-05-12T05:23Z 6008 followers, 2731 engagements "Every day I am more and more convinced that almost nothing should be listed in Japan. I see these companies really finally making an effort to improve governance and shareholder returns and investors for the most part want nothing to do with it. Delist everything asap" [X Link](https://x.com/JapanDeepValue1/status/1890278382765764734) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-02-14T05:54Z 5996 followers, 6633 engagements "2389.T Digital Holdings. I am just a remora on the back of Silvercape and yet another "takeunder". The stock has traded well recently but this HAKUHODO TOB price of 1970 still looks bad. 2389 cash flows has a strong balance sheet with high net cash. Silvercape can block" [X Link](https://x.com/JapanDeepValue1/status/1966298627250491752) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-09-12T00:31Z 6002 followers, 2483 engagements "@silberschmelzer Quite rare for me to get over the line on a short thesis in a US bull market listed shitco but my goodness does CVNA tick a lot of boxes here" [X Link](https://x.com/JapanDeepValue1/status/1976052313157722561) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-08T22:29Z 5995 followers, XXX engagements "sometimes I'm my own worst enemy the exit seemed great at the time but way too early in hindsight. incredible move here if anyone is still around" [X Link](https://x.com/JapanDeepValue1/status/1976133737017639052) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-09T03:52Z 5997 followers, 1188 engagements "@DutchRojas From health care to tech nonprofit is pure theater. OpenAi is still a non profit that is pumping its private market valuation to above $500bn and wants to start selling porn ads and partnering with Walmart" [X Link](https://x.com/JapanDeepValue1/status/1979281037462245803) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T20:19Z 6005 followers, XXX engagements "Curious your thoughts on ABS spreads widening post tricolor/firstbrands. Im seeing 30-50bps wider which is not large but in theory if you scale that over a few quarters you get a decent hit to other GPU which has been a big portion of the YoY gross profit gains. Also any view on the short dated ROOT warrants expiring worthless Its not included in Adjusted EBITDA but should end up in EPS (as a decent quarterly decline) Steering out of my lane here but this does strike me as a potential shortso Im curious to hear bullish view from someone who is winning and understands the situation better" [X Link](https://x.com/JapanDeepValue1/status/1978228856235729325) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-14T22:38Z 6007 followers, XXX engagements "@wangzjeff Well being bearish on it vs saying that 500bn+ mkt cap might be too rich are two separate things. Few are saying its going to burn to the ground" [X Link](https://x.com/JapanDeepValue1/status/1979328790963851353) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T23:28Z 6005 followers, XXX engagements "I am well aware that bearish views are getting huge engagement these days and for some good reasons. I have some concerns that we are setting up for mini version of Aug 2024 for Japan risk assets. The setup is eerily similar to the point that its worth consideration. JPY is death spiraling into the somewhat misguided view that the newly elected PM will be able to influence some dovish agenda with regards to monetary policy when the econ data is supportive of rate hikes. In my view the rapid JPY decline is demonstrating the large inflow of foreign capital (CTA/Macro) similar to what we say" [X Link](https://x.com/JapanDeepValue1/status/1975736032227475591) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-08T01:32Z 6009 followers, 7989 engagements "Feels like this should matter but alas This is Japan "Japan's largest bullion retailer (Tanaka Precious Metals) has suspended sales of small gold bars after unprecedented demand wiped out inventories nationwide. Local media reported five-hour queues snaking around the company's flagship Ginza store."" [X Link](https://x.com/JapanDeepValue1/status/1978959222131036261) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-16T23:00Z 6009 followers, 1137 engagements "Institutional investors are not ignoring them in Japan. They are actively selling them.after getting stuck years ago when they developed the bad idea to look. I genuinely do think its getting better but with the latest vintage of take-unders it is getting hard to justify the liquidity and time premium of investing in small cap value Japan" [X Link](https://x.com/JapanDeepValue1/status/1979328058629980646) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T23:25Z 6009 followers, XXX engagements "@makemmd 2168 Pasona. Nambu is gone. Oasis is a holder. The FSA wants cash hoarding companies to be held accountable and Pasona is still trading at lower end of its X year range. Incredible to see how little anyone cares expected to see some bid to cash rich small/mid caps today. none" [X Link](https://x.com/JapanDeepValue1/status/1980079263694180413) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-20T01:10Z 6009 followers, XXX engagements "@ACapitalLP $cvna was the only one that I was able to get over the line on due to sentiment around first brands/tricolor and overall subprime. Ofc the biz is stupid overvalued but I dont think that alone matters now but a shift in sentiment might" [X Link](https://x.com/JapanDeepValue1/status/1979434266581971423) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:27Z 6008 followers, XXX engagements "I've commented on this one in a few replies but this 7455.T (Paris Miki) is one that might be worth having a post. Not only does it check most of the boxes for Japan DeepV alue (2.8x EV/EBTIDA 0.5x P/B overcapitalized with cash nearly equal to market cap) but it also has a unique potential M&A angle. EssilorLuxotticas (the worlds largest eyewear manufacturer at $140bn) has a large holding in this tiny $100m mkt cap Paris Miki. They show up holding XXXXX% adding some in June 2024. (suspiciously. there is another holder on swap at BNP Milan that holds another XXXX% could it also be them) I'm" [X Link](https://x.com/JapanDeepValue1/status/1891347637829591081) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-02-17T04:43Z 6008 followers, 18K engagements "*TOYODA GOSEI TO LAUNCH OFFER FOR ASHIMORI AT 4140 YEN/SHARE wow big premium Toyota continues to divest. its really happening in Japan also *KATSURAGAWA ELEC. TO BE TAKEN PRIVATE IN MANAGEMENT BUYOUT AT XXX *SENKO GROUP TO PAY XXX YEN/SHARE IN TENDER OFFER FOR VERITE" [X Link](https://x.com/JapanDeepValue1/status/1953721781178839357) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-08-08T07:35Z 6008 followers, 1929 engagements "lots of love for Hikari Tsushin on JapanFitTwit anyone do work on S-Pool (2471.T)- not a deep value situation but looks like a decent free cash flow situation. "Hikari Tsushin Co. Ltd. and its joint holders' shareholding ratio in S-Pool increased from XXXXX% to 20.04%"" [X Link](https://x.com/JapanDeepValue1/status/1972512964176732628) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-09-29T04:05Z 6008 followers, 4693 engagements "@lukesdupont @himichaelhe Its XX% for standard so this falls under the threshold but JPX provides multi-year improvement periods and flexibility if the company meets other thresholds (it does). Its dumb to remain listedthe net cash alone covers the float at a multiple x premium" [X Link](https://x.com/JapanDeepValue1/status/1979435997235679419) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:34Z 6008 followers, XXX engagements "@lukesdupont @himichaelhe Interesting to see these types of articles. I think it will be impossible for situations like this to exist for many more years. We are finally moving Just need to be patient a little longer 😂" [X Link](https://x.com/JapanDeepValue1/status/1979437190552932404) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:39Z 6009 followers, XXX engagements "@lukesdupont Ive been interested in CUC post TRYT deal (the M3 ownership angle). But the biz is not great. seems like something has to happen there eventually. Will put charm on my radar" [X Link](https://x.com/JapanDeepValue1/status/1979441015967879417) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:54Z 6009 followers, XXX engagements "@WaterworldCapi1 Haha you know my weak spot is for SoftBank slides. So many gems" [X Link](https://x.com/JapanDeepValue1/status/1979722192742187321) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-19T01:32Z 6008 followers, XX engagements "@GearoidReidy this has to be the worst bull market I've ever traded in Japan. Nikkei is over XX% Softbank and Advantest now. Passives for the win. as deep value/catalyst trades are stuck doing nothing" [X Link](https://x.com/JapanDeepValue1/status/1980161327881650538) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-20T06:37Z 6009 followers, XX 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.]
@JapanDeepValue1 Japan Deep Value
Japan Deep Value posts on X about japan, over the, bearish, $9434t the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +78%
Mentions: XX #
- X Week XX +10%
- X Month XX +23%
- X Months XXX +42%
- X Year XXX +150%
Followers: XXXXX #
- X Week XXXXX +4.50%
- X Month XXXXX +6.80%
- X Months XXXXX +19%
- X Year XXXXX +63%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence countries XXXXX% finance XXXX% stocks XXXX% currencies XXXX% agencies XXXX% technology brands XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence japan 13.64%, over the 3.03%, bearish 3.03%, $9434t #40, events 1.52%, $6967t 1.52%, $5406t 1.52%, a very 1.52%, kobe 1.52%, asap XXXX%
Top accounts mentioned or mentioned by @altaycapital @lukesdupont @searching4value @phillip57216941 @himichaelhe @rocksover @willschoebs @waterworldcapi1 @silberschmelzer @taobanker @cburniske @valuedrug1 @carswellwilliam @slowlearnerr @dabao @nopeitslily @stokedonwaves @xlurkerbased @toiletkingcap @billackman
Top assets mentioned Carvana Co. (CVNA)
Top Social Posts #
Top posts by engagements in the last XX hours
"MaRkETs aRE EffIciENT. Check out this 6967.T Shinko. JIC succeeded its its Tender Offer Buyout and hold XXXX% as of 3/19. The last X% is mostly held by passives (TPX MSCI) who will sell on the deletion events. HFs often short tender in the hopes they can cover their short position at a lower price from these passive sellers. Anyone left holdings shares after the stock delists gets cash from the company in the squeeze-out at the TOB price (in this case 5920). So 6967 now trading XX% above that. my guess is that someone thought they had "secure borrow" that has now been recalled. This almost"
X Link @JapanDeepValue1 2025-03-27T05:19Z 6007 followers, 9567 engagements
"*KOBE STEEL TO PAY XXXX SHARE FOR EACH NIPPON KOSHUHA SHARE This one hurts a bit. tHinGs weRe suPPoseD tO Be ChANGiNG iN JAPAn. I have been looking at this situation for a very long time. Earnings disaster but heavily discounted to its assets and majority held by Kobe Steel-- this seemed like an easy take private situation. Currently 0.3x book -- this is where 5406 feels that it is "fair" to take this private (0.26x 5406 share swap = around 0.3x book) If the valuation is not bad enough they tell you outright what they probably should have kept behind closed doors "*KOBE STEEL TO LATER SELL"
X Link @JapanDeepValue1 2025-05-12T05:23Z 6008 followers, 2731 engagements
"Every day I am more and more convinced that almost nothing should be listed in Japan. I see these companies really finally making an effort to improve governance and shareholder returns and investors for the most part want nothing to do with it. Delist everything asap"
X Link @JapanDeepValue1 2025-02-14T05:54Z 5996 followers, 6633 engagements
"2389.T Digital Holdings. I am just a remora on the back of Silvercape and yet another "takeunder". The stock has traded well recently but this HAKUHODO TOB price of 1970 still looks bad. 2389 cash flows has a strong balance sheet with high net cash. Silvercape can block"
X Link @JapanDeepValue1 2025-09-12T00:31Z 6002 followers, 2483 engagements
"@silberschmelzer Quite rare for me to get over the line on a short thesis in a US bull market listed shitco but my goodness does CVNA tick a lot of boxes here"
X Link @JapanDeepValue1 2025-10-08T22:29Z 5995 followers, XXX engagements
"sometimes I'm my own worst enemy the exit seemed great at the time but way too early in hindsight. incredible move here if anyone is still around"
X Link @JapanDeepValue1 2025-10-09T03:52Z 5997 followers, 1188 engagements
"@DutchRojas From health care to tech nonprofit is pure theater. OpenAi is still a non profit that is pumping its private market valuation to above $500bn and wants to start selling porn ads and partnering with Walmart"
X Link @JapanDeepValue1 2025-10-17T20:19Z 6005 followers, XXX engagements
"Curious your thoughts on ABS spreads widening post tricolor/firstbrands. Im seeing 30-50bps wider which is not large but in theory if you scale that over a few quarters you get a decent hit to other GPU which has been a big portion of the YoY gross profit gains. Also any view on the short dated ROOT warrants expiring worthless Its not included in Adjusted EBITDA but should end up in EPS (as a decent quarterly decline) Steering out of my lane here but this does strike me as a potential shortso Im curious to hear bullish view from someone who is winning and understands the situation better"
X Link @JapanDeepValue1 2025-10-14T22:38Z 6007 followers, XXX engagements
"@wangzjeff Well being bearish on it vs saying that 500bn+ mkt cap might be too rich are two separate things. Few are saying its going to burn to the ground"
X Link @JapanDeepValue1 2025-10-17T23:28Z 6005 followers, XXX engagements
"I am well aware that bearish views are getting huge engagement these days and for some good reasons. I have some concerns that we are setting up for mini version of Aug 2024 for Japan risk assets. The setup is eerily similar to the point that its worth consideration. JPY is death spiraling into the somewhat misguided view that the newly elected PM will be able to influence some dovish agenda with regards to monetary policy when the econ data is supportive of rate hikes. In my view the rapid JPY decline is demonstrating the large inflow of foreign capital (CTA/Macro) similar to what we say"
X Link @JapanDeepValue1 2025-10-08T01:32Z 6009 followers, 7989 engagements
"Feels like this should matter but alas This is Japan "Japan's largest bullion retailer (Tanaka Precious Metals) has suspended sales of small gold bars after unprecedented demand wiped out inventories nationwide. Local media reported five-hour queues snaking around the company's flagship Ginza store.""
X Link @JapanDeepValue1 2025-10-16T23:00Z 6009 followers, 1137 engagements
"Institutional investors are not ignoring them in Japan. They are actively selling them.after getting stuck years ago when they developed the bad idea to look. I genuinely do think its getting better but with the latest vintage of take-unders it is getting hard to justify the liquidity and time premium of investing in small cap value Japan"
X Link @JapanDeepValue1 2025-10-17T23:25Z 6009 followers, XXX engagements
"@makemmd 2168 Pasona. Nambu is gone. Oasis is a holder. The FSA wants cash hoarding companies to be held accountable and Pasona is still trading at lower end of its X year range. Incredible to see how little anyone cares expected to see some bid to cash rich small/mid caps today. none"
X Link @JapanDeepValue1 2025-10-20T01:10Z 6009 followers, XXX engagements
"@ACapitalLP $cvna was the only one that I was able to get over the line on due to sentiment around first brands/tricolor and overall subprime. Ofc the biz is stupid overvalued but I dont think that alone matters now but a shift in sentiment might"
X Link @JapanDeepValue1 2025-10-18T06:27Z 6008 followers, XXX engagements
"I've commented on this one in a few replies but this 7455.T (Paris Miki) is one that might be worth having a post. Not only does it check most of the boxes for Japan DeepV alue (2.8x EV/EBTIDA 0.5x P/B overcapitalized with cash nearly equal to market cap) but it also has a unique potential M&A angle. EssilorLuxotticas (the worlds largest eyewear manufacturer at $140bn) has a large holding in this tiny $100m mkt cap Paris Miki. They show up holding XXXXX% adding some in June 2024. (suspiciously. there is another holder on swap at BNP Milan that holds another XXXX% could it also be them) I'm"
X Link @JapanDeepValue1 2025-02-17T04:43Z 6008 followers, 18K engagements
"*TOYODA GOSEI TO LAUNCH OFFER FOR ASHIMORI AT 4140 YEN/SHARE wow big premium Toyota continues to divest. its really happening in Japan also *KATSURAGAWA ELEC. TO BE TAKEN PRIVATE IN MANAGEMENT BUYOUT AT XXX *SENKO GROUP TO PAY XXX YEN/SHARE IN TENDER OFFER FOR VERITE"
X Link @JapanDeepValue1 2025-08-08T07:35Z 6008 followers, 1929 engagements
"lots of love for Hikari Tsushin on JapanFitTwit anyone do work on S-Pool (2471.T)- not a deep value situation but looks like a decent free cash flow situation. "Hikari Tsushin Co. Ltd. and its joint holders' shareholding ratio in S-Pool increased from XXXXX% to 20.04%""
X Link @JapanDeepValue1 2025-09-29T04:05Z 6008 followers, 4693 engagements
"@lukesdupont @himichaelhe Its XX% for standard so this falls under the threshold but JPX provides multi-year improvement periods and flexibility if the company meets other thresholds (it does). Its dumb to remain listedthe net cash alone covers the float at a multiple x premium"
X Link @JapanDeepValue1 2025-10-18T06:34Z 6008 followers, XXX engagements
"@lukesdupont @himichaelhe Interesting to see these types of articles. I think it will be impossible for situations like this to exist for many more years. We are finally moving Just need to be patient a little longer 😂"
X Link @JapanDeepValue1 2025-10-18T06:39Z 6009 followers, XXX engagements
"@lukesdupont Ive been interested in CUC post TRYT deal (the M3 ownership angle). But the biz is not great. seems like something has to happen there eventually. Will put charm on my radar"
X Link @JapanDeepValue1 2025-10-18T06:54Z 6009 followers, XXX engagements
"@WaterworldCapi1 Haha you know my weak spot is for SoftBank slides. So many gems"
X Link @JapanDeepValue1 2025-10-19T01:32Z 6008 followers, XX engagements
"@GearoidReidy this has to be the worst bull market I've ever traded in Japan. Nikkei is over XX% Softbank and Advantest now. Passives for the win. as deep value/catalyst trades are stuck doing nothing"
X Link @JapanDeepValue1 2025-10-20T06:37Z 6009 followers, XX engagements