# ![@japan_cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1057847853215735808.png) @japan_cap 🇯🇵 Japan Small-Cap Investor

🇯🇵 Japan Small-Cap Investor posts on X about japan, stocks, market cap, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1057847853215735808/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:interactions.svg)

- [--] Week [-----] -39%
- [--] Month [-----] +549%
- [--] Months [------] +32%
- [--] Year [------] -6.60%

### Mentions: [--] [#](/creator/twitter::1057847853215735808/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:posts_active.svg)

- [--] Week [--] +46%
- [--] Month [--] +127%
- [--] Months [--] +128%
- [--] Year [--] +12%

### Followers: [-----] [#](/creator/twitter::1057847853215735808/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:followers.svg)

- [--] Week [-----] +7.90%
- [--] Month [-----] +11%
- [--] Months [-----] +17%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1057847853215735808/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  100% [finance](/list/finance)  99% [automotive brands](/list/automotive-brands)  3% [technology brands](/list/technology-brands)  2% [currencies](/list/currencies)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[japan](/topic/japan) 25%, [stocks](/topic/stocks) 20%, [market cap](/topic/market-cap) #1306, [dividend](/topic/dividend) #776, [$9435t](/topic/$9435t) 6%, [investment](/topic/investment) 6%, [paint](/topic/paint) 3%, [ai](/topic/ai) 3%, [strong](/topic/strong) 3%, [cosmos](/topic/cosmos) #732

**Top accounts mentioned or mentioned by**
[@altaycapital](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@zakariyakhwaja](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@govro12](/creator/undefined) [@capitaloptimism](/creator/undefined) [@raphaelvignes](/creator/undefined) [@carswellwilliam](/creator/undefined) [@japangurux](/creator/undefined) [@finhubiq](/creator/undefined) [@jamiehalse](/creator/undefined) [@benpettigrew](/creator/undefined) [@sutjeinvestor](/creator/undefined) [@capitalemployed](/creator/undefined) [@bulldawg_89](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/google) [CyberConnect (CYBER)](/topic/cyber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Lonseal Corporation (4224.T) 9M FY3/2026 (Apr-Dec) consolidated ordinary profit surged +42.1% YoY to 1.08B achieving 90.0% of full-year guidance (1.2B) well above the 5-yr avg progress of 77.2%"  
[X Link](https://x.com/japan_cap/status/2019704790956347876)  2026-02-06T09:28Z [----] followers, [---] engagements


"Q3 (Oct-Dec) ordinary profit +16.1% YoY to 470M with operating margin improving from 6.1% 7.6%"  
[X Link](https://x.com/japan_cap/status/2019704854286074125)  2026-02-06T09:28Z [----] followers, [---] engagements


"Isamu Paint [----] TSE Standard Released Q3 (AprDec) FY3/2026 earnings in the Feb [--] afternoon session. Consolidated ordinary profit +23.5% YoY to [---] million Already 107.6% of full-year guidance (778M) Well above 5-year average progress of 88.3%"  
[X Link](https://x.com/japan_cap/status/2019627391610671602)  2026-02-06T04:21Z [----] followers, [----] engagements


"Advanced Media [----] TSE Growth Feb [--] earnings: Q3 cum. OP -0.8% YoY to 1.04B (57.8% progress above 5-yr avg 53.1%). Oct-Dec alone: OP +70.6% to 490M op. margin 16.0% 24.2% surge"  
[X Link](https://x.com/japan_cap/status/2019628128193376731)  2026-02-06T04:24Z [----] followers, [---] engagements


"Lonseal Corporation (4224) Market Cap: [---] billion PER (Fwd): 11.52x PBR: 0.47x Dividend Yield (Fwd): 3.5% ROE (Fwd): 4.11% ROA (Fwd): 3.02%"  
[X Link](https://x.com/japan_cap/status/2019932029853528422)  2026-02-07T00:31Z [----] followers, [---] engagements


"Advanced Media Inc. (3773) Market Cap: [----] billion PER (Fwd): 13.09x PBR: 1.36x Dividend Yield (Fwd): 2.56% ROE (Fwd): 10.35% ROA (Fwd): 8.52%"  
[X Link](https://x.com/japan_cap/status/2019932274133987618)  2026-02-07T00:32Z [----] followers, [---] engagements


"Isamu Paint Co. Ltd. (4624) Market Cap: [---] billion PER (Fwd): 13.92x PBR: 0.44x Dividend Yield (Fwd): 1.22% ROE (Fwd): 3.13% ROA (Fwd): 2.57%"  
[X Link](https://x.com/japan_cap/status/2019932784203300892)  2026-02-07T00:34Z [----] followers, [---] engagements


"Nanshin [----] TSE-S reported Q3 FY3/26 results after close Feb [--]. 9M ordinary profit surged [---] YoY to 186M. But full-year forecast cut: 400M 350M (+42.3% vs prior +62.6%)"  
[X Link](https://x.com/japan_cap/status/2019933164203069499)  2026-02-07T00:36Z [----] followers, [---] engagements


"Nansin Co. Ltd. (7399) Market Cap: [---] billion PER (Fwd): 13.7x PBR: 0.34x Dividend Yield (Fwd): 3.25% ROE (Fwd): 2.51% ROA (Fwd): 2.08% Even after the downward revision this stock still looks undervalued"  
[X Link](https://x.com/japan_cap/status/2019933564411019697)  2026-02-07T00:37Z [----] followers, [---] engagements


"Fushiki Kairiku Unso [----] announced earnings on Feb [--]. FY26/6 1H ordinary profit rose 22.8% YoY to 820M (beat prior -25.1% forecast). Full-year forecast revised up from 1B to 1.4B (+19.5% YoY) on track for record high profit in [--] years"  
[X Link](https://x.com/japan_cap/status/2021116401751384203)  2026-02-10T06:57Z [----] followers, [---] engagements


"Mass Holding Report [----] Advanced Media Inc. Ivy filed on Nov [--] 2025: 5.01% stake. Likely tied to Hikari Tsushin. Japanese-specialized AI voice SaaS with unique dataI've been watching it. [----] 20251112() 15:48 5.01% # https://t.co/RPC96863M0 [----] 20251112() 15:48 5.01% # https://t.co/RPC96863M0"  
[X Link](https://x.com/japan_cap/status/1988535301489205280)  2025-11-12T09:12Z [----] followers, [---] engagements


"ISB Corp (9702.T) earnings out: FY25/12 op. profit down 17.6% YoY to 2.38B but FY26/12 expected to jump 27.9% to 3.05B new all-time high after [--] years. [--] consecutive years of revenue growth"  
[X Link](https://x.com/japan_cap/status/2022248118759436390)  2026-02-13T09:54Z [----] followers, [---] engagements


"ISB Corp (9702.T) Market Cap: 20.8B PER (Forecast): 12.36x PBR: 1.5x Dividend Yield (Forecast): 3.02% ROE (Forecast): 12.13% ROA (Forecast): 8.22%"  
[X Link](https://x.com/japan_cap/status/2022248499711205734)  2026-02-13T09:56Z [----] followers, [---] engagements


"Iwabuchi Corporation (5983.T) earnings out: 9M FY3/26 (Apr-Dec) consolidated operating profit surged 81.6% YoY to 1.24B reaching 92.8% of full-year guidance (1.33B) well above 5-yr avg progress of 80.8%"  
[X Link](https://x.com/japan_cap/status/2022248977543188928)  2026-02-13T09:58Z [----] followers, [---] engagements


"Iwabuchi Corporation ( 5983.T) Market Cap: [----] billion Forecast PER: 15.59x PBR: 0.68x Forecast Dividend Yield: 2.35% Forecast ROE: 4.38% Forecast ROA: 3.32%"  
[X Link](https://x.com/japan_cap/status/2022249071008977179)  2026-02-13T09:58Z [----] followers, [---] engagements


"Takase [----] TSE Standard reported strong Q3 results today. AprDec ordinary profit doubled YoY to [---] million (2.0). Progress vs full-year plan (230M): 82.6% already above the 5-year average of 79.4%"  
[X Link](https://x.com/japan_cap/status/2022306159903101094)  2026-02-13T13:45Z [----] followers, [---] engagements


"New Cosmos Electric Co. Ltd. ( 6824.T) earnings out: 9M FY3/26 (Apr-Dec) consolidated operating profit rose 24.9% YoY to 5.9B. Full-year forecast raised sharply: 5.72B 7.48B (+30.8% upward revision) profit growth now 37.2% YoY (vs prior 4.9%)"  
[X Link](https://x.com/japan_cap/status/2022249711194018016)  2026-02-13T10:01Z [----] followers, [---] engagements


"New Cosmos Electric Co. Ltd. (6824.T) Market Cap: [----] billion Forecast PER: 14.71x PBR: 1.03x Forecast Dividend Yield: 1.68% Forecast ROE: 7.00% Forecast ROA: 4.96%"  
[X Link](https://x.com/japan_cap/status/2022249785529614534)  2026-02-13T10:01Z [----] followers, [---] engagements


"Takase (9087) Market Cap: [---] billion Forecast PER: 16.6x PBR: 0.4x Forecast Dividend Yield: 2.28% Forecast ROE: 2.4% Forecast ROA: 1.86%"  
[X Link](https://x.com/japan_cap/status/2022306393307635913)  2026-02-13T13:46Z [----] followers, [---] engagements


"BOJ to Reduce JGB Purchases Long-Term Interest Rates Hit Highest Level This Year Long-term interest rate temporarily rises to 0.940% https://www.nikkei.com/article/DGKKZO80639090T10C24A5EA1000/ https://www.nikkei.com/article/DGKKZO80639090T10C24A5EA1000/"  
[X Link](https://x.com/japan_cap/status/1790163730275455105)  2024-05-13T23:34Z [----] followers, [---] engagements


"@AltayCapital Diversification is important. Even if a stock is good in the long term it has high volatility in short-term performance"  
[X Link](https://x.com/japan_cap/status/1790227000520819093)  2024-05-14T03:45Z [----] followers, [--] engagements


"Money moving away from China for Japanese stocks: US stance towards China hardening. Foreign investors focus on "relative advantage" I believe that Japanese stocks are relatively undervalued due in part to the weak yen. https://www.nikkei.com/article/DGKKZO82246600S4A720C2EN8000/ https://www.nikkei.com/article/DGKKZO82246600S4A720C2EN8000/"  
[X Link](https://x.com/japan_cap/status/1815508737005961384)  2024-07-22T22:06Z [----] followers, [---] engagements


"@capitaloptimism Japanese stocks only. I'm not sure about U.S. stocks"  
[X Link](https://x.com/japan_cap/status/1819527199269298571)  2024-08-03T00:14Z [----] followers, [--] engagements


"@Zakariya_Khwaja As for domestic Japanese stocks I am positive because earnings are expected to improve due to lower costs"  
[X Link](https://x.com/japan_cap/status/1820229544034566652)  2024-08-04T22:45Z [----] followers, [--] engagements


"@Zakariya_Khwaja On the other hand the deficit in the balance of services due to foreign-owned services (Amazon Google etc.) is serious and structurally I do not think the trend of yen depreciation will change"  
[X Link](https://x.com/japan_cap/status/1820229782501802029)  2024-08-04T22:46Z [----] followers, [--] engagements


"@RaphaelVignes There are not many signs of vitality in the Japanese market as a whole but many individual stocks are too low. As far as business confidence is concerned real wages have started to rise so business confidence is not bad. The unemployment rate is also low due to labor shortages"  
[X Link](https://x.com/japan_cap/status/1821306997381460037)  2024-08-07T22:06Z [----] followers, [--] engagements


"Japan's overseas assets are now the main source of income. Trade deficit made up for by visitors to Japan https://www.nikkei.com/article/DGKKZO82671640Y4A800C2EP0000/ https://www.nikkei.com/article/DGKKZO82671640Y4A800C2EP0000/"  
[X Link](https://x.com/japan_cap/status/1821670212879708387)  2024-08-08T22:09Z [----] followers, [---] engagements


"The primary income balance surplus which represents the return on investment reached a record [-----] trillion yen. The trade balance remained in the red. Japan is no longer a model that earns money from exports but is more like an investment company"  
[X Link](https://x.com/japan_cap/status/1821670965639798951)  2024-08-08T22:12Z [----] followers, [---] engagements


"Why KKR of the U.S. acquired the former Hitachi Transport System Ltd. for a huge [---] billion yen KKR Japan President: "Japanese logistics companies have potential. https://diamond.jp/articles/-/348817 https://diamond.jp/articles/-/348817"  
[X Link](https://x.com/japan_cap/status/1830568523221090360)  2024-09-02T11:28Z [----] followers, [---] engagements


"Sold a few stocks that had a high rate of decline during the August plunge while continuing to hold those that were more resistant to the decline. Increased short positions in overvalued growth stocks for hedging"  
[X Link](https://x.com/japan_cap/status/1831116793127338221)  2024-09-03T23:47Z [----] followers, [---] engagements


"I think now is the time to be patient. The basics are to continue holding small-cap stocks that are extremely cheap and have limited downside. And short selling stocks that are expensive and have a lot of credit purchases"  
[X Link](https://x.com/japan_cap/status/1832216295393419395)  2024-09-07T00:36Z [----] followers, [---] engagements


"The U.S. economy seems to be feeling better at the consumer level but related indicators of business activity have deteriorated considerably. Is this temporary Are there any signs of a revival in the wake of the election campaign"  
[X Link](https://x.com/japan_cap/status/1832395008076607558)  2024-09-07T12:26Z [----] followers, [---] engagements


"LRT related stocks a decisive factor in the revitalization of local cities Kinki Sharyo [----] TSE S has delivered LRVs to Hiroshima Electric Railway [----] TSE S and jointly developed Japan's first full-flat LRV in December [----]. https://kabutan.jp/news/marketnews/&b=n202409191080 https://kabutan.jp/news/marketnews/&b=n202409191080"  
[X Link](https://x.com/japan_cap/status/1836735061158404225)  2024-09-19T11:52Z [----] followers, [---] engagements


"The company has an extensive track record of overseas deliveries having delivered LRVs to Los Angeles and Seattle in the United States"  
[X Link](https://x.com/japan_cap/status/1836735161360400758)  2024-09-19T11:52Z [----] followers, [---] engagements


"I have suggested several times to a certain small-cap company that they should actively promote IR is moving quite slowly but they are taking it seriously perhaps due to pressure from the TSE. http://activities.It http://activities.It"  
[X Link](https://x.com/japan_cap/status/1837276970847195214)  2024-09-20T23:45Z [----] followers, [---] engagements


"After all the market is now under strong downward pressure. Will be necessary to pull into stocks with low beta or cheap P/B ratios. In the medium to long term would like to pick up export-related stocks but domestic demand-related stocks may be stronger in the short term"  
[X Link](https://x.com/japan_cap/status/1839839350999359897)  2024-09-28T01:27Z [----] followers, [---] engagements


"The following are investment themes related to the new Japanese Prime Minister Mr. Ishiba Disaster prevention Regional development National security Cyber security National defense Renewable Energy"  
[X Link](https://x.com/japan_cap/status/1839840673945813373)  2024-09-28T01:32Z [----] followers, [---] engagements


"The themes are characterized by a weak sense of novelty and innovation with a strong emphasis on conservatism"  
[X Link](https://x.com/japan_cap/status/1839840721165267215)  2024-09-28T01:33Z [----] followers, [---] engagements


"The new Prime Minister Ishiba is a geek who likes trains so I expect railway-related matters as well"  
[X Link](https://x.com/japan_cap/status/1839842289742647560)  2024-09-28T01:39Z [----] followers, [---] engagements


"The short sale ratio is quite high at 45.6%. A vicious cycle has begun as expectations for a weaker yen and monetary easing have faded"  
[X Link](https://x.com/japan_cap/status/1840664741238481364)  2024-09-30T08:07Z [----] followers, [---] engagements


"This year low PBR stocks drew significant attention in the first half and I successfully rode the wave. However the market crash in August forced me to focus on survival"  
[X Link](https://x.com/japan_cap/status/1863034520443986063)  2024-12-01T01:36Z [----] followers, [---] engagements


"Data center and generative AI stocks are promising but overpriced with high leverage. If the market turns they could drop fastprime for shorting"  
[X Link](https://x.com/japan_cap/status/1870088036102586646)  2024-12-20T12:45Z [----] followers, [---] engagements


"Japans [----] nominal GDP per capita fell to $33849 ranking 22nd in the OECD behind South Korea. A weak yen and low productivity weigh heavily. https://www.nikkei.com/article/DGKKZO85671140T21C24A2EP0000/ https://www.nikkei.com/article/DGKKZO85671140T21C24A2EP0000/"  
[X Link](https://x.com/japan_cap/status/1871692338344653043)  2024-12-24T23:00Z [----] followers, [---] engagements


"Looking at benchmarks such as BBB corporate bond yields 10-year bond yields and 2-year bond yields there is a significant gap compared to equity earnings yields. https://www.bloomberg.co.jp/news/articles/2025-01-07/SPQ0CWT1UM0W00srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-01-07/SPQ0CWT1UM0W00srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1876697863465611333)  2025-01-07T18:30Z [----] followers, [---] engagements


"The current market seems to favor a strategy that combines short-selling overvalued stocks with investing in value stocks that have limited downside potential"  
[X Link](https://x.com/japan_cap/status/1876773200253550793)  2025-01-07T23:29Z [----] followers, [---] engagements


"The economy remains resilient but inflation pressures persist keeping interest rates elevated. This leads to rising debt levels across businesses households and the government which could weigh on future growth"  
[X Link](https://x.com/japan_cap/status/1878619104099369441)  2025-01-13T01:44Z [----] followers, [---] engagements


"If US tariffs aim to lower interest rates but Chinas US bond sales raise them the US may stay tough on China. Plausible scenario Yes"  
[X Link](https://x.com/japan_cap/status/1909751583854018936)  2025-04-08T23:33Z [----] followers, [---] engagements


"Keihins 30% dividend payout goal by [----] is too slow & modest vs industry. PBR/ROE targets lack clear milestones. Urge faster specific shareholder return & stock price measures"  
[X Link](https://x.com/japan_cap/status/1920358754757063113)  2025-05-08T06:03Z [----] followers, [---] engagements


"Nippon Pallet Pool [----] announced earnings post-market on May [--]. FY25/3 recurring profit fell 46.1% to 471M but FY26/3 is forecast to surge 55.0% to 730M. Dividend raised from [--] to [--] for FY25 with FY26 at [--] up [--]. https://finance.yahoo.co.jp/news/detail/40d86133d18f675a2cfcad946f38062c58302953 https://finance.yahoo.co.jp/news/detail/40d86133d18f675a2cfcad946f38062c58302953"  
[X Link](https://x.com/japan_cap/status/1920368321863532544)  2025-05-08T06:41Z [----] followers, [---] engagements


"@CarswellWilliam @AltayCapital @japan_guru_x @JapanDeepValue1 Thanks for sharing It didnt hit my screening criteria so I hadnt considered investing. Still the semiconductor equipment filter business sounds intriguing and thematic"  
[X Link](https://x.com/japan_cap/status/1922122563720806523)  2025-05-13T02:51Z [----] followers, [---] engagements


"What should be done in response to an IR representative stating that due to fair disclosure (FD) considerations they will not answer any individual questions and directing to check the IR page"  
[X Link](https://x.com/japan_cap/status/1924268342992666779)  2025-05-19T00:58Z [----] followers, [---] engagements


"Congrats to Kinki Sharyo (7122) for the design awards JR West's [---] series YAKUMO and Kintetsu 8A have won prestigious awards. Kinki Sharyo is well-regarded in the industry for its design excellence. JR west [---] series YAKUMO and Kintetsu 8A has been prized JR2738A https://t.co/s7SLBBAZBb JR west [---] series YAKUMO and Kintetsu 8A has been prized JR2738A https://t.co/s7SLBBAZBb"  
[X Link](https://x.com/japan_cap/status/1925529097838764050)  2025-05-22T12:28Z [----] followers, [----] engagements


"Overseas activists target Japanese warehouse stocks eyeing real estate value. Mitsui Warehouse up 57% Senko G 29%. Warehouse index outperforms TOPIX up 20%+ in H1 [----]. https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1937660133498323047)  2025-06-24T23:52Z [----] followers, [----] engagements


"US Q1 GDP revised down to -0.5% personal consumption at post-COVID low of +0.31%. Continuing jobless claims hit 1.974M highest since Nov [----]. Summer market volatility looms"  
[X Link](https://x.com/japan_cap/status/1938763620047036753)  2025-06-28T00:57Z [----] followers, [---] engagements


"Currently short positions outweigh long positions. Whether this strategy is misguided depends on the market's movement over the next month"  
[X Link](https://x.com/japan_cap/status/1939505234461720784)  2025-06-30T02:04Z [----] followers, [---] engagements


"@shravanrayhaan I target overvalued stocks with high margin buying and institutional short interest. Unsustainable or fragile business models are also prime short-selling targets"  
[X Link](https://x.com/japan_cap/status/1939982495594029533)  2025-07-01T09:40Z [----] followers, [--] engagements


"@shravanrayhaan For short selling I avoid stocks with market caps below $10bn targeting only those with significant scale and institutional short interest"  
[X Link](https://x.com/japan_cap/status/1939982552376516766)  2025-07-01T09:40Z [----] followers, [--] engagements


"Certain low-PBR stocks have become popular and surged rapidly so Ive partially sold them. Im planning to shift funds to stocks that havent yet gained popularity"  
[X Link](https://x.com/japan_cap/status/1943469959444860984)  2025-07-11T00:38Z [----] followers, [---] engagements


"@AltayCapital Johnson & Johnson's order trends are hard to predict but I believe it's definitely undervalued. I didn't quite understand why the packaging business has such low profit margins"  
[X Link](https://x.com/japan_cap/status/1944555220358541628)  2025-07-14T00:31Z [----] followers, [---] engagements


"Japan's core CPI rose 3.3% in June marking [--] months above 3%. Energy prices slowed growth but food prices surged. Core-core CPI hit 3.4%. Bank of Japan may revise [----] CPI forecast upward. https://www.bloomberg.co.jp/news/articles/2025-07-17/SZIWMZDWRGG000srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-07-17/SZIWMZDWRGG000srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1946006831203262718)  2025-07-18T00:39Z [----] followers, [---] engagements


"Japanese bond yields hit 1.62% a 17-year high as selling continues. Expectations of early BOJ rate hikes and U.S. market uncertainty drive the surge"  
[X Link](https://x.com/japan_cap/status/1960290223918555616)  2025-08-26T10:36Z [----] followers, [---] engagements


"@FinHubIQ @JapanDeepValue1 @AltayCapital @govro12 I'm also interested in the perspective of how foreign investors move due to the impact of foreign exchange. Shrinking US-Japan interest rate gap due to US rate cuts and Japan's cautious rate hikes plus potential US economic slowdown under Trump policies may boost yen demand"  
[X Link](https://x.com/japan_cap/status/1963165729647460435)  2025-09-03T09:02Z [----] followers, [--] engagements


"New Cosmos Electric (6824) doubles North American production of residential gas alarms due to mandatory installation demand.  https://t.co/fBSO6EycXQ  https://t.co/fBSO6EycXQ"  
[X Link](https://x.com/japan_cap/status/1966472610428183008)  2025-09-12T12:03Z [----] followers, [---] engagements


"Sanae Takaichis Japan PM bid sparks investment themes: - Defense & Cybersecurity - Semiconductors & AI - Nuclear Fusion & Energy - Cool Japan & Inbound Travel - Infrastructure & Construction - Local Retail & Logistics - Regional Finance"  
[X Link](https://x.com/japan_cap/status/1974954324502708586)  2025-10-05T21:46Z [----] followers, [---] engagements


"Doubts grow over the yen's status as a safe-haven asset with investors shifting to gold amid global uncertainty. The yen's decline hitting an 8-month low this week may accelerate after Sanae Takaichi's unexpected LDP leadership win. https://www.bloomberg.co.jp/news/articles/2025-10-08/T3U6LDGOYMTC00 https://www.bloomberg.co.jp/news/articles/2025-10-08/T3U6LDGOYMTC00"  
[X Link](https://x.com/japan_cap/status/1976078080251920701)  2025-10-09T00:11Z [----] followers, [---] engagements


"Intel and [--] Japanese Companies to Jointly Develop Semiconductor Production Process Automation https://www3.nhk.or.jp/news/html/20240507/k10014442091000.html https://www3.nhk.or.jp/news/html/20240507/k10014442091000.html"  
[X Link](https://x.com/japan_cap/status/1787730789641363792)  2024-05-07T06:26Z [----] followers, [---] engagements


"I'm happy to see Miraial's name among such great companies. Omron Sharp Shin-Etsu Polymer Symphonia Technology SEMI Japan Daifuku Hirata Machinery FUJI Mitsubishi Research Institute Miraial Murata Machinery Yamaha Motor Resonac Holdings RORZE"  
[X Link](https://x.com/japan_cap/status/1787731396292944281)  2024-05-07T06:29Z [----] followers, [---] engagements


"Top US Treasury holders (Dec 2024): [--]. Japan $1.06T [--]. China $759B [--]. UK $723B [--]. Luxembourg $424B [--]. Caymans $419B. Japan leads"  
[X Link](https://x.com/japan_cap/status/1909156965772853468)  2025-04-07T08:11Z [----] followers, [---] engagements


"Kintetsu Group Mid-Term Plan 2028: Boost Abeno Ise-Shima value inbound tourism global business. Target 2028: profit 100B debt 1T ROIC 4.5%. Aim for growth shareholder returns. https://www.kintetsu-g-hd.co.jp/lang/english/ir/data/Kintetsu%20Group%20Long-Term%20Vision%202035%20and%20Medium-Term%20Management%20Plan%202028_v2.pdf https://www.kintetsu-g-hd.co.jp/lang/english/ir/data/Kintetsu%20Group%20Long-Term%20Vision%202035%20and%20Medium-Term%20Management%20Plan%202028_v2.pdf"  
[X Link](https://x.com/japan_cap/status/1930426218178064884)  2025-06-05T00:47Z [----] followers, [---] engagements


"Japan Inc. to tackle 100T yen cash pile with governance code revision. Takaichi keen. Tailwind for value stock investors https://www.nikkei.com/article/DGXZQOUB206F20Q5A021C2000000/n_cid=SNSTW005 https://www.nikkei.com/article/DGXZQOUB206F20Q5A021C2000000/n_cid=SNSTW005"  
[X Link](https://x.com/japan_cap/status/1980782995557736736)  2025-10-21T23:47Z [----] followers, [---] engagements


"Margin buying piling up 📈 10/24: Buy 4.44T yen Short 975B yen. Margin ratio [----] not overly heated"  
[X Link](https://x.com/japan_cap/status/1983143867961454843)  2025-10-28T12:08Z [----] followers, [---] engagements


"@AltayCapital In value investing a net-net with consistent profitability and both revenue and earnings growth does pop up from time to timewhen you find one it screams "load up big." But you're absolutely right about diversification black swan events can strike even the strongest picks"  
[X Link](https://x.com/japan_cap/status/1986314298730422491)  2025-11-06T06:06Z [----] followers, [---] engagements


"Margin imbalance flashing red: Shorts plunged 14% to 816B while longs surged 5% to 4.7T"  
[X Link](https://x.com/japan_cap/status/1988387206172733657)  2025-11-11T23:23Z [----] followers, [---] engagements


"Iwabuchi (5983) announced an upward revision and dividend increase. I couldn't buy much due to low liquidity and high per-share price"  
[X Link](https://x.com/japan_cap/status/1988868589168787687)  2025-11-13T07:16Z [----] followers, [---] engagements


"@AltayCapital Absolutelyviewing low competition as a structural edge is a solid framework. Especially when you have the capital base and risk tolerance to weather the volatility the advantage compounds significantly"  
[X Link](https://x.com/japan_cap/status/1988896109968707793)  2025-11-13T09:05Z [----] followers, [---] engagements


"Cosmo Bio(3386) successfully produced brazzein a natural sweet protein [-------] sweeter than sugar using its chicken egg bioreactor platform achieving low-cost high-volume manufacturing of the functional protein. https://ssl4.eir-parts.net/doc/3386/tdnet/2716759/00.pdf https://ssl4.eir-parts.net/doc/3386/tdnet/2716759/00.pdf"  
[X Link](https://x.com/japan_cap/status/1989134199149011323)  2025-11-14T00:52Z [----] followers, [---] engagements


"This is quietly revolutionary for the future of natural sweeteners"  
[X Link](https://x.com/japan_cap/status/1989134232103583763)  2025-11-14T00:52Z [----] followers, [---] engagements


"Logistics stocks performing steadily. - Fundamentally undervalued - Gasoline provisional tax cut (25 yen/L) expected to reduce fuel costs and support margins - Positive impact likely for trucking and transportation firms A quiet but meaningful tailwind for domestic names. @AltayCapital For logistics companies the following are on my mind: Keihin Tohbu Network Okayamaken Freight Transportation For companies related to logistics I'm interested in the following: Nansin I think you are already covering that stock. @AltayCapital For logistics companies the following are on my mind: Keihin Tohbu"  
[X Link](https://x.com/japan_cap/status/1990582462041501719)  2025-11-18T00:46Z [----] followers, [---] engagements


"BofA survey: 2/3 of global fund managers expect the Japanese Yen to deliver the highest return among major currencies next year citing undervaluation + expectations of BoJ/MoF intervention"  
[X Link](https://x.com/japan_cap/status/1990912003863728536)  2025-11-18T22:36Z [----] followers, [---] engagements


"You're probably the first person in the world who seriously dug into Isamu Paint (4624) even most Japanese investors have completely forgotten about this name lol. Isamu Paint (4624) - A Dirt cheap double net-net I wrote up today. A very cheap name with [--] years of consistent profitability. Free to read on the 'Stack like usual. It's a basket sized position for me. Small and illiquid. Hikari Tsushin owns a tiny amount (2.1%) https://t.co/7suOjXQBIw Isamu Paint (4624) - A Dirt cheap double net-net I wrote up today. A very cheap name with [--] years of consistent profitability. Free to read on"  
[X Link](https://x.com/japan_cap/status/1996746688900616574)  2025-12-05T01:01Z [----] followers, [----] engagements


"However since I'm not an AI expert I might be wrong about the extent of their technological or data advantages so I'm a little anxious about that"  
[X Link](https://x.com/japan_cap/status/2000838966095032494)  2025-12-16T08:02Z [----] followers, [---] engagements


"Advanced Media (3773.T) Key Metrics Snapshot - Market Cap: 18.7B - Forward PER: 11.4x - PBR: 1.24x (Since 2010: Range 0.66x 8.94x) - Expected Dividend Yield: 2.94% - Forecast ROE: 10.85% - Forecast ROA: 8.73%"  
[X Link](https://x.com/japan_cap/status/2001076111049154586)  2025-12-16T23:44Z [----] followers, [---] engagements


"@JamieHalse That's right. High tech & unique founder but low awareness. Tech: Proprietary "AmiVoice" engine co-developed with Carnegie Mellon spin-off team. Background: Mr. Suzuki dropped out of Kyoto Univ grad school worked at Toyo Engineering completed knowledge engineering in US"  
[X Link](https://x.com/japan_cap/status/2001202201801449539)  2025-12-17T08:06Z [----] followers, [---] engagements


"Current status: PBR has remained in the 0.3x range over the past [--] fiscal years significantly below 1.0x. PER showing recovery since FY2023 due to improved profitability and enhanced IR activities"  
[X Link](https://x.com/japan_cap/status/2003353886661443638)  2025-12-23T06:36Z [----] followers, [---] engagements


"It seems that capital inflows into Japanese value stocks are picking up amid the rising interest rate environment"  
[X Link](https://x.com/japan_cap/status/2008741469566435816)  2026-01-07T03:24Z [----] followers, [---] engagements


"@AltayCapital I looked into Takase (9087) and wow it's ridiculously undervalued. The market value of the land they own is just insane. The core logistics business isn't particularly impressive but at least it's not losing money and generates stable profits which is also attractive"  
[X Link](https://x.com/japan_cap/status/2010885518666661976)  2026-01-13T01:24Z [----] followers, [---] engagements


"Ichikawa (3513) Market Cap: [----] billion yen Forecast PER: 14.74x PBR: 0.57x Forecast dividend yield: 2.6%"  
[X Link](https://x.com/japan_cap/status/2010970972057428471)  2026-01-13T07:03Z [----] followers, [---] engagements


"Nikkei futures are down nearly [----] yen (-2.5%) Sunday Dow also down close to [---] points (-1.4%) With margin long positions (credit buying) having built up significantly we might see either a sharp rapid correction or a slow grinding decline"  
[X Link](https://x.com/japan_cap/status/2013568465895084536)  2026-01-20T11:05Z [----] followers, [---] engagements


"According to reports the edge AI market is projected to hit $25.65B in [----] and grow at a CAGR of 20% reaching $143.06B by [----]. Fueled by generative AI boom semiconductor advances and on-site tech shifts edge AI is now in high demand and attracting huge attention"  
[X Link](https://x.com/japan_cap/status/2013812760342098368)  2026-01-21T03:15Z [----] followers, [---] engagements


"Added Toyo Technica (8151) to my portfolio at the start of the year. Not undervalued but strong thematic appeal: defense quantum computing autonomous driving marine-related etc. Specialized trading firm increasingly developing its own products"  
[X Link](https://x.com/japan_cap/status/2014301634319573115)  2026-01-22T11:38Z [----] followers, [---] engagements


"Long-established player in vinyl processing with steady replacement/renovation cycles in buildings and transportation. Low glamour high stability appeal"  
[X Link](https://x.com/japan_cap/status/2017540995819442490)  2026-01-31T10:10Z [----] followers, [---] engagements


"Market Cap [---] billion yen Forecast PER [-----] PBR [----] Forecast Dividend 3.55% Forecast ROE 4.19%"  
[X Link](https://x.com/japan_cap/status/2017541599023308819)  2026-01-31T10:12Z [----] followers, [---] engagements


"@Ben_Pettigrew @ValueInvestJpn I would like to do a little research into Hikari Tsushin's investment strategy"  
[X Link](https://x.com/japan_cap/status/1772586941877248259)  2024-03-26T11:30Z [----] followers, [---] engagements


"In Japanese stock investment I believe that undervalued stocks capable of earning foreign currency are promising in the medium to long term. Although the yen is currently strong the trend towards a weaker yen remains unchanged"  
[X Link](https://x.com/japan_cap/status/1838548108172578978)  2024-09-24T11:56Z [----] followers, [---] engagements


"I hold this stock in my portfolio too. I often find my picks overlapping with Hikari Tsushin's"  
[X Link](https://x.com/japan_cap/status/1912130137094836731)  2025-04-15T13:05Z [----] followers, [---] engagements


"@ValueInvestJpn I am also researching now but the following stocks would be the major ones. [----] Mitsubishi Electric [----] Fuji Electric [----] Sanken Electric"  
[X Link](https://x.com/japan_cap/status/1762982404510363993)  2024-02-28T23:25Z [----] followers, [---] engagements


"@ValueInvestJpn Hikari Tsushin specializes in undervalued stocks so I have a different impression from Berkshire in terms of the company's long-term growth potential. However with the recent trend of improving PBR I think the performance is quite good"  
[X Link](https://x.com/japan_cap/status/1770367010733777342)  2024-03-20T08:29Z [----] followers, [---] engagements


"Companies that I think look good sometimes have similar names on their list of major shareholders. Specifically it is the name of Hikari Tsushin Interactive Broker or a specific individual. They probably have similar screening and preferences"  
[X Link](https://x.com/japan_cap/status/1770335376722284842)  2024-03-20T06:23Z [----] followers, [----] engagements


"@Sutjeinvestor @Govro12 Sounds like an interesting business. Hikari Tsushin is also a shareholder and the PBR is a bit high but I will take a look. I like the pump business too"  
[X Link](https://x.com/japan_cap/status/1838721439006101814)  2024-09-24T23:25Z [----] followers, [---] engagements


"Hikari Tsushin filed for Property Data Bank (4389) on Apr [--] [----] raising its stake from 10.24% to 11.83% as of Apr [--] for investment. Its been increasing its share in real estate SaaS lately"  
[X Link](https://x.com/japan_cap/status/1912129835729637707)  2025-04-15T13:04Z [----] followers, [----] engagements

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