[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.] [@EastAsiaStocks](/creator/twitter/EastAsiaStocks) "6/ Lets start with industrial gas in Japan. Margins are improving because theyve started to raise prices. Nippon Sanso is also doing the same creating a pricing umbrella in a duopolistic industry. Air Waters industrial gas EBIT margin is XXXX% (vs. Linde at 28%) long runway ahead"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944607049184432379) 2025-07-14 03:57:04 UTC 6926 followers, XXX engagements "🧵1/ Heres a Japanese large-cap idea no one talks about: Air Water (4088) Japans #2 industrial gas producer (30 % share). Trades at 9x fwd P/E and 1x P/B vs. global peers (Linde Air Liquide APD Nippon Sanso) in the low-to-high 20s P/E"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944606217508122902) 2025-07-14 03:53:45 UTC 6926 followers, 21.4K engagements "9/ Moving to governance (most important part): things are finally improving Management has ditched its empire-building past. Air Waters investments are now clearly focused on industrial gas. The new mid-term plan (MTP) also includes divestment plans for the first time"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944607468736451068) 2025-07-14 03:58:44 UTC 6925 followers, XXX engagements "5/ But this is where the pitch starts. Because were now seeing changes in everything noted above. What if Air Water is managed more rationally i.e. more focused and profitable just like its global peers"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944606879747096653) 2025-07-14 03:56:23 UTC 6925 followers, XXX engagements "Keyence is not the only interesting owner. Hikari Tsushin is behind the name and its founder Shigeta Yasumitsu owns a personal stake valued at more than XX billion yen"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1788789575827202325) 2024-05-10 04:34:03 UTC 6927 followers, XXX 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.]
@EastAsiaStocks
"6/ Lets start with industrial gas in Japan. Margins are improving because theyve started to raise prices. Nippon Sanso is also doing the same creating a pricing umbrella in a duopolistic industry. Air Waters industrial gas EBIT margin is XXXX% (vs. Linde at 28%) long runway ahead"
@EastAsiaStocks on X 2025-07-14 03:57:04 UTC 6926 followers, XXX engagements
"🧵1/ Heres a Japanese large-cap idea no one talks about: Air Water (4088) Japans #2 industrial gas producer (30 % share). Trades at 9x fwd P/E and 1x P/B vs. global peers (Linde Air Liquide APD Nippon Sanso) in the low-to-high 20s P/E" @EastAsiaStocks on X 2025-07-14 03:53:45 UTC 6926 followers, 21.4K engagements
"9/ Moving to governance (most important part): things are finally improving Management has ditched its empire-building past. Air Waters investments are now clearly focused on industrial gas. The new mid-term plan (MTP) also includes divestment plans for the first time" @EastAsiaStocks on X 2025-07-14 03:58:44 UTC 6925 followers, XXX engagements
"5/ But this is where the pitch starts. Because were now seeing changes in everything noted above. What if Air Water is managed more rationally i.e. more focused and profitable just like its global peers" @EastAsiaStocks on X 2025-07-14 03:56:23 UTC 6925 followers, XXX engagements
"Keyence is not the only interesting owner. Hikari Tsushin is behind the name and its founder Shigeta Yasumitsu owns a personal stake valued at more than XX billion yen" @EastAsiaStocks on X 2024-05-10 04:34:03 UTC 6927 followers, XXX engagements