[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.] [@RocksOver](/creator/twitter/RocksOver) "Been absent a while. Still love $BUR. Mega long coal (mostly $AMR; $WHC.AX) and tin ($AFM). Japanese net nets and other cheap names such as Sankyo $6417.T. And recently started assembling a HK deep value basket (pray for my soul)"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1768527948225876279) 2024-03-15 06:41:35 UTC 5022 followers, 5733 engagements "I finally got around to taking a look at Sonocom ($7902.T). Cheapest stock I have ever seen that is not an obvious fraud. Sonocom is a net-net trading at 2/3 of NCAV and just one-third of book. It has TWICE its market cap in net cash and securities holdings. Its core business must be a disaster right"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1944254466615914660) 2025-07-13 04:36:01 UTC 5026 followers, 86.5K engagements "Heres another dirt cheap Japanese stock that I passed on. Zett Corp ($8135.T). Maker of sports equipment (baseballs gloves etc) with a $56m market cap. Trades below 0.6x book and 3x earnings with XXX% of its market cap in cash and securities. Not a great business but has been consistently profitable and cash flow positive for past decade"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1946045632986378744) 2025-07-18 03:13:29 UTC 5015 followers, 14.6K engagements "I finally got around to starting a blog on the forbidden site. My first post is on Japanese pachinko machine maker Sankyo $6417.T. See my bio for the link. Feedback welcome"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1699174836122317191) 2023-09-05 21:37:04 UTC 5025 followers, 58.9K engagements "Been taking a look at PCA Corp ($9629.T). Japanese accounting software maker for SMEs. Trades at 5x EBIT and bottom of its historical range. Steady grower with revenues increasing at XX% cagr for past decade. Over XX% of sales are subscription/cloud based and recurring"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1943521713683079504) 2025-07-11 04:04:20 UTC 5021 followers, 14.1K engagements "Can I interest you in a dirt cheap Japanese gaming machine company Sankyo $6417.T trades at 1.6x EV/EBITDA. Over XX% of market cap in cash and short-term investments. ROE of XX% and rising. Consistently profitable even through COVID. Share count has shrunk XX% since 2020"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1697213684865806746) 2023-08-31 11:44:09 UTC 5025 followers, 126.1K engagements "A belated update on Sankyo ($6417.T)s latest earnings report. The stock has sold off after guiding for XX% lower net income in the coming year. That follows a huge year with record net sales and income in FY2024. Sluggish pachinko machine sales are the main driver"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1789891317956313373) 2024-05-13 05:31:59 UTC 5015 followers, 3793 engagements "This is pretty striking. The stable policy backdrop that we all took for granted is a thing of the past. Theyre coming after litigation finance providers like $BUR in the U.S. All it takes is one crazy senator. Hard to say whats next"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1939463354072150497) 2025-06-29 23:17:51 UTC 5021 followers, 2713 engagements "This is not a great business to be clear. Margins are low and have been under pressure. But the company has generated positive FCF every year since 2012. Lots of upside to book value should they adopt more aggressive shareholder return policies to raise ROE. Hikari Tsushin owns almost 5%. Its a tiny position in my Japan deep value basket"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1935472723607830717) 2025-06-18 23:00:31 UTC 5020 followers, 1487 engagements "Heres an interesting Japanese nanocap left for dead: Saftec ($7464.T). Provides safety equipment for construction sites. Share price under pressure for five years despite resilient revenues and net profits. Trades under 0.4x book and just over 2x FCF. Has XX% of market cap in net cash pays XXX% dividend and has bought back XX% of its shares since 2016"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1935472718516007132) 2025-06-18 23:00:30 UTC 5021 followers, 16.5K engagements "Sankyo ($6417.T) bought back another X% of its shares in May and has now shrunk its share count by XX% since 2019. When the current buyback authorization expires next March itll have bought back 55%. ROE has now climbed above 20%. Shares are up over 4x from 2020 lows. Still trades 4x EV/EBIT"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1932592332765118840) 2025-06-11 00:14:52 UTC 5025 followers, 30.1K engagements "Another interesting name in Japans pachinko sector here. I prefer Sankyo ($6417.T). Company is an absolute cash cow and very shareholder friendly. Share count is now down over XX% in last five years and in recent months they have been buying back over X% of the float monthly"  [@RocksOver](/creator/x/RocksOver) on [X](/post/tweet/1788005346088464437) 2024-05-08 00:37:48 UTC 5015 followers, 5581 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.]
@RocksOver
"Been absent a while. Still love $BUR. Mega long coal (mostly $AMR; $WHC.AX) and tin ($AFM). Japanese net nets and other cheap names such as Sankyo $6417.T. And recently started assembling a HK deep value basket (pray for my soul)"
@RocksOver on X 2024-03-15 06:41:35 UTC 5022 followers, 5733 engagements
"I finally got around to taking a look at Sonocom ($7902.T). Cheapest stock I have ever seen that is not an obvious fraud. Sonocom is a net-net trading at 2/3 of NCAV and just one-third of book. It has TWICE its market cap in net cash and securities holdings. Its core business must be a disaster right" @RocksOver on X 2025-07-13 04:36:01 UTC 5026 followers, 86.5K engagements
"Heres another dirt cheap Japanese stock that I passed on. Zett Corp ($8135.T). Maker of sports equipment (baseballs gloves etc) with a $56m market cap. Trades below 0.6x book and 3x earnings with XXX% of its market cap in cash and securities. Not a great business but has been consistently profitable and cash flow positive for past decade" @RocksOver on X 2025-07-18 03:13:29 UTC 5015 followers, 14.6K engagements
"I finally got around to starting a blog on the forbidden site. My first post is on Japanese pachinko machine maker Sankyo $6417.T. See my bio for the link. Feedback welcome" @RocksOver on X 2023-09-05 21:37:04 UTC 5025 followers, 58.9K engagements
"Been taking a look at PCA Corp ($9629.T). Japanese accounting software maker for SMEs. Trades at 5x EBIT and bottom of its historical range. Steady grower with revenues increasing at XX% cagr for past decade. Over XX% of sales are subscription/cloud based and recurring" @RocksOver on X 2025-07-11 04:04:20 UTC 5021 followers, 14.1K engagements
"Can I interest you in a dirt cheap Japanese gaming machine company Sankyo $6417.T trades at 1.6x EV/EBITDA. Over XX% of market cap in cash and short-term investments. ROE of XX% and rising. Consistently profitable even through COVID. Share count has shrunk XX% since 2020" @RocksOver on X 2023-08-31 11:44:09 UTC 5025 followers, 126.1K engagements
"A belated update on Sankyo ($6417.T)s latest earnings report. The stock has sold off after guiding for XX% lower net income in the coming year. That follows a huge year with record net sales and income in FY2024. Sluggish pachinko machine sales are the main driver" @RocksOver on X 2024-05-13 05:31:59 UTC 5015 followers, 3793 engagements
"This is pretty striking. The stable policy backdrop that we all took for granted is a thing of the past. Theyre coming after litigation finance providers like $BUR in the U.S. All it takes is one crazy senator. Hard to say whats next" @RocksOver on X 2025-06-29 23:17:51 UTC 5021 followers, 2713 engagements
"This is not a great business to be clear. Margins are low and have been under pressure. But the company has generated positive FCF every year since 2012. Lots of upside to book value should they adopt more aggressive shareholder return policies to raise ROE. Hikari Tsushin owns almost 5%. Its a tiny position in my Japan deep value basket" @RocksOver on X 2025-06-18 23:00:31 UTC 5020 followers, 1487 engagements
"Heres an interesting Japanese nanocap left for dead: Saftec ($7464.T). Provides safety equipment for construction sites. Share price under pressure for five years despite resilient revenues and net profits. Trades under 0.4x book and just over 2x FCF. Has XX% of market cap in net cash pays XXX% dividend and has bought back XX% of its shares since 2016" @RocksOver on X 2025-06-18 23:00:30 UTC 5021 followers, 16.5K engagements
"Sankyo ($6417.T) bought back another X% of its shares in May and has now shrunk its share count by XX% since 2019. When the current buyback authorization expires next March itll have bought back 55%. ROE has now climbed above 20%. Shares are up over 4x from 2020 lows. Still trades 4x EV/EBIT" @RocksOver on X 2025-06-11 00:14:52 UTC 5025 followers, 30.1K engagements
"Another interesting name in Japans pachinko sector here. I prefer Sankyo ($6417.T). Company is an absolute cash cow and very shareholder friendly. Share count is now down over XX% in last five years and in recent months they have been buying back over X% of the float monthly" @RocksOver on X 2024-05-08 00:37:48 UTC 5015 followers, 5581 engagements