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[@8valueactivist](/creator/twitter/8valueactivist)
"✅ Tokyo Cosmos (6772 JP Market Cap: USD77m PER: 20.4x PBR: 1.6x EV/EBITDA: 6.8x Dividend Yield: 2.0%) : This is a microcap name in Japan making electronics components for cars gaming consoles and white goods etc. It was engaged by activist Global ESG Strategy. The activist managed to replace the entire board and appointed its own representative Mr Yasuto Monden to be the Representative Director President and CEO of Tokyo Cosmos. Could this be another privatization candidate (Updated Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978459344502153454) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:54Z XXX followers, XX engagements


"💥First PepsiCo $PEP was engaged by activist shareholder Elliott and then its Japan affiliate Calbee ($2229.T) is engaged by Oasis. 💵Elliott now owns USD4bn of PepsiCo. While this is only X% of outstanding shares it makes Elliott the top X active shareholder. Elliott has engaged in a 15-year legal battle with the government of Argentina and won. Pepsico's management is listening. 💻 Elliott's presentation on how PepsiCo can improve: 📈 We have owned PepsiCo in our portfolio. It has generated strong free cashflow. Lets hope things can really improve"  
[X Link](https://x.com/8valueactivist/status/1970010961470746861) [@8valueactivist](/creator/x/8valueactivist) 2025-09-22T06:23Z XXX followers, XXX engagements


"✅Updated our popular Japan activist stock list with XX "live" situations and XX past prominent campaigns. ✅We updated on Astellas (engaged by Farallon) DIC (Oasis) and Tokyo Gas (Elliott). Astellas Pharma - 4503 JP Market Cap: USD20bn PER: 17.0x PBR: 2.0x EV/EBITDA: 7.7x Dividend Yield: XXX% 💵Farallon Capital engaged Astellas earlier this year with X% stake and called for more aggressive cost cut and better optimized R&D. 👍Interestingly Astellas' CEO acknowledged the engagement saying dialogues with Farallon were constructive. 💥Perhaps because Astellas faces a huge patent expiration of its"  
[X Link](https://x.com/8valueactivist/status/1971549624059240575) [@8valueactivist](/creator/x/8valueactivist) 2025-09-26T12:17Z XXX followers, 1311 engagements


"✅ eGuarantee (8771 JP Mkt Cap USD510mn PER: 19.6x PBR: 3.3x EV/EBITDA: 10.6x Dividend Yield: 2.3%) : This is an interesting financial services company that helps companies hedge credit risks especially invoice non-payments in Japan. Ariake Capital a constructivist fund launched by ex-Goldman Sachs analyst Katsunori Tanaka currently owns c.7% of outstanding shares. Responding positively eGuarantee recently revised its policy to improve shareholder returns. (Updated Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978458519172256176) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:50Z XXX followers, XX engagements


"✅ Nissan Shatai (7222 JP Mkt Cap USD980mn PER: 25.6x PBR: 0.9x Dividend Yield: 1.1%) : Nissans listed subsidiary making various specially-equipped vehicles such a ambulances childrens school buses and refrigerator vans. Activists Effissimo and Strategic collectively owns c.33%. The play seems to be targeting buyout by Nissan but alas the parent has no money at the moment (Updated in Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978459190864797741) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:53Z XXX followers, XX engagements


"New update on activist happenings around the world In this issue we highlighted: $8715.JP - Anicom $3755.JP - Gungho $6957.JP - Shibaura Electronics $8830.JP - Sumitomo Realty $6330.JP - Toyo Engineering $BP $CBRL $LW $MDT $A139480 KR - E Mart"  
[X Link](https://x.com/8valueactivist/status/1962378754346602710) [@8valueactivist](/creator/x/8valueactivist) 2025-09-01T04:55Z XXX followers, 2528 engagements


"Interesting cheap HK name write up by Asian Century Stocks"  
[X Link](https://x.com/8valueactivist/status/1977401705970225387) [@8valueactivist](/creator/x/8valueactivist) 2025-10-12T15:51Z XXX followers, XXX engagements


"✳ Updated our #1 popular post on Japan's activist stock names. We track over XX names "in play" and another XX plus names as "past prominent campaigns" ✅ Daihatsu Infinearth (6023 JP Mkt Cap: USD540mn PER: 16.4x PBR: 1.3x EV/EBITDA: 6.7x Dividend Yield 1.9%) : Formerly known as Daihatsu Diesel company was engaged by Kaname Capital which owns XX% of the company. The maker of marine and land-use internal diesel combustion engines share price has rallied sharply since Kanames engagement. Most of the engagement details are not public. What we can see in disclosures are: i) Imabari is now the"  
[X Link](https://x.com/8valueactivist/status/1978458330218758508) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:49Z XXX followers, XXX engagements


"✅ IG Port (3791 JP Mkt Cap USD590mn PER: 35x PBR: 3.7x EV/EBITDA: 8.7x FCF Yield: XXX% Dividend Yield: 1.1%) : Japans fabled animation studio behind iconic animation like Ghost In The Shell which was made into Hollywood movie starring Scarlett Johansson in 2017. The firm appointed Hibikis CIO as an independent advisor on its board. (Updated Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978458652542701763) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:51Z XXX followers, XXX engagements


"✅ Trend Micro (4704 JP Market Cap: USD6.7bn PER: 26.5x PBR: 9.1x EV/EBITDA: 9.6x FCF Yield: X% Dividend Yield: 2.4%) : Japans leading cybersecurity play was engaged by ValueAct for a couple of years. It was trading at a significant discount to its peers with abundant cash on its balance sheet. So much so that multiple private equity funds including Bain Advent and EQT might take it private. However that did not materialize and ValueAct has reduced its once XX% stake to c.3% today. (Update in Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978459830974333224) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T13:55Z XXX followers, XX engagements


"✅ UACJ (5741 JP Mkt Cap USD2.0bn PER: 10.5x PBR: 1.1x EV/EBITDA: 7.1x Dividend Yield: 2.4%) : Japans leading comprehensive aluminium manufacturer was formed in 2013 through the merger of Furukawa-Sky Aluminium and Sumitomo Light Metal Industries. Effissimo has bought c.18% of the company and is the second largest shareholder behind Furukawa Electric one of its parentco. As with most other Effissimos investments it is unclear what the fund has requested the company to improve on. (Updated Oct 2025)"  
[X Link](https://x.com/8valueactivist/status/1978461095858982924) [@8valueactivist](/creator/x/8valueactivist) 2025-10-15T14:00Z XXX followers, XXX engagements


"$PEP is in our activist portfolio. Hope this helps with some cost cutting. 😎"  
[X Link](https://x.com/8valueactivist/status/1978825058920403207) [@8valueactivist](/creator/x/8valueactivist) 2025-10-16T14:07Z XXX followers, XXX engagements


"💵 Elliott now owns c.USD4bn of PepsiCo. While this is only X% of outstanding shares it makes Elliott one of the top X active shareholder. Elliott has engaged in a 15-year legal battle with the government of Argentina and won. 💻 Their presentation on how PepsiCo can improve:"  
[X Link](https://x.com/8valueactivist/status/1978825816982110711) [@8valueactivist](/creator/x/8valueactivist) 2025-10-16T14:10Z XXX followers, XX engagements


"From Reuters: $WBD price tag should be $XX per share (screenshot below). $WBD last traded $XXXX. (c.30% gap). As such market is saying Paramount-Warner Bro may not happen. After all thats $XX billion. Between a movie studio and Nvidia chips. Larry might prefer chips. 🤣"  
[X Link](https://x.com/8valueactivist/status/1979029288482386191) [@8valueactivist](/creator/x/8valueactivist) 2025-10-17T03:38Z XXX followers, XXX engagements