# ![@AltayCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1501322545491968000.png) @AltayCapital AltayCap

AltayCap posts on X about dividend, japan, company, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1501322545491968000/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1501322545491968000/c:line/m:interactions.svg)

- [--] Week [------] +16%
- [--] Month [-------] +115%
- [--] Months [-------] -39%
- [--] Year [---------] +3.40%

### Mentions: [--] [#](/creator/twitter::1501322545491968000/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1501322545491968000/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [---] +2.80%
- [--] Months [---] +11%
- [--] Year [---] +36%

### Followers: [------] [#](/creator/twitter::1501322545491968000/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1501322545491968000/c:line/m:followers.svg)

- [--] Week [------] +0.26%
- [--] Month [------] +2%
- [--] Months [------] +7.80%
- [--] Year [------] +26%

### CreatorRank: [-------] [#](/creator/twitter::1501322545491968000/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1501322545491968000/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  48.84% [countries](/list/countries)  18.6% [stocks](/list/stocks)  13.95% [currencies](/list/currencies)  11.63% [travel destinations](/list/travel-destinations)  8.53% [technology brands](/list/technology-brands)  6.98% [automotive brands](/list/automotive-brands)  2.33% [cryptocurrencies](/list/cryptocurrencies)  1.55% [exchanges](/list/exchanges)  0.78% [social networks](/list/social-networks)  0.78%

**Social topic influence**
[dividend](/topic/dividend) #152, [japan](/topic/japan) #3185, [company](/topic/company) 13.95%, [in the](/topic/in-the) 13.18%, [this is](/topic/this-is) 13.18%, [biz](/topic/biz) #2495, [tokyo](/topic/tokyo) 6.98%, [if you](/topic/if-you) 5.43%, [up to](/topic/up-to) 5.43%, [link](/topic/link) 5.43%

**Top accounts mentioned or mentioned by**
[@safecheapstocks](/creator/undefined) [@orrdavid](/creator/undefined) [@evrgn11112231](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@taobanker](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@valuedrift](/creator/undefined) [@capitalemployed](/creator/undefined) [@investinjapan](/creator/undefined) [@irbezek](/creator/undefined) [@finphysnerd](/creator/undefined) [@carswellwilliam](/creator/undefined) [@pythiar](/creator/undefined) [@cachethatcheque](/creator/undefined) [@btcr3volution](/creator/undefined) [@welfarecapllc](/creator/undefined) [@capstructking](/creator/undefined) [@trackdalf](/creator/undefined) [@hortzvan](/creator/undefined) [@marcslans](/creator/undefined)

**Top assets mentioned**
[Snail, Inc (SNAL)](/topic/$snal) [Toyota Motor Corporation (TM)](/topic/$tm) [EarnBet (EBET)](/topic/$ebet) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Looked into $SNAL Snail Inc. as their Ark Survival Evolved franchise is insanely successful and Survival Ascended is off to a strong start. $50m mcap despite moving 77m units. Surprise This is basically a scam. $SNAL owns nothing. They license the game from a related party 1/2"  
[X Link](https://x.com/AltayCapital/status/1720381546975359089)  2023-11-03T10:04Z 13.7K followers, [----] engagements


"Another Hikari Tsushin name I own is Japan Oil Transportation (TYO 9074). It's not a net-net but very cheap (and illiquid). Hikari owns 16.5% Mcap: [--] billion ($68m USD) P/E: [---] Dividend: 3.2% FCF is significantly higher than net income. FCF was [---] billion for FY25"  
[X Link](https://x.com/AltayCapital/status/1945669814594519191)  2025-07-17T02:20Z 13.7K followers, 15.8K engagements


"This is a cheap name that has basically gone nowhere (owned for [--] yrs). Biz is meh. Hikari Tsushin has added to it in June [--] [----] and October [----]. They own 17.31% (Counting just top [--] shareholders). UH partners [--] not in top [--] and owns another 0.44%. Illiquid name. In Tokyo and I'm seeing a lot of this nanocap's carts being used by small businesses and delivery people. This is far from a sexy business but it's almost a double net net. Also realized recently HIKARI TSUSHIN (9435) owns 7.48% https://t.co/Jl0sJxJfDE In Tokyo and I'm seeing a lot of this nanocap's carts being used by small"  
[X Link](https://x.com/AltayCapital/status/1952223817394446456)  2025-08-04T04:23Z 13.7K followers, [----] engagements


"@WelfareCapLLC @CapStructKing @taobanker IMO no. If you want exposure to cheap Japan prob best to just buy Hikari Tsushin stock. If you can't then tbh $ORR etf has almost half ish worth of Japan exposure last I checked and they were all incredibly cheap"  
[X Link](https://x.com/AltayCapital/status/1980140803633914020)  2025-10-20T05:15Z 13.7K followers, [---] engagements


"About $450m of this is directed towards Toyota hybrid plant in West Virginia. Somar's (8152) makes high performance resin at a new WV plant and is expected to fully ramp up around when this Toyota investment gets deployed. P/E forecast is [---] this year (before new plant ramps) Toyota announces $912m investments in US hybrid vehicle production https://t.co/htTbH4I1DB Toyota announces $912m investments in US hybrid vehicle production https://t.co/htTbH4I1DB"  
[X Link](https://x.com/AltayCapital/status/1991732124186288135)  2025-11-21T04:55Z 13.7K followers, [----] engagements


"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%)"  
[X Link](https://x.com/AltayCapital/status/1996541470850089258)  2025-12-04T11:25Z 13.7K followers, [----] engagements


"Small cap growth company in Japan that looks interesting to me. Found it after seeing Hikari Tsushin up their stake from 5% to 6.8%. Dawn Corp (TYO 2303) is a niche leader in public safety SaaS (emergency notification systems). Helped set national NET119 standard)"  
[X Link](https://x.com/AltayCapital/status/2003994630426447989)  2025-12-25T01:02Z 13.7K followers, [----] engagements


"Nippon Tungsten (TYO 6998) has 80% of the global market share in HDD ceramic substrates. NHK Spring got a couple mentions ($4bn mcap) but Nippon Tungsten is a tiny $57m co. @InvestInJapan wrote about this name last year but haven't seen anyone else talk about it"  
[X Link](https://x.com/AltayCapital/status/2014164022548210037)  2026-01-22T02:31Z 13.7K followers, 26.8K engagements


"The problem with Nippon Tungsten AND NHK Spring is that a lot of Japanese companies are bad at capitalism and don't exploit their market dominance the same way American firms do. Somehow despite HDD boom profits going down for NHK spring + flat for Nippon Tungsten"  
[X Link](https://x.com/AltayCapital/status/2014164470755463324)  2026-01-22T02:33Z 13.7K followers, 46.2K engagements


"It's also a net-net (counting inv securities). So you're not exactly paying up for a tiny company with a dominant position in their niche"  
[X Link](https://x.com/AltayCapital/status/2014164735688618371)  2026-01-22T02:34Z 13.7K followers, [----] engagements


"Wild how many small JP companies have specialized niche leadership in critical industries. Furuya Metal (7826.T) is a niche precious-metals tech leader critical pick and shovel inputs for electronics & data centers. One of the few global specialists that can refine and process iridium & ruthenium. Market shares up to 90% in niches. Targets near-3x revenue by [----]. https://t.co/x6B23zVak3 Furuya Metal (7826.T) is a niche precious-metals tech leader critical pick and shovel inputs for electronics & data centers. One of the few global specialists that can refine and process iridium & ruthenium."  
[X Link](https://x.com/AltayCapital/status/2015650367426683174)  2026-01-26T04:57Z 13.7K followers, 23K engagements


"@taobanker The restaurant biz is impossible. They are competing with owner operators working [--] hours a week and earning less than minimum wage. I love kbbq and they are everywhere. Wildly competitive market"  
[X Link](https://x.com/AltayCapital/status/2016639555886338232)  2026-01-28T22:28Z 13.7K followers, [----] engagements


"@trackdalf @taobanker woah pretty cool. I didn't know these guys were public. I've been to several of their restauraunts in Vancouver and Tokyo"  
[X Link](https://x.com/AltayCapital/status/2016661068375011390)  2026-01-28T23:54Z 13.7K followers, [---] engagements


"@JapanDeepValue1 @irbezek I covered my small Walmart and KO shorts for a smallish loss. KO was about flat lost on Wmt. I think people bid these way higher from here given weaker dollar (tailwind for KO) and perceived safety. Think people can easily pay up to 35x for KO because why not"  
[X Link](https://x.com/AltayCapital/status/2018832487917777127)  2026-02-03T23:42Z 13.7K followers, [---] engagements


"@SafeCheapStocks @finphysnerd @orrdavid I have no strong opinion on the yen. My yen exposure fluctuates based on vibes and is currently 50%. That's half on owned yen and half on borrowed yen"  
[X Link](https://x.com/AltayCapital/status/2018889294811902355)  2026-02-04T03:28Z 13.7K followers, [--] engagements


"Mutoh Holdings Co (7999) closed at [----] jpy per share. It got a tender offer just now at [----] jpy per share. Premium is 157%. This was a typical deep value net-net with massive net cash. Book value [----]. Was trading at 0.55x book and taken out for well above book. Net"  
[X Link](https://x.com/AltayCapital/status/2018978879743136168)  2026-02-04T09:24Z 13.7K followers, [----] engagements


"Keihin (9312) reported today and revised earnings up a bit and also upped their dividend by [--] jpy from [--] - [---]. Been bullish on this name for a while. It's more expensive now than when I first posted about it but I still think its cheap [--] years ago Keihin (TYO 9312) was trading at 1.2x book and 21x p/e and had 25.3b yen of net debt. EPS was [--]. Stock price was [----] mcap 13.5b. Today stock price is about the same (1973) despite paying down ALL of its net debt (no dilution) and EPS up over 3x. P/E today https://t.co/iMwxy1P0Em [--] years ago Keihin (TYO 9312) was trading at 1.2x book and 21x"  
[X Link](https://x.com/AltayCapital/status/2019294498950639820)  2026-02-05T06:18Z 13.7K followers, [----] engagements


"@JapanDeepValue1 @HortzVan Best to assume it's ALL on the LP. They probably co-invest 5-10% or something but just assume it's all in LP funds are calculate the carry (which if they can exit at these figures for toyo engineering) is pretty substantial"  
[X Link](https://x.com/AltayCapital/status/2019568904620867965)  2026-02-06T00:28Z 13.7K followers, [---] engagements


"Furuya Metal (7826) with a massive full year forecast raise. Revenue forecast up 37.5% operating profit 65% net income 83%. I only own a tiny bit unfortunately"  
[X Link](https://x.com/AltayCapital/status/2019680153975296120)  2026-02-06T07:50Z 13.7K followers, [----] engagements


"@marc_slans Who needs SPGI when I can just ask Claude to make my own indexes for me"  
[X Link](https://x.com/AltayCapital/status/2020611990872555700)  2026-02-08T21:33Z 13.7K followers, [----] engagements


"@valuedrift @orrdavid @ACapitalLP Another 14% down today. Now down 43% YTD"  
[X Link](https://x.com/AltayCapital/status/2021695467482919006)  2026-02-11T21:18Z 13.7K followers, [---] engagements


"Toyota making a new EV in the U.S. EVs + Hybrids are both good for Somar. Somar's U.S. plant won't ramp up much for another year at least though. https://x.com/InsideEVs/status/2021411445490045284s=20 Meet Toyota's first all-electric three-row SUV: the [----] Highlander. Up to [---] miles of range Tesla-style NACS port Made in Kentucky with US-sourced batteries This or a Kia EV9 https://t.co/O1lICqEqnG https://t.co/dwlb3KiMLQ https://x.com/InsideEVs/status/2021411445490045284s=20 Meet Toyota's first all-electric three-row SUV: the [----] Highlander. Up to [---] miles of range Tesla-style NACS port"  
[X Link](https://x.com/AltayCapital/status/2021738606944219533)  2026-02-12T00:10Z 13.7K followers, [----] engagements


"Toso (5956) A double net-net I own (NCAV+Investments = 2x market cap) coming out with decent earnings and comically conservative guidance given they didn't raise FY forecast. Operating Profit was 641m up to Q3 FY forecast unchanged at 600m. Q4 is historically good too"  
[X Link](https://x.com/AltayCapital/status/2021740721087426652)  2026-02-12T00:18Z 13.7K followers, [----] engagements


"@CarswellWilliam I searched X for any discussion/mention of it in English and couldn't find anything. That's usually a good sign This one is more liquid than most things I talk about too. Much more liquid than Mitani (my prev writeup) which is a much larger co too"  
[X Link](https://x.com/AltayCapital/status/2021764832157163906)  2026-02-12T01:54Z 13.7K followers, [--] engagements


"@SafeCheapStocks Glad to see them dividend out the gains. A good sign that management is thinking about shareholder returns This is the smallest co in my basket and it's a 1.5x ish position I own like 0.45% of the company"  
[X Link](https://x.com/AltayCapital/status/2021861338755317800)  2026-02-12T08:18Z 13.7K followers, [---] engagements


"Claude is better at writing reports but I find Gemini (via ai studio) to be more accurate. Yes I tried [---]. It gave me by far the nicest presentation and writing was less mechanical and nicer but Gemini and ChatGPT were more accurate when I tested it. Admittedly I didn't pay for max but I did have it on extended thinking as a $20/mo user. Maybe not enough context/thinking resource on $20 plan. https://twitter.com/i/web/status/2021880145687233008 https://twitter.com/i/web/status/2021880145687233008"  
[X Link](https://x.com/AltayCapital/status/2021880145687233008)  2026-02-12T09:32Z 13.7K followers, [---] engagements


"Related party the actual developer owned by chairman gets 25% of all revenue + $1.5m/month for the Ark license. Ark [--] license is similar terms. $SNAL also pays for all expenses. SNAL basically exists to enrich related party. They own nothing. Never should have IPO'd. Shady"  
[X Link](https://x.com/AltayCapital/status/1720382127320301626)  2023-11-03T10:07Z 13.7K followers, [----] engagements


"Anyone considering going long $SNAL in anticipation of Ark [--] launch (Ark [--] = huge hit game) should see this thread. The IPO'd co is basically a scam created to enrich management/parent last I checked. They own nothing. It should be illegal to IPO this nonsense"  
[X Link](https://x.com/AltayCapital/status/1996149143702819243)  2025-12-03T09:26Z 13.7K followers, [----] engagements


"@evrgn11112231 @Athipatla @PythiaR i'm not. just trying to understand if i'm actually missing anything and it seems pretty clear i'm not but open to being proven wrong I also disagree with much of his political views but a lot of people seem obsessed with him for some reason"  
[X Link](https://x.com/AltayCapital/status/2022457530056888420)  2026-02-13T23:47Z 13.7K followers, [---] engagements


"Why are you willing to make such absurd statements publicly that could be libelous It's an ETF. David calling out well known investors is infinitely more honest than your blanket fraud statement. He has NEVER been promotional. Call him obnoxious lucky or insult his intelligence but calling him a fraud makes you seem like an emotional retard. https://twitter.com/i/web/status/2022451160720998429 https://twitter.com/i/web/status/2022451160720998429"  
[X Link](https://x.com/AltayCapital/status/2022451160720998429)  2026-02-13T23:21Z 13.7K followers, [---] engagements


"There are competing products today too. But they're locked into the ecosystem. It's product but also know how ability to manufacture at scale. They have patents on the process of manufacturing the material too. The core old Nicalon patents expired some time ago. GE is paying to license the tech from NGS though. If they could avoid paying NGS and keep 100% of the profits they would. An R&D powerhouse like GE would replicate it if only patents on the original Nicalon was the secret sauce. https://twitter.com/i/web/status/2021767341420556367 https://twitter.com/i/web/status/2021767341420556367"  
[X Link](https://x.com/AltayCapital/status/2021767341420556367)  2026-02-12T02:04Z 13.7K followers, [---] engagements


"@CacheThatCheque Definitely a good sign. They didn't *have to* special dividend it out but they did. Baby steps in improving capital efficiency for these companies"  
[X Link](https://x.com/AltayCapital/status/2022555150427263174)  2026-02-14T06:14Z 13.7K followers, [----] engagements


"I'm starting to think long indexes and short borderline frauds is a great way to make alpha. Up a ton (% wise) on shorting $SLGG $CRTD $EBET. Only problem is getting reasonable borrow. Sizing is also tiny to avoid meme risk. These are guaranteed zeroes $ total shit run by conmen"  
[X Link](https://x.com/anyuser/status/1552937142757642241)  2022-07-29T08:40Z 13.7K followers, [--] engagements


"This might be the cheapest name in my portfolio. Nankai Plywood (TYO 7887). 0.22x P/B Book value: 23917/share. Price: [----]. Market Cap: $36m usd Total current assets: $130m. Total liabilities: $60m 2.8% Dividend BV CAGR 5y: 4.6% 10yr: 3.7% P/E LTM: 2.7x / Forward P/E: 8.6"  
[X Link](https://x.com/anyuser/status/1692863765635576108)  2023-08-19T11:39Z 13.7K followers, 63.2K engagements


"In Tokyo and I'm seeing a lot of this nanocap's carts being used by small businesses and delivery people. This is far from a sexy business but it's almost a double net net. Also realized recently HIKARI TSUSHIN (9435) owns 7.48% Nansin Co (TYO 7399) a net net is up 16% today. I own it as its on the extreme end of the cheapness scale at 0.3x TBV. $25m mcap Total Current Assets: $83.7m Total Liabilities: $34.6m Net current assets $49.1m vs $25m mcap. [--] year Revenue CAGR 1.5%. Book value CAGR 5.7%. https://t.co/H3vHl6DuAR Nansin Co (TYO 7399) a net net is up 16% today. I own it as its on the"  
[X Link](https://x.com/anyuser/status/1749278897496354981)  2024-01-22T03:52Z 13.7K followers, 34.3K engagements


"So many weird Japanese small caps. Zappallas (TYO 3770) for example is a $40m mcap Fortune Telling as a Service company. No joke. Uber model for fortune telling + a physical store Shutting down unprofitable U.S. biz and buying back stock. Turnaround working 10x op inc core biz"  
[X Link](https://x.com/anyuser/status/1775314418014011716)  2024-04-03T00:08Z 13.7K followers, 48.8K engagements


"Cover (TYO 5253) writeup is up on the Sub'stack. Free to all. Link in bio. While not a deep value name this is an interesting growth company in the rapidly growing VTuber industry. VTubers may look weird but they're becoming mainstream even in the West. I own a full size pos"  
[X Link](https://x.com/anyuser/status/1805655212599951633)  2024-06-25T17:32Z 13.7K followers, 29.7K engagements


"New writeup on the 'Stack. Free like usual link in bio. They own land in Sakai City near Osaka that's valued on the balance sheet at just $22500 but is likely worth 260x that. They're the #1 Manufacturor of Made in Japan shovels and spades. This is a TINY $10m mcap net net"  
[X Link](https://x.com/anyuser/status/1892325195777560769)  2025-02-19T21:27Z 13.7K followers, 111.1K engagements


"New short writeup on the 'Stack. Deep value net-net with most profits coming from their U.S. division where they manufacture locally in Ohio. 0.3x P/TBV 7.5x P/E 5% Dividend Consistently profitable (one small loss in FY2009) since [----]. Link to 'Stack in Bio (Free)"  
[X Link](https://x.com/anyuser/status/1912228121648198109)  2025-04-15T19:34Z 13.7K followers, 30.6K engagements


"Amazing things happen when a company finds religion on shareholder returns. Sankyo is an excellent example It's also in an unloved industry. Sankyo ($6417.T) bought back another 2% of its shares in May and has now shrunk its share count by 49% since [----]. 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 [----] lows. Still Sankyo ($6417.T) bought back another 2% of its shares in May and has now shrunk its share count by 49% since [----]. When the current buyback authorization expires next March itll have"  
[X Link](https://x.com/anyuser/status/1932595697108553805)  2025-06-11T00:28Z 13.7K followers, 39.2K engagements


"JP companies like Enplas that lead in their niches (TYO 6961) are stupid cheap sometimes. 55% operating margin in this segment. Almost a net-net too Wild. Competitors use glass which is much more expensive with no real benefits in datacenter use cases. This one has been on my mind for a while. Enplas 6961.T is a precision plastics manufacturer that makes (i) optical/display parts lenses and LED light guides (ii) high-frequency semiconductor test sockets and (iii) life-science microfluidics. At 0.62x P/B it is one of the This one has been on my mind for a while. Enplas 6961.T is a precision"  
[X Link](https://x.com/AltayCapital/status/1935132576618004659)  2025-06-18T00:28Z 13.7K followers, 22.7K engagements


"I find Tobu Railway (TYO 9001) pretty cheap. They own the Tokyo Skytree tower + mall beneath it. Book value is about 80b JPY. At a 5% cap this is around 300b JPY. This is a trophy asset prob worth 2-3 cap. Hotel assets doing well too. Tourism beneficiary. P/E: 10x P/B: 0.9x"  
[X Link](https://x.com/anyuser/status/1980147530043433236)  2025-10-20T05:42Z 13.7K followers, 14K engagements


"New writeup on the 'stack (free like usual). Nippon Carbon (5302) isnt deep value but its interesting: 1x book 4.2% yield and a first buyback in 10+ years. Core biz = fine carbon + electrodes; upside = high-margin SiC fiber (NGS JV w/ GE/Safran) tied to CMC jet engines"  
[X Link](https://x.com/AltayCapital/status/2021761867975471139)  2026-02-12T01:42Z 13.7K followers, [----] engagements


"The remarkable thing about small cap Japan is that there are so many interesting / good companies. Yes plenty of stagnant dying industries too but you find world leaders in niches in micro cap/small cap Japan Compare that to $Iwm which is full of literal scams"  
[X Link](https://x.com/AltayCapital/status/2023187387510362231)  2026-02-16T00:07Z 13.7K followers, [----] engagements


"@orrdavid @Tintincapital One of the main reasons why I think PayPal won't work is everyone on fintwit is bullish on it"  
[X Link](https://x.com/AltayCapital/status/2021882483600695375)  2026-02-12T09:42Z 13.7K followers, [---] engagements


"@evrgn11112231 People love to hate on David because he's a better investor than most and has an actual publicly traded track record now too. Everyone dunking on David will quietly delete their old posts if $ORR continues to outperform"  
[X Link](https://x.com/AltayCapital/status/2022448646718132290)  2026-02-13T23:11Z 13.7K followers, [----] engagements


"This continues to climb. I obv regret trimming my position but still own some Management reported good numbers and increased dividend for the first time in [--] years. Also doing a stock split. Management suddenly looks like they beginning to care about shareholders"  
[X Link](https://x.com/AltayCapital/status/2023202724481995007)  2026-02-16T01:08Z 13.7K followers, [---] engagements


"Tokyo Stock Exchange tightening MBO rules for parent companies taking over their child listings to ensure better minority shareholder treatment. Rules go into effect July [--]. Rules don't apply to deals announced before then. We could see a short term rush of deals. 721MBO https://t.co/m0EQgsSFdK 721MBO https://t.co/m0EQgsSFdK"  
[X Link](https://x.com/AltayCapital/status/1942398460323680593)  2025-07-08T01:40Z 13.7K followers, 23.7K engagements


"Nippon Ichi Software Inc (TYO: 3851) is A Deep Value Profitable and Growing Japanese Video Game Developer Thats Almost a Net-Net $44m mcap $40m in net cash+securities This values biz @ $4.3m (less than 1x net income) Founder Now in Charge I'm long. https://altaycap.substack.com/p/nippon-ichi-software-inc-a-deep-value https://altaycap.substack.com/p/nippon-ichi-software-inc-a-deep-value"  
[X Link](https://x.com/anyuser/status/1614007308853608448)  2023-01-13T21:11Z 13.7K followers, 77.4K engagements


"Imagineer (TYO: 4644) is A Deep Value Profitable and 3.4% Yielding Net-Net Japanese Game Developer With 17+ Years of Dividend History $77m mcap $84m in net cash+receivables TTM P/E [-----] Positive Carry Founder owns 48.8% I'm long. https://altaycap.substack.com/p/imagineer-a-deep-value-profitable https://altaycap.substack.com/p/imagineer-a-deep-value-profitable"  
[X Link](https://x.com/anyuser/status/1627410970472751104)  2023-02-19T20:53Z 13.7K followers, 30.1K engagements


"JP Market is too cheap. Lots of neat names. Here's one (I'm long): Taiyo Kisokogyo Co (TYO: 1758): They bought back a little over 8% of their outstanding shares @ [----] JPY per share on Mar [--]. 1.2x EV/EBITDA. 7.6x p/e 0.5x Book Growing Revenue profits book $32m mcap"  
[X Link](https://x.com/anyuser/status/1637614533798924295)  2023-03-20T00:38Z 13.7K followers, 30.2K engagements


"I built myself a mini ETF of extremely cheap JP names with the following characteristics: Market Cap Average: $59.86M EV/Ebitda (LTM): 2.1x P/TBV: 0.5X P/E: 6.5X TBV CAGR (3Y): 8.49% TBV CAGR (5Y): 8.01% TBV CAGR (10Y): 7.24% Yield: 2.72% Components: [--] https://altaycap.substack.com/p/super-cheap-japanese-stocks-42-names https://altaycap.substack.com/p/super-cheap-japanese-stocks-42-names"  
[X Link](https://x.com/anyuser/status/1640155785354440706)  2023-03-27T00:56Z 13.7K followers, 56.4K engagements


"Yamada Corp (TYO 6392) boring JP Industrial that manufactures pumps. Slow and steady growth. I'm long. $52m mcap $43m NCAV 42% sales JP / 38% USA 3.6% Dividend (with a 10+ yrs of divy growth) [---] p/tbv [--] p/e [--] year Book CAGR 11.62% [--] Year Price Total Return CAGR: 16.17%"  
[X Link](https://x.com/anyuser/status/1646766450559029248)  2023-04-14T06:44Z 13.7K followers, 35.2K engagements


"Besides net-nets Japan has some cheap consistent growers as well. Here's a name I'm long @ 0.5x TBV: Keihin Co (TYO 9312). 3.9x P/E 3% Dividend FCF/NI positive for 10+ yrs They own warehouses and do air freight/sea logistics domestically and globally. Look at these metrics:"  
[X Link](https://x.com/anyuser/status/1651416280916963328)  2023-04-27T02:41Z 13.7K followers, 19K engagements


"Nansin Co (TYO 7399) a net net is up 16% today. I own it as its on the extreme end of the cheapness scale at 0.3x TBV. $25m mcap Total Current Assets: $83.7m Total Liabilities: $34.6m Net current assets $49.1m vs $25m mcap. [--] year Revenue CAGR 1.5%. Book value CAGR 5.7%"  
[X Link](https://x.com/anyuser/status/1655730474051080192)  2023-05-09T00:24Z 13.7K followers, 34.8K engagements


"Embracer Group down 36% on awful numbers. This is easily the worst mid/largeish gaming company in the world. Rolling up tons of studios zero synergies and reporting losses. Been neg on this name for [--] years. Never shorted though. Good FT article on them https://www.ft.com/content/014a8d06-0647-4fe3-9989-73a525cbcfe6 https://www.ft.com/content/014a8d06-0647-4fe3-9989-73a525cbcfe6"  
[X Link](https://x.com/anyuser/status/1661270459172679681)  2023-05-24T07:18Z 13.7K followers, 33.8K engagements


"Japan is full of quality net nets with growing revenues/profits that NO ONE is talking about. Take Parker Corp (TYO 9845). Since [----] they only lost money during the GFC (and barely) 3% Dividend BVPS 5.78% 5Y CAGR EPS 0.33% 5Y CAGR Rev 2.8% CAGR 0.5x P/TBV 7x PE (LTM)"  
[X Link](https://x.com/anyuser/status/1688617544389939200)  2023-08-07T18:26Z 13.7K followers, 32.7K engagements


"Sapporo Clinical Laboratory Inc (TYO 9776) - Cheap Yet Consistently Profitable Nanocap @ 0.3x P/TBV. Writeup on SS (Free. Link in Profile) Bookvalue CAGR 10yr: 7% Revenue CAGR 10yr: 2.4% MCap $24m P/E (TTM): 7x 2.2% Dividend No one has written it up before. Totally ignored Co"  
[X Link](https://x.com/anyuser/status/1690450619977633792)  2023-08-12T19:50Z 13.7K followers, 42.4K engagements


"Hot take: U.S. Listed Chinese stocks are all grossly over valued. Why are people gushing over Alibaba when there are literally 50+ companies in HK with biz in China trading @ 0.1x P/TBV Baba stock is only 'cheap' if you never looked at HK listed names. A short 🧵 1/3"  
[X Link](https://x.com/anyuser/status/1698116571808633041)  2023-09-02T23:31Z 13.7K followers, 55.2K engagements


"After underperforming significantly earlier in the year very pleased with +13.86% YTD being only net 50% long and with zero big tech exposure. Biggest contribution: JP basket MLP funds Mexican Airports CAAP NKE short Biggest losers: index ETF shorts CROX (still up a lot)"  
[X Link](https://x.com/anyuser/status/1703195566015197660)  2023-09-16T23:54Z 13.7K followers, 29.5K engagements


"These [--] are all down 99% from this tweet. Shorting is hard but shorting outright frauds/scams well after initial pumps works. Want to find similar easy shorts Look up any stock Boustead Securities has IPO'd and short it [--] year after IPO. Average return of Boustead IPOs -90%+ I'm starting to think long indexes and short borderline frauds is a great way to make alpha. Up a ton (% wise) on shorting $SLGG $CRTD $EBET. Only problem is getting reasonable borrow. Sizing is also tiny to avoid meme risk. These are guaranteed zeroes $ total shit run by conmen I'm starting to think long indexes and"  
[X Link](https://x.com/anyuser/status/1707964533657174216)  2023-09-30T03:44Z 13.7K followers, 53.3K engagements


"Teddy leaving out the best part this is also a net-net with $477M in current assets vs $155m in total liabilities and $290m mcap valuing the biz at -$58m. Murakami Corporation $7292.JP ($300mm mcap) trading at 8.8x NTM P/E and 0.5x PB is Japan's largest rearview mirror manufacturer (No. [--] in the world per straitsresearch) is like a mini $GNTX (14.6x PE 3.5x PB) of . Similar to GNTX it sells digital rearview mirrors and it https://t.co/ymgXgmt1PV Murakami Corporation $7292.JP ($300mm mcap) trading at 8.8x NTM P/E and 0.5x PB is Japan's largest rearview mirror manufacturer (No. [--] in the world"  
[X Link](https://x.com/anyuser/status/1708988578926383499)  2023-10-02T23:33Z 13.7K followers, 42.7K engagements


"People crying uncle about staples sell off when $HSY and $KO trading at 20x forward P/E and 21x for $PEP. -6% volume for Pepsi's biggest division. These aren't close to cheap. Ozempic in [--] years will ding terminal values too. 20% of adults are 70% of ice cream consumption 6/ This [----] paper looks at [--] more CPG categories: the top 20% of US adults account for 70% of ice cream consumption 75% of coffee consumption 77% of soda consumption 87% of cigarette consumption https://t.co/5H31JB2BOd 6/ This [----] paper looks at [--] more CPG categories: the top 20% of US adults account for 70% of ice"  
[X Link](https://x.com/anyuser/status/1712585316467638767)  2023-10-12T21:45Z 13.7K followers, 29.8K engagements


"Every time I look at PayPal $PYPL and get tempted to buy it I remind myself they paid $4 billion for Honey a browser add on for coupons. Core biz is okay but numerous awful acquisitions"  
[X Link](https://x.com/anyuser/status/1717286580996702459)  2023-10-25T21:06Z 13.7K followers, 51.8K engagements


"Just wrote up on SS. Kawagishi Bridge Works (TYO 5921) is a deep value double net net (MCAP $62.5m NCAV $123m) Construction Steel Producer @ 8.3x P/E Biz valued at -$60m P/BV: 0.34x 3.17% Dividend Tangible Book CAGR 10yr 5.46% New President & Rep Director Last Month"  
[X Link](https://x.com/anyuser/status/1730077528889729230)  2023-11-30T04:13Z 13.7K followers, 44.2K engagements


"Nippon Steel is in the news because of U.S. Steel but they have [--] listed subsidiaries that are dirt cheap: Sanyu (TYO 5697) and Nichia Steel (TYO 5658). Both are net nets and trade @ 0.3x p/tbv but Nichia has bought back stock and owns 1.1x its mcap in Investment Securities"  
[X Link](https://x.com/anyuser/status/1739129363550064751)  2023-12-25T03:42Z 13.7K followers, 60.2K engagements


"Last post of the year. Covered Nichia Steel (TYO 5658) Sanyu (TYO 5697) Sanko (6964) and Marufuji Sheet Piling (8046). Tweeted about some of these before but put some numbers down outlining just how cheap they are. Most are double net nets at 0.3x p/tbv"  
[X Link](https://x.com/anyuser/status/1740919700593537450)  2023-12-30T02:16Z 13.7K followers, 24K engagements


"Put up the entire Japanese Portfolio up on SS with position sizes and some year end thoughts on why I remain bullish. (Published Jan 1)"  
[X Link](https://x.com/anyuser/status/1743154837641179502)  2024-01-05T06:17Z 13.7K followers, 23.4K engagements


""Those opportunities don't exist anymore". Disagree. Today's dirt cheap Japanese net nets will be called "obvious" in the future and many will lament they missed it. So Walter Schloss used to hold 30+ stocks below working capital w/ low debt and he did great Ok Well guess what Those opportunities don't exist anymore like they used to. You might get 2-4 things a year like they used to: if you're lucky What they don't tell you is that the So Walter Schloss used to hold 30+ stocks below working capital w/ low debt and he did great Ok Well guess what Those opportunities don't exist anymore like"  
[X Link](https://x.com/anyuser/status/1743501116338569387)  2024-01-06T05:13Z 13.7K followers, 42.2K engagements


"Larger cap than most names I've looked at in Japan but: ✅ Growing EPS (12.7x p/e) ✅ Buying back stock regularly + increasing dividends ✅ Corporate homepage similar to Berkshire Hard to lose in the long run. Japan is very illiquid. $9435 is a conglomerate with [---] USD billion market cap. I just bought a $250k position - tiny relative to market cap - and it moved the market up .5%. Also I used to hate buying stocks with charts that looked like this. Now I prefer them. Japan is very illiquid. $9435 is a conglomerate with [---] USD billion market cap. I just bought a $250k position - tiny relative"  
[X Link](https://x.com/anyuser/status/1745258798208700587)  2024-01-11T01:38Z 13.7K followers, 55.6K engagements


"Nissin Corp (TYO 9066) - inexpensive logistics co outright saying they're going to buy back 20% of their shares and a decent dividend. $350m+ mcap. CC: @Franck29589715 who shared this name with me. He's a sharp investor worth a follow. I own a tracking position only currently"  
[X Link](https://x.com/anyuser/status/1745674356255342675)  2024-01-12T05:09Z 13.7K followers, 38.2K engagements


"For all the $BABA baggies. Investors believe that Chinese tech stocks are currently worth less than March [----] when: * China's economy was shut down. * Corporate earnings were lower. * Multiples were higher. What do you think Is the Taiwan risk bigger than COVID https://t.co/FLwI5JvQVd Investors believe that Chinese tech stocks are currently worth less than March [----] when: * China's economy was shut down. * Corporate earnings were lower. * Multiples were higher. What do you think Is the Taiwan risk bigger than COVID https://t.co/FLwI5JvQVd"  
[X Link](https://x.com/anyuser/status/1753831208008695846)  2024-02-03T17:21Z 13.7K followers, 87.9K engagements


"I dont get the hate. It's a risky portfolio but top [--] positions have done amazing. Adjust for lira depreciating 65% you still way ahead. Coal has done great too. I also own some both these names in Turkey. (Along with Mavi Ulker koc) Bought over a year ago too. 🤮 https://t.co/S32qRxeY60 🤮 https://t.co/S32qRxeY60"  
[X Link](https://x.com/anyuser/status/1754388278420386059)  2024-02-05T06:15Z 13.7K followers, 42K engagements


"Asahi Kagaku Kogyo (TYO 7928) - A $12m Japanese Net Net That Owns Land Near Shanghai bought 20+ yrs ago Worth 5x its Market Cap. It's deep value but a name I'm not v excited about. I did a short write up on the SS. No one has written it up or tweeted it so def under the radar"  
[X Link](https://x.com/anyuser/status/1760479565586309631)  2024-02-22T01:40Z 13.7K followers, 21K engagements


"Another reason why I'm bullish on dirt cheap Japanese stocks - borrowing JPY on Interactive Brokers costs me 0.75% per year. According to a new filing Berkshire Hathaway plans to issue more yen-denominated bonds in the near future. (h/t @rationalwalk) Could be the prelude to Warren Buffett increasing his investments in the five leading Japanese trading companies even further. According to a new filing Berkshire Hathaway plans to issue more yen-denominated bonds in the near future. (h/t @rationalwalk) Could be the prelude to Warren Buffett increasing his investments in the five leading"  
[X Link](https://x.com/anyuser/status/1777950551642431950)  2024-04-10T06:43Z 13.7K followers, 22.5K engagements


"This public JP company DIC Corp (TYO 4631) owns a huge art collection ($300m-1B USD). Article on FT discusses the art assets. Activist fund (Oasis) is a top [--] shareholder. No position (but fun read) Anyone here familiar with artworks Where can I go to find out the value of these paintings Theres a Rembrandt Monet Picasso and a Warhol DIC $4631.T https://t.co/owNMcyirFk Anyone here familiar with artworks Where can I go to find out the value of these paintings Theres a Rembrandt Monet Picasso and a Warhol DIC $4631.T https://t.co/owNMcyirFk"  
[X Link](https://x.com/AltayCapital/status/1780121728548757652)  2024-04-16T06:31Z 13.7K followers, 32.4K engagements


"Nanocap ($26m usd) net-net Tokyo Automatic Machinery (TYO 6360) ups EPS forecast from [---] to [---] per share. Dividend inc from [--] to [--] and declares [--] special dividend for [---] total. 4.1% yield not bad. P/E of [---]. NCAV of $27m (counting inv sec) I own a v small position"  
[X Link](https://x.com/anyuser/status/1783753406349553882)  2024-04-26T07:02Z 13.7K followers, 38.5K engagements


"Nissin (TYO 9066) limit up [--] days & down 5.5% today. They bought back 24% of outstanding shares from cross holders and doubled dividend. Here's what the # s look like today: 0.7x book (6008/share) 6x EPS (701 eps) 4.6% diviend (likely higher they said 4% DOE) Still cheap"  
[X Link](https://x.com/anyuser/status/1790185155631755596)  2024-05-14T00:59Z 13.7K followers, 23.3K engagements


"Did a short write up on Nissin Corp (TYO 9066). This is one of the cheapest + returning cash names in Japan that's doing everything right. They bought back a ton of stock paying out big dividends (4% of equity) selling down cross shareholdings and only had [--] losses in [--] years Nissin (TYO 9066) limit up [--] days & down 5.5% today. They bought back 24% of outstanding shares from cross holders and doubled dividend. Here's what the # s look like today: 0.7x book (6008/share) 6x EPS (701 eps) 4.6% diviend (likely higher they said 4% DOE) Still cheap. https://t.co/Z6ODXtrr14 Nissin (TYO 9066) limit"  
[X Link](https://x.com/anyuser/status/1791260327390404929)  2024-05-17T00:11Z 13.7K followers, 32.9K engagements


"Akatsuki (TYO 3932) is a $188m net-net Japanese video game developer with a decade of profitability trading at dirt cheap valuations. Sony bought 10% and Koei Tecmo 8% recently validating their newest development platform. Yield: 4% (3% Dividend on equity policy)"  
[X Link](https://x.com/anyuser/status/1795534302777929954)  2024-05-28T19:15Z 13.7K followers, 24.2K engagements


"Hyoki Kaiun Kaisha (TYO 9362) is a cheap JP logistics nanocap with 9% RoE and 0.39x ADJ P/TBV. [--] year EPS and book value per share CAGR of 8% and 9%. No one has written it up or tweeted about it. Short [---] word writeup (if you skip the sum of the parts calculations). I own it"  
[X Link](https://x.com/anyuser/status/1796990858799280154)  2024-06-01T19:43Z 13.7K followers, 12.7K engagements


"I'm very bullish cheap JP logistics companies (see recent writeups on the Sub'stack all free). Here's my current cheap logistics basket (which makes up 20% of my JP stocks). Nissin Corp (9066) and Keihin (9312) are the [--] largest names in the logistics bucket"  
[X Link](https://x.com/anyuser/status/1797846736582692972)  2024-06-04T04:23Z 13.7K followers, 26.7K engagements


"Japan has many cheap names and quality gets a lot better as you go slightly above book value. Hoshi Iryo-Sanki (TYO 7634) is a small cap ($107m) medical gas home care and medical equip company. Profitable for 25+ years (and growing) [----] P/E (NTM) $30m net cash 1x P/TBV"  
[X Link](https://x.com/anyuser/status/1797884892665270529)  2024-06-04T06:55Z 13.7K followers, 10.5K engagements


"Terasaki Electric (TYO 6637) +106% in a little over a year that I've owned it. No longer a net-net (but still is if you include inv securities). I wouldn't buy more today but so many of these cheap names will look 'obvious' in a few years from now. Terasaki Electric Co (TYO 6637) up 8% today /w volume. My #7 largest position in cheap JP portfolio and it's also a net-net. Not seeing any news but this is cheap. 17+ yrs of profitability. [---] P/TBV and 2.5x EV/EBITDA Net-net 10% EPS CAGR 5y 9% BV CAGR 10yr 2% Dividend https://t.co/37jt4c7Q4d Terasaki Electric Co (TYO 6637) up 8% today /w volume."  
[X Link](https://x.com/anyuser/status/1807661377039020037)  2024-07-01T06:23Z 13.7K followers, 22.1K engagements


"Tweeted a bit about $SOHU so did a short writeup. The only U.S. listed Chinese ADRs that I have ANY interest in are deep value net-nets with their cash OUTSIDE of China and SOHU checks that box. Founder owns 1/3 and they're buying back stock. Writeup on the 'stack. Link in bio"  
[X Link](https://x.com/AltayCapital/status/1810133292827701546)  2024-07-08T02:06Z 13.7K followers, 28.5K engagements


"While I'm short some large cap U.S. consumer staples I'm long Yakult (TYO 2267). [--] years of consistent profits and steady growth. Cheaper than global peers and positive carry with cheap yen borrowing costs. Improving capital returns too. Short writeup on the ol S'stack"  
[X Link](https://x.com/anyuser/status/1815921207881130221)  2024-07-24T01:25Z 13.7K followers, 24K engagements


"Pretty confident Activision Blizzard will end up as a massive multi billion dollar writedown for Microsoft in the next [--] years. It won't matter for the stock as its irrelevant given MSFT's scale. A lot beneath the numbers investors don't see. Just one example: Diablo [--] was an awful game and it blew up a ton of good will. It sold really well because Diablo 1-3 had a ton of built up good will. That's mostly gone. Active players are down a ton and will only keep going down. Anyone with talent has long left Blizzard and the remaining teams are all unionized now. The best part of the acqusition"  
[X Link](https://x.com/anyuser/status/1818412401710301635)  2024-07-30T22:24Z 13.7K followers, 33.1K engagements


"New writeup on the Stack (Free) Sanyo Industries (TYO 5958) announced a buyback on Aug [--] and completed it Aug [--] buying back 4.15% of outstanding shares. Net-net buying back stock. Forecast P/E: [---] P/E (LTM): [---] MCAP: 8.66b NCAV: 11.16b NCAV+Inv Sec: 12.15b 3.8% Dividend"  
[X Link](https://x.com/anyuser/status/1829317263171928173)  2024-08-30T00:36Z 13.7K followers, 39K engagements


"New Writeup on the 'Stack (Free) Sanko Techno (TYO 3435) - $60m niche construction materials Co #1 Domestic player with 40% market share in niche. Profitable [--] of the last [--] years [--] dividend hikes in [--] years. Policy of not cutting dividends [--] P/E 3.3% Dividend 0.5x book"  
[X Link](https://x.com/anyuser/status/1831072518175961475)  2024-09-03T20:51Z 13.7K followers, [----] engagements


"A small cap JP company Ishii Iron Works (TYO 6362) got a MBO (management buyout) at a cool 200% premium to last trading price last month. CEO owned a tiny % of the shares. Original offer was [----]. Special committee negotiated it up to [----]. Day before offer it was 2900"  
[X Link](https://x.com/anyuser/status/1833292476821737620)  2024-09-09T23:52Z 13.7K followers, 21.7K engagements


"Great post on a long time fintwit nav discount favorite (Porsche Holding $PAH3). Love the intro: Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield premium brands and management tackling inefficiencies VW offers one of the biggest price-to-value gaps in the market. Through PAH3 the opportunity is even more compelling. https://t.co/SiDRHZL0D0 Published a new piece: VW & Porsche - NAV discounts you can actually eat. With a 10% dividend yield premium brands and management tackling inefficiencies VW offers one of the biggest price-to-value gaps in"  
[X Link](https://x.com/anyuser/status/1838850807426343170)  2024-09-25T07:59Z 13.7K followers, 63.3K engagements


"20 years ago Keihin (TYO 9312) was trading at 1.2x book and 21x p/e and had 25.3b yen of net debt. EPS was [--]. Stock price was [----] mcap 13.5b. Today stock price is about the same (1973) despite paying down ALL of its net debt (no dilution) and EPS up over 3x. P/E today is [--] (EPS LTM 327) P/B today is [---] Dividend yield is 3% This name has been improving its balance sheet while growing profits for [--] years. It was expensive in [----] today its dirt cheap and its warehouse assets are worth much more than carrying value. I'm long Keihin (as well as many other cheap JP logistics names). Wrote"  
[X Link](https://x.com/anyuser/status/1847777617552035848)  2024-10-19T23:11Z 13.7K followers, 62.6K engagements


"There were signs. (up 270% YTD). Wish I owned it. When you see people this obsessed about something best to just buy the stock. #PopMart surges over 20% in HK to hit highest since Jul [----] as its Q3 revenue expected to surge up to 125% overseas revenue to skyrocket 440% https://t.co/haGgRmRP6L https://t.co/1NBfvBOmAC #PopMart surges over 20% in HK to hit highest since Jul [----] as its Q3 revenue expected to surge up to 125% overseas revenue to skyrocket 440% https://t.co/haGgRmRP6L https://t.co/1NBfvBOmAC"  
[X Link](https://x.com/anyuser/status/1848925591342395710)  2024-10-23T03:13Z 13.7K followers, 52.8K engagements


"Mansei Corporation (TYO 7565): A Consistently Profitable [--] P/E Net-Net That Did a Massive 29% Share Buybackand No One Noticed If a company does a huge buyback and no one notices does the stock go up Apparently not. MCAP: 5.9b NCAV: 8b NCAV+Inv Securities: 9.1b P/B: 0.53"  
[X Link](https://x.com/anyuser/status/1860183902901744050)  2024-11-23T04:49Z 13.7K followers, 41.9K engagements


"Lots of Japanese companies ARE finding religion on shareholder returns. This name isn't 'dirt cheap' but sub [--] p/e big dividends and buybacks. Stock is Yotai Refractories (5357). Never had an annual loss either (at least as far as Koyfin data goes) Pretty consistent business. [----] in tokyo: 7.4x earnings Buying back like 5% of shares a year 6.8% dividend Long term share price compounder What more do you want [----] in tokyo: 7.4x earnings Buying back like 5% of shares a year 6.8% dividend Long term share price compounder What more do you want"  
[X Link](https://x.com/anyuser/status/1863794893279432970)  2024-12-03T03:58Z 13.7K followers, 27.5K engagements


"New writeup on 'Stack. Free. Takigami Steel Construction (TYO 5918) - A Portfolio of Public Securities + Rental Real Estate Worth 3x Market Cap (With an Activist Investor) Share price: [----] Market cap: [----] billion NCAV+Investments Value: [----] billion (18000 /share)"  
[X Link](https://x.com/anyuser/status/1865038625488199793)  2024-12-06T14:20Z 13.7K followers, 25.6K engagements


"Sankyo (TYO 6417) is a great example of a cheap Japanese company that found religion on shareholder returns. Good dividend (4%) big buybacks and still cheap at 3.4x EV/EBIT. Wild how profitable these guys are with 27% net income margin. @japanstockfeed Sankyo is always the better option None like them in the Pachinko world https://t.co/Eh4K1MKBq2 @japanstockfeed Sankyo is always the better option None like them in the Pachinko world https://t.co/Eh4K1MKBq2"  
[X Link](https://x.com/anyuser/status/1868528928148844817)  2024-12-16T05:29Z 13.7K followers, 23K engagements


"Dynam Japan (HK: 6889) is the largest operator of Pachinko halls in Japan. They are HK listed as Pachi is gray area. Mcap is $283m USD. They randomly entered airplane leasing biz in [----] (lol) Forecast P/E: [--]. Dividend 8%. 0.4x p/tbv They bought back 9% of shares since 2020"  
[X Link](https://x.com/anyuser/status/1871821729901011344)  2024-12-25T07:34Z 13.7K followers, 16.3K engagements


"DIC (TYO 4631) announced today that they will close their art museum and sell 3/4ths of their Art collection. Book value was [--] billion but they will fetch for far more. [--] billion in cashflow expected in [----] and more in future years. No position but this is a good sign This public JP company DIC Corp (TYO 4631) owns a huge art collection ($300m-1B USD). Article on FT discusses the art assets. Activist fund (Oasis) is a top [--] shareholder. No position (but fun read) https://t.co/0IodE2TcIN This public JP company DIC Corp (TYO 4631) owns a huge art collection ($300m-1B USD). Article on FT"  
[X Link](https://x.com/anyuser/status/1872186446167380284)  2024-12-26T07:43Z 13.7K followers, 49.5K engagements


"+14.5% in [----] Reasons for performance: -Was never fully invested. net long 30-80% through the year. -US index shorts big detractor -JPY weakness. I'm on borrowed yen around 65%. Some JPY exposure. [---] big tech exposure [----] was +22% ish being net long. Beating SPY long term"  
[X Link](https://x.com/anyuser/status/1874533924023701650)  2025-01-01T19:11Z 13.7K followers, 16.6K engagements


"Annual reminder to the $BABA and Chinese ADR buyers"  
[X Link](https://x.com/anyuser/status/1876745443536683400)  2025-01-07T21:39Z 13.7K followers, 87.5K engagements


"A Japanese nanocap industrial lubricant net-net I own announced that they created a mascot which is a cute anime girl. Industrial lube. cute anime girl. net-net. I'm long. The company is Toyo Drilube (TYO 4976) P/E: [---] P/TBV: 0.4x Yield: 2.3% Mcap: [--] billion ($27m)"  
[X Link](https://x.com/anyuser/status/1884082259772465468)  2025-01-28T03:33Z 13.7K followers, 62.6K engagements


"💖✨ PBR0.4 A Japanese nanocap industrial lubricant net-net I own announced that they created a mascot which is a cute anime girl. Industrial lube. cute anime girl. net-net. I'm long. The company is Toyo Drilube (TYO 4976) P/E: [---] P/TBV: 0.4x Yield: 2.3% Mcap: [--] billion ($27m) https://t.co/50hQSzpJl6 A Japanese nanocap industrial lubricant net-net I own announced that they created a mascot which is a cute anime girl. Industrial lube. cute anime girl. net-net. I'm long. The company is Toyo Drilube (TYO 4976) P/E: [---] P/TBV: 0.4x Yield: 2.3% Mcap: [--] billion ($27m) https://t.co/50hQSzpJl6"  
[X Link](https://x.com/anyuser/status/1884418817847353791)  2025-01-29T01:50Z 13.7K followers, 53.2K engagements


"WOW 273% PREMIUM. Co's stock has traded between [---] - [----] since [----]. It's a dirt cheap net-net. Getting bought for [----] vs last trade of [----]. This is what you're betting on with a cheap basket. Steady appreciation + chance of big takeouts. *NIKKON HOLDINGS OFFERS [----] YEN/SHARE FOR CHUOH PACK IND 273% premium vs last traded price of [----] might be the highest I have seen in Japan. *NIKKON HOLDINGS OFFERS [----] YEN/SHARE FOR CHUOH PACK IND 273% premium vs last traded price of [----] might be the highest I have seen in Japan"  
[X Link](https://x.com/anyuser/status/1885232975853609115)  2025-01-31T07:45Z 13.7K followers, 18.5K engagements


"Deeply undervalued net-net Kawagishi Bridge Works (TYO 5921) announced Friday night they're buying back up to 6.9% of shares in a buyback on Monday. Almost a double net-net. Just another day in Japan where net-nets are doing buybacks. Just wrote up on SS. Kawagishi Bridge Works (TYO 5921) is a deep value double net net (MCAP $62.5m NCAV $123m) Construction Steel Producer @ 8.3x P/E Biz valued at -$60m P/BV: 0.34x 3.17% Dividend Tangible Book CAGR 10yr 5.46% New President & Rep Director Last Month https://t.co/cjrJKxJ3Dl Just wrote up on SS. Kawagishi Bridge Works (TYO 5921) is a deep value"  
[X Link](https://x.com/anyuser/status/1886005032291897543)  2025-02-02T10:53Z 13.7K followers, 30.9K engagements


"The first tender offer in the deep value port CB Group Management (TYO 9852) a cheap net net. Stock price: [----]. Tender price: [----]. 52% premium. It traded today at: P/TBV: 0.4x P/E: [---] Buyout is from family/parent co. I own only [---] shares. Still a good profit"  
[X Link](https://x.com/anyuser/status/1887041076021879258)  2025-02-05T07:30Z 13.7K followers, [----] engagements


"Tokyo Automatic Machinery (TYO 6360) Ups EPS forecast from [---] to [---] TRIPLES dividend from [--] to [---] (8% yield from 2.6%) releases plan to comply with TSE requests on capital costs (implement 30%+ payout ratio). Says company is not being adequately valued by the market. Nanocap ($26m usd) net-net Tokyo Automatic Machinery (TYO 6360) ups EPS forecast from [---] to [---] per share. Dividend inc from [--] to [--] and declares [--] special dividend for [---] total. 4.1% yield not bad. P/E of [---]. NCAV of $27m (counting inv sec) I own a v small position. https://t.co/Y4ndzuggRc Nanocap ($26m usd) net-net"  
[X Link](https://x.com/anyuser/status/1887763754726924433)  2025-02-07T07:22Z 13.7K followers, 26.4K engagements


"This is the net net jp stonk version: Ok maybe this thing really is worth $150 per mil token after all https://t.co/OQs6ZL8TYv Ok maybe this thing really is worth $150 per mil token after all https://t.co/OQs6ZL8TYv"  
[X Link](https://x.com/anyuser/status/1895655700791280047)  2025-03-01T02:01Z 13.7K followers, 17.2K engagements


"Coincidence Or is this how Alpha is generated in Japan (this is a tiny position) 💖✨ PBR0.4 https://t.co/E23V3jZ2iD 💖✨ PBR0.4 https://t.co/E23V3jZ2iD"  
[X Link](https://x.com/anyuser/status/1896422467302015334)  2025-03-03T04:48Z 13.7K followers, 18.3K engagements


"New post on the 'Stack. Free like usual. [--] quick pitches. Two are dirt cheap net nets that are full sized basket positions the other owns [-----] hectares of forestry in New Zealand and some art assets. Nippon Shindo (5753) Nakakita Seisakusho (6496) and Wood One (7898)"  
[X Link](https://x.com/anyuser/status/1898892000012935361)  2025-03-10T00:21Z 13.7K followers, 12K engagements


"Nanocap Japan starting to do stock based compensation for directors but some have insane lockup periods of 20-30 years. lmao [--] directors getting [----] shares each value 1.1m ($7500 usd) but they can't sell until April [--] [----]. This is a $19m nanocap"  
[X Link](https://x.com/anyuser/status/1909890978015781153)  2025-04-09T08:47Z 13.7K followers, 19.4K engagements


"I bought [---] shares when I discovered this name last yr. Planned on digging into it but never got around. Not exactly deep value. Revenue flat over [--] years but profitability improved. Not sure why this is even up so much. Likely due to improved dividend + buybacks Bullish Nikkei 🔥 There are still many 'dirt cheap profit compounders' like [----] Tokyo Cosmos Electric. These are dirt cheap because of 'illiquidity discounts' meaning large funds can't buy them only small retail can. The dichotomy is ridiculous to the point it's like free lunch Bullish Nikkei 🔥 There are still many 'dirt cheap"  
[X Link](https://x.com/anyuser/status/1913718768402075726)  2025-04-19T22:18Z 13.7K followers, 22.6K engagements


"Tigers Polymer (TYO 4231) up 10% today on dividend hike and earnings revision upwards. Good timing on the writeup New short writeup on the 'Stack. Deep value net-net with most profits coming from their U.S. division where they manufacture locally in Ohio. 0.3x P/TBV 7.5x P/E 5% Dividend Consistently profitable (one small loss in FY2009) since [----]. Link to 'Stack in Bio (Free) https://t.co/UBLrSHjbe8 New short writeup on the 'Stack. Deep value net-net with most profits coming from their U.S. division where they manufacture locally in Ohio. 0.3x P/TBV 7.5x P/E 5% Dividend Consistently"  
[X Link](https://x.com/anyuser/status/1914903211871494156)  2025-04-23T04:44Z 13.7K followers, 13.7K engagements


"New post on the 'Stack (free). Didn't send out an email as it's just a big list of [---] parent-child listings in Japan. Couldn't find a big list of these when I searched before figured I'd put one together. It's far from complete but good hunting ground for parent buyouts"  
[X Link](https://x.com/anyuser/status/1916780701086609474)  2025-04-28T09:05Z 13.7K followers, 14.9K engagements


"New post on the 'Stack (Free). Kinki Sharyo (TYO 7122) is a net-net rolling stock manufacturer in Japan with manufacturing and maintenance facilities in the U.S. It's cheap + a play on parent-child takeovers. 100% upside to NCAV+Securities 175% if we include their rental RE"  
[X Link](https://x.com/anyuser/status/1918380212867539439)  2025-05-02T19:00Z 13.7K followers, 15.7K engagements


"Another example of things changing in Japan. Smallcap co that never really cared about shareholders Nippi (7932) upped dividend from [--] to [---] late [----] and recently increased it to [---]. Stock traded for 0.3x p/b for a long time and has rerated to 0.72x"  
[X Link](https://x.com/anyuser/status/1923525913712656638)  2025-05-16T23:48Z 13.7K followers, 15.6K engagements


"They're based in Vancouver so probably a scam. A good heuristic. Avoid companies based in Vancouver. Someone dm'd me about this company like 6-9 months ago (-30% since then) and I said Vancouver based Pass. They got mad at me but it's a good heuristic. Any views on East Side Games $EAGR https://t.co/6DBycN38g0 Any views on East Side Games $EAGR https://t.co/6DBycN38g0"  
[X Link](https://x.com/anyuser/status/1926968025179185179)  2025-05-26T11:45Z 13.7K followers, 32K engagements


"If you aren't using LLMs in research you're missing out. I spend a lot of time learning about where a company's products stand in the competitive ecosystem esp in newer technologies. They're also great for quickly understanding an industry (broadly). FYI a lot of boomer PMs still havent figured out how to use AI in the research process. I shouldnt be shocked but its still amusing. FYI a lot of boomer PMs still havent figured out how to use AI in the research process. I shouldnt be shocked but its still amusing"  
[X Link](https://x.com/anyuser/status/1936899286006104271)  2025-06-22T21:29Z 13.7K followers, 23.3K engagements


"Morinaga (TYO 2201) is a household name in JP. They make chocolates and candies (and Hi-Chews which are popular outside JP). Also these ice cream waffle bars are my favorite. This thing is pretty cheap 12x P/E Net cash Does buybacks (Share count -15% since 2022) 2.7% Yield @AltayCapital @FishtownCap We like $MDLZ and Morinaga [----]. Chocolate is still a cheap luxury and these guys have done acceptably in spite of a key input (cocoa) going up 5x in [--] months. When it retraces that will be a tailwind. Plus the brands for each are strong in their markets. @AltayCapital @FishtownCap We like $MDLZ"  
[X Link](https://x.com/anyuser/status/1938392057950958017)  2025-06-27T00:20Z 13.7K followers, 37.1K engagements


"If you haven't burned through at least $100 in AI tokens yet you simply are not curious. This is potentially as big as if not bigger than the internet itself. Building something. ANYTHING. Workflows can be automated. Can turn ideas into web apps. Don't know how Ask AI"  
[X Link](https://x.com/anyuser/status/1938883688777032140)  2025-06-28T08:54Z 13.7K followers, 20.4K engagements


"Gemini [---] pro is just so much worse than ChatGPT o3 for asking questions about annual reports. Pretty simple task as far as AI goes. Upload annual report and ask questions. Gemini just insists the data isn't in the report but it clearly is. This makes it unusable for me"  
[X Link](https://x.com/anyuser/status/1946733674579595510)  2025-07-20T00:47Z 13.7K followers, 18.6K engagements


"@atelicinvest This is my favorite shitpost on gpd"  
[X Link](https://x.com/anyuser/status/1951440518535324064)  2025-08-02T00:30Z 13.7K followers, 35.2K engagements


"This deserves another repost. Founder of Sato Foods upon his death donated 32% of company's float back to the company for FREE. A huge gift to shareholders. Has this happened anywhere else Great writeup and despite doing well co remains cheap. New writeup out now This time I cover a stable & profitable Japanese net-net with a 150% of market cap covered by cash & securities. I expect profitability to improve from here driving returns. TSE reforms are the cherry on top Link in comments/bio https://t.co/MNqzMgH5fg New writeup out now This time I cover a stable & profitable Japanese net-net with"  
[X Link](https://x.com/anyuser/status/1957648110559387922)  2025-08-19T03:37Z 13.7K followers, 70K engagements


"New writeup on the 'Stack (Free like usual) A [--] in [--]. TOC (8841) Sankyo Kasei (8138) and Takase (9087). TOC has net cash securities and a ton of real estate. Sankyo Kasei is a DOUBLE net-net that bought back 33% of its shares this year. Takase is a cheap logistics co"  
[X Link](https://x.com/anyuser/status/1959706098543534319)  2025-08-24T19:55Z 13.7K followers, 13.6K engagements


"Didn't notice this until today. Another shareholder died and donated [------] shares to the company in July [----] (6% of outstanding shares). Their will also donated their real estate to the company. This is a share canibal from shareholders gifting stock and them buying back This deserves another repost. Founder of Sato Foods upon his death donated 32% of company's float back to the company for FREE. A huge gift to shareholders. Has this happened anywhere else Great writeup and despite doing well co remains cheap. This deserves another repost. Founder of Sato Foods upon his death donated 32% of"  
[X Link](https://x.com/anyuser/status/1963383958680604757)  2025-09-03T23:29Z 13.7K followers, 68.7K engagements


"Up over 250% now. This went from a dirt cheap net net to becoming a story stock. They make marine power systems which benefits from the rise is ship building. They are still cheap by U.S. standards at 1.1x book. I sold some on the way up but still own it. Terasaki Electric (TYO 6637) +106% in a little over a year that I've owned it. No longer a net-net (but still is if you include inv securities). I wouldn't buy more today but so many of these cheap names will look 'obvious' in a few years from now. https://t.co/hwjPTbQZjl Terasaki Electric (TYO 6637) +106% in a little over a year that I've"  
[X Link](https://x.com/anyuser/status/1982610199040135373)  2025-10-27T00:48Z 13.7K followers, 13.4K engagements


"@qualityvalueinv I think many of the big rail companies are cheap too given their enormous trove of top quality real estate. Tokyu Tobu JR West and Hankyu Hanshin are all really cheap and are not small caps. These have decent amount of debt termed out so inflation should help them"  
[X Link](https://x.com/AltayCapital/status/1993925763322794154)  2025-11-27T06:12Z 13.7K followers, [--] engagements


"This has steadily climbed a bit higher since. I sold some of my position on the initial jump on sept [--] as I thought this was a weird move but still own a half basket position. Stock going up as people happy to see company do ANYTHING with the excess cash"  
[X Link](https://x.com/AltayCapital/status/1996799859492638765)  2025-12-05T04:32Z 13.7K followers, [----] engagements


"@JapanDeepValue1 Check the yuho for appraised fair market value of their rental real estate. Wrote a short blurb on them in a recent 'stack post. I own this one. Bigger than average JP position for me"  
[X Link](https://x.com/AltayCapital/status/2001919584522346960)  2025-12-19T07:36Z 13.7K followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing