[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 East Asia Stocks 🇯🇵 🇨🇳 🇰🇷 East Asia Stocks 🇯🇵 🇨🇳 🇰🇷 posts on X about $4091t, japan, dividend yield, $2501t the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1307579347042070528/interactions)  - X Week XXX -XX% - X Month XXXXXX +1,268% - X Months XXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1307579347042070528/posts_active)  ### Followers: XXXXX [#](/creator/twitter::1307579347042070528/followers)  - X Week XXXXX +0.09% - X Month XXXXX +1.50% - X Months XXXXX +3.70% - X Year XXXXX +9.40% ### CreatorRank: undefined [#](/creator/twitter::1307579347042070528/influencer_rank)  ### Social Influence [#](/creator/twitter::1307579347042070528/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$4091t](/topic/$4091t), [japan](/topic/japan), [dividend yield](/topic/dividend-yield), [$2501t](/topic/$2501t), [$4452t](/topic/$4452t), [$2206t](/topic/$2206t), [$9435t](/topic/$9435t), [$6861t](/topic/$6861t), [keyence](/topic/keyence), [profitable](/topic/profitable) ### Top Social Posts [#](/creator/twitter::1307579347042070528/posts) --- Top posts by engagements in the last XX hours "🧵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 6924 followers, 21.4K engagements "Looks like Japan activists have been on a losing streak this AGM season All activist proposals rejected at - Ezaki Glico (Dalton) - DIC (Oasis) - Kao (Oasis) - Sapporo (3D)"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1905462862191230997) 2025-03-28 03:32:02 UTC 6925 followers, 1375 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 6924 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 6924 followers, XXX engagements "12/ Pressure will only increase with potential activist involvement. Theres no activist yet but the setup seems ideal no controlling shareholder a proven global business model and a bloated portfolio of non-core assets waiting to be offloaded"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944607736970596595) 2025-07-14 03:59:48 UTC 6923 followers, XXX engagements "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 6924 followers, XXX engagements "I think Yakult Honsha (2267) is underrated in the F&B space and has potential to attract more global investor attention. $YKLTY Incredible brand and significant presence in almost all Asian countries. At one point Danone even tried to buy them out"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1769580424492376417) 2024-03-18 04:23:45 UTC 6923 followers, 6396 engagements "13/ Air Water trades at 9x forward P/E with a XXX% dividend yield. Conservatively I arrived at a XX% discount to sum-of-the-parts (you can dig deeper into non-core assets and the discount could be even wider but I havent even gone that far)"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944607831568551994) 2025-07-14 04:00:10 UTC 6924 followers, XXX engagements "@pandawatch88 @TheLongHappy What's preventing you from buying it then Margin downside"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944603956564447718) 2025-07-14 03:44:46 UTC 6923 followers, XXX engagements "14. Worst case you might be looking at a 5-6% grower (assuming profit growth at GDP rate + collect XXX% dividend yield). Best case is you get XX% profit growth (managements target) + XXX% dividend yield + re-rating to global peer-like multiples drives additional upside. Altogether a 20%+ return doesnt feel unrealistic"  [@EastAsiaStocks](/creator/x/EastAsiaStocks) on [X](/post/tweet/1944607944831914181) 2025-07-14 04:00:37 UTC 6923 followers, 1255 engagements
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@EastAsiaStocks East Asia Stocks 🇯🇵 🇨🇳 🇰🇷
East Asia Stocks 🇯🇵 🇨🇳 🇰🇷 posts on X about $4091t, japan, dividend yield, $2501t the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XX%
- X Month XXXXXX +1,268%
- X Months XXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: X #
Followers: XXXXX #
- X Week XXXXX +0.09%
- X Month XXXXX +1.50%
- X Months XXXXX +3.70%
- X Year XXXXX +9.40%
CreatorRank: undefined #
Social Influence #
Social category influence finance countries technology brands
Social topic influence $4091t, japan, dividend yield, $2501t, $4452t, $2206t, $9435t, $6861t, keyence, profitable
Top Social Posts #
Top posts by engagements in the last XX hours
"🧵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 6924 followers, 21.4K engagements
"Looks like Japan activists have been on a losing streak this AGM season All activist proposals rejected at - Ezaki Glico (Dalton) - DIC (Oasis) - Kao (Oasis) - Sapporo (3D)" @EastAsiaStocks on X 2025-03-28 03:32:02 UTC 6925 followers, 1375 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 6924 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 6924 followers, XXX engagements
"12/ Pressure will only increase with potential activist involvement. Theres no activist yet but the setup seems ideal no controlling shareholder a proven global business model and a bloated portfolio of non-core assets waiting to be offloaded" @EastAsiaStocks on X 2025-07-14 03:59:48 UTC 6923 followers, XXX engagements
"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 6924 followers, XXX engagements
"I think Yakult Honsha (2267) is underrated in the F&B space and has potential to attract more global investor attention. $YKLTY Incredible brand and significant presence in almost all Asian countries. At one point Danone even tried to buy them out" @EastAsiaStocks on X 2024-03-18 04:23:45 UTC 6923 followers, 6396 engagements
"13/ Air Water trades at 9x forward P/E with a XXX% dividend yield. Conservatively I arrived at a XX% discount to sum-of-the-parts (you can dig deeper into non-core assets and the discount could be even wider but I havent even gone that far)" @EastAsiaStocks on X 2025-07-14 04:00:10 UTC 6924 followers, XXX engagements
"@pandawatch88 @TheLongHappy What's preventing you from buying it then Margin downside" @EastAsiaStocks on X 2025-07-14 03:44:46 UTC 6923 followers, XXX engagements
"14. Worst case you might be looking at a 5-6% grower (assuming profit growth at GDP rate + collect XXX% dividend yield). Best case is you get XX% profit growth (managements target) + XXX% dividend yield + re-rating to global peer-like multiples drives additional upside. Altogether a 20%+ return doesnt feel unrealistic" @EastAsiaStocks on X 2025-07-14 04:00:37 UTC 6923 followers, 1255 engagements