# ![@growprojecttaro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1057847853215735808.png) @growprojecttaro Hiyoko | Japan Small Cap Portfolio

Hiyoko | Japan Small Cap Portfolio posts on X about japan, stocks, market cap, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1057847853215735808/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:interactions.svg)

- [--] Week [-----] -39%
- [--] Month [-----] +549%
- [--] Months [------] +32%
- [--] Year [------] -6.60%

### Mentions: [--] [#](/creator/twitter::1057847853215735808/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:posts_active.svg)

- [--] Week [--] +46%
- [--] Month [--] +127%
- [--] Months [--] +128%
- [--] Year [--] +12%

### Followers: [-----] [#](/creator/twitter::1057847853215735808/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:followers.svg)

- [--] Week [-----] +7.90%
- [--] Month [-----] +11%
- [--] Months [-----] +17%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1057847853215735808/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1057847853215735808/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [stocks](/list/stocks)  [celebrities](/list/celebrities) 

**Social topic influence**
[japan](/topic/japan), [stocks](/topic/stocks), [market cap](/topic/market-cap) #766, [investment](/topic/investment), [dividend](/topic/dividend) #712, [tokyo](/topic/tokyo), [china](/topic/china), [$9435t](/topic/$9435t), [money](/topic/money), [tokyo stock exchange](/topic/tokyo-stock-exchange)

**Top accounts mentioned or mentioned by**
[@altaycapital](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@govro12](/creator/undefined) [@willschoebs](/creator/undefined) [@sutjeinvestor](/creator/undefined) [@zakariyakhwaja](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@gezzogero](/creator/undefined) [@stratolyte](/creator/undefined) [@dpalmer2013](/creator/undefined) [@capitaloptimism](/creator/undefined) [@raphaelvignes](/creator/undefined) [@carswellwilliam](/creator/undefined) [@japangurux](/creator/undefined) [@finhubiq](/creator/undefined) [@jamiehalse](/creator/undefined) [@benpettigrew](/creator/undefined) [@capitalemployed](/creator/undefined) [@bulldawg_89](/creator/undefined)

**Top assets mentioned**
[Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [April (APRIL)](/topic/april) [Alphabet Inc Class A (GOOGL)](/topic/google) [CyberConnect (CYBER)](/topic/cyber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2.56%CBOT 1.57%CBOT 0.91%CBOT"  
[X Link](https://x.com/growprojecttaro/status/1696651560414011410)  2023-08-29T22:30Z [---] followers, [--] engagements


"Keihin Co Ltd TSE:9312 Estimated DCF Value of one [----] stock is [--] [---] JPY. Compared to the current market price of [--] [---] JPY the stock is undervalued by 78%"  
[X Link](https://x.com/growprojecttaro/status/1728224004698435852)  2023-11-25T01:28Z [---] followers, [---] engagements


"Many undervalued Japanese stocks are changing their mindset toward capital efficiency. This is an unprecedented and significant change and I believe it is a good trend that will lead to change as the capital markets take a harder look"  
[X Link](https://x.com/growprojecttaro/status/1728225733150138553)  2023-11-25T01:34Z [---] followers, [---] engagements


"Rakuten Securities has frequent connection failures; SBI Securities has none. What is the difference Rakuten Securities will lose credibility if they don't explain well here and this is the best chance for SBI Securities"  
[X Link](https://x.com/growprojecttaro/status/1728941629611164131)  2023-11-27T00:59Z [---] followers, [---] engagements


"9702 ISB Corp Excellent research with Toyota Risk Predictive Path Planning Considering Multiple Targets by Using Risk Potential Optimization Theory"  
[X Link](https://x.com/growprojecttaro/status/1731621473624936505)  2023-12-04T10:28Z [---] followers, [--] engagements


"Wow The government and ruling party will lighten the tax burden on mergers and acquisitions (M&A) of small and medium-sized enterprises (SMEs) in the fiscal [----] tax reform to help solve the problem of a lack of successors"  
[X Link](https://x.com/growprojecttaro/status/1731650223506870506)  2023-12-04T12:22Z [---] followers, [---] engagements


"Theme Stocks to Watch Railroad-related Hydrogen-related Network/IoT/5G Data business Foreign workers Pallet transportation modal shift Logistics/warehousing Contact lens manufacturing"  
[X Link](https://x.com/japan_cap/status/1735194222226280809)  2023-12-14T07:05Z [----] followers, [----] engagements


"If Nippon Express builds more relay points it will be able to utilize them for pallet rental bases which is a tailwind for pallet logistics"  
[X Link](https://x.com/japan_cap/status/1738815741187748015)  2023-12-24T06:55Z [---] followers, [---] engagements


"There was a small Japanese stock that Johnson and Johnson does business with. I was impressed that for such a small market cap they were doing business with such a huge company"  
[X Link](https://x.com/anyuser/status/1739441577448317371)  2023-12-26T00:22Z [--] followers, [--] engagements


"Mitsubishi Corporation is embarking on large-scale green hydrogen production. A new large-scale plant with an annual production capacity of [-----] tons will be built in the Netherlands aiming to start operation in 2029"  
[X Link](https://x.com/japan_cap/status/1744703472724070532)  2024-01-09T12:51Z [---] followers, [---] engagements


"Tokyo Stock Exchange Inc. (TSE) Has Published a List of Companies That Have Disclosed Information Regarding Action to Implement Management That is Conscious of Cost of Capital and Stock Price"  
[X Link](https://x.com/japan_cap/status/1746783512949309515)  2024-01-15T06:36Z [---] followers, 35K engagements


"The Tokyo Stock Exchange will require all of the approximately [----] companies listed on the prime market to disclose material information in English from March [----]. Good news for foreign investors"  
[X Link](https://x.com/japan_cap/status/1747399423158796681)  2024-01-16T23:24Z [---] followers, 52.7K engagements


"What is going on in China The popularity of Japanese stocks is overheating in China. On the morning of January [--] the Shanghai Stock Exchange in China temporarily suspended trading of exchange-traded funds (ETFs) linked to the Nikkei Stock Average"  
[X Link](https://x.com/japan_cap/status/1747742650902733186)  2024-01-17T22:08Z [---] followers, [---] engagements


"Japanese stocks foreigners "strong buying [---] trillion yen" vs. Japanese individual investors "strong selling [---] trillion yen even with the new NISA" is a hot topic"  
[X Link](https://x.com/japan_cap/status/1747933699482791941)  2024-01-18T10:47Z [---] followers, [---] engagements


"Sekisui House(1928) announced that it will acquire U.S. housing company M.D.C. Holdings for about $4.9 billion (about [---] billion yen). It will be one of the major players equivalent to the 5th largest in the U.S. Is this a good deal https://www.nikkei.com/article/DGXZQOUF187P20Y4A110C2000000/ https://www.nikkei.com/article/DGXZQOUF187P20Y4A110C2000000/"  
[X Link](https://x.com/japan_cap/status/1748172942226412012)  2024-01-19T02:38Z [----] followers, [---] engagements


"Valuation Measuresin JPY Market Cap (intraday)2.14T Enterprise Value2.77 TTrailing P/E12.30 Price/Book (mrq)1.24 EV/EBITDA10.59"  
[X Link](https://x.com/japan_cap/status/1748174453924938004)  2024-01-19T02:44Z [---] followers, [---] engagements


"Bank of Japan's meeting (22-23) focuses on [----] spring labor talks evaluating price-wage cycle and sustained service price increases replacing goods"  
[X Link](https://x.com/anyuser/status/1749193310407942396)  2024-01-21T22:12Z [--] followers, [---] engagements


"NVIDIA already dominates semiconductors for AI and now it is looking to develop this area as the centerpiece of the AI revolution in medicine and healthcare. The edge AI field will likely attract a lot of attention"  
[X Link](https://x.com/japan_cap/status/1749323424898629903)  2024-01-22T06:49Z [---] followers, [---] engagements


"The Bank of Japan (BOJ) decided not to lift its negative interest rate policy and to maintain the current level of measures such as yield curve control and purchases of ETFs"  
[X Link](https://x.com/japan_cap/status/1749672560579744111)  2024-01-23T05:57Z [---] followers, [---] engagements


"@willschoebs The number of outstanding companies among them would be even more limited. Therefore the market is concentrated on a few target companies and they will probably be competing with each other for the top shares"  
[X Link](https://x.com/japan_cap/status/1750325911441080540)  2024-01-25T01:13Z [---] followers, [--] engagements


"@willschoebs Japan has unique business practices cultural and linguistic barriers to entry and there's a strong aspect of information asymmetry. But if you have the conviction determination and trust-building efforts to overcome these barriers the opportunities are probably great"  
[X Link](https://x.com/anyuser/status/1750334976514756872)  2024-01-25T01:49Z [--] followers, [---] engagements


"China is struggling to clean up after its housing bubble burst. The buildup of inventory combined with sluggish sales has pushed the number of months needed to sell out to more than [--] months by simple arithmetic"  
[X Link](https://x.com/japan_cap/status/1751365359008100572)  2024-01-27T22:03Z [---] followers, [---] engagements


"@Govro12 @gezzogero @Sutjeinvestor This company have the world's No. [--] market share in pillar fittings for semiconductor cleaning equipment. it is a company with great technology. It seems that the market has already given it a certain level of recognition"  
[X Link](https://x.com/japan_cap/status/1752105614279606741)  2024-01-29T23:05Z [---] followers, [---] engagements


"@stratolyte You may want to check the Japan company handbook. JAPAN COMPANY HANDBOOK (JCH) is a widely-acclaimed quarterly publication on Japan's leading companies provides a brief history background informationetc As for the exchange rate I don't know of any solution"  
[X Link](https://x.com/japan_cap/status/1752107236305010926)  2024-01-29T23:11Z [---] followers, [--] engagements


"Listed companies are expanding their share buybacks actively returning surplus funds to shareholders. Tokyo Stock Exchange's request for companies to improve capital efficiency has been a backdrop and a factor in the current stock market rally"  
[X Link](https://x.com/japan_cap/status/1752468861914660972)  2024-01-30T23:08Z [---] followers, [---] engagements


"Shigeru teaches Don't be upset when you lose money. Read the psychology of other investors. Don't rely on intuition and success stories. Take a break from investing. If you want to make more money than others use your head. Go the opposite way even if it's painful"  
[X Link](https://x.com/japan_cap/status/1753004860323299503)  2024-02-01T10:38Z [---] followers, [---] engagements


"His desire to increase his money is secondary; he just enjoys it so much that he gets up at 2:00 a.m. every morning to think about stocks"  
[X Link](https://x.com/japan_cap/status/1753005262452203644)  2024-02-01T10:39Z [---] followers, [---] engagements


"More than [---] billion yen flowed into ETFs for Japanese stocks the largest inflow in almost six months. Not only professional institutional investors but also individual investors from China and other countries are buying"  
[X Link](https://x.com/japan_cap/status/1753618516220252259)  2024-02-03T03:16Z [---] followers, [---] engagements


"Real estate investment in Japan in [----] by foreign investment funds and companies fell 30% from the previous year the lowest level in five years"  
[X Link](https://x.com/japan_cap/status/1754634929433190615)  2024-02-05T22:35Z [---] followers, [---] engagements


"This means selling in anticipation of rising interest rates in Japan and making up for deteriorating global real estate market conditions. Real estate relations are expected to remain challenging for the time being so caution will be necessary"  
[X Link](https://x.com/japan_cap/status/1754635284925522374)  2024-02-05T22:37Z [---] followers, [---] engagements


"It is said that it is better to invest in stocks by holding superior companies for a long time but from the perspective of time efficiency I think it would perform better to buy and sell stocks that have gone up 5% in one to two months. How should I think about this"  
[X Link](https://x.com/japan_cap/status/1754644888979939692)  2024-02-05T23:15Z [---] followers, [---] engagements


"Possible Background - Dispersal of factories in Taiwan to guard against China - Securement of abundant water resources - Securement of inexpensive and talented labor force - Generous subsidies from the Japanese government"  
[X Link](https://x.com/japan_cap/status/1754998097586106589)  2024-02-06T22:38Z [---] followers, [---] engagements


"Semiconductor-related stocks are worth watching"  
[X Link](https://x.com/japan_cap/status/1754998469952241739)  2024-02-06T22:40Z [---] followers, [---] engagements


"@ValueInvestJpn Very helpful. With global warming the demand for air purifiers is on the rise. Also the data center demand for AI special demand is also a tailwind. Would like to invest in a company that would provide parts to Daikin"  
[X Link](https://x.com/japan_cap/status/1755451473029480868)  2024-02-08T04:40Z [---] followers, [--] engagements


"The Ministry of the Environment supports next-generation recycling projects that extract rare metals and glass from used solar panels. Tailwind for industrial waste-related companies"  
[X Link](https://x.com/japan_cap/status/1756821413481300067)  2024-02-11T23:23Z [---] followers, [---] engagements


"The ratio of short selling is declining on the Tokyo Stock Exchange. On February [--] the ratio of short-sale orders to total trading value of listed stocks on the TSE reached 35.48% the lowest level in three years since February [--] 2021"  
[X Link](https://x.com/japan_cap/status/1757537245018636575)  2024-02-13T22:48Z [---] followers, [---] engagements


"This year certain large-cap stocks are surprisingly rising in the Tokyo stock market. The main buyers are considered to be the sovereign wealth funds (SWFs) of the Gulf countries known as the "Oil Five"  
[X Link](https://x.com/japan_cap/status/1759352237195972982)  2024-02-18T23:00Z [---] followers, [---] engagements


"The total market capitalization (in U.S. dollars) of stocks listed on the Tokyo Stock Exchange has surpassed that of China's Shanghai Stock Exchange to become the fourth largest in the world"  
[X Link](https://x.com/japan_cap/status/1760066895368294796)  2024-02-20T22:20Z [---] followers, [---] engagements


"Increased demand for AI will increase data center investment and cooling technology will be needed to solve data center heat problems. I imagine related industries will benefit"  
[X Link](https://x.com/japan_cap/status/1760878262568571250)  2024-02-23T04:04Z [---] followers, [---] engagements


"Berkshire Hathaway the U.S. investment firm led by prominent U.S. investor Warren Buffett released its annual "Letter to Shareholders" on March [--]. It warned that the surge in the U.S. stock market is "casino-ish"  
[X Link](https://x.com/japan_cap/status/1761877715488309480)  2024-02-25T22:15Z [---] followers, [---] engagements


"Tokyo Feb. [--] (Jiji Press)--The Tokyo Stock Exchange said Monday that it will oblige over [----] companies listed on its Prime section to promptly disclose earnings and other key information also in English from April 2025"  
[X Link](https://x.com/japan_cap/status/1762257843196207590)  2024-02-26T23:26Z [---] followers, 12.5K engagements


"Prime Minister Fumio Kishida met with Zuckerberg CEO of U.S. IT giant Meta at the Prime Minister's Office on April [--]. According to the source Zuckerberg said that the company is focusing on the Japanese market in the supply chain for semiconductor manufacturing"  
[X Link](https://x.com/japan_cap/status/1762597444205064603)  2024-02-27T21:55Z [---] followers, [---] engagements


"Mark Zuckerberg on Asia tour: Meta chief learns Katana making in Japan flaunts process on SM He seem to be enjoying Japan to the fullest"  
[X Link](https://x.com/japan_cap/status/1762599931322503615)  2024-02-27T22:05Z [---] followers, [---] engagements


"PBR" is actually useless. A "legendary investor" with over [--] billion in personal assets points out that "PBR has an unexpected blind spot" that is "greatly misunderstood.""  
[X Link](https://x.com/japan_cap/status/1764419892160483395)  2024-03-03T22:37Z [---] followers, [---] engagements


"He define net cash and net cash ratio this way. Net cash = current assets + investment securities x 70% - debt Net cash ratio = Net cash / Market cap = (Current assets + Investment securities x 70% - Liabilities) / Market cap"  
[X Link](https://x.com/japan_cap/status/1764420314446852271)  2024-03-03T22:39Z [---] followers, [---] engagements


"Jiji Press reported on the 8th that the Bank of Japan is considering a new quantitative monetary policy framework that would indicate in advance the scale of government bond purchases in order to smoothly normalize monetary easing. Currency control (YCC) will be abolished"  
[X Link](https://x.com/japan_cap/status/1766270663508328704)  2024-03-09T01:11Z [----] followers, [----] engagements


"The Bank of Japan will discuss whether to end its negative interest rate policy at its monetary policy meeting on the 18th and 19th"  
[X Link](https://x.com/japan_cap/status/1768046588751217035)  2024-03-13T22:48Z [---] followers, [---] engagements


"The Cabinet has decided on amendments to the Immigration Control Act and other items for the creation of the "nurturing and employment system" to replace the "technical intern training system""  
[X Link](https://x.com/japan_cap/status/1768773023681933653)  2024-03-15T22:55Z [---] followers, [---] engagements


"The requirements for obtaining a permanent residence permit for foreigners have been further clarified and a provision has been included that will revoke the permanent residence if the foreigner intentionally fails to pay income tax social insurance premiums etc"  
[X Link](https://x.com/japan_cap/status/1768773707785449620)  2024-03-15T22:58Z [---] followers, [---] engagements


"@AltayCapital @DPalmer2013 I believe that this kind of movement will gradually lead to a change in the mindset of the management team. I hope you get a reply"  
[X Link](https://x.com/japan_cap/status/1769145573867925536)  2024-03-16T23:35Z [---] followers, [---] engagements


"AWS purchases Cumulus a data center campus adjacent to a nuclear power plant in Pennsylvania. All electricity will be provided by the power plant making it AWS's first nuclear powered data center"  
[X Link](https://x.com/japan_cap/status/1770368604439249264)  2024-03-20T08:35Z [---] followers, [---] engagements


"I have tried the method of short selling stocks that have a lot of credibility several times but it is quite difficult. The upward trend is strong so I cut my losses and withdrew"  
[X Link](https://x.com/japan_cap/status/1772755716878790724)  2024-03-26T22:41Z [---] followers, [---] engagements


"Yen falls to lowest level in [--] years; boost for business but negative impact on consumption; interest rate differential with US and Europe leads individuals to invest overseas https://www.nikkei.com/nkd/company/article/DisplayType=1&ng=DGKKZO79593550Y4A320C2MM8000&scode=8301 https://www.nikkei.com/nkd/company/article/DisplayType=1&ng=DGKKZO79593550Y4A320C2MM8000&scode=8301"  
[X Link](https://x.com/japan_cap/status/1773103773382001042)  2024-03-27T21:44Z [---] followers, [---] engagements


"If the value of the Japanese yen falls relatively investing in value stocks that can earn foreign currency quickly will be a good way to protect your assets"  
[X Link](https://x.com/japan_cap/status/1773619933819138557)  2024-03-29T07:55Z [---] followers, [---] engagements


"Although it is a modest industry it is a company that supports various industries as an unsung hero. One of the companies I would like to support as a shareholder"  
[X Link](https://x.com/japan_cap/status/1774307189228023855)  2024-03-31T05:26Z [---] followers, [---] engagements


"The Ministry of Economy Trade and Industry will launch a rating system for companies' cyber-attack countermeasures in FY2025.The rating will be based on a five-point scale. https://www.nikkei.com/article/DGKKZO79801900U4A400C2EP0000/ https://www.nikkei.com/article/DGKKZO79801900U4A400C2EP0000/"  
[X Link](https://x.com/japan_cap/status/1776375637311418439)  2024-04-05T22:25Z [---] followers, [---] engagements


"There are certain stocks related to cybersecurity that are undervalued because of their modest performance"  
[X Link](https://x.com/japan_cap/status/1776375714335633716)  2024-04-05T22:25Z [---] followers, [---] engagements


"While Japanese stocks as a whole are falling Nansin's stock price is rising"  
[X Link](https://x.com/japan_cap/status/1777329412494770480)  2024-04-08T13:35Z [---] followers, [---] engagements


"Stocks that have accumulated margin buying are very volatile in these situations.Therefore it is important to check the margin situation before buying. Also if a stock has a certain amount of short selling by institutional investors better to suspect that something is wrong"  
[X Link](https://x.com/japan_cap/status/1780736971666797002)  2024-04-17T23:15Z [----] followers, [---] engagements


"and the margin multiple the ratio of buying balance divided by selling balance was [----] times the highest since December [----]. https://www.nikkei.com/article/DGKKZO80228250T20C24A4EN8000/ https://www.nikkei.com/article/DGKKZO80228250T20C24A4EN8000/"  
[X Link](https://x.com/japan_cap/status/1782910752611020918)  2024-04-23T23:13Z [----] followers, [--] engagements


"The supply-demand balance is not good and the market is in a phase where it is easy to fall with the slightest shock. Stocks that have accumulated margin purchases should either be shorted or avoided holding them as they are structured to fall easily"  
[X Link](https://x.com/japan_cap/status/1782911144786850179)  2024-04-23T23:15Z [----] followers, [---] engagements


"The first week of May is marked by the release of many noteworthy economic indicators. Japan is Golden Week. I am afraid of the end of the national holiday. ADP employment data Manufacturing PMI ISM Manufacturing Index FOMC Policy Rate etc"  
[X Link](https://x.com/japan_cap/status/1783992990719209936)  2024-04-26T22:54Z [----] followers, [---] engagements


"In April the net inflow of Japanese stocks into publicly offered investment trusts (value excluding purchases cancellations etc.) hit the highest level in six years and two months. https://www.nikkei.com/article/DGKKZO80502100X00C24A5EN8000/ https://www.nikkei.com/article/DGKKZO80502100X00C24A5EN8000/"  
[X Link](https://x.com/japan_cap/status/1787979353940451582)  2024-05-07T22:54Z [----] followers, [---] engagements


"An increasing number of individuals are buying investment trusts under the new small investment tax exemption system (NISA) that started in January [----]. It appears that there was some buying at a time when Japanese stocks entered a correction phase"  
[X Link](https://x.com/japan_cap/status/1787979489793958116)  2024-05-07T22:55Z [----] followers, [---] engagements


"BOJ to Reduce JGB Purchases Long-Term Interest Rates Hit Highest Level This Year Long-term interest rate temporarily rises to 0.940% https://www.nikkei.com/article/DGKKZO80639090T10C24A5EA1000/ https://www.nikkei.com/article/DGKKZO80639090T10C24A5EA1000/"  
[X Link](https://x.com/japan_cap/status/1790163730275455105)  2024-05-13T23:34Z [----] followers, [---] engagements


"@AltayCapital Diversification is important. Even if a stock is good in the long term it has high volatility in short-term performance"  
[X Link](https://x.com/japan_cap/status/1790227000520819093)  2024-05-14T03:45Z [----] followers, [--] engagements


"Money moving away from China for Japanese stocks: US stance towards China hardening. Foreign investors focus on "relative advantage" I believe that Japanese stocks are relatively undervalued due in part to the weak yen. https://www.nikkei.com/article/DGKKZO82246600S4A720C2EN8000/ https://www.nikkei.com/article/DGKKZO82246600S4A720C2EN8000/"  
[X Link](https://x.com/japan_cap/status/1815508737005961384)  2024-07-22T22:06Z [----] followers, [---] engagements


"@capitaloptimism Japanese stocks only. I'm not sure about U.S. stocks"  
[X Link](https://x.com/japan_cap/status/1819527199269298571)  2024-08-03T00:14Z [----] followers, [--] engagements


"@Zakariya_Khwaja As for domestic Japanese stocks I am positive because earnings are expected to improve due to lower costs"  
[X Link](https://x.com/japan_cap/status/1820229544034566652)  2024-08-04T22:45Z [----] followers, [--] engagements


"@Zakariya_Khwaja On the other hand the deficit in the balance of services due to foreign-owned services (Amazon Google etc.) is serious and structurally I do not think the trend of yen depreciation will change"  
[X Link](https://x.com/japan_cap/status/1820229782501802029)  2024-08-04T22:46Z [----] followers, [--] engagements


"@RaphaelVignes There are not many signs of vitality in the Japanese market as a whole but many individual stocks are too low. As far as business confidence is concerned real wages have started to rise so business confidence is not bad. The unemployment rate is also low due to labor shortages"  
[X Link](https://x.com/japan_cap/status/1821306997381460037)  2024-08-07T22:06Z [----] followers, [--] engagements


"Japan's overseas assets are now the main source of income. Trade deficit made up for by visitors to Japan https://www.nikkei.com/article/DGKKZO82671640Y4A800C2EP0000/ https://www.nikkei.com/article/DGKKZO82671640Y4A800C2EP0000/"  
[X Link](https://x.com/japan_cap/status/1821670212879708387)  2024-08-08T22:09Z [----] followers, [---] engagements


"The primary income balance surplus which represents the return on investment reached a record [-----] trillion yen. The trade balance remained in the red. Japan is no longer a model that earns money from exports but is more like an investment company"  
[X Link](https://x.com/japan_cap/status/1821670965639798951)  2024-08-08T22:12Z [----] followers, [---] engagements


"Why KKR of the U.S. acquired the former Hitachi Transport System Ltd. for a huge [---] billion yen KKR Japan President: "Japanese logistics companies have potential. https://diamond.jp/articles/-/348817 https://diamond.jp/articles/-/348817"  
[X Link](https://x.com/japan_cap/status/1830568523221090360)  2024-09-02T11:28Z [----] followers, [---] engagements


"Sold a few stocks that had a high rate of decline during the August plunge while continuing to hold those that were more resistant to the decline. Increased short positions in overvalued growth stocks for hedging"  
[X Link](https://x.com/japan_cap/status/1831116793127338221)  2024-09-03T23:47Z [----] followers, [---] engagements


"I think now is the time to be patient. The basics are to continue holding small-cap stocks that are extremely cheap and have limited downside. And short selling stocks that are expensive and have a lot of credit purchases"  
[X Link](https://x.com/japan_cap/status/1832216295393419395)  2024-09-07T00:36Z [----] followers, [---] engagements


"The U.S. economy seems to be feeling better at the consumer level but related indicators of business activity have deteriorated considerably. Is this temporary Are there any signs of a revival in the wake of the election campaign"  
[X Link](https://x.com/japan_cap/status/1832395008076607558)  2024-09-07T12:26Z [----] followers, [---] engagements


"LRT related stocks a decisive factor in the revitalization of local cities Kinki Sharyo [----] TSE S has delivered LRVs to Hiroshima Electric Railway [----] TSE S and jointly developed Japan's first full-flat LRV in December [----]. https://kabutan.jp/news/marketnews/&b=n202409191080 https://kabutan.jp/news/marketnews/&b=n202409191080"  
[X Link](https://x.com/japan_cap/status/1836735061158404225)  2024-09-19T11:52Z [----] followers, [---] engagements


"The company has an extensive track record of overseas deliveries having delivered LRVs to Los Angeles and Seattle in the United States"  
[X Link](https://x.com/japan_cap/status/1836735161360400758)  2024-09-19T11:52Z [----] followers, [---] engagements


"I have suggested several times to a certain small-cap company that they should actively promote IR is moving quite slowly but they are taking it seriously perhaps due to pressure from the TSE. http://activities.It http://activities.It"  
[X Link](https://x.com/japan_cap/status/1837276970847195214)  2024-09-20T23:45Z [----] followers, [---] engagements


"After all the market is now under strong downward pressure. Will be necessary to pull into stocks with low beta or cheap P/B ratios. In the medium to long term would like to pick up export-related stocks but domestic demand-related stocks may be stronger in the short term"  
[X Link](https://x.com/japan_cap/status/1839839350999359897)  2024-09-28T01:27Z [----] followers, [---] engagements


"The following are investment themes related to the new Japanese Prime Minister Mr. Ishiba Disaster prevention Regional development National security Cyber security National defense Renewable Energy"  
[X Link](https://x.com/japan_cap/status/1839840673945813373)  2024-09-28T01:32Z [----] followers, [---] engagements


"The themes are characterized by a weak sense of novelty and innovation with a strong emphasis on conservatism"  
[X Link](https://x.com/japan_cap/status/1839840721165267215)  2024-09-28T01:33Z [----] followers, [---] engagements


"The new Prime Minister Ishiba is a geek who likes trains so I expect railway-related matters as well"  
[X Link](https://x.com/japan_cap/status/1839842289742647560)  2024-09-28T01:39Z [----] followers, [---] engagements


"The short sale ratio is quite high at 45.6%. A vicious cycle has begun as expectations for a weaker yen and monetary easing have faded"  
[X Link](https://x.com/japan_cap/status/1840664741238481364)  2024-09-30T08:07Z [----] followers, [---] engagements


"This year low PBR stocks drew significant attention in the first half and I successfully rode the wave. However the market crash in August forced me to focus on survival"  
[X Link](https://x.com/japan_cap/status/1863034520443986063)  2024-12-01T01:36Z [----] followers, [---] engagements


"Data center and generative AI stocks are promising but overpriced with high leverage. If the market turns they could drop fastprime for shorting"  
[X Link](https://x.com/japan_cap/status/1870088036102586646)  2024-12-20T12:45Z [----] followers, [---] engagements


"Japans [----] nominal GDP per capita fell to $33849 ranking 22nd in the OECD behind South Korea. A weak yen and low productivity weigh heavily. https://www.nikkei.com/article/DGKKZO85671140T21C24A2EP0000/ https://www.nikkei.com/article/DGKKZO85671140T21C24A2EP0000/"  
[X Link](https://x.com/japan_cap/status/1871692338344653043)  2024-12-24T23:00Z [----] followers, [---] engagements


"Looking at benchmarks such as BBB corporate bond yields 10-year bond yields and 2-year bond yields there is a significant gap compared to equity earnings yields. https://www.bloomberg.co.jp/news/articles/2025-01-07/SPQ0CWT1UM0W00srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-01-07/SPQ0CWT1UM0W00srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1876697863465611333)  2025-01-07T18:30Z [----] followers, [---] engagements


"The current market seems to favor a strategy that combines short-selling overvalued stocks with investing in value stocks that have limited downside potential"  
[X Link](https://x.com/japan_cap/status/1876773200253550793)  2025-01-07T23:29Z [----] followers, [---] engagements


"The economy remains resilient but inflation pressures persist keeping interest rates elevated. This leads to rising debt levels across businesses households and the government which could weigh on future growth"  
[X Link](https://x.com/japan_cap/status/1878619104099369441)  2025-01-13T01:44Z [----] followers, [---] engagements


"If US tariffs aim to lower interest rates but Chinas US bond sales raise them the US may stay tough on China. Plausible scenario Yes"  
[X Link](https://x.com/japan_cap/status/1909751583854018936)  2025-04-08T23:33Z [----] followers, [---] engagements


"Keihins 30% dividend payout goal by [----] is too slow & modest vs industry. PBR/ROE targets lack clear milestones. Urge faster specific shareholder return & stock price measures"  
[X Link](https://x.com/japan_cap/status/1920358754757063113)  2025-05-08T06:03Z [----] followers, [---] engagements


"Nippon Pallet Pool [----] announced earnings post-market on May [--]. FY25/3 recurring profit fell 46.1% to 471M but FY26/3 is forecast to surge 55.0% to 730M. Dividend raised from [--] to [--] for FY25 with FY26 at [--] up [--]. https://finance.yahoo.co.jp/news/detail/40d86133d18f675a2cfcad946f38062c58302953 https://finance.yahoo.co.jp/news/detail/40d86133d18f675a2cfcad946f38062c58302953"  
[X Link](https://x.com/japan_cap/status/1920368321863532544)  2025-05-08T06:41Z [----] followers, [---] engagements


"@CarswellWilliam @AltayCapital @japan_guru_x @JapanDeepValue1 Thanks for sharing It didnt hit my screening criteria so I hadnt considered investing. Still the semiconductor equipment filter business sounds intriguing and thematic"  
[X Link](https://x.com/japan_cap/status/1922122563720806523)  2025-05-13T02:51Z [----] followers, [---] engagements


"What should be done in response to an IR representative stating that due to fair disclosure (FD) considerations they will not answer any individual questions and directing to check the IR page"  
[X Link](https://x.com/japan_cap/status/1924268342992666779)  2025-05-19T00:58Z [----] followers, [---] engagements


"Congrats to Kinki Sharyo (7122) for the design awards JR West's [---] series YAKUMO and Kintetsu 8A have won prestigious awards. Kinki Sharyo is well-regarded in the industry for its design excellence. JR west [---] series YAKUMO and Kintetsu 8A has been prized JR2738A https://t.co/s7SLBBAZBb JR west [---] series YAKUMO and Kintetsu 8A has been prized JR2738A https://t.co/s7SLBBAZBb"  
[X Link](https://x.com/japan_cap/status/1925529097838764050)  2025-05-22T12:28Z [----] followers, [----] engagements


"Overseas activists target Japanese warehouse stocks eyeing real estate value. Mitsui Warehouse up 57% Senko G 29%. Warehouse index outperforms TOPIX up 20%+ in H1 [----]. https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1937660133498323047)  2025-06-24T23:52Z [----] followers, [----] engagements


"US Q1 GDP revised down to -0.5% personal consumption at post-COVID low of +0.31%. Continuing jobless claims hit 1.974M highest since Nov [----]. Summer market volatility looms"  
[X Link](https://x.com/japan_cap/status/1938763620047036753)  2025-06-28T00:57Z [----] followers, [---] engagements


"Currently short positions outweigh long positions. Whether this strategy is misguided depends on the market's movement over the next month"  
[X Link](https://x.com/japan_cap/status/1939505234461720784)  2025-06-30T02:04Z [----] followers, [---] engagements


"@shravanrayhaan I target overvalued stocks with high margin buying and institutional short interest. Unsustainable or fragile business models are also prime short-selling targets"  
[X Link](https://x.com/japan_cap/status/1939982495594029533)  2025-07-01T09:40Z [----] followers, [--] engagements


"@shravanrayhaan For short selling I avoid stocks with market caps below $10bn targeting only those with significant scale and institutional short interest"  
[X Link](https://x.com/japan_cap/status/1939982552376516766)  2025-07-01T09:40Z [----] followers, [--] engagements


"Certain low-PBR stocks have become popular and surged rapidly so Ive partially sold them. Im planning to shift funds to stocks that havent yet gained popularity"  
[X Link](https://x.com/japan_cap/status/1943469959444860984)  2025-07-11T00:38Z [----] followers, [---] engagements


"@AltayCapital Johnson & Johnson's order trends are hard to predict but I believe it's definitely undervalued. I didn't quite understand why the packaging business has such low profit margins"  
[X Link](https://x.com/japan_cap/status/1944555220358541628)  2025-07-14T00:31Z [----] followers, [---] engagements


"Japan's core CPI rose 3.3% in June marking [--] months above 3%. Energy prices slowed growth but food prices surged. Core-core CPI hit 3.4%. Bank of Japan may revise [----] CPI forecast upward. https://www.bloomberg.co.jp/news/articles/2025-07-17/SZIWMZDWRGG000srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-07-17/SZIWMZDWRGG000srnd=cojp-v2"  
[X Link](https://x.com/japan_cap/status/1946006831203262718)  2025-07-18T00:39Z [----] followers, [---] engagements


"Japanese bond yields hit 1.62% a 17-year high as selling continues. Expectations of early BOJ rate hikes and U.S. market uncertainty drive the surge"  
[X Link](https://x.com/japan_cap/status/1960290223918555616)  2025-08-26T10:36Z [----] followers, [---] engagements


"@FinHubIQ @JapanDeepValue1 @AltayCapital @govro12 I'm also interested in the perspective of how foreign investors move due to the impact of foreign exchange. Shrinking US-Japan interest rate gap due to US rate cuts and Japan's cautious rate hikes plus potential US economic slowdown under Trump policies may boost yen demand"  
[X Link](https://x.com/japan_cap/status/1963165729647460435)  2025-09-03T09:02Z [----] followers, [--] engagements


"New Cosmos Electric (6824) doubles North American production of residential gas alarms due to mandatory installation demand.  https://t.co/fBSO6EycXQ  https://t.co/fBSO6EycXQ"  
[X Link](https://x.com/japan_cap/status/1966472610428183008)  2025-09-12T12:03Z [----] followers, [---] engagements


"Sanae Takaichis Japan PM bid sparks investment themes: - Defense & Cybersecurity - Semiconductors & AI - Nuclear Fusion & Energy - Cool Japan & Inbound Travel - Infrastructure & Construction - Local Retail & Logistics - Regional Finance"  
[X Link](https://x.com/japan_cap/status/1974954324502708586)  2025-10-05T21:46Z [----] followers, [---] engagements


"Doubts grow over the yen's status as a safe-haven asset with investors shifting to gold amid global uncertainty. The yen's decline hitting an 8-month low this week may accelerate after Sanae Takaichi's unexpected LDP leadership win. https://www.bloomberg.co.jp/news/articles/2025-10-08/T3U6LDGOYMTC00 https://www.bloomberg.co.jp/news/articles/2025-10-08/T3U6LDGOYMTC00"  
[X Link](https://x.com/japan_cap/status/1976078080251920701)  2025-10-09T00:11Z [----] followers, [---] engagements


"Intel and [--] Japanese Companies to Jointly Develop Semiconductor Production Process Automation https://www3.nhk.or.jp/news/html/20240507/k10014442091000.html https://www3.nhk.or.jp/news/html/20240507/k10014442091000.html"  
[X Link](https://x.com/japan_cap/status/1787730789641363792)  2024-05-07T06:26Z [----] followers, [---] engagements


"I'm happy to see Miraial's name among such great companies. Omron Sharp Shin-Etsu Polymer Symphonia Technology SEMI Japan Daifuku Hirata Machinery FUJI Mitsubishi Research Institute Miraial Murata Machinery Yamaha Motor Resonac Holdings RORZE"  
[X Link](https://x.com/japan_cap/status/1787731396292944281)  2024-05-07T06:29Z [----] followers, [---] engagements


"Top US Treasury holders (Dec 2024): [--]. Japan $1.06T [--]. China $759B [--]. UK $723B [--]. Luxembourg $424B [--]. Caymans $419B. Japan leads"  
[X Link](https://x.com/japan_cap/status/1909156965772853468)  2025-04-07T08:11Z [----] followers, [---] engagements


"Kintetsu Group Mid-Term Plan 2028: Boost Abeno Ise-Shima value inbound tourism global business. Target 2028: profit 100B debt 1T ROIC 4.5%. Aim for growth shareholder returns. https://www.kintetsu-g-hd.co.jp/lang/english/ir/data/Kintetsu%20Group%20Long-Term%20Vision%202035%20and%20Medium-Term%20Management%20Plan%202028_v2.pdf https://www.kintetsu-g-hd.co.jp/lang/english/ir/data/Kintetsu%20Group%20Long-Term%20Vision%202035%20and%20Medium-Term%20Management%20Plan%202028_v2.pdf"  
[X Link](https://x.com/japan_cap/status/1930426218178064884)  2025-06-05T00:47Z [----] followers, [---] engagements


"Japan Inc. to tackle 100T yen cash pile with governance code revision. Takaichi keen. Tailwind for value stock investors https://www.nikkei.com/article/DGXZQOUB206F20Q5A021C2000000/n_cid=SNSTW005 https://www.nikkei.com/article/DGXZQOUB206F20Q5A021C2000000/n_cid=SNSTW005"  
[X Link](https://x.com/japan_cap/status/1980782995557736736)  2025-10-21T23:47Z [----] followers, [---] engagements


"Margin buying piling up 📈 10/24: Buy 4.44T yen Short 975B yen. Margin ratio [----] not overly heated"  
[X Link](https://x.com/japan_cap/status/1983143867961454843)  2025-10-28T12:08Z [----] followers, [---] engagements


"@AltayCapital In value investing a net-net with consistent profitability and both revenue and earnings growth does pop up from time to timewhen you find one it screams "load up big." But you're absolutely right about diversification black swan events can strike even the strongest picks"  
[X Link](https://x.com/japan_cap/status/1986314298730422491)  2025-11-06T06:06Z [----] followers, [---] engagements


"Margin imbalance flashing red: Shorts plunged 14% to 816B while longs surged 5% to 4.7T"  
[X Link](https://x.com/japan_cap/status/1988387206172733657)  2025-11-11T23:23Z [----] followers, [---] engagements


"Iwabuchi (5983) announced an upward revision and dividend increase. I couldn't buy much due to low liquidity and high per-share price"  
[X Link](https://x.com/japan_cap/status/1988868589168787687)  2025-11-13T07:16Z [----] followers, [---] engagements


"@AltayCapital Absolutelyviewing low competition as a structural edge is a solid framework. Especially when you have the capital base and risk tolerance to weather the volatility the advantage compounds significantly"  
[X Link](https://x.com/japan_cap/status/1988896109968707793)  2025-11-13T09:05Z [----] followers, [---] engagements


"Cosmo Bio(3386) successfully produced brazzein a natural sweet protein [-------] sweeter than sugar using its chicken egg bioreactor platform achieving low-cost high-volume manufacturing of the functional protein. https://ssl4.eir-parts.net/doc/3386/tdnet/2716759/00.pdf https://ssl4.eir-parts.net/doc/3386/tdnet/2716759/00.pdf"  
[X Link](https://x.com/japan_cap/status/1989134199149011323)  2025-11-14T00:52Z [----] followers, [---] engagements


"This is quietly revolutionary for the future of natural sweeteners"  
[X Link](https://x.com/japan_cap/status/1989134232103583763)  2025-11-14T00:52Z [----] followers, [---] engagements


"Logistics stocks performing steadily. - Fundamentally undervalued - Gasoline provisional tax cut (25 yen/L) expected to reduce fuel costs and support margins - Positive impact likely for trucking and transportation firms A quiet but meaningful tailwind for domestic names. @AltayCapital For logistics companies the following are on my mind: Keihin Tohbu Network Okayamaken Freight Transportation For companies related to logistics I'm interested in the following: Nansin I think you are already covering that stock. @AltayCapital For logistics companies the following are on my mind: Keihin Tohbu"  
[X Link](https://x.com/japan_cap/status/1990582462041501719)  2025-11-18T00:46Z [----] followers, [---] engagements


"BofA survey: 2/3 of global fund managers expect the Japanese Yen to deliver the highest return among major currencies next year citing undervaluation + expectations of BoJ/MoF intervention"  
[X Link](https://x.com/japan_cap/status/1990912003863728536)  2025-11-18T22:36Z [----] followers, [---] engagements


"You're probably the first person in the world who seriously dug into Isamu Paint (4624) even most Japanese investors have completely forgotten about this name lol. 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%) https://t.co/7suOjXQBIw 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"  
[X Link](https://x.com/japan_cap/status/1996746688900616574)  2025-12-05T01:01Z [----] followers, [----] engagements


"However since I'm not an AI expert I might be wrong about the extent of their technological or data advantages so I'm a little anxious about that"  
[X Link](https://x.com/japan_cap/status/2000838966095032494)  2025-12-16T08:02Z [----] followers, [---] engagements


"Advanced Media (3773.T) Key Metrics Snapshot - Market Cap: 18.7B - Forward PER: 11.4x - PBR: 1.24x (Since 2010: Range 0.66x 8.94x) - Expected Dividend Yield: 2.94% - Forecast ROE: 10.85% - Forecast ROA: 8.73%"  
[X Link](https://x.com/japan_cap/status/2001076111049154586)  2025-12-16T23:44Z [----] followers, [---] engagements


"@JamieHalse That's right. High tech & unique founder but low awareness. Tech: Proprietary "AmiVoice" engine co-developed with Carnegie Mellon spin-off team. Background: Mr. Suzuki dropped out of Kyoto Univ grad school worked at Toyo Engineering completed knowledge engineering in US"  
[X Link](https://x.com/japan_cap/status/2001202201801449539)  2025-12-17T08:06Z [----] followers, [---] engagements


"Current status: PBR has remained in the 0.3x range over the past [--] fiscal years significantly below 1.0x. PER showing recovery since FY2023 due to improved profitability and enhanced IR activities"  
[X Link](https://x.com/japan_cap/status/2003353886661443638)  2025-12-23T06:36Z [----] followers, [---] engagements


"It seems that capital inflows into Japanese value stocks are picking up amid the rising interest rate environment"  
[X Link](https://x.com/japan_cap/status/2008741469566435816)  2026-01-07T03:24Z [----] followers, [---] engagements


"@AltayCapital I looked into Takase (9087) and wow it's ridiculously undervalued. The market value of the land they own is just insane. The core logistics business isn't particularly impressive but at least it's not losing money and generates stable profits which is also attractive"  
[X Link](https://x.com/japan_cap/status/2010885518666661976)  2026-01-13T01:24Z [----] followers, [---] engagements


"Ichikawa (3513) Market Cap: [----] billion yen Forecast PER: 14.74x PBR: 0.57x Forecast dividend yield: 2.6%"  
[X Link](https://x.com/japan_cap/status/2010970972057428471)  2026-01-13T07:03Z [----] followers, [---] engagements


"Nikkei futures are down nearly [----] yen (-2.5%) Sunday Dow also down close to [---] points (-1.4%) With margin long positions (credit buying) having built up significantly we might see either a sharp rapid correction or a slow grinding decline"  
[X Link](https://x.com/japan_cap/status/2013568465895084536)  2026-01-20T11:05Z [----] followers, [---] engagements


"According to reports the edge AI market is projected to hit $25.65B in [----] and grow at a CAGR of 20% reaching $143.06B by [----]. Fueled by generative AI boom semiconductor advances and on-site tech shifts edge AI is now in high demand and attracting huge attention"  
[X Link](https://x.com/japan_cap/status/2013812760342098368)  2026-01-21T03:15Z [----] followers, [---] engagements


"Added Toyo Technica (8151) to my portfolio at the start of the year. Not undervalued but strong thematic appeal: defense quantum computing autonomous driving marine-related etc. Specialized trading firm increasingly developing its own products"  
[X Link](https://x.com/japan_cap/status/2014301634319573115)  2026-01-22T11:38Z [----] followers, [---] engagements


"Long-established player in vinyl processing with steady replacement/renovation cycles in buildings and transportation. Low glamour high stability appeal"  
[X Link](https://x.com/japan_cap/status/2017540995819442490)  2026-01-31T10:10Z [----] followers, [---] engagements


"Market Cap [---] billion yen Forecast PER [-----] PBR [----] Forecast Dividend 3.55% Forecast ROE 4.19%"  
[X Link](https://x.com/japan_cap/status/2017541599023308819)  2026-01-31T10:12Z [----] followers, [---] engagements


"@Ben_Pettigrew @ValueInvestJpn I would like to do a little research into Hikari Tsushin's investment strategy"  
[X Link](https://x.com/japan_cap/status/1772586941877248259)  2024-03-26T11:30Z [----] followers, [---] engagements


"In Japanese stock investment I believe that undervalued stocks capable of earning foreign currency are promising in the medium to long term. Although the yen is currently strong the trend towards a weaker yen remains unchanged"  
[X Link](https://x.com/japan_cap/status/1838548108172578978)  2024-09-24T11:56Z [----] followers, [---] engagements


"I hold this stock in my portfolio too. I often find my picks overlapping with Hikari Tsushin's"  
[X Link](https://x.com/japan_cap/status/1912130137094836731)  2025-04-15T13:05Z [----] followers, [---] engagements


"Advanced Media [----] TSE Growth Feb [--] earnings: Q3 cum. OP -0.8% YoY to 1.04B (57.8% progress above 5-yr avg 53.1%). Oct-Dec alone: OP +70.6% to 490M op. margin 16.0% 24.2% surge"  
[X Link](https://x.com/japan_cap/status/2019628128193376731)  2026-02-06T04:24Z [----] followers, [---] engagements


"Lonseal Corporation (4224) Market Cap: [---] billion PER (Fwd): 11.52x PBR: 0.47x Dividend Yield (Fwd): 3.5% ROE (Fwd): 4.11% ROA (Fwd): 3.02%"  
[X Link](https://x.com/japan_cap/status/2019932029853528422)  2026-02-07T00:31Z [----] followers, [---] engagements


"Advanced Media Inc. (3773) Market Cap: [----] billion PER (Fwd): 13.09x PBR: 1.36x Dividend Yield (Fwd): 2.56% ROE (Fwd): 10.35% ROA (Fwd): 8.52%"  
[X Link](https://x.com/japan_cap/status/2019932274133987618)  2026-02-07T00:32Z [----] followers, [---] engagements


"Isamu Paint Co. Ltd. (4624) Market Cap: [---] billion PER (Fwd): 13.92x PBR: 0.44x Dividend Yield (Fwd): 1.22% ROE (Fwd): 3.13% ROA (Fwd): 2.57%"  
[X Link](https://x.com/japan_cap/status/2019932784203300892)  2026-02-07T00:34Z [----] followers, [---] engagements


"Nanshin [----] TSE-S reported Q3 FY3/26 results after close Feb [--]. 9M ordinary profit surged [---] YoY to 186M. But full-year forecast cut: 400M 350M (+42.3% vs prior +62.6%)"  
[X Link](https://x.com/japan_cap/status/2019933164203069499)  2026-02-07T00:36Z [----] followers, [---] engagements


"Nansin Co. Ltd. (7399) Market Cap: [---] billion PER (Fwd): 13.7x PBR: 0.34x Dividend Yield (Fwd): 3.25% ROE (Fwd): 2.51% ROA (Fwd): 2.08% Even after the downward revision this stock still looks undervalued"  
[X Link](https://x.com/japan_cap/status/2019933564411019697)  2026-02-07T00:37Z [----] followers, [---] engagements


"ISB Corp (9702.T) earnings out: FY25/12 op. profit down 17.6% YoY to 2.38B but FY26/12 expected to jump 27.9% to 3.05B new all-time high after [--] years. [--] consecutive years of revenue growth"  
[X Link](https://x.com/japan_cap/status/2022248118759436390)  2026-02-13T09:54Z [----] followers, [---] engagements


"Iwabuchi Corporation (5983.T) earnings out: 9M FY3/26 (Apr-Dec) consolidated operating profit surged 81.6% YoY to 1.24B reaching 92.8% of full-year guidance (1.33B) well above 5-yr avg progress of 80.8%"  
[X Link](https://x.com/japan_cap/status/2022248977543188928)  2026-02-13T09:58Z [----] followers, [---] engagements


"@ValueInvestJpn I am also researching now but the following stocks would be the major ones. [----] Mitsubishi Electric [----] Fuji Electric [----] Sanken Electric"  
[X Link](https://x.com/japan_cap/status/1762982404510363993)  2024-02-28T23:25Z [----] followers, [---] engagements


"@ValueInvestJpn Hikari Tsushin specializes in undervalued stocks so I have a different impression from Berkshire in terms of the company's long-term growth potential. However with the recent trend of improving PBR I think the performance is quite good"  
[X Link](https://x.com/japan_cap/status/1770367010733777342)  2024-03-20T08:29Z [----] followers, [---] engagements


"Isamu Paint [----] TSE Standard Released Q3 (AprDec) FY3/2026 earnings in the Feb [--] afternoon session. Consolidated ordinary profit +23.5% YoY to [---] million Already 107.6% of full-year guidance (778M) Well above 5-year average progress of 88.3%"  
[X Link](https://x.com/japan_cap/status/2019627391610671602)  2026-02-06T04:21Z [----] followers, [----] engagements


"Fushiki Kairiku Unso [----] announced earnings on Feb [--]. FY26/6 1H ordinary profit rose 22.8% YoY to 820M (beat prior -25.1% forecast). Full-year forecast revised up from 1B to 1.4B (+19.5% YoY) on track for record high profit in [--] years"  
[X Link](https://x.com/japan_cap/status/2021116401751384203)  2026-02-10T06:57Z [----] followers, [---] engagements


"ISB Corp (9702.T) Market Cap: 20.8B PER (Forecast): 12.36x PBR: 1.5x Dividend Yield (Forecast): 3.02% ROE (Forecast): 12.13% ROA (Forecast): 8.22%"  
[X Link](https://x.com/japan_cap/status/2022248499711205734)  2026-02-13T09:56Z [----] followers, [---] engagements


"Iwabuchi Corporation ( 5983.T) Market Cap: [----] billion Forecast PER: 15.59x PBR: 0.68x Forecast Dividend Yield: 2.35% Forecast ROE: 4.38% Forecast ROA: 3.32%"  
[X Link](https://x.com/japan_cap/status/2022249071008977179)  2026-02-13T09:58Z [----] followers, [---] engagements


"Companies that I think look good sometimes have similar names on their list of major shareholders. Specifically it is the name of Hikari Tsushin Interactive Broker or a specific individual. They probably have similar screening and preferences"  
[X Link](https://x.com/japan_cap/status/1770335376722284842)  2024-03-20T06:23Z [----] followers, [----] engagements


"@Sutjeinvestor @Govro12 Sounds like an interesting business. Hikari Tsushin is also a shareholder and the PBR is a bit high but I will take a look. I like the pump business too"  
[X Link](https://x.com/japan_cap/status/1838721439006101814)  2024-09-24T23:25Z [----] followers, [---] engagements


"Hikari Tsushin filed for Property Data Bank (4389) on Apr [--] [----] raising its stake from 10.24% to 11.83% as of Apr [--] for investment. Its been increasing its share in real estate SaaS lately"  
[X Link](https://x.com/japan_cap/status/1912129835729637707)  2025-04-15T13:04Z [----] followers, [----] engagements


"Mass Holding Report [----] Advanced Media Inc. Ivy filed on Nov [--] 2025: 5.01% stake. Likely tied to Hikari Tsushin. Japanese-specialized AI voice SaaS with unique dataI've been watching it. [----] 20251112() 15:48 5.01% # https://t.co/RPC96863M0 [----] 20251112() 15:48 5.01% # https://t.co/RPC96863M0"  
[X Link](https://x.com/japan_cap/status/1988535301489205280)  2025-11-12T09:12Z [----] followers, [---] engagements


"Takase [----] TSE Standard reported strong Q3 results today. AprDec ordinary profit doubled YoY to [---] million (2.0). Progress vs full-year plan (230M): 82.6% already above the 5-year average of 79.4%"  
[X Link](https://x.com/japan_cap/status/2022306159903101094)  2026-02-13T13:45Z [----] followers, [---] engagements


"Lonseal Corporation (4224.T) 9M FY3/2026 (Apr-Dec) consolidated ordinary profit surged +42.1% YoY to 1.08B achieving 90.0% of full-year guidance (1.2B) well above the 5-yr avg progress of 77.2%"  
[X Link](https://x.com/japan_cap/status/2019704790956347876)  2026-02-06T09:28Z [----] followers, [---] engagements


"Q3 (Oct-Dec) ordinary profit +16.1% YoY to 470M with operating margin improving from 6.1% 7.6%"  
[X Link](https://x.com/japan_cap/status/2019704854286074125)  2026-02-06T09:28Z [----] followers, [---] engagements


"New Cosmos Electric Co. Ltd. ( 6824.T) earnings out: 9M FY3/26 (Apr-Dec) consolidated operating profit rose 24.9% YoY to 5.9B. Full-year forecast raised sharply: 5.72B 7.48B (+30.8% upward revision) profit growth now 37.2% YoY (vs prior 4.9%)"  
[X Link](https://x.com/japan_cap/status/2022249711194018016)  2026-02-13T10:01Z [----] followers, [---] engagements


"New Cosmos Electric Co. Ltd. (6824.T) Market Cap: [----] billion Forecast PER: 14.71x PBR: 1.03x Forecast Dividend Yield: 1.68% Forecast ROE: 7.00% Forecast ROA: 4.96%"  
[X Link](https://x.com/japan_cap/status/2022249785529614534)  2026-02-13T10:01Z [----] followers, [---] engagements


"Takase (9087) Market Cap: [---] billion Forecast PER: 16.6x PBR: 0.4x Forecast Dividend Yield: 2.28% Forecast ROE: 2.4% Forecast ROA: 1.86%"  
[X Link](https://x.com/japan_cap/status/2022306393307635913)  2026-02-13T13:46Z [----] followers, [---] engagements

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