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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7786 followers
Created: 2025-07-02 17:30:15 UTC

Tamim Global High Conviction on Kajima Corporation $1812 JP

Thesis: Kajima Corporation is a uniquely diversified infrastructure and engineering company positioned to capitalize on Japan's infrastructure upgrades and climate resilience projects while offering attractive global exposure and stability in an inflationary environment.

(Extract from their May'25 letter)

![](https://pbs.twimg.com/media/Gu3o2guXsAAwMvI.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940463040589094969/c:line.svg)

**Related Topics**
[$1812t](/topic/$1812t)

[Post Link](https://x.com/StockCompil/status/1940463040589094969)