nipponNuggets

@MikeFritzell @TheLongHappy Claude can now tell the time

@TheLongHappy I’d give anything to find out why Oasis sold Casio…

Buying ↗️↗️ : NAVF — SENKO Group Holdings Co., Ltd. (TSE:9069) from 9.47% → 10.88% Effissimo Capital Management — Oriental Shiraishi Corporation (TSE:1786) from 10.85% → 11.85% Hikari Tsushin K.K. — Bell-Park Co.,Ltd. (TSE:9441) from 34.58% → 35.58% Effissimo Capital Management — UACJ Corporation (TSE:5741) from 23.29% → 24.28% Effissimo Capital Management — Lifenet Insurance Company (TSE:7157) from 20.74% → 21.13% Effissimo Capital Management — Fujibo Holdings, Inc. (TSE:3104) from 16.76% → 17.23% Selling 🔻🔻: Oasis Management Company Ltd. — Casio Computer Co.,Ltd. (TSE:6952) from 5.19% → 0.01% LIM Advisors — Kitagawa Seiki Co.,Ltd. (TSE:6327) from 13.92% → 10.31% Murakami - City Index Eleventh — DeNA Co., Ltd. (TSE:2432) from 8.28% → 7.11% Murakami - City Index Eleventh — Heiwa Real Estate Co., Ltd. (TSE:8803) from 9.38% → 8.33% Effissimo Capital Management — Osaka Steel Co., Ltd. (TSE:5449) from 6.39% → 6.19%

上原さんのまとめは “要点の地図” になっていると思います。 特に重要なのは、TOPPANが単なるTPU関連の思惑だけでなく、 （1）明確な来期の大幅増益ガイダンス （2）AIインフラ需要の構造的な追い風 （3）高度加工技術×半導体バリューチェーンでの存在感の高まり という “複数の収益エンジン” を持ち始めている点。 AI周辺銘柄の中でも、テーマ性＋業績確度 の両方が揃い始めているのは強みだと思います。

@konichivalue Could be the same with EVs.

I find it funny that Japan Inc was so slow to implement DEI policies that they dissapeared before they had a chance to

The first rule of privatisation is don't talk about privatisation.... #topcon

Nissan's PB ratio is now lower than TEPCO's! TEPCO's Fukushima disaster was catastrophic, but Nissan's financials in meltdown

Switch 2? Spot the difference

@MikeFritzell Ah I see. Has inflation priced people out of these family restaurants?

@JCVpartners That's right. I guess what I'm trying to say is that MTR ridership is strong yet restaurant traffic and the service industry continues to suffer. I'm not sure how to reconcile these two facts

Hong Kong MTR ridership not quite back to 2019 levels but almost. What gives?

Japan in a microcosm! Matsubara Iron Works, a Century-old company, now employs 30 people. Matsubara makes metal cylinders for periscopes and hydraulic systems in submarines. Next 100 years -> carbon capture. asia.nikkei.com/Spotlight/Poli… via @NikkeiAsia

7-Eleven tells Couche-Tard: ‘Go do one!’ We’ll double sales ourselves —no takeover needed. 🛑 #Japan asia.nikkei.com/Business/Retai… via @NikkeiAsia

The best performing stocks in #japan over the past 12 months....pretty diverse bunch

@katieforster @AFP Darn, now they will need an anti-journalist barrier too!

From @AFP's live feed... the Mount Fuji anti-tourist barrier is up

@Mulboyne problem solved

The Three Sacred Treasures (三種の神器) are out of stock at 100 yen shop Seria.

@InvestInJapan A good read. thank you

Here goes nothing... summary devolved into full-on research and became a time sink. Got way too long so splitting it up into parts to publish over time. If you see any translation inconsistencies please DM me since my brain is fried😵‍💫 Highlight thread to follow later on. Enjoy!

@KumaYama100 Little Bo Peep packing heat

Third album is altogether more Gangsta Rap than the previous two, but retaining the nursery rhyme ethos.

@MasaSonCap 70 bill is nothing these days. He needs to think bigger

Masa haters when SoftBank raises another $70 Billion from the Middle East

🇯🇵Japan 😍

Toyota's shift to electronic continues at pace - say goodbye to paper brochures - pdfs only now. #JapanDX nikkei.com/article/DGXZQO…

@JamieHalse Nice

Japanese listed companies announced record share buybacks in 2023 per the Nikkei, reaching 9.6trn yen and 1,033 companies participating. Improved capital allocation is likely an ongoing driver of Japanese stocks. Below are some of the largest buybacks underway: