Tokyo Deep Value

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FatumOpes@D27357·1h

@TokyoDeepValue Very interesting, thanks for sharing!

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Tokyo Deep Value@TokyoDeepValue·3h

Hokuto $1379.T is Japan’s dominant mushroom company. Only vertically integrated mushroom producer in Japan which does R&D, breeding, cultivation, and packaging in-house. US subsidiary in San Marcos, CA. 5.2x EV/EBITDA, 1.04x P/B, 14% FCF yield. Steady defensive business with proprietary strains.

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Tokyo Deep Value@TokyoDeepValue·1h

@twitsrus14 Own a basket of them and you will do well. Better than buying a company at 40x earnings and they miss guidance and price collapses too

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James@twitsrus14·1h

@TokyoDeepValue The problem with value stocks is they can just trade sideways forever since no one knows about or cares about them

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Tokyo Deep Value@TokyoDeepValue·1h

Here’s another cheap Japanese stock. Going to be writing up a ton of these (bio). Ueki Corp $1867.T is a road and civil works company. Valuation: - 3.2x EV/EBITDA - 0.7x P/TBV - 8.2x P/E - 19% FCF yield - 3.5% div yield. Net cash and below book.

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Tokyo Deep Value@TokyoDeepValue·2h

I am the Yakuza of cigar butts

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Tokyo Deep Value@TokyoDeepValue·2h

@atxurbanist Send me the ticker

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۟@atxurbanist·3h

@TokyoDeepValue Beautiful find. There's an elevator co in Japan w similar metrics. Deep fucking value bro!

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Tokyo Deep Value@TokyoDeepValue

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Tokyo Deep Value@TokyoDeepValue·3h

Moriya Corp $1798.T is the cleanest of the bunch. Electrical/telecom contractor, ¥54.5B revenue, 1.2x EV/EBITDA, 4.9x P/E, 9.7% div yield, 17.9% FCF yield, net cash covering 65% of mcap. The business is recurring infrastructure maintenance work, not lumpy construction. That 9.7% yield is the market begging you to take the money. Own Japanese stocks

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Tokyo Deep Value@TokyoDeepValue·3h

Here’s a neat stock

Hokuto $1379.T is Japan’s dominant mushroom company. Only vertically integrated mushroom producer in Japan which does R&D, breeding, cultivation, and packaging in-house. US subsidiary in San Marcos, CA. 5.2x EV/EBITDA, 1.04x P/B, 14% FCF yield. Steady defensive business with proprietary strains.

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Tokyo Deep Value@TokyoDeepValue

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Tokyo Deep Value@TokyoDeepValue·7h

Check the link in my bio if you want full access to this idea x.com/TokyoDeepValue…

First write up on a dirt cheap Japanese stock will be going out on Friday. Be on the lookout if you like cheap Japanese stocks.

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Tokyo Deep Value@TokyoDeepValue

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Tokyo Deep Value@TokyoDeepValue·10h

Japanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them, trade them, and do it all over again. Follow for the best deep value plays in Japan nobody else is talking about.

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Tokyo Deep Value@TokyoDeepValue·3h

Here is another neat one

Nihon Seiko $5729.T a 261-person Japanese company quietly processing the world’s most weaponized metal: antimony. China controls 48% of supply and just started restricting exports. These guys are one of the only non-Chinese processors on the planet. Rev up 61% YoY. ROE 35%. P/E of 9x. $192M market cap. Japanese small caps just built different.

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Tokyo Deep Value@TokyoDeepValue·5h

I found a Japanese company last week. $60M market cap. $70M cash on the balance sheet. Zero debt. Profitable for 30 straight years. You are literally being paid $10M to own the business. This is what Japanese deep value looks like.

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Tokyo Deep Value@TokyoDeepValue·3h

@chinafutureclub Yeah you do t understand deep value

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Tokyo Deep Value@TokyoDeepValue·3h

Nihon Seiko $5729.T a 261-person Japanese company quietly processing the world’s most weaponized metal: antimony. China controls 48% of supply and just started restricting exports. These guys are one of the only non-Chinese processors on the planet. Rev up 61% YoY. ROE 35%. P/E of 9x. $192M market cap. Japanese small caps just built different.

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Tokyo Deep Value@TokyoDeepValue·3h

@entreprenoober Wrong

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Fitness-Ecom-Bro Stuff@entreprenoober·3h

@TokyoDeepValue Deep value means there is a catalyst for growth. Like new management or their technology is valuable all of sudden like TOTO Ltd, the toilet company whose ceramic technology is critical for AI infrastructure.

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Tokyo Deep Value@TokyoDeepValue·4h

@entreprenoober No you don’t. That’s growth investor talk. We are buying deep value trash here

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Fitness-Ecom-Bro Stuff@entreprenoober·4h

@TokyoDeepValue You nigga. TF you talking about? You invest for growth, not for cash balances not being allocated.

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Tokyo Deep Value@TokyoDeepValue·4h

Me feeling like Blackthrone going to Tokyo to raise hell in deep value Japanese land.

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Tokyo Deep Value@TokyoDeepValue·4h

@juntomagellan Yes Americans can

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Donovan Craig@juntomagellan·4h

@TokyoDeepValue Can Americans buy Stock in Japanese stock market or do you have to do it through ETFs and funds?

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Tokyo Deep Value@TokyoDeepValue·4h

@entreprenoober Who cares

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Fitness-Ecom-Bro Stuff@entreprenoober·4h

@TokyoDeepValue It means they aren’t growing. Just stacking cash. No growth no stock appreciation.

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Tokyo Deep Value@TokyoDeepValue·5h

@HL3133 Pretty lame

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MarginOfRisk@HL3133·5h

@TokyoDeepValue How abt just buy index?

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Tokyo Deep Value@TokyoDeepValue·8h

Around 60% of all Japanese stocks trade below book value. Many net nets. Tons of cheap assets for autistic value investors. Find them!

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Tokyo Deep Value@TokyoDeepValue·6h

@adageoeurope Don't care when it is under liquidation value.

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adageo@adageoeurope·7h

@TokyoDeepValue How do you price in population collapse? Serious question!

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