discussthetape

Calm before the storm. It will be like 2021 for food prices. I like 8002 JP Marubeni for the trade. #food #japan Australian grain markets stable; energy costs surge dramatically | Farm Online | ACT farmonline.com.au/story/9201657/…

Surprised this hasn’t happened already. Lina Khan is gone but M&A or IPO pipeline isn’t hot. AI reducing roles. Focus on China’s IPO pipeline. Discuss $GS #china #ipo m.au.investing.com/news/stock-mar…

Will be $40 trillion in summer. The weakness in gold and gold miners is creating an opportunity. Discuss US debt surpasses $39 trillion amid Iran war thehill.com/business/econo…

Japanese drone name, 6232 ACSL looks like it could go. We saw a catalyst on Feb 27: government-backed contract to develop AI-powered autonomous and swarm-capable drones. Another one to watch given the war. @KabuJapanHQ #japan

5032 AnyColor: Asset light biz model at 63% ROE, 28%+ net margins, zero debt, and ¥22B in net cash. Trough multiples, strong balance sheet, re-accelerating growth management guiding 20%+ forward). #japan $stocks

Keep an eye on Chinese tech. China invested. Marginal cost close to zero. Hard to compete with them in global retail etc. What happens to demand for EVs now also? Discuss $PDD $BABA $JD $NIO #ChinaTech abcnews.com/International/…

268A Rigaku Holdings (IPO late 2024), an X-ray metrology company with an AI chip inspection segment. They've landed major logic and memory customers. Estimated total SAM of $1 billion by 2030 with Rigaku targeting over 50% share. @KabuJapanHQ #japan #equities

4275 JP Carlit: Japan's monopoly producer of ammonium perchlorate, the oxidizer that makes up 50-70% of every solid rocket propellant. Dominant market share in a critical defense input. AP shipments increasing. Let’s go! @KabuJapanHQ #japan #equities

@based16z The IPO pipeline in Hong Kong is much better.

Chinese tech stocks to rally soon. #china #Equities #tech Mainland Investors Buy Record Hong Kong Stocks Via Trading Link - Bloomberg bloomberg.com/news/articles/…

#equities #japan open.substack.com/pub/discussthe…

$6902 Denso just proposed a takeover of $6963 Rohm. This is not a one-off deal. Japan is building national champions. And the playbook is becoming clear.

Rally time in some of the oversold software stocks? #software #tech Thomson Reuters shares rally after CoCounsel AI tool draws 1 million users | Reuters reuters.com/business/thoms…

"I always loved foreign bond investment, but not anymore. Now it's JGBs." SMFG's global markets head is ready to double Japan's second-largest bank's bond holdings. The contrarian playbook is forming.

Two 5% ownership filings worth watching: 1. Hikari Tsushin → Multiple small/mid cap value names 2. Ariake Capital → Hyakugo Bank $8368 (regional) Both betting on rate normalization beneficiaries. The theme: quality small caps and regional banks.

2897 Nissin - still like the name. Market's pricing it like a broken commodity processor. Ignoring April '26 domestic price hikes that restore the earnings base. Overseas recovery, pure upside. And no one's asking what they could do with that character IP.

#japan #equities subscribe pls open.substack.com/pub/kabujapan/…

@TheMarketHuddle @kevinmuir @PatrickCeresna This explains in part why Chinese tech strong. $BABA. 2026: Chinese tech. Watch semis, autos and Fanuc in Japan. Enjoy the day! discussthetape.substack.com/p/the-week-tha…

This week @kevinmuir & @PatrickCeresna welcome, Mateen Chaudhry @discussthetape. They discuss the updates on his resource call, but then explains why he thinks China and Japan offer some of the best opportunities in 2026. And stick around for his outside the box market surprise that you don't want to miss. youtu.be/ovb8HBH5Hqw