🇯🇵 Japan Small-Cap Investor

Japan's gov't is prioritizing investment in these 17 key fields: - AI & Semiconductors - Shipbuilding - Quantum Technology - Synthetic Biology & Biotechnology - Aviation & Space - Digital & Cybersecurity -Content Industry - Food Tech

detailed product information on the official page here: lonseal.co.jp/products/water…

The shareholders of Lonseal Corporation(4224) should definitely check out this video. In an era of advancing global warming, their 'world's first radiative cooling waterproof sheet' sounds truly innovative. youtube.com/watch?v=Jv88V9…

NTT Group announced on April 27 that it will expand its data center capacity in Japan to more than three times the level of FY2024 by FY2033.

@lingams I once researched Togami a while back. Back then, the stock was still trading in the 2,000 yen range, but seeing how much it has risen now. It may not be flashy, but they’ve been steadily improving their results. I wonder where their growth potential is heading from here.

@japan_cap How about Togami electric. 6643

These days, I've been mainly looking for undervalued stocks in the electricity and power generation sector.

@DaBao_ @AltayCapital I feel like they’ve been undergoing quite a bit of positive change recently — entering the shipbuilding sector, changing the company name, and setting some very ambitious goals. It really gives the impression that the company is evolving and taking on new challenges.

@japan_cap @AltayCapital I'm a 6333 fanboy

@AltayCapital Yes, that's right. My challenge is that I end up selling whenever the price goes up.

@japan_cap Just because something has gone up a lot doesn't mean it's expensive!

@AltayCapital This sector has been heavily scrutinized as an AI data center play, so many stocks in this space are already trading at premium valuations. I think we have no choice but to look for niche areas around the periphery.

@AltayCapital I've also been watching Teikoku Electric(6333), which you've been following too. It's been on my mind for a while, and since it's been in a downtrend, I bought a little. I'm also interested in Tokyo Energy Systems (1945).

@AltayCapital Keihin’s stock price has risen quite a bit, hasn’t it? I think it still has more room to grow, but in the logistics sector, I also hold several stocks that own undervalued real estate. I also bought a small number of shares of Takase, which you shared with me.

@japan_cap I still think Keihin 9312 is too cheap along with other logistics companies.

In Greater Tokyo logistics market, supply shrinks sharply. CBRE forecasts new supply drops from 2023 peak 3.02M sqm to 0.52M sqm in 2027 (1/6th). Strong demand continues; vacancy falls from 9.8% to 7% range by end-2027. logi-today.com/912777

it is clearly a tailwind for companies holding prime-location logistics facilities.

Toyo Technica’s President Toshiya Takano says the company is eyeing M&A deals of up to ¥10 billion, following the January acquisition of Sonic Guard. nikkei.com/article/DGXZQO…

In Japan, the government targets 10 million domestic quantum technology users and ¥50 trillion in production value by 2030. Developing quantum talent in education is now urgent.

Toyo Technica (8151) starts selling "Quantum Edukit" for universities & technical colleges in Japan today. Compact educational kit using diamond NV centers for hands-on quantum physics.

When it comes to what really creates differentiation, it ultimately comes down to the timing of your buys and sells. That’s an area where human emotions still play a huge role.

With AI advancing so rapidly, even those hidden undervalued stocks that were rarely spotted in the past are now being discovered by investors worldwide—not just in Japan. That’s why you really need to get in early, or capturing alpha will become a lot harder.

Advanced Media’s AI speech solution “AmiVoice Communication Suite” now seamlessly integrates with NiCE Japan’s “NiCE CXone” — the cloud platform from global CX leader NICE Ltd. (2025 revenue: ~$2.95B, market cap: ~$6.6B).

Advanced Media will acquire all shares of feat Co., Ltd. to make it a subsidiary. Feat has 195 engineers strong in software testing and development. This will enhance its voice AI platform with human verification expertise under the “AISH” strategy. advanced-media.co.jp/media/2026/04/…

Advanced Media (3773) announced FY2026/3 revisions : ordinary profit cut 20.6% to ¥1.43bn (-7.1% YoY), but net profit raised 15.7% to ¥1.62bn (+15.1% YoY). It also hiked year-end dividend to ¥33.50 and approved share buyback up to 2.5mn shares (¥3bn). advanced-media.co.jp/media/2026/03/…