Tokyo Deep Value

2

1.5K

FatumOpes@D27357·6h

@TokyoDeepValue Very interesting, thanks for sharing!

English

0

5

1.6K

Tokyo Deep Value@TokyoDeepValue·8h

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.

English

5

1

201

32.1K

Tokyo Deep Value@TokyoDeepValue·6h

@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

English

10

467

James@twitsrus14·7h

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

English

0

5

544

Tokyo Deep Value@TokyoDeepValue·7h

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.

English

6

178

9.1K

Tokyo Deep Value@TokyoDeepValue·7h

I am the Yakuza of cigar butts

English

17

3.5K

Tokyo Deep Value@TokyoDeepValue·8h

@atxurbanist Send me the ticker

English

0

1

517

۟@atxurbanist·8h

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

English

Tokyo Deep Value@TokyoDeepValue

0

3

590

Tokyo Deep Value@TokyoDeepValue·8h

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

English

4

3

127

9.4K

Tokyo Deep Value@TokyoDeepValue·8h

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.

English

Tokyo Deep Value@TokyoDeepValue

0

27

20.4K

Tokyo Deep Value@TokyoDeepValue·13h

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.

English

Tokyo Deep Value@TokyoDeepValue

4

38

107.4K

Tokyo Deep Value@TokyoDeepValue·15h

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.

English

69

185

5.5K

1.5M

Tokyo Deep Value@TokyoDeepValue·8h

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.

English

4

59

39.7K

Tokyo Deep Value@TokyoDeepValue·11h

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.

English

64

107

5K

366.1K

Tokyo Deep Value@TokyoDeepValue·9h

@chinafutureclub Yeah you do t understand deep value

English

1

55

Tokyo Deep Value@TokyoDeepValue·9h

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.

English

7

13

377

61K

Tokyo Deep Value@TokyoDeepValue·9h

@entreprenoober Wrong

English

0

16

4.1K

Fitness-Ecom-Bro Stuff@entreprenoober·9h

@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.

English

0

31

4.4K

Tokyo Deep Value@TokyoDeepValue·9h

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

English

0

39

4.5K

Fitness-Ecom-Bro Stuff@entreprenoober·9h

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

English

4

0

132

5.5K

Tokyo Deep Value@TokyoDeepValue·9h

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

English

3

0

18

2.4K

Tokyo Deep Value@TokyoDeepValue·9h

@juntomagellan Yes Americans can

English

0

28

21.8K

Donovan Craig@juntomagellan·10h

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

English

0

9

24.1K

Tokyo Deep Value@TokyoDeepValue·9h

@entreprenoober Who cares

English

3

2

84

21.9K

Fitness-Ecom-Bro Stuff@entreprenoober·10h

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

English

0

151

23.6K

Tokyo Deep Value@TokyoDeepValue·11h

@HL3133 Pretty lame

English

231

MarginOfRisk@HL3133·11h

@TokyoDeepValue How abt just buy index?

English

0

260

Tokyo Deep Value@TokyoDeepValue·13h

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

English

14

9

265

17.5K

Tokyo Deep Value@TokyoDeepValue·12h

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

English

0

2

427

adageo@adageoeurope·12h

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

English