Made in Japan 🇯🇵
@InvestInJapan
Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
Hello! After procrastinating to death I'm finally launching on that 'newsletter site'. (link in bio) I've been delaying this because I feel weirdly insecure about my long-form writing. But with Nikkei hitting highs, I guess today couldn't be a better day to start it, so fuck…
🇯🇵🫶🇹🇼 JEH $5889.JP international expansion continues, new entity set up in Taiwan! Hoping they start disclosing SSS growth again which it sounded like they might. They’ve been responsive to investor demands. If they continue to grow mid teens over MT, 13x P/E at 4% dividend…
JEH、台湾に子会社設立
Agreed. This seems to be completely overlooked. Although when I spoke to a local analyst once he was scrambling to find an automation play, as this was clear as day to him. It’s also quite bullish automation and robotics. Companies like fanuc, yaskawa etc Though chinese players…
Most people have little understanding of the scale of China’s population collapse.
One component about Alpha Purchase $7115.JP which I haven't discussed but can be a potentially large opp is the government contract it announced in June. I think this might be a potential reason why the stock might have continued it's upward momentum. The government is building…
Salmon was never really eaten raw in Japan until the 90’s. The Salmon Sushi so popular today was because of Norway 🇳🇴
いまや寿司ネタとして絶大な人気を誇るサーモンですが、1990年代の日本にはサーモンを生で食べる習慣はなく、当時のノルウェー大使館の水産参事官が日本の水産・食品会社とともに生食NGを覆すべく奔走したという経緯がありました🇳🇴🐟🇯🇵 💡サーモン寿司の誕生物語🔽 news.yahoo.co.jp/articles/34557…
When a public company IR responds to your questions on a sunday 🥰 Not sure if good or bad 😂
This is why Japan is elite in the way it is, where else would you find someone do a breakdown of a new APPLE STORE with this level of immaculate detail??? He even measures the height of the chairs and desks!!!
7月26日にオープンした「Apple梅田」の店内、マニア目線でチェックしてみた itmedia.co.jp/news/articles/…
Especially for perma-doomers I also think it just comes down to the thesis construction being flawed. Having a thesis with no timeline will make you right eventually. So you can always say "I told you so". But practically speaking, no one's gonna find it useful if you're right 10…
All the perma-doomers (or anyone claiming to actively manage money, personal or otherwise) who are constantly making the rounds on the finance podcast circuit should be both allowed and -required- to disclose their returns at the beginning of any show.
Japan's small Caps has seen some strength this year so far but now with the tariff issue behind us won't be surprised if we some flows back to large caps which are relatively more export driven. Hope I'm wrong, It was good while it lasted 🥲
The good folks of Varecs really nailed this one... Vertex Corp $5290.JP they make concrete products Solid margin expansion, Margin improvement mainly came from Product portfolio rationalisation. Also abit of buybacks but the amazing thing is that revenues didn't even grow that…
Some insightful pushback on Rakus $3923.JP👇
I looked at Rakus for work and while it has done well for years, I’m increasingly sceptical on 2 reasons. 1) R&D% revenues is low compared to Freee and Money Forward. Latter 2 has been increasing new modules launch cadence (land and expand) whereas Rakus has been slow moving
Activist ValueAct owning money forward $3994.JP?? Everyones in on the Japan SaaS trade now 😂🤣
ValueAct >5% holder in MoneyForward 3994…👀