nipponNuggets

Nuggets of Japanese alpha. Stocks, sarcasm, and the occasional meltdown 💰

[nipponNuggets @JCVpartners]

@MikeFritzell @TheLongHappy Claude can now tell the time

[Project Mezame @projectmezamejp]

上原さんのまとめは “要点の地図” になっていると思います。
特に重要なのは、TOPPANが単なるTPU関連の思惑だけでなく、
（1）明確な来期の大幅増益ガイダンス
（2）AIインフラ需要の構造的な追い風
（3）高度加工技術×半導体バリューチェーンでの存在感の高まり
という “複数の収益エンジン” を持ち始めている点。
AI周辺銘柄の中でも、テーマ性＋業績確度 の両方が揃い始めているのは強みだと思います。

[nipponNuggets @JCVpartners]

@konichivalue Could be the same with EVs.

[nipponNuggets @JCVpartners]

The first rule of privatisation is don't talk about privatisation....
#topcon

[nipponNuggets @JCVpartners]

Nissan's PB ratio is now lower than TEPCO's!

TEPCO's Fukushima disaster was catastrophic, but Nissan's financials in meltdown

[nipponNuggets @JCVpartners]

Switch 2? Spot the difference

[nipponNuggets @JCVpartners]

@MikeFritzell Ah I see. Has inflation priced people out of these family restaurants?

[nipponNuggets @JCVpartners]

Japan in a microcosm! Matsubara Iron Works, a Century-old company, now employs 30 people. Matsubara makes metal cylinders for periscopes and hydraulic systems in submarines. Next 100 years -> carbon capture.
https://t.co/C1BKJgkCe5 via @NikkeiAsia

[nipponNuggets @JCVpartners]

7-Eleven tells Couche-Tard: ‘Go do one!’ We’ll double sales ourselves —no takeover needed. 🛑 #Japan
https://t.co/KVWUsrJrli via @NikkeiAsia

[nipponNuggets @JCVpartners]

The best performing stocks in #japan over the past 12 months....pretty diverse bunch

[nipponNuggets @JCVpartners]

@katieforster @AFP Darn, now they will need an anti-journalist barrier too!

[nipponNuggets @JCVpartners]

@Mulboyne problem solved

[nipponNuggets @JCVpartners]

@InvestInJapan A good read. thank you

[Made in Japan 🇯🇵 @InvestInJapan]

Here goes nothing... summary devolved into full-on research and became a time sink. Got way too long so
splitting it up into parts to publish over time.

If you see any translation inconsistencies please DM me since my brain is fried😵‍💫

Highlight thread to follow later on. Enjoy!

[nipponNuggets @JCVpartners]

@KumaYama100 Little Bo Peep packing heat

[nipponNuggets @JCVpartners]

@MasaSonCap 70 bill is nothing these days. He needs to think bigger

[nipponNuggets @JCVpartners]

🇯🇵Japan 😍

[nipponNuggets @JCVpartners]

Toyota's shift to electronic continues at pace - say goodbye to paper brochures - pdfs only now.
#JapanDX

https://t.co/BoqDhmmUrw

[nipponNuggets @JCVpartners]

@JamieHalse Nice