Hiroki Sasaki

Born in Japan → Study in Japan → Work in Japan
Accenture → Freelance → Full time investor

[Hiroki Sasaki @hiroki1379]

YTD return is 2.13%. Cash position is 9.35%.
Many my covered small-cap stocks declined after earning result. In this situation, added some shares as follow.
- Kokusai(国際計測器)(7722)
- People, Dreams & Technologies(人・夢・技術G)(9248)
- TANAKEN(タナケン)(1450)

[Hiroki Sasaki @hiroki1379]

@JapanDeepValue1 @lynxtradesapp Unrealized gain is shrinking in my all positions....
Forecast dividend is increasing.

[Hiroki Sasaki @hiroki1379]

New report : Komaihaltec(5915)(駒井ハルテック)
https://t.co/iYs54Mb7C2

[Hiroki Sasaki @hiroki1379]

@ymd_oldwhig 流石でございます。
最新の決算説明資料によると、中期計画値が上方修正(※昨年開示比)されており、外部環境良さそうですね。

[Hiroki Sasaki @hiroki1379]

@weiyuet_wong If you're interested, let's talk. By the way, I can't send DM to you...

[Hiroki Sasaki @hiroki1379]

Is anyone interested in talking about Japanese stock with me online?

After starting X, I've started to want to improve my English communication skill by practical approach.

If you're interested, please contact me.

[Hiroki Sasaki @hiroki1379]

@okaneijirimushi まあ、減配予想出さなかったので許します。笑

[Hiroki Sasaki @hiroki1379]

@cujirako 既にサラリーマン辞めており与信もなく、賃貸住みなので、生存インフラがないです。。。

[Hiroki Sasaki @hiroki1379]

@Tropical1597 決算跨いで被弾しました。笑

[Hiroki Sasaki @hiroki1379]

1.DISCO’s KABRA laser : Cutting ultra-thin silicone
2. Waida mechanical processing : Cutting cemented carbide

Because materials are different between them, the requirement is different. "1." requires intactness for ultra-thin & fragile material, so laser processing(contactless) is required. "2." requires high level polish by mechanical processing(physical grinding).

I agree with Laser processing & 3D printer are risk for Waida business, but currently I don't think them a serious threat.

*I'm not industry expert.🙃

[Hiroki Sasaki @hiroki1379]

https://t.co/2RCx4gi7bU

[Hiroki Sasaki @hiroki1379]

@orrdavid @DaBao_ Unemployment is always most prioritized in Japan. Which causes inertia of labor market and industry change.

[Hiroki Sasaki @hiroki1379]

@DaBao_ @orrdavid The interesting is almost Japanese people are pessimistic about our future.

[Hiroki Sasaki @hiroki1379]

@orrdavid @DaBao_ Inflation & (suppressed)low interest rate will save the issue...

[Hiroki Sasaki @hiroki1379]

@jszhang0912 Yes. Customer capex cyclical and upfront investment for overseas expansion double punch their margin.

[Hiroki Sasaki @hiroki1379]

@_Flycatcher_ Yen.

[Hiroki Sasaki @hiroki1379]

YTD return is 3.67%. Cash position is 13.52%.

Top 3 holdings are as follow.
#1 : Komaihaltec(5915)
*Stock report
https://t.co/VxqIGO5QeH

#2 : Mortgage Service Japan(7192)
*Stock report
https://t.co/qh4Lj31dLA

#3 : Faber Company(220A)
*Stock report
https://t.co/zqDKN4x680

[Hiroki Sasaki @hiroki1379]

https://t.co/QieIRU2Rm3

[Hiroki Sasaki @hiroki1379]

@gaikokuking Thanks. Your X profile is Japanese. Are you Japanese?

[Hiroki Sasaki @hiroki1379]

@Mitush7W Thanks. Go my way. By the way, I've never read Peter Lynch book...

[Hiroki Sasaki @hiroki1379]

Hello, everyone. Could you share your recommended book for stock analysis? Currently, I'm reading 'On the Hunt for Great Companies'.

So far, I like them as follow.
- Expectations Investing
- Non-Consensus Investing