JP value

Japanese small cap activist, start up, based in Tokyo

[JP value @yangtreehouse]

コアウィーブの好決算を受け、11月11日の米国市場で株価が24.7％急騰したというものです。 決算発表は米国時間10日引け。
7〜9月期売上高
36.61億ドル、前年同期比約168％増
調整後営業利益
3.79億ドル、利益率約10％
受注残高
1,325億ドル
2026年通期売上予想
130〜133億ドルへ上方修正

[JP value @yangtreehouse]

バークシャー・ハサウェイは2026年11月9日、新たな円建て社債の発行計画を公表しました。

発行額・金利・満期・発行日は未定
主幹事：みずほ、BofA証券
資金使途：一般事業資金と既存社債964億円の借り換え

[JP value @yangtreehouse]

@scientificecon That was long time ago, I joined UBS when it was at Otemachi and my colleagues talked about lunches at Hibiya park, later I was with JPM before merged with Chase, which bought JF.

[JP value @yangtreehouse]

同社は今年2月、政府が米国と合意した対米投融資第1号案件の3事業のうち、人工ダイヤモンドの製造プロジェクトに関心を示している企業として名が挙がっている。

[JP value @yangtreehouse]

・銘柄名: 旭ダイヤ
・銘柄コード: 6140
・割安成長株と判断する理由

6日、2027年3月期通期の連結純利益予想を、従来の37億円から前年比約2.3倍の47億円に上方修正発表した。電子・半導体業界、機械業界の堅調な需要が見込まれ、売上高が従来予想を上回る見通し。
PBR0.8.

[JP value @yangtreehouse]

cheap Japanese tech stocks with one option:In February , the company was named as one of the businesses in a synthetic diamond manufacturing project—one of three projects in the first round of the Japanese government’s investment initiative in the States agreed with Washington.

[JP value @yangtreehouse]

Mountain View 山景城

[JP value @yangtreehouse]

AI or SI

[JP value @yangtreehouse]

Next generation chip.

[JP value @yangtreehouse]

Innovation University シリコンバレー大学

[JP value @yangtreehouse]

Tourist experience

[JP value @yangtreehouse]

I’m in the Bay Area for the next 10 days and would love to meet for coffee with anyone interested in Japanese markets, AI, or even the 1,300-year history and legacy of Goguryeo in Japan. Let me know if you’re around!

[JP value @yangtreehouse]

Last week in Nagano 無人の境地

[JP value @yangtreehouse]

Tourist views

[JP value @yangtreehouse]

Another Daiwa, pbr0.3 It owns two department stores in prime locations in regional cities, plus ¥2 bil in cash and ¥5.4 bil in listed securities—market cap of 2 billion. management booked a loss ¥3 billion on two downtown hotels, despite the current strength of the tourism.

[JP value @yangtreehouse]

@AltayCapital You may take a look of 8247, another Daiwa, PBR0.3, with two department stores located at premium addresses in two regional cities, plus 2bil yen cash, 5.4 bil yen public securities while
Market cap is 2 bil yen.

[JP value @yangtreehouse]

@AltayCapital I used to use the station near the company, The company building was small, unassuming within walking distance of residential areas. Its major shareholders are all affiliated companies, management faces little pressure from shareholders.

[JP value @yangtreehouse]

Yesterday….

[JP value @yangtreehouse]

9082 JP
Mkt cap 20 m USD
PBR 0.33
4.4% buyback

Total 17 office and residential buildings in Tokyo plus 2500 Taix parking lots.

4 buildings in Ginza, which worths about 60m USD!

A Christmas present from Japan!

[JP value @yangtreehouse]

A quite Sunday at the Marina ☕️⛵️

[JP value @yangtreehouse]

@traderyamamoto 村上ファンドが意図的に株価を下げて操作し、底値で買い集めているように思える