Value Trapped 🇸🇬

US: Republican win markets 🚀 Democrats win, markets 🚀 Why do i bother owning anything else...?

Ouch.

Inui now has 3 activists involved. I'm long and will buy more!!! Too much investment real estate + ships probably worth a lot more than value on the books

Buying ↗️↗️ : Asset Value Investors — Inui Global Logistics Co., Ltd. (TSE:9308) New → 5.06% Strategic — Orient Corporation (TSE:8585) 7.28% → 9.63% Hikari Tsushin — IFIS Japan Ltd. (TSE:7833) 5.19% → 6.62% DOE5% — Fujikura Kasei Co., Ltd. (TSE:4620) 10.33% → 11.70% Hikari Tsushin — Atled Ltd. (TSE:3969) 6.42% → 7.65% Hikari Tsushin — Tenox Corporation (TSE:1905) 16.77% → 17.89% 3DIP — J. Front Retailing Co., Ltd. (TSE:3086) 11.63% → 12.73% Silchester — Santen Pharmaceutical Co., Ltd. (TSE:4536) 9.23% → 10.25% Selling ↘️↘️ : Hikari Tsushin — Sigma Koki Co., Ltd. (TSE:7713) 5.25% → 3.94% Varecs — Aucnet Inc. (TSE:3964) 7.01% → 5.88% Hikari Tsushin — Intramart Corporation (TSE:3850) 9.53% → 8.50%

Buying ↗️↗️ : GMO — Nittoku Co., Ltd. (TSE:6145) New → 5.09% Strategic — A&D Holon Holdings Co., Ltd. (TSE:7745) 12.91% → 15.01% Hiroyuki Maki — BASE, Inc. (TSE:4477) 26.89% → 28.36% fundnote — DKK Co., Ltd. (TSE:6706) 16.35% → 17.43% Will Field Capital — LIFULL Co., Ltd. (TSE:2120) 7.35% → 8.37% Oasis — AEON Financial Service Co., Ltd. (TSE:8570) 10.80% → 11.82% Dalton - NAVF — Meisei Industrial Co., Ltd. (TSE:1976) 13.62% → 14.62% Effissimo — Tamron Co., Ltd. (TSE:7740) 18.54% → 18.90% Hikari Tsushin — Sansei Co., Ltd. (TSE:6307) 21.49% → 21.78% Selling ↘️↘️ : Hikari Tsushin — Aplix Corporation (TSE:3727) 19.20% → 10.15% Symphony — Nishio Holdings Co., Ltd. (TSE:9699) 12.33% → 10.95% Strategic — Wakita & Co., Ltd. (TSE:8125) 8.70% → 7.59% Symphony — Nagawa Co., Ltd. (TSE:9663) 14.87% → 13.83% Seisei — Striders Corporation (TSE:9816) 9.60% → 8.78% Hikari Tsushin — Inbound Tech Inc. (TSE:7031) 28.79% → 28.52%

Monday Buying ↗️↗️ : Ariake — The Ehime Bank, Ltd. (TSE:8541) New → 5.19% Silvercape — Yokowo Co., Ltd. (TSE:6800) New → 5.10% Strategic — A&D Holon Holdings Co., Ltd. (TSE:7745) 6.36% → 9.34% Hiroyuki Maki — BASE, Inc. (TSE:4477) 24.52% → 26.89% Murakami - City Index Eleventh — Yamada Holdings Co., Ltd. (TSE:9831) 8.36% → 9.39% Hikari Tsushin — Fibergate Inc. (TSE:9450) 12.25% → 13.27%

Buying ↗️↗️ : Strategic — A&D Holon Holdings Co., Ltd. (TSE:7745) 9.34% → 12.91% Ariake — Tokyo Kiraboshi Financial Group, Inc. (TSE:7173) 9.00% → 10.09% Hikari Tsushin — Three F Co., Ltd. (TSE:7544) 10.48% → 11.55% Hikari Tsushin - Shigeta Mitsutoki — Chuokeizai-Sha Holdings, Inc. (TSE:9476) 12.95% → 13.95% Selling ↘️↘️ : Hikari Tsushin — Nihon Knowledge Co., Ltd. (TSE:5252) 12.99% → 11.93% Hikari Tsushin — Sigma Koki Co., Ltd. (TSE:7713) 6.31% → 5.25% Seisei — Striders Corporation (TSE:9816) 9.60% → 8.78%

Buying ↗️↗️ : Strategic — Sanyo Denki Co., Ltd. (TSE:6516) 12.07% → 15.89% Seisei — Striders Corporation (TSE:9816) 7.81% → 9.60% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 10.14% → 11.27% Asset Value Investors — Foster Electric Co., Ltd. (TSE:6794) 8.21% → 9.31% Hikari Tsushin — Fukui Computer Holdings, Inc. (TSE:9790) 12.27% → 13.31% Selling ↘️↘️ : Hikari Tsushin — Ebrains Inc. (TSE:6599) 7.39% → 6.37%

Buying ↗️↗️ : Trivista — Net Protections Holdings, Inc. (TSE:7383) New → 5.81% Hikari Tsushin — Nulab Inc. (TSE:5033) New → 5.10% Strategic — Osaka Steel Co., Ltd. (TSE:5449) 9.49% → 10.59% Oasis — EN Inc. (TSE:4849) 14.54% → 15.63% fundnote — SMK Corporation (TSE:6798) 9.80% → 10.88% Hikari Tsushin — Dawn Corporation (TSE:2303) 10.07% → 11.09% Selling ↘️↘️ : Strategic — Noritake Co., Limited (TSE:5331) 6.47% → 4.36% Orbis Investments — Pole To Win Holdings, Inc. (TSE:3657) 9.10% → 7.69% Orbis Investments — CyberAgent, Inc. (TSE:4751) 5.97% → 4.90% Hikari Tsushin — Tohoku Steel Co., Ltd. (TSE:5484) 77.64% → 77.56%

Why buy $NU when you can just buy $EWZ. Should have known that everything out the US is just a macro trade 😂

Buying ↗️↗️ : Will Field Capital — I-NE Co., Ltd. (TSE:4933) New → 5.10% Seisei — Tokyo Cosmos Electric Co., Ltd. (TSE:6772) 16.78% → 19.51% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 7.82% → 10.14% Strategic — Noritake Co., Limited (TSE:5331) 6.10% → 8.17% Miri — Syuppin Co., Ltd. (TSE:3179) 8.11% → 9.16% Old Peak Group — Digital Garage, Inc. (TSE:4819) 7.31% → 8.33% Ariake — Ogaki Kyoritsu Bank, Ltd. (TSE:8361) 8.57% → 9.59% Silchester — Miura Co., Ltd. (TSE:6005) 5.06% → 6.07% Seisei — Meiwa Industry Co., Ltd. (TSE:7284) 7.31% → 7.50% Selling ↘️↘️ : Hikari Tsushin — Digital Hearts Holdings Co., Ltd. (TSE:3676) 5.03% → 0.00% Murakami - City Index Eleventh — Exedy Corporation (TSE:7278) 9.11% → 7.98%

Japan is back! It was a really boring 5 days...

Will AI Agents (in training?) inadvertently hack something highly sensitive in the US, leading to a mandatory slowdown or pause in development at some point? If so, what would happen to AI capex spend that has been driving markets?

Buying ↗️↗️ : Oasis — Nidec Corporation (TSE:6594) 6.78% → 7.97% Oasis — Shibaura Machine Co., Ltd. (TSE:6104) 6.76% → 7.82% Axium Capital — ISB Corporation (TSE:9702) 12.53% → 13.57% Oasis — SMS Co., Ltd. (TSE:2175) 25.93% → 26.97% Oasis — Kusuri No Aoki Holdings Co., Ltd. (TSE:3549) 15.10% → 16.14% Asset Value Investors — Sharingtechnology Inc. (TSE:3989) 28.18% → 28.98% Strategic — GungHo Online Entertainment, Inc. (TSE:3765) 8.51% → 9.65% Selling ↘️↘️ : None.

Buying ↗️↗️ : Dalton - NAVF — Yasuda Logistics Corp. (TSE:9324) New → 5.17% Oasis — Infomart Corporation (TSE:2492) 15.82% → 16.95% Oasis — Kobayashi Pharmaceutical Co., Ltd. (TSE:4967) 13.37% → 14.41% Silchester — Suzuken Co., Ltd. (TSE:9987) 8.25% → 9.27% Selling ↘️↘️ : Strategic — Toa Road Corporation (TSE:1882) 10.51% → 8.48%

Buying ↗️↗️ : Hikari Tsushin — OLBA Healthcare Holdings, Inc. (TSE:2689) New → 8.76% Oasis — Infomart Corporation (TSE:2492) 14.42% → 15.82% Murakami - MI2 — AD Works Group Co., Ltd. (TSE:2982) 11.78% → 12.83% Hikari Tsushin — Kamei Corporation (TSE:8037) 6.28% → 6.90% Hikari Tsushin — F&M Co., Ltd. (TSE:4771) 13.60% → 14.13% Hikari Tsushin — Pro-Ship Inc. (TSE:3763) 15.77% → 16.15% Hikari Tsushin — Fukui Computer Holdings, Inc. (TSE:9790) 12.03% → 12.27% Hikari Tsushin — eREX Co., Ltd. (TSE:9517) 22.82% → 23.01% Hikari Tsushin — JustSystems Corporation (TSE:4686) 16.23% → 16.41% Hikari Tsushin — NCD Co., Ltd. (TSE:4783) 9.67% → 9.85% Hikari Tsushin — NTT Data Intramart Corporation (TSE:3850) 9.52% → 9.53% Selling ↘️↘️ : Strategic — Toa Road Corporation (TSE:1882) 12.76% → 10.51% Hikari Tsushin — Takuma Co., Ltd. (TSE:6013) 5.74% → 4.89% Hikari Tsushin — Kyowa Electronic Instruments Co., Ltd. (TSE:6853) 7.09% → 6.24% Hikari Tsushin — Original Engineering Consultants Co., Ltd. (TSE:4642) 17.23% → 16.64% Hikari Tsushin — Tokyo Energy & Systems Inc. (TSE:1945) 7.39% → 6.82% Hikari Tsushin — TVE Co., Ltd. (TSE:6466) 22.36% → 21.79% Hikari Tsushin — Yuasa Co., Ltd. (TSE:8074) 5.11% → 4.86% Hikari Tsushin — Media Do Co., Ltd. (TSE:3678) 19.27% → 19.04% Hikari Tsushin — Hibiya Engineering, Ltd. (TSE:1982) 6.46% → 6.31%