Beyond 5 Years : #99 Pintaras Jaya scores 2wice in '25 & 5x in the last 2 years, after drawing zero since 1999! {5th Nov '25}

 

Meanwhile, the Nikkei index in Tokyo plunges for the 2nd day running, resembling more & more the popping of the Bubble on the 1st trading day of 1990!  This vindicates my decision to go into record yen cash levels & to only trickle less than 14% of it into 3 stocks, two of which are paying dividends going ex- at the end of the year.  

Additionally, I have the satisfaction of seeing my recently sold Century stock  & 107th🎌 scorer Yaskawa Electric 安川電機 drop 8% from my exit point just two days from where it peaked last month on hindsight, a mere 2.5% higher than the level I chose to redeem my poor entry choice that saw the position down by .¥170,100  [-40%] at its worst point in the Trump tariff-triggered rout in April !

Beyond 5 Years : L & G Scores Round 10 & 11 while Takagi Seiko タカギセイコー Goes into the Black on 4th Nov! {3rd-4th Nov '25}

 

L & G holdings drop to just 6,860 shares: the lowest since early 2017 after being cut by 44% to 13,060 shares the previous day, bagging consecutive days #1,308 & #1,309 in the miracle marathon. Takagi Seikoタカギセイコー, bought in Tokyo on 29th August for ¥1,388 today jumps 10% on a 8% upward earnings revision!

ニチダイ Nichidai is my latest foray into the Tokyo mart, after Rokko Butter 六甲バター & Seiwa Chuo 清和中央 earlier this week

 At a 26.8% discount to its trading range after listing in 2000, when its NTA was just ¥550 & its revenue having increased 43% in the last quarter century, I figured Nichidai ニチダイ was a good purchase 7 years after it was ramped furiously from ¥600 to an all-time zenith of ¥3980 & has deflated 91% since then, while said NTA has more than doubled [ & 54% higher than the ¥787 figure in '12]  & CAR has improved from 41% in 2003 to over 72% now [ & 43% higher than the 52.4% in '12], accompanied by a 30% increase in total assets. 

Nichidai when it re-wrote its '06 record of ¥1,600 in early '18 & subsequent plummet, where it traded slightly more than its entire issued share count on 28th Mar '18!

On the flip side, ROE has gone from 8% to below 1% while dividend has shrunk by almost 2/3rds to ¥6 per share & its full-year EPS is projected to be -ve ¥26.2 but is still less than half the quantum of loss in '22 & '23. I'm guessing that with net cash at ¥145 per share & Grahamian net-net at ¥406 per share, there is limited downside despite the, hopefully temporary, -ve quarterly operating cashflow.

 As for the latter two, I bought them betting that investors would eventually chase the prices up approaching the Dec 29th 2025 ex-dividend dates, with a 9-week runway to accommodate the ascent, the October danger period being almost in the rearview mirror and the Nikkei index in a superbull phase, beating any major developed market index since July!

  Rokko Butter has been in business since Dec 1948 yet strangely has never produced actual butter in-house, but is 95% into milk-derivative cheesemaking. Mitsubishi has been a 15% shareholder for a long time & was engaged in expanding the sales network 66 years ago. Forecast EPS for the coming year is 15% higher & its CAR went over 60% last year while maintaining total assets at over ¥ 50 billion.

   

Seiwa Chuo is in steel trading focused on construction, and the share price, at its stratospheric height in July 2007 touched ¥ 24,000, when its predecessor, Osaka-based Seiwa Kogyo, merged with eastern Japan-based Chuo Kozai, up from ¥ 381 in 2004 when the former's results were already improving tremendously. Book value per share has advanced from just below ¥ 2,000 over 2 decades ago to ¥ 3,991 now & is trading just above its post-listing high of ¥1,550 in 1997, with lows of ¥ 203 & ¥ 1,248 separated by 24 years [ '00 & '24 ],

   After narrowly missing out on buying it in the ¥1,300 range last year, I still had luck in snagging a hundred shares at ¥ 1,568 [ -4.68% ] on 27th Oct when some random person dumped a thousand down to as low as  ¥1,550 & almost as abruptly, 9/10 of that amount was picked up from ¥1,628 to a closing high of  ¥1,660; the stock hasn't traded a single unit since 300 shares changed hands between ¥1,620 & ¥1,660 on the 29th.

Local trading ideas: Menang, NHFatt, MUH, TGuan, GCB, Minho, Gadang, KYM, Coastal, Danco, Success, Wong, CTOS, Power

Beyond 5 Years : Nestlé Returns for an 8th time after L & G Advances to 9x a Winner in '25 {30th-31st Oct '25}

 

Fortunately, the former not only stays well above my original dream target of $100, but reaches nearly 2-year highs above $113 & is sold down to 3 shares while the latter was pared down to 23,360 shares yesterday to further cut my margin debt by 75% since Sep 26th!

Beyond 5 Years : L & G Scores 2 more Market Days in a Row & hands the baton to Crashing Perak Transit for 63 Full Months! {27th-29th Oct '25}

 

The latter returns for the first time since Jan 2023 as a result of my knife-catching speculative purchases on 22-23rd October from 42c down to as low as 29c [ averaging 38.576c ] & 31.5% hived at the two highest prices of the day of 40.5c & 41c to stretch the unprecedented marathon between 29th July 2020 & 29th October 2025 even as I attended my 80th shareholder meeting [ Hong Leong Capital ] , the 2nd one within 2 hours of each other in far-flung locations in the capital . The Top 3 streaks thus total 1,872 days, or over 5 calendar years' equivalent of days!!!

Client recommendation TKS 東京機械製作所, after halving since its September blowoff, goes limit-up Oct 24th: Will it reprise the '21 rocketing ?

 

TKS's frenetic gyrations in 2021

The stock was touted in this blog on July 25th & I personally put my money squarely where my mouth was

as well, at ¥388.Yesterday, it traded a mere 38,900 shares at the close due to the buy/sell imbalance at the limit up price of ¥563.This is far off the ¥889 zenith last month, but unconscionably low compared to the ¥3,720 summit on 10th Sep '21, just 2 days away from the 4th Anniversary of its, hopefully temporary, '21 high abovementioned. 

That was when there was a lot of brouhaha around Sun Hung Kai-backed shady entity Asia Development Capital [since delisted in Tokyo] clandestinely accumulating over 40% of TKS & the latter vigorously resisting a possible takeover that was likely targeting its large cash pile, via a 'poison pill' defense. Eventually, the buyout attempt was rebuffed & the predator went bust & disappeared after irregularities were discovered. Now, a quarter of the shares are held by the powerful Yomiuri Shimbun group while the ex-predator's 7.56% remnant holding has been acquired by TKS itself as treasury shares.

Early last month, TKS announced a contract awarded by the Japanese Defense Ministry & the shares went limit-up yesterday, after a month-long 48% correction, because said contract was finalized. Defense is one of the hottest sectors in the Tokyo mart in '25 and it may pay off to wait & see if more bidding in this sector by the company will eventuate in the coming months, so I am holding on despite no dividend forthcoming since 2019 ! 

Technically, the price has rounded off a saucer-type bottoming pattern & has a similar MACD indicator crossing over as has occurred 4 years ago & also in late 2012 when the Japanese Nikkei stock index was surging towards 10,000 from below it [ ridiculously cheap compared to the 5-fold inflation in that index in the past 13 years ].Oddly enough, my maiden entry is not far above the stock's 2012 low even though the aforementioned index plumbed a nadir of 8,238.96 that year & is now trading at over 9x that low! This gaping divergence is due to TKS reporting frequent losses within a string of inconsistent results as its newsprint machines fade into obsolescence in tandem with physical newspapers.

 These are exciting times for me, as my ¥ cash balance has gone over  ¥2,857,000 after never having peeked above the ¥1 million mark for the the first 8 years of my participation in Tokyo [ proudly 2 years before the Oracle of Omaha ], ergo multiplying almost fifty-fold in the last 4 months! I have the option of raising it further by 20% next week if I choose to dispose of the five Japanese stocks still sitting on paper gains [ Komai Haltec, Ichikoh, Fujisash, Shinto & TKS] , but I'll probably do it intermittently since the Nikkei has come tantalizingly close to the 50,000 barrier this past week & seems to have the strength to break it by the end of 2025. Overall cash levels has also sailed over $200,000 for the first time since 2022 & debt has shrunk 60% in just the past month & my🎌 stock tally has crossed the hitherto unattained 4-decade mark, on top of besting the total scalps [ including famous names like Toyota, NTT, Omron, Shiseido, Panasonic, Kyocera, Dentsu, Takeda & Subaru ] in my first six years trading there 40-35, bringing the cumulative conquests to 107 as of the time of writing !

Beyond 5 Years : L & G Comes Through for 1,302 Market Days in a Row ! {24th Oct '25}

 

Thanks to L & G [sold down to 54,360 shares] for a 6th helping to another record verging on 63 full months, during a year in which it seemed on the brink of ending more than a few times due to the ferocity of the local bear market!

Beyond 5 Years : Rohas Technic takes the Tally Beyond the Centuries ! {23rd Oct '25}

 

A speculative punt on new #101/'25 Rohas Technic shares on news of its bank account being frozen 2 days ago due to suspected involvement in corruption pays off today via a 2-day contra trade to bag my 101st score in '25, powering the record to 1,301 consecutive days in my unbreakable odyssey of financial freedom!🚞🏭🍾