EQUITYOPPORTUNITY

Friday, August 29, 2025

Beyond 5 Years : Saylor Advertising 🎌セーラー広告 gets SOLD out at a 2nd consecutive limit UP as a 🗾Centurion, then Plummets to Below yesterday's close !!! {29th Aug '25}

 

Yesterday's 💯 🗾 scorer Saylor 広告 rose to limit-UP once again early today & I couldn't help feeling miffed at losing out on ¥16,000 of extra gain if I had held on gamely as I instinctively felt I should have yesterday afternoon. However, instead of giving in to greed on hope that it would repeat its multiple limit-up run last year that took its price to a historic peak of ¥922 on 8th Oct '24, I made the crucial decision to place a sell order at  ¥505 at 9:08am local time & then changed my mind to bid for an extra  ¥100 of sales proceeds by amending the order to queue at the exact 2nd limit-up level. 

How amazing that it was done less than 20 minutes later [[echoes of the now privatized Daiwa Heavy exiting at the very TOP on Aug 31, 2023]] even though it dipped sharply to ¥486 and  ¥495 in between. Within 2 hours, all bets for another close at the limit high were OFF as the stock plunged sharply to  ¥455 at 1:05pm Tokyo time, rebounded just as swiftly to ¥493 and then dropped in earnest for the rest of the day on increasing volume during declines while short-term speculators panicked. After touching a low of  ¥404 at 3:19pm Japan time, it closed 7 ticks below yesterday's exit, at which price, such a sale would have been narrowly unprofitable!

If I had sold all 300 shares at the close, I would have given up 77% of my combined gains for these 2 days!  Using the VWAP as reference, I would have also missed out on 47% of my gains realized today. Thus was my 'lost'  ¥16,000 profit forgone yesterday soothed. The marathon streak marches on to 61 whole months!



Thursday, August 28, 2025

Beyond 5 Years : The 🗾 Century is Claimed by Saylor Advertising セーラー広告 , who also sets an annual high of 33 🎌 !!! {28th Aug '25}

 A most incredulous 100 🎌 winners is attained today, the 28th of August 2025, almost 2 months after the 8th Anniversary of my 🎌 debut with a 2017 purchase of yesterday's 🎌 winner #32/#82 of '25 FujiSash : most unexpectedly thanks to Saylor Advertising セーラー広告 which went limit-up just before 11am Tokyo time due to an announcement of a tie-up with Storm Harbour Securities, which apparently sent a handful of other stocks limit-up several times subsequent to similar collaborations, thus partly closing a poor entry many weeks before the chart showed a likely bottom. I had queued to sell this equity more than 15 times at the maximum allowable price throughout the months subsequent to my maiden entry here on Feb 10th '25 but the orders fell through...till today !  


Ergo, almost a third of that monumental number of Japanese scorers in the past 8 years have manifested in 2025 & the year's tally also reaches a beautiful numerical  symphony of 33/83/1,263 on the 28th of the month ! Furthermore, the six 🎌 wins manifesting in the past fifteen days exceed the entire tally  from 2H '17  as well as the whole of 2018, 2019 as well as 2020!

Wednesday, August 27, 2025

Beyond 5 Years : A hat3rick of foreign equity winners with 3-time 🗾 scorer FujiSash 不二サッシ becoming 🎌 32/'25 after wins in '18 & '24 !!! {27th Aug '25}

 


FujiSash also holds the distinction of being the very FIRST 🎌purchase on 4th July 2017 & the 7th to score most thrillingly the day after it went limit-UP on June 7th 2018, likely on a classic Japanese share ramp! It hat3ricks today on shares averaged down at a ridiculously-undervalued ¥667.5 on 3rd March at which point its gradually incremental dividend payout was yielding not far from 5%.

The aluminum construction sash maker is still very undervalued at today's partial exit price, but will push the ¥ cash balance to an unprecedented  ¥1,584,000 by Friday & sets a fresh pinnacle of 32 🎌 Tokyo-listed winners within a year, almost 40% higher than the previous highest tally two years ago, besides building the year's total to 82 scorers from five jurisdictions, Japanese equities  reaching an all-time high proportion of 39% thanks especially to the recent run of Nikkei & TOPIX records!  The unbroken chain of earning days reaches 1,262 as a consequence!!

Tuesday, August 26, 2025

Beyond 5 Years : Venerable S'porean insurer Great Eastern returns 5 days after requotation to perpetuate the miracle marathon! {26th Aug '25}

 

Four market days after Great Eastern was requoted subsequent to the OCBC takeover fiasco, a buy @ S$13.32 is closed out @ S$13.82 to re-write the marathon record for the 798th straight time! The venerable insurer thus hat3ricks within the last 18 months !!!🚞🏔🍾

Positive NOW Aspects to Dwell On during this challenging time

 I appreciate & am so happy & grateful for the $41,800+ equivalent in Japanese cash already manifested plus the 10 paper profits in 🗾.

I am so happy & grateful to have co-created over $201,000 in manifested dividends since 2013!

I am so blessed with rental freedom, officialdom-leeching freedom & vibrant, perfect health in so many now, now, NOW moments! Here & NOW! 👨

I am so grateful & appreciative for every iota of money energy that remains & is available for successful deployment & appreciation despite the challenges!

Things are always working out for me, as amply evidenced by my success in Japan this year despite the huge volatility as well as synchronicities sprinkled magically all over my 2025 days!

It is indeed AMAZING & miraculous that my unbroken streak of trading gains continues despite the parlous local market! 

I revel in the over 200 successful online sale deliveries to over sixteen countries!


Monday, August 25, 2025

Beyond 5 Years : The baton passes back to 🗾 as Kawase Computer カワセコンピ Scores to bag 🎌 31/'25 & 99 since '17 !!! {25th Aug '25}

 


An almost unthinkable 8 winners beyond 2023's record 🎌 tally of 23 brings the 8-year & 2-month total to just ONE stock from a 🗾 Century, even as 2025's number of scorers comes to within a score of the thirteenth consecutive annual century for the year!  A very slow pace but remarkable considering the Trumpanic crash & the local market's de-facto slump, the worst since 2008! A 60% portion of Kawase Computer is retained for a likely, timing unknowable ramp in the, hopefully near, future!  An almost frenetic pace of 5🎌 scorers in the past twelve days [& 8 in the past month]...equivalent to the tally in both the entirety of 2017 & 2018 and one more than in 2019 !

Friday, August 22, 2025

Beyond 5 Years : The Marathon Record Flows Onwards as PBA Holdings Returns for the 1st Time since 9 Oct '24 ! { 22nd Aug '25 }

 

Penang Island water supplier PBA Holdings flows the marathon forward after contributing with sales from as low as $1.06 to as high as $2.16 in the previous two years, but debuts this year today with another partial hiving just under $2! Long absent MUI Properties ambles back into paper gain territory with an upcoming large dividend...virgin territory in my FREEDOM odyssey!🎲🏔🦄



Thursday, August 21, 2025

Beyond 5 Years : Nisshinbo日清紡 🎌 Scores in 🗾 after YTL & Telekom M'sia to Stretch the Streak to 1,256, 1257 & 1258 Consecutive Days in Turn! 30/'25 in 🗾!!! { 19-21st Aug '25 }

 

TM gets pared in the odd lot market not too far from record highs on the 19th, the day I took a train to the capital to attend the shareholder meetings of AMBank & EUPE.

While I was vacationing, simultaneously collecting shareholder entitlements in the capital, YTL Corp was sold a 5th time yesterday while the once venerable Nisshinbo 日清紡 was dumped at the close of trade in

🇯🇵

today to garner much-cherished continuations of my trading/investing for a living miracle odyssey : the unprecedented 30th 🗾 score thus secured being the cherry on the icing, totalling 98 🎌 in the first 97 months jou$ting in the Tokyo markets!🚅🗻💹


Monday, August 18, 2025

Beyond 5 Years : Toyobo 東洋紡 🎌 is the 2nd Consecutive 🗾🎌 Runner to Stretch the Streak to 1,255 & becomes the 29th/'25 + 97th Overall from🗾 ! { 18th Aug '25 }

 

Stalked since at least 2023, Toyobo finally comes through from🗾, the 2nd consecutive 🎌 contributor to the marathon streak across the weekend, after I pocketed my first dividend from the company amounting to ¥3,039 after taxes & charges. Thus, the tally from the fabled Japanese isles counts down to THREE before a most improbable Century less than 2 months past my 8th Anniversary risk-taking in the Tokyo Stock Exchange!

Friday, August 15, 2025

How HIGH will the Nikkei & TOPIX go in the current bullish phase & when will they peak?

 

Many securities firms are putting their targets between 41-44,000 points for the Nikkei index while a survey on the timing of the peak interestingly showed almost 40% bet on December, which according to past time-to-peak-after-breaking-the-high episodes, reflects the minimum duration of the new upmove to its zenith. However, in 1988, the bull market lasted another year & a half till the peak on Dec 29, 1989 while the ones in 2017 & 2020 lasted about 4 months each. My own personal target is 45,866 as a simple measured move from the recent 6,994 low in '08 of the entire 1950 to 1989 move from 85.25 to 38,957.44 high. A similar measurement on the TOPIX points to 3,564 or thereabouts.

However, the most recent example in 2023 lasted over a year, which means that the coming apex could occur as late as April-August 2026, depending on the tailwind factors !

Possible tailwinds include the continued lower inflation trend postponing BoJ rate rises & divestment of US bonds as the FOMC base rate is expected to be lowered eventually & reducing the attractiveness of holding US currency assets as the greenback weakens. Another major tailwind is the ongoing pressure for corporate Japan to accelerate reforms to increase their attractiveness to foreign funds & the visible trend of listed companies ramping up dividend payouts from healthy surpluses, backed by growing real estate valuations & collateral. 

However, if the yen strengthens too rapidly, this could spark selling in exporters & dampen the Nikkei's march northwards. 


Beyond 5 Years : The Marathon Relay Rebounds back to Japan 🎌 for the 2nd time this Week 🎌, to Eisai エーザイ, 🗾#28/'25 & 96th Overall from the Isles ! { 15th Aug '25 }

 

Amazing end to the week as 🗾drug major Eisai エーザイcures the desire to forge the marathon ahead by becoming the record setting 28th 🎌8️⃣ scorer in a year & the 3rd major pharma win in the islands after Takeda 武田薬品 in '22 & Mochida 持田製薬 in '24! 🗾 earnings break the 400 grand mark this year while liberated ca$h zooms to over a million for the 1st time ever! Icing on the cake of the unbroken epitome of endurance reaching 60.5 months!!!🦄🗻⛩


Wednesday, August 13, 2025

Beyond 5 Years : Petronas Gas takes back the Marathon Relay Baton from Shindengen! { 14th Aug '25 }

 


After withholding trading gains for 103 months, Petronas Gas delivers 2wice in 3 days to fuel the jaw-droppingly enduring run onwards while yesterday's fellow streak perpetuator Shindengen Electric 新電元 tumbles by THREE pricey

🇯🇵 trading commissions in tandem with the Nikkei reversing📉 6 days of heady gains into record realms! 🏔🍾⛽️


*Post Mortem : At the close, the difference between my exit price & the VWAP on the day is $27.82 [ $30.80 at the close], while in Japan, Shindengen closes with a VWAP that translates to a difference of about $377 compared to the sale at yesterday's close, both figures in my favour. These add up to 3.2x my expenditures yesterday & today.

Beyond 5 Years : A STUNNING Comeback with 🗾 Shindengen🎌 新電元工業 Reversing a 46% Paper Loss for a 14% Net Gain in 21 Months ! {13th Aug 25}

The Honda Motor affiliate becomes the 95 th 🎌 equity to grace my 🗾odyssey, sold out the day after an extremely rare limit-UP move, and today tacking another 10% at its highest near the close. I suspect intraday short-sellers were the dominant buyers, closing their positions in a panicky loss-cutting way & sending the stock up 7 ticks in the last few minutes after it languished 33 ticks below the close for most of the morning.

If I had been in a position to short, I would likely have leaned in that direction since so many thought the stock was highly overbought in the short term having more than DOUBLED from the post Trumpanic low! The countdown to my 🎌Century thus reaches five to go, while the total from the islands attains an incredible 27 winners in 2025, triple the former joint record in '21 & '22! They include illustrious names like Toyota , NTT, Sumitomo, Subaru ,Omron & Shiseido !

Monday, August 11, 2025

Beyond 5 Years : Petronas Gas Returns as #73 / '25 after a 103-month Absence to Sustain the Record ! {12th Aug 25}

 


As tedious as extracting teeth? No problem for one patient as I: long-held Petronas Gas delivers the 1st trading gain in over 100 months, with a partial disposal after receiving 34 dividends comprising over 1/3 of the entire investment! Thrilled with the NEW HIGHS literally & metaphorically!!!🚞🏔🍾

Also, I am so happy & grateful👍 & celebrating 🎉 with Japanese citizens also majorly invested in the Tokyo stock exchange, like me, as the main🎌 stock index vaults into RECORD territory after a 13-month hiatus !!!
The 8-year odyssey this year was FAR from smooth with huge drawdowns on paper caused by the dictator in the West, YET today, pharma giant Eisai エーザイ vaults into a clear paper gain, Shindengen Electric 新電元工業 erases a massive tariff-worsened paper loss & the number of 🗾paper gainers stay above five! Also, there is a chance of reaching a Century of 🇯🇵 earners since July '17!


The Japanese Stock Index soars pasts its 13-month-old record! Plus some stocks I'm eyeing seriously for medium-term gains...


 
Shrs bought back + owned by biz assoc : 34%['22] ====> 45%['25] ; 2Q '25 just 9% below record qtr EPS of 23.3 in 2Q '23; Free -float = 3.458 m / 6.228 m

















Others to watch:  Hodogaya, Titan K, Fine Sinter, Mitsuba, SMK, Haba Labs, Takagi Seiko, Nippon Shikizai, Piolax, Prima Meat, Unipres, Nichidai, Nippon Shinyaku, Meiji Hlgs, Lecip, Sintokogio, Akebono, Unicharm, Ricoh, Nikon, Nippon Concrete,TOTO, CVS BayArea, Asahi Seiki, Fumakilla, Chofu S, Almetax