EQUITYOPPORTUNITY

Thursday, October 23, 2025

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!🚞🏭🍾

Wednesday, October 22, 2025

Beyond 5 Years : Yaskawa Electric 安川電機 Takes the Honours for Multiple Milestones!!! {22 Oct '25}

 


Fabled robotics firm Yaskawa Electric 安川電機 clinches a fabulous & one-of-a-kind quartet of accolades >: the 40th 🎌 in '25, its CENTURY Stock mantle, Thirteen Hundred Consecutive Days in the stock trading income Marathon & 13 consecutive Annual Centuries, surviving many scary roller-coaster market fluctuations since '20, a day after passing the🎌500k mark for the 3rd year running & the biggest comeback there, after Trump-bling -40% at its worst level ! ⛩🗻🗾. In the afternoon, WTK is sold down to just 1,088 shares, the lowest stake since early 2017:




Monday, October 20, 2025

Beyond 5 Years : L & G Bags the Quintet ! {21st Oct '25}

 

After denying me for over a decade, Land & General delivers a fifth time today to send the record run to the brink of 13 Centuries of market days uninterrupted!!!

Yaskawa Electric 安川電機 finally springs into the black from being down 40%!

 


A rather slipshod, scantily thought out entry into the Japanese robotics enterprise just 2 days before the February dividend entitlement turned disastrous in short order as it issued a reduced profit forecast around the same time & ran into the Trumpanic tariff storm with the rest of the market, crashing to -39.7% below my cost.

Thus was the most challenging period of my 31-year investing career since 2008 : April - July 2025, where most of my investments went deeply underwater & I was left wondering how long I had to endure & whether all my hard study exceeding 20,000 hours was ultimately paying off. However, with major markets rebounding powerfully, especially from July onwards, one after another of my Japanese [ & even some Malaysian] long positions went back into the black & I was able to take surprisingly profits on some of the worst performing ones at the time of the April meltdown: Shindengen, Eisai Dijet among many others.


After a recent raising of its profit forecast by 12% on 3rd October, Yaskawa Electric became the latest 🎌 bet to cave to my heightened positive expectation by soaring into a gain after commissions, with the two dividends picked up since entry offsetting the buy commission. What follows are snapshots of the company from 1978, 1991, 1998, 2013 & 2020 and based on revenue, EPS & dividend yield, the company is potentially anywhere from somewhat overvalued to significantly undervalued so I will likely wait for the 0.618 Fib retracement of its decline from ¥6,877 from ¥2,582 which points to  ¥5,236 as a likely target. It's unlikely I will  wait for the  ¥6,000-¥6,800 range which is the 'triple-double' top ceiling from 2018,2021 & 2023/2024 even with the Nikkei almost certain to hit 50,000 today, the 21st of October 2025!




Sunday, October 19, 2025

Beyond 5 Years : A Fond Sayonara to #69 Nippon Felt 日本フエルト, Exiting completely after 94 Months !!! {20th Oct '25}

 


One of the longest dalliances with a Japanese investment finally ends after a 94-month dance that has furnished sixteen dividends [totalling over ¥22,000]; thanks to a 3rd sale at the highest level [prior to '25] since Mar '15: Nippon Felt 日本フエルトaccomodates my refusal to wait out the Festival of Lights market holiday to inch the streak closer to 13 whole Centuries!

🦄🗻🗾

Thursday, October 16, 2025

Beyond 5 Years : Pintaras Jaya Returns after a 2024 Hat3rick & pairs with 10-time Scorer WTK ! {17th Oct '25}

 


Before 2024, new #99 Pintaras Jaya hadn't scored for a quarter century, its last contribution coming in May 1999! WTK achieves a perfect 10 rounds, sold down to 2,388 shares in one account & the run reaches 1,297 days consecutively!



Wednesday, October 15, 2025

Beyond 5 Years : Ten days short of the 3rd Anniversary of its last contribution, SD Guthrie Scores Again ! {16th Oct '25}

 

The former Sime Darby Plantations, 2022's 112nd winner who also seeded the 530th & 554th consecutive link in the current unbreakable chain of gain, is sold down to the last 24 shares !

Beyond 5 Years : 9 Years of Hope Denied continue to be Ameliorated with 9 Rounds from WTK ! {15th Oct '25}

 


WTK brings the running miracle to within 5 days of another Century mark, an incredible odyssey of redemption & synchronicity that DEFIES the statistics of the co-creator's merely modest intelligence, market downturn frequencies & the unholy longevity of the 2014-2025 local bear market!🦄🌄🎲🎰🍾


Monday, October 13, 2025

Beyond 5 Years : A Near Replica of the L&G and Sinmah duet on 9th October ! {14th Oct '25}

 

Land & General is sold down to 63,360 shares, most of it at a 7-year high of 18.5c while Sinmah Capital is gratefully sold down to just 1 unit, lifting its '20-'25 contribution above $700, even excluding the 2013 instance of earning under its previous name: Farm's Best !

Sunday, October 12, 2025

Beyond 5 Years : EUPE Attains a Hat3rick ! {13th Oct '25}

 


Friday, October 10, 2025

My much anticipated October meltdown may be close at hand!

 



Proof that I've prepared for this for months? My cash levels are nearing $200,000, up 45% since the time of the early April market meltdown & cash net of debt is almost $180,000, up 75% in the same timeframe as my ¥ cash holdings have remained undiminished at their record high for 23 days straight, after jumping 35-fold since early July!

This even as my dividend income is likely to exceed $20,000 for the 3rd year running, after previously only coming within a  block of that figure in 2018 [$18,453.37] before falling 32% the following year, & compared with a cumulative figure of just under $10,000 from 2002 till 2008 inclusive, the latter bookend year being the infamous previous massive financial meltdown episode!

Beyond 5 Years : L & G Keeps my Signature Achievement Alive with a 2nd Win in as many Days ! {10th Oct '25}

 

Also, in the last few days, Yaskawa Electric in Japan has seen my ill-timed purchase for the Feb '25 dividend narrow its paper loss from 
¥130,000 to  ¥20,600  today after an improved forecast issued on 10.3.25 while my margin debt has narrowed by 48% since Sep 26th when I first transferred funds from my sales of #92 WTK to offset the niggling debt that has been a millstone around the neck of my quest for indisputable financial freedom for at least a year! It's highly comforting that just 2 of my remaining profitable equities, the abovementioned & the scorer today, 10.10.25, together with my remaining cash balance after paying for the host of upcoming dividend payers purchased, equate to over 100% of my entire outstanding debt, not even counting the small remaining stakes in #95 EUPE, #38 Nestlé and a handful of others that I'm counting on to take the record to 1,300 consecutive days & beyond! 

Wednesday, October 08, 2025

Beyond 5 Years : Land & General Duets with Sinmah Capital for a MIRACULOUS Escape ! {9th Oct '25}

 

#94 / '25 Land & General continues to stun observers with its nearly 60% advance in 3 weeks & is pared down to 66,860 shares at > 6-year highs to come within 9 market days of another record Century on top of the unbelievable Millennium attained 13/8/24! Later this morning, Sinmah Capital executes an even more impressive tripling in the same timeframe, allowing a miraculous ESCAPE as new #97 from a heavily -ve position to eke out a $18 gain after costs!!!🚂🦄🍾

Beyond 5 Years : WTK Steps in an 8th time to extend the Run on 8th October ! {8th Oct '25}

 


Tuesday, October 07, 2025

Beyond 5 Years : Hengyuan rights options, repeat winner SHL & EUPE push the streak past 1,287,1288 & 1,289 Successive Days! {3rd-7th Oct '25}

 




Thursday, October 02, 2025

Beyond 5 Years : 9 Years of Frustration end with 7 Rounds from WTK ! {2nd Oct '25}

 


Wednesday, October 01, 2025

Beyond 5 Years : A FIRST timer that delivers the Cake & feeds it to me Finally ! {1st Oct '25}

 


After enjoying a buffet lunch & receiving door gifts from a maiden attendance at its '25 shareholder meeting & pocketing my 1st dividend from its coffers, EUPE rewards my faith as #95 / '25 & the record steps into its never-before-attained 63rd month!🏃‍♂️🦄✊

The Century countdown comes to within 5 winners of attaining 13 years of >100 scalps in a row dating back to 2013 as the marathon steps into the last quarter of 2025 !!!