Miracle Streak : A most Unlikely Winner emerges in Matsumoto マツモト, the 3rd🎌 of the Year & the 116th since July 2017! {3rd Feb '26}

 Today, Japan's Matsumoto マツモト , a shaky microcap bought a week after my '25 birthday that was down 38% at its worst point after Christmas, debuts at a very respectable 18th place[kicking Toyota down to 19th!] among what is now 116

contributors since '17 & the 3rdin the new year: taking the baton from S'pore's Sunright in the marathon's 67th month! The BEST trading gain thus far in 2026!!!

Latest Japanese targets:

Eidai, which went bankrupt in 1978 at a last quotation of  ¥51, returned to the Tokyo market after an almost 30 year restructuring, and now trades at a 85% discount to projected '26 revenue compared to a 92% discount at the time of its delisting. Interestingly, it has only 30% of its original amount of shares outstanding but trades for a steep 76.3% discount to its book value & a healthy 4.2% dividend yield [compared to 1.5% in 1973 before it was halved in '74 & then eliminated by '75]. Its '23 debt load was ¥23 billion[ compared to ¥75.3 billion in '77!], giving it a cash:debt ratio of 28% & a capital adequacy[CAR] of 43.8%. Since then, its book value has advanced 10% & CAR has popped over 50% while cash:debt has improved. Treasury & biz association shares total about 18.7% of its outstanding scrip of 46.783 million compared to less than 18% in '23.

Miracle Streak : Sunright returns to contribute after 56 months ! {2nd Feb '26}

 With another pesky market holiday, I turn to S'pore,amid tumbling markets worldwide to lock in a narrow gain made possible by quadrupling down on a remnant 2020 position last year : big 2017-2018 winner Sunright shines on the marathon once again after its last contribution 56 months ago, which sealed 207 days in a row together with Theta Edge !

🎌 Stock Focus : CVS Bay Area [2687]

 

The company used to operate convenience stores as a Lawson franchisee but sold most of its stores to the former in 2018, realizing a one-off record EPS of ¥770 in Feb '19 . It now runs only 7 stores & mainly operates 6 capsule hotels & a main BAY Hotel complex with easy access to Tokyo Disney Resort. Other minor business segments include mansion front, cleaning & real estate management services. I am targetting purchase to earn the Feb & Aug dividends of ¥10 each, comprising a yield of 1.5-1.9% each half year. 

It's interesting to note that the major downtrends from '06-'11 & from '13 to '20 which lasted about 6 years & 6.5 years respectively may suggest to some that the next major bottom would occur around Aug '29 based on the most recent peak in Aug '23.  

On a separate more somber note, a gold bug Clive Thompson, who was obviously unsettled by the vicious plunge in the metals markets on Friday, analyzed all the Dow crashes going back to 1885 & the gold & silver market  crashes going back to 2000 & these are his data results:

                        

              

Miracle Streak : Guocoland M'sia finally Rewards after 9 long Years ! {30th Jan '26}

 

Quite the challenging journey, but Guocoland M'sia finally delivers 9 years into my dance with it, thanks to an additional risk-taking @ half the 1st entry last year : 9 dividends in the interim & two meeting attendances, sealing up the first month of the new year for the record!

On a separate note, PNE PCB releases its latest AR, showing that the Top 5 holders increased their holdings to over 233.8 million shares vs 227 million in the previous snapshot 18 months ago, while the Top 10 increased their holdings to about 270 million shares from 259.3 million in the same timeframe. Also, a third in the Top 30 upped their stakes while 16 of them[> half, including #1 & #3] kept their stakes unchanged & only one or two pared their holdings:

Miracle Streak : Bermaz Auto takes back the baton from Ledaxレダックスto Bag 66 Full Months ! {29th Jan '26}

 

Today, Bermaz Auto takes back the steering wheel from fellow car stock Ledax レダックス to throttle the record to a fresh unprecedented peak as blue chips take a frightening tumble locally with losers outnumbering gainers by 4 to 1! The streak now runs from 29th July 2020 till 29th January 2026, ergo 66 complete months!!!

Miracle Streak : Ledaxレダックス becomes the 2nd🎌in '26 & the 115th🎌 since '17 as well as the 17th this year ! {28th Jan '26}

Bought as Carchs カーチス weeks after my furbaby left this mortal coil, the stock delivers as Ledax レダックス today after 50 months, becoming the 115th business to contribute in 8 years & thend in '26, driving the fearsomely fortuitous run on a day after another car stock, Bermaz Auto!

The chances of this sell order getting filled looked to be as remote as a snowstorm in the tropics : courtesy of a sudden tumble 30 ticks below yesterday's price 40 minutes before the close. However, a combination of a delay in the dealer's response & low enough queue proved to be serendipitous as it arrived in Tokyo during the matching window six minutes before day's end...and voila! It matched 50 beautiful ticks ABOVE the day's low!!!

This 'impossible' streak is dedicated to you, my beloved!!!

🎌 

Miracle Streak : Bermaz Auto's Maiden Debut 13 Months after Entry ! {27th Jan '26}

 

13 months after my maiden entry into Bermaz Auto & already furnishing >$150 in dividends, the Mazda & XPeng distributor delivers its maiden payoff, driving the record run forward to within 2 days of its sixty-sixth whole month!