The Heisei Era ran from Sun 8th Jan 1989 until Tues 30th Apr 2019, a 30 year 3 month 3 week 1 day period that saw Topix decline -31.6% & delivered a total return (inc dividends) of -0.42%. The bar for the Reiwa Era has been set encouragingly low. #stormideas

A 1st price rise for 5 years, a new payment system, a store redesign & a comp store sales recovery: it's all going on 吉野家 ! $9861.JP #stormideas #investinjapan 🍲🍲🍲 yoshinoya-holdings.com/english/ir/rep…

First more image sensors, now better image sensors. Join the dots & the trail leads back to the world's dominant supplier of image sensor testing equipment components, Inter Action. $7725.JP #stormideas theinvestor.co.kr/view.php?ud=20…

It's not so much the amount TSMC is spending but what it's spending it on, namely process minimisation down to 3nm. This is a structural growth show at which Lasertec has a front row seat! 💺😉$6920.JP #stormideas #lasertec digitimes.com/news/a20190514…

Q: What's in it for MSFT? A: 'Outside gaming, the two companies will consider combining image sensors from Sony with Microsoft AI technology to develop electronic "eyes" for self-driving vehicles.' It's all about image sensors. $7725.JP #stormideas asia.nikkei.com/Business/Busin…

The main news from Sony's investor day was a further increase to image sensor capex. Meantime over at Inter Action's offices...🥳🥳🥳🍾🍾🍾😂😂😂$7725.JP $6758.JP #stormideas #Sony bloomberg.com/news/articles/…

Your Japan checklist: 1. Share buybacks: to double in 2019. 2. Activism & PE level: up & rising. 3. Valuations: low. 4. Dividend yld: high. 5. Mkt: unloved, 47% below its 1989 peak & falling. The Y1tr question: at what point does #5 change? #stormideas asia.nikkei.com/Business/Busin…

'Japan investors flock to stocks targeted by activists' is a headline in today's @NAR with Leopalace21 the best & most recent example. The stock is +112% since Apr 26th as activist fund Reno has built a 16% stake. Expect more of this. $8848.JP #stormideas

Hyalo Deep Patch is Kitanotatsujin's night care moisturising needle sticker. We were aware sales were accelerating but news there is a 30,000 person waiting list rather emphasises the point! $2930.JP #stormideas 😉

Storm Research Japan Winners 😎& Losers 😟16th - 29th May 2019 Winners: Toast 🍞lovers, Improving Japanese shareholder returns ⬆️& Image sensors 📱. Loser: Brown hair 👨‍🦱. $6758.JP $7725.JP $6503.JP $MSFT.US KKR The Carlyle Group #stormideas #hairwego youtube.com/watch?v=Kg3iGN…

Using 🚦🚥🚦to mount 5G base stations is an innovative example of the growing urgency to deploy 5G technology & expedite the arrival of new services & revenue streams. Anritsu remains the stock to own. $6754. JP #stormideas #5G asia.nikkei.com/Spotlight/5G-n…

“We think the most interesting buyout opportunity -- not just in Asia but perhaps in the world today -- is Japan..." (KKR COO Joseph Bae ). PE joins a Japan buyers' list that includes activists & Japanese corporates. Foreign investors remain the odd one out. #stormideas

Faster than 4G, not just in terms of data download speeds but also the speed at which 5G subscribers are growing (despite limited service availability & questionable quality). All of which bodes well for Anritsu. $6754.JP #stormideas venturebeat.com/2019/06/12/sou…

6 years ago Dan Loeb wanted Sony to spin off its entertainment business. His latest suggestion is Sony sell its semiconductor business so it can focus on being a global entertainment company. I am not making this up! #stormideas $6758.JP 🤣 japantimes.co.jp/news/2019/06/1…

Storm Research Japan Winners 😎& Losers 😟30th May - 19th June Winners: Timeless style 🎩 & office furniture. Losers: Y100 stores & white collar workers. $2782.JP $2698.JP $2735.JP $7532.JP #stormideas youtube.com/watch?v=Qiy7kV…

It may only have been launched on May 9th but Yoshinoya has already sold 100 million Rizap beef salads, a statistic symptomatic with the company's change in fortunes. $9861.JP #stormideas 🥗🥗🥗

CareNet($2150) - on fire!+65% since steller 1Q earnings on May 13...and still only $700mn mkt cap. Artisan also added to holdings. At $45bn mkt cap, M3($2413) led the way in medical data online. We are still just scratching the surface. The use cases and TAM are tremendous.

Another small cap gem in Japan that is benefiting from #DigitalTransformation. ORO is a mini-SAP and is laser focused on a particular niche in the market..and it actually makes money (42% EBITDA margin)! Please take a quick read🙏 nipponNuggets jcvpartners.substack.com/p/oro-co-a-foc…

Pleased to share that Storm Research has initiated coverage on @Metaplanet_JP — our first third-party research report. An important milestone to help institutional investors understand our Bitcoin-first strategy and business model. Japanese version coming soon. Link to full

🦾 BTC growth 🍵Accelerating BTC Yield 💵Diversified funding sources 👉@Metaplanet_JP is in a strong position Link to full English report: 🌩️rebrand.ly/jpstock3350 #Bitcoin #Metaplanet #Japan