A lot has already been written about this value in detail by others. 🇯🇵

$7012 (+2.59%)

$7012 (+2.59%)
@PikaPika0105
@EpsEra

Donald Trump wants to open up Venezuela's huge oil sector to US companies. The world's largest reserves and billions of dollars are at stake. Dear ones, who could benefit most from this?

I am already invested in a profiteer that perhaps very few of you have on your radar.

Kawasaki Heavy Industries (KHI) is a leading supplier of equipment for the oil and gas industry, including gas turbines, centrifugal compressors, storage facilities and fuel production equipment. The company offers solutions from production to refining, with a focus on efficiency and technology.

Dear Getquinners,

I would be interested in your opinion again.

I would like to expand my portfolio with a few shares in the long term.

Long-term investment is my goal with good growth (target at least 10-12% annually), dividends are nice but not a must, may also have some risk (of course the position size will be adjusted accordingly).

Which positions would you punch (Austrian for sell🤣) from the existing ones in the portfolio or just add to them?

Stocks that I find interesting as additions:

-Netflix $NFLX (-0.1%)

-Broadcom $AVGO (+1.57%)

-Waste Management $WM (+1.26%)

-Zoetis $ZTS (+0.6%)

-Kawasaki Heavy $7012 (+2.59%)

-Intuitive $ISRG (-0.02%)

-Chipotle $CMG (+0.58%)

-Amgen $AMGN (+0.33%)

-Crowdstrike Hldg $CRWD (+1.31%)

-Vistra Corp $VST (+16.67%)

-Constellation PA $CEG (+5.5%)

-Amphenol $APH (+1.5%)

-Nestle $NESN (+0.56%)

-Monster Beverage $MNST (+0.78%) (I love Monster)

-AMD $AMD (+0.73%)

-Palo Alto Networks $PANW (+0.06%)

-Contemporary Amperex $3750 (-1.26%)

-Albermale $ALB (+0.23%)

-Synopsys $SNPS (-0.2%)

-Taiwan Semiconductor $TSM (+0.73%)

-Datadog $DDOG (+0.61%)

-Itochu $8001 (+0.07%)

-Eaton $ETN (+0.88%)

-Procter&Gamble $PG (+0.08%)

-Pepsico $PEP (+0.36%)

-Coca Cola $KO (+0.18%)

-Hims&Hers $HIMS (-0.29%)

-Kraken Robotics $PNG (+0.61%)

etc.

There are so many interesting titles that you can easily be overwhelmed.^^

At the moment mainly the $VWRL (+0.21%) and $BTC (-0.75%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).

I look forward to your opinion.

Sold it a little too early on Friday, but not dramatically. Would like to bring some balance to the portfolio. Rocket Lab $RKLB (+1.05%) is still by far my largest position and I still believe in it, but the company is already worth about 75 times its turnover. That's why I'm trying to gradually pour some money into new positions that also have high potential with comparatively lower risk. On Monday, I will invest part of the profit in Maruwa $5344 (+1.34%) on Monday. Maruwa is a highly profitable manufacturer of high-performance ceramics from Japan. They control almost the entire market and benefit not only from AI, but also from trends such as photonics, automation, electrification, etc. Wherever heat is generated, Maruwa comes into play. It will not be possible to eliminate this law of physics through innovation. A true hidden champion.

I will probably also increase my positions in Kawasaki Heavy Industries. $7012 (+2.59%) as well. Apart from that, I just treated myself to a bit of cash for Christmas, because being wealthy only on paper is kind of boring. Merry Christmas to you all 🎄

Good morning my dears,

Following the interest rate hike in Japan, I carried out a rebalancing this morning.

Over the last few days I have made a profit on $MTX (-2.23%) MTU for the last few days. With MTU and in the sector I continue to see potential. However, since over the course of the year in the sector "aerospace sector" sector, I have decided to sell MTU.

In addition, my new company is also in the "Aerospace" sector sector.

Over the last few weeks, I have been asking myself which sectors will grow in 2026.

I see several sectors here, which is why, based on my research, I decided on a company that is directly represented in several growth sectors.

Here a big thank you goes to @EpsEra and @PikaPika0105 who supported me with their expertise during my research. And so in the end I decided to

$7012 (+2.59%) Kawasaki into my portfolio.

You can find my analysis of Kawasaki under the link

https://getqu.in/IgykjE/

In terms of the chart, the share is currently at the 200-day line, so I think this is a good time to buy.

What do you think of the rebalancing?

https://youtube.com/shorts/TFTRUc9UDL8?si=P5BlBHQ8aUrHIapG

Investing in many growth sectors with one company is almost only possible in Japan.

Hello my dears,

Just before the end of the year is often the time to think about your portfolio.

To possibly carry out a rebalancing.

So I have come up with the idea of reducing a little in the semiconductor sector.

I see the biggest overlap in Tokyo Electron and ASML.

So my thought is to divest myself of Tokyo Electron.

However, as I would like to remain in Japan and in growth sectors, I have spent the last few days searching in Japan.

And I found a company that is active in several growth sectors.

Here I would also like to thank @EpsEra and @PikaPika0105 .

Those of you who have taken a close look at the key figures below. may now be wondering:

" What's wrong with the Tenbagger, he wants to invest in a company where next year's net result is declining, and the P/E RATIO is rising."

However, as earnings are set to rise again in double digits from 2027, I would assume that this effect will cause share prices to rise as early as next year.

Expectations instead of the present: Share prices reflect the sum of the expectations of all market participants. If investors believe that a company will grow in the future, the share price will rise today.

Dear all, do you think now is a good time to get in?

I look forward to plenty of comments.

$7012 (+2.59%)

Kawasaki Heavy Industries, Ltd. specializes in the manufacture and sale of transportation and industrial machinery equipment. Net sales break down by activity as follows:

- Sales of motorcycles and engines (29.8%);

- Sales of aerospace equipment (19.9%): Aircraft, helicopters, missiles, electronic equipment, monorails, etc.;

- Sale of gas turbines (19.8%): Turbines for marine, naval and industrial applications, generators, propulsion systems, etc. The Group also develops shipbuilding (construction of ships, submarines, bulk carriers, oil tankers, etc.);

- Sales of precision machinery (16.8%): mainly hydraulic machinery. The Group is also developing an activity in the manufacture of industrial machinery (tunnel boring machines, curling machines, grinding machines, etc.);

- Sale of railroad equipment (8.4%): Train wagons, electric and diesel locomotives, monorails, etc.;

- Other (5.3%).

Number of employees: 40,640

The Kawasaki Heavy Industries Group has established the Group Vision 2030 "Responding to Trust ~Trustworthy Solutions for the Future~" as its vision for the future in 2030. The Group aims to transform its business structure into one that can grow even further with the areas it will focus on in the future: "safe and secure long-distance society", "mobility in the near future", and "energy and environmental solutions".

Hydrogen road

"The ultimate clean energy" We will open up a new future created by hydrogen, a hydrogen society.

Kawasaki Heavy Industries (KHI) is strongly committed to the hydrogen economy, particularly in transportation (e.g. Suiso Frontier liquid hydrogen tanker), power generation (hydrogen-capable gas turbines with partners such as RWE in Lingen) and logistics (partnership with Daimler Truck and HHLA for an LH2 supply chain in Europe), as well as in the development of hydrogen-powered vehicles, including a motorcycle with an H2 combustion engine and the four-legged robot Corleo. The projects aim to create a comprehensive hydrogen value chain and promote the use of hydrogen as a sustainable energy carrier.

Key projects and partnerships:

European logistics: together with Daimler Truck and HHLA, KHI is planning a European supply chain for green liquid hydrogen (LH2) via the Port of Hamburg to enable imports.

Hydrogen gas turbines: KHI is developing hydrogen-capable turbines, including a 34 MW plant for RWE in Lingen for the reconversion of green hydrogen into electricity, as well as a 1.8 MW turbine that can burn 100% H2.

Liquid hydrogen transportation: KHI built the world's first large liquid hydrogen tanker, the Suiso Frontier, which successfully shuttled between Australia and Japan.

Vehicle technology:

Motorcycle: prototypes with H2 combustion engines are based on the Ninja H2 platform and use direct injection.

Robot: The four-legged robot Corleo demonstrates bio-inspired locomotion with hydrogen propulsion.

Japanese projects: KHI is part of consortia (e.g. HySTRA, HEA) conducting hydrogen demonstrations in Japan and Australia to test the entire chain from production to utilization.

Goals:

Circular economy: create a global, sustainable hydrogen value chain.

Industrial application: Integration of hydrogen technologies into power plants and industrial processes.

Transportation: Development of hydrogen-powered vehicles for a CO2-neutral future.

https://www.daimlertruck.com/newsroom/pressemitteilung/daimler-truck-hhla-und-kawasaki-heavy-industries-starten-strategische-partnerschaft-zum-aufbau-einer-lieferkette-fuer-fluessigwasserstoff-in-europa-53246202

https://xpert.digital/kawasaki-corleo/#:~:text=Design%20und%20Konstruktion%20des%20Roboter,%E2%80%9Cberuhigenden%20Gef%C3%BChl%20der%20Einheit%E2%80%9D.

https://h2-news.de/produkte/wasserstoff-gasturbine-gewinnt-preis-fuer-h2-technologie-des-jahres/#:~:text=Auf%20der%20Connecting%20Green%20Hydrogen,mit%201%2C8%20MW%20Leistung.

Robotics

The company is one of the five largest producers of industrial robots. The largest car manufacturer Toyota relies on Kawasaki's robot roads. Cleanroom robots are also part of the product portfolio.

Kawasaki Heavy Industries Ltd. is one of the prime stocks in the robotics investment trend

Kawasaki Heavy Industries and NTT Docomo Business have signed a memorandum of understanding on strategic cooperation to create a new company through network links in the fields of robotics, mobility and social infrastructure.

Robotertechnologie & Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

How Kawasaki robots are changing the pharmaceutical industry

Medical, pharmaceutical and biotechnology manufacturers are at the forefront of science and technology. While the potential for innovation is almost limitless, small and large companies alike face logistical, practical and regulatory hurdles. In order to keep pace and remain competitive in the long term, specially developed robots such as those from Kawasaki Robotics have become indispensable in the industry. These must meet the highest standards and certification criteria, but flexibility and reliability are playing an increasingly decisive role.

MC004V von Kawasaki Robotics - Wie Kawasaki-Roboter die Pharmaindustrie verändern - Automation.at

Ship and marine technology and research

Schiffs- und Meerestechnologie und Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Rail vehicle technology and research

Eisenbahnfahrzeugtechnologie und Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Aerospace and engine technology and research

Luft- und Raumfahrt- und Flugmotortechnologie & Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Energy and power generation technology and research

Technologie und Forschung von Energie- und Stromerzeugungsanlagen | Technologie | Kawasaki Heavy Industries Co., Ltd.

Plant and environmental technology and research

Pflanzen- und Umwelttechnologie & Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Infrastructure technology and research

Technologie und Forschung zur Infrastruktur | Technologie | Kawasaki Heavy Industries Co., Ltd.

Hydraulic systems technology and research

Hydraulikgerätetechnologie & Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Power Sports & Engine Technology and Research

Power Sports & Motorentechnologie & Forschung | Technologie | Kawasaki Heavy Industries Co., Ltd.

Kawasaki Heavy Industries plans to test its Japanese Tomahawk SSM in 2027.

Kawasaki Heavy Industries will conduct a test launch of its new anti-ship missile, known as the "New SSM" (Surface-to-Surface Missile), in fiscal year 2027. This announcement was confirmed by a company representative at the Tokyo International Aerospace Exhibition on October 17, 2024, highlighting the ongoing progress in Japan's defense capabilities.

Kawasaki Heavy Industries plant, sein japanisches Tomahawk SSM im Jahr 2027 zu testen

Exclusive: Kawasaki in talks to develop Taurus rocket engines, sources say

• Summary
• The companies signed a memorandum of understanding (MoU) on a project earlier this year, sources say
• Latest agreement showing Japan's retreat from decades of pacifism.
• Germany seeks parliamentary approval for Taurus modernization
• Ukraine has repeatedly requested Taurus for use in war

Exklusiv: Kawasaki führt Gespräche zur Entwicklung von Taurus-Raketentriebwerken, sagen Quellen | Reuters

JPY in millions

estimates

Turnover

2025 2026 2027 2028

2.129.321 2.321.845 2.474.960 2.609.209

Change in

15,14 %
9,04 %
6,59 %
5,42 %

EBIT

124.574 142.772 169.767 194.956

Change in

244,19 %
14,61 %
18,91 %
14,84 %

Net result

88.001 83.545 102.474 120.291

Change in

246,77 %
-5,06 %
22,66 %
17,39 %

Net debt

756.734 708.461 716.592 702.120

Change in

-0,57 %
-6,38 %
1,15 %
-2,02 %

CAPEX

141.100 124.322 126.789 128.789

Change in

46,15 %
-11,89 %
1,98 %
1,58 %

Free cash flow

37.700 38.660 46.249 57.126

Change in

164,83 %
2,55 %
19,63 %
23,52 %

EBIT margin

5,85 % 6,15 % 6,86 % 7,47 %

ROE

13,2 % 10,99 % 12,56 % 13,42 %

Earnings per share

525,4 500,1 614,4 723,2

Change in

246,8 %
-4,83 %
22,85 %
17,72 %

P/E RATIO

17x 21.4x 17.4x 14.8x

PEG

0x -4.43x 0.8x 0.8x

Dividend per share

150 153,1 187 224,3

Yield

1,68 %
1,43 %
1,75 %
2,1 %

Market value JPY 1,495,616

Konsumgüterkonglomerate Change 3 Y P/E ratio (Y) Div. yield

KAWASAKI HEAVY INDUSTRI 266,27 % 21,39x 1,43 %

BERKSHIRE HATHAWAY INC. 62.59 % 17.87x

HITACHI, LTD 242.67 % 27.57x 0.98 %

HONEYWELL INTERNATIONA -10.25 % 19.33x 2.4 %

MITSUBISHI HEAVY INDUSTRI 675.65 % 49x 0.62 %

MITSUBISHI ELECTRIC CORP 232.19 % 25.02x 1.24 %

It is considered the safest high-speed train in the world: Japan's Shinkansen. With a top speed of around 300 kilometers per hour, it is the pride of the nation. Now an animal has slowed it down.

December 3, 2025, 09:10

The Shinkansen is built and operated by several Japanese companies, with Hitachi, Kawasaki Heavy Industries and Nippon Sharyo among the main players. The Japan Railways Group (JR) operates the trains, while various railroad companies such as JR Central, JR East and JR West are responsible for the development and operation of the lines.

@PikaPika0105 (Contact Japanese shares)

Manufacturer:

$6501 (-0.5%)

Hitachi: Builds Shinkansen and bullet trains in Japan and internationally.

$7012 (+2.59%)

Kawasaki Heavy Industries: Another important manufacturer of Shinkansen cars.

$7102

Nippon Sharyo: A traditional manufacturer involved in production.

Operator and developer:

$CJPRY

Japan Railways Group: A group of five companies that operates the Shinkansen.

$9022 (+0.02%)

JR Central: Operates and develops the high-speed trains, such as the N700S.

$EJPRY (-0.44%)

JR East: Develops and tests new models, such as the experimental ALFA-X.

$WJRYY

JR West: Builds and operates lines such as the Hokuriku Shinkansen.

In Japan, a swan has slowed down Japan's world-famous Shinkansen high-speed train. A train driver suddenly spotted the animal on the tracks in the north-eastern prefecture of Miyagi and brought his train to a halt - fortunately in time, as the operator announced. Nothing happened to the animal. However, three of the bullet trains were delayed, affecting around 1,300 passengers, according to the Japanese news agency Kyodo. Japan's Shinkansen trains are known for their top speeds of up to 330 kilometers per hour, punctuality and safety.

https://bahnblogstelle.com/243657/schwan-stoppt-hochgeschwindigkeitszug-shinkansen/

$6857 (+0.76%)

Hello my dears, the spirit of 🍊 has further boosted the Japanese stock market. That's why I remain invested in Advantest.

Unfortunately, my top picks of Japanese stocks on the watch have run away from me.

$7012 (+2.59%) and $5803 (-2.18%) .

Which Japanese companies do you still see potential for an acceptable valuation?

$2768 (+0.69%) Soijitz could be an interesting value with regard to raw materials. Please share your opinion in the comments.

Optimism about the artificial intelligence (AI) business and the prospect of a reduction in US tariffs are shaping the Asian stock markets. In Tokyo, the export-oriented Nikkei index, which comprises 225 stocks, rose by 2% to 51,222 points. By contrast, the broader Topix was down 0.1 percent at 3,282 points.

On the Japanese market, shares in chip equipment manufacturer Advantest shot up by more than 20 percent after the company raised its profit forecast. Shares related to chip giant Nvidia also rose in China.

The Shanghai stock exchange gained 0.4 percent to 4002 points and the index of the most important companies in Shanghai and Shenzhen rose by 0.5 percent to 4714 points. The Hong Kong stock exchange is closed for a public holiday. The South Korean Kospi index reaches a new record high, boosted by strong figures from chip manufacturer SK Hynix.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Advantest-Aktienkurs-geht-durch-die-Decke-article26126519.html

Hello my dears,

Today I received a question from the dear one @BamBamInvest . It was about which companies I have already looked at in the field of robotics and especially humanoid robots.

Because the answer has become a little longer. I would like to share it with the community here once again.

My dears and my dear @BamBamInvest ,

I have already @EpsEra already made some great posts on this topic. Which I also commented on. And I actually see Japan as an innovative player here. Japan is an ageing society in which, among other things, humanoids are supposed to solve the problem. Like in nursing homes, for example.

Unfortunately, one major player has completely run away from me $7012 (+2.59%) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (+0.45%) .

FANUC CORP. is a Japanese company active in the field of electrical equipment. The group works in particular on automation and basic technologies for servos and robots.

One supplier in the field of industrial robots that I like is $6481 (+0.9%) . I have also made a post about this .

https://getqu.in/fZudqX/

Just as in the AI sector, Softbank is of course also involved in humanoids,

You should also keep an eye on South Korea. Unfortunately Hyundai)Kia has been delisted from the stock exchange, here I see Boston Dynamik as very strong.

Nvidia $NVDA (+0.44%) is one of the key players in this area. AI and humanoid robots are interlinked.

I could imagine that we will see something in this sector from $SIE (+0.83%) Siemens or Bosch in this sector.

But there are a number of start-ups in Germany in particular, some of which were even founded at universities.

I wouldn't want to underestimate them under any circumstances.

$GFT (+0.85%) has now also entered into a partnership with Neura Robotic and is supplying the AI software. In my opinion, Neura's humanoids are already very advanced.

For me, AI and humanoids are also connected. And so many AI players are also becoming players here.

As already mentioned, networking via the cloud will play a role, making the major cloud providers interesting.

Optimus would also be the only reason for me to invest in $TSLA (+0.49%) to invest.

The Chinese company UBTECH Robotics, with its humanoid Walker S, which is already in use at Nio and BYD, should also be mentioned.

Figure AI cooperates with BMW, for example. Figure AI is also working with OpenAI to develop generative AI for humanoid robots, and its investors include NVIDIA, Microsoft and Amazon.

Sanctuary AI with the humanoid Phoenix has a partnership with $MSFT (-0.3%) Microsoft.

$AMZN (-0.14%) Amazon has a partnership with Agility Robotics. And uses Digit in the warehouses.

You should also have heard of AgiBot (a startup from Shanghai).

I think there will be a few IPOs in the humanoid sector in the near future.

Teradyne is the TÜV for robots.

$TER (+0.08%) is a player in industrial robots. Teradyne currently takes a critical view of the industrial use of humanoid robots and is deliberately focusing on practical, ready-to-use automation solutions - in particular collaborative robotic arms (Universal Robots) and autonomous transport robots (MiR).

$APH (+1.5%) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (+0.87%) supplies the muscles.

Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production

$MELE (+2.77%) is a Belgian company with a market capitalization of 3 billion, is very strong in the sensors that are needed. And is on my watch.

$JBL (+0.97%) Jabil is a contract manufacturer for humanoids. Which has also already considered whether it could build its own humanoids.

(But you should wait for a reset here).

Also on the Watch $HEXA B (+2.18%) Hexagon.

A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.

Medical and industrial robots

Accuray $ARAY (+0.97%) develops medical robotic solutions for the radiotherapy of cancer patients. The robot-controlled radiosurgery system can track tumor movement during therapy in real time and correct it if necessary.

$CGNX (+0.23%) Cognex Corp.

The company manufactures machine vision devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in intelligent technologies.

Cognex Corp. is one of the prime stocks in the Industry 4.0 investment trend

Yaskawa Electric Corp.

$6506 (-2.04%) The Japanese machine manufacturer has its expertise in the production of industrial robots and frequency converters "AC Drivers" for controlling the power supply to machines.

Manz AG (according to @Aktienfox insolvent)

$M5Z (+0%) Industry 4.0

Manz manufactures and develops machines and systems for production and is one of the world's leading suppliers.

Manz AG is one of the prime stocks in the Industry 4.0 investment trend

Family-owned company

High-tech provider of production systems. The company is divided into 3 divisions: Electronics, Solar and Energy Storage. Dieter Manz, as Chairman and CEO, currently holds 37.3% of the voting rights.

$COH (-0.2%)

Anyone investing in these areas should be aware of this. We will have drawdowns.

It has always been the same with new technologies in the past.

But patience will be rewarded in the long term.

And we should be prepared now so as not to miss the boat.