Hey everyone, which stocks are currently on your watchlist? I'll make a start:

$ADP (-1,91 %)

$ALV (+1,12 %)

$BELA (+1,63 %)

$AJG (+0,77 %)

$CAMX (+2,5 %)

$7013 (-0,19 %)

$BLK (+2,07 %)

Exciting future technology or distant sci-fi?

Hello everyone,

in the course of my Rocket Lab research
I stumbled across the Japanese OHISAMA project and wanted to put it up for discussion here. It is nothing less than solar power from space that is transmitted wirelessly to earth.

Short version:

☀️ Collecting sunlight in space → ⚡ Generating electricity → 📡 Sending it to Earth via microwaves.

🚀 What exactly is OHISAMA?

OHISAMA is a research project of the Japanese space agency JAXA.

The aim is to demonstrate that:

• satellites in orbit can permanently collect solar energy
• this energy is converted into microwaves
• and a ground station converts the beam back into usable electricity

The big advantage:

In space, the sun shines almost around the clock - no night, no clouds, no seasons.

➡️ Theoretically, a constant, CO₂-free source of energy.

⚠️ Very important first of all

OHISAMA is currently a pure research and demonstration project.

• ❌ Not a commercial power plant
• ❌ No foreseeable turnover
• ❌ No timetable for when or whether this will be commercially viable
• ⏳ Realistic: if at all, then in many years or decades

For us as investors, this means

👉 Not a direct investment story, but rather a look at companies that are technologically involved.

🏭 Which companies could benefit?

You can't invest in JAXA - but you can invest in companies that are active in the fields of space travel, satellite construction and energy technology and are involved in such projects or supply technologies for them.

A few Japanese candidates:

🔹 Mitsubishi Heavy Industries ($7011 (-0,48 %) )

📍 Ticker: 7011 (TSE)

• Space, rockets, satellites
• Energy and large-scale technology
• ➡️ One of the most important industrial partners in Japan's space programs.

🔹 Mitsubishi Electric

📍 Ticker: 6503 ($6503 (-6,07 %) )

• Electronics, control systems, energy technology
• Space components
• ➡️ Could play a role in electronics, energy conversion and control systems.

🔹 IHI Corporation

📍 Ticker: 7013 ($7013 (-0,19 %) )

• Mechanical Engineering & Aerospace
• Structures and propulsion systems
• ➡️ Classic supplier for aerospace hardware.

📝 Important to note:

These companies do not do OHISAMA as their core business. Space travel and such future projects are only small parts of a broad industrial portfolio.

➡️ An investment here is not a bet on OHISAMA, but on:

• Space in general
• high-tech industry
• long-term energy trends

🌱 Why is this exciting for future investors?

If the technology becomes marketable one day, it would have:

✅ Base-load capable solar energy

✅ No space problems on the earth

✅ No emissions

✅ Potentially global significance

But:

⚠️ Huge technical hurdles

⚠️ Enormous costs

⚠️ Political and regulatory issues

⚠️ Unclear business case

🧾 Conclusion

OHISAMA is a fascinating vision:

☀️ Electricity from space as a new source of energy for mankind.

For investors, however, it is currently rather:

🧠 Technological leading indicator

👀 Candidate for observation

🚫 Not a short-term investment driver

Anyone investing today is not betting on OHISAMA itself, but on companies that could generally benefit from space and high-tech trends.

What do you think?

👉 Pure sci-fi?

👉 Or comparable to solar 30 years ago in the long term?

👉 Does anyone have the stocks mentioned on their watchlist?

Looking forward to your opinions! 📊🚀

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