3Wk·

Japan

hey how do you feel about japanese stocks at the moment?

I have $6367 (-1.28%) and $4063 (+3.74%)

both only know the downward direction...

would you reallocate? or do you see a turnaround in the near future?

14 Comments

Christianxys@Christianxys

3Wk

Take a look at kawasaki

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Tino@parlania

3Wk

Have keyence $6861 and Tokyo electron $8035, also only going south, but believe in the fundamentals

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Kevin E.@KevinE

3Wk

There was an analysis of Daikin on the real money podcast.

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Memo0606@Memo0606

3Wk

@KevinE I'll listen to it thanks
do you have an opinion?

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Memo0606@Memo0606

3Wk

@KevinE they are very optimistic
even increase

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Kevin E.@KevinE

3Wk

@Memo0606 If the assumptions are correct and Daikin benefits from the Indian growth market as forecast, the company is very well positioned for the coming years.

However, I have not yet considered whether Daikin's moat is big enough. If another company comes along tomorrow and can offer comparable quality at a lower price, Daikin will suffer.
Otherwise, it's just a very safe business model.
A) it is getting warmer globally
B) more and more people in developing countries can afford air conditioning systems, which represent an extreme improvement in living standards.

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Memo0606@Memo0606

3Wk

@KevinE thanks for the podcast it helped me a lot
maybe I will actually stock up
dicidende is also good

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PikaPika0105@PikaPika0105

2Wk

Shin-Etsu is good 👍🏼 I think Daikin is unnecessarily hyped...

Otherwise Tokyo Electron $8035, Advantest $6857, SoftBank Group $9984, Mitsubishi UFJ $8306, NTT $9432, Medley $4480, Hitachi $6501 and Rakuten $4755

They are all down, but I think they are all a buy.

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Memo0606@Memo0606

2Wk

@PikaPika0105 so i have changed my mind about $6367 daikin
sales to be massively increased in india
share favorable current
i'll keep shin etsu but at some point it has to go up here too

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PikaPika0105@PikaPika0105

2Wk

@Memo0606 That sounds quite all right with Daikin. For me, however, all the others I have mentioned are more interesting.

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Memo0606@Memo0606

2Wk

@PikaPika0105 and shin etsu just hold or buy? or make buy
my buy in 32€

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PikaPika0105@PikaPika0105

2Wk

@Memo0606 Shin Etsu is a buy for me, even if they will be affected by the tariffs. So maybe wait a little longer. But I have them in my savings plans anyway. At the moment, other Japanese stocks are more suitable.

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Memo0606@Memo0606

2Wk

@PikaPika0105 which is your no. 1 buy of the japan stocks

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PikaPika0105@PikaPika0105

2Wk

@Memo0606 SoftBank Group

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