1Anno·

About GQ I was made aware of the jap market, which I had completely hidden. Something rummaged (also in the GQ portfolios) and yesterday opened my first jap. position.

Sumitomo has amS solid numbers and especially an attractive chart. Of course, you have to like conglomerates, but for a long-term investment, I hope for a reliably growing pole of tranquility with attractive dividends in the portfolio and therefore also accept the currently strongly increased share price.

Also on the shopping list for Japan in the next few days are $8001 (+0,66%) This would close Japan in my portfolio for the time being with a share of about 5%.

14.06
Sumitomo Corp logo
Acquistato a 20,40 €
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super am also a fan..... itochu for a long time in the depot and have Sony and Keyence at the top of my watchlist
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I wonder who inspired this @D-Duck
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@D-Duck well i only know one who feels only trades in Japan 😄😂😂😂
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@D-Duck How would you value Japanese stocks if the JPY would lose MASSIVE value in the next years ? On all currencies. I mean really massive! I would be interested.
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@TradingMelone I do indeed look more often at what @D-Duck collects. Sometimes I ask myself, why only? 🙉🙈😆 But many of his values are interesting to worth buying 😉 Therefore, at this point still many thanks dear uncle 👍🏻
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@D-Duck My point was basically how you would assess a strong devaluation of the domestic currency in Japan on the shares. Can be interpreted positively and negatively. Reason I assume in the next few years possibly 40-60% loss in value at the jpy but I think basically the Japanese economy is not a bad hobbyhorse. Accordingly, I wanted to know your opinion.
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Mitsui , Itochu & Marubeni in the depot, Sumitomo is also strong
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