Postos
9$ASML (-7,91%) is out, as I want to focus more on stocks with a healthy trend in the growth part of my portfolio. See the weekly chart.
At the moment I am running a 75/25 strategy with which I feel most comfortable, 15K divided as follows:
Growth 75%: $AVGO (-8,17%)
$COST (-3,53%)
$7011 (-9,16%)
$MUV2 (-1,36%)
$GOOG (-5,63%)
$MUX (-3,17%) (mutares is under observation by me) $2768 (-4,11%)
Dividend 25%: $OBDC (-6,29%)
$HTGC (-5,54%)
$PSA (-4,11%)
$JEGP (-6,86%)
A bank transfer has just arrived from Friday, which I thought would not arrive before the new year.
So I quickly restored my Japan share in the portfolio.
$2768 (-4,11%) for dividends (and as a turnaround among the 7 Sōgō Shōsha) see my presentation of the share https://getqu.in/Xp5ocC/
$7011 (-9,16%) for div. growth, they also build and maintain the F35 and the Leo2 under license 💸💸
The expenses of England last week invested.
Find $6503 (-2,5%) exciting:
In automation, i.e. robots world market leader and in addition a nice part defense industry like the fire control system for the Japanese MBT type 10.
Next are $7011 (-9,16%)
$6301 (-5,25%)
$2768 (-4,11%) and $HYUD
So my portfolio will be Asia-heavy for the time being, but I find all these stocks exciting and know many products.
At $HYUD I've been sitting for a few weeks on a performance, because the group is simply more than just the car brand, but somehow do not come temporally to the end😅
Then I line up also time the posts with "I'm so good that I drive several 100 km to drink mediocre beer".
In fact, I actually drink no alcohol (shame on my Bavarian head) but must say I've had worse beer.
Under a beautiful view of Lake Zurich I have to realize that @Simpson again buys more shares than the week has days. Our @DividendenWaschbaer is with $2768 (-4,11%) fully with the Japan trend. And I'm still happy about the recent jump in Intel (let's see if the story develops like meta, if not the TSL keeps my back).
I wish you all a successful August. For now, I'm treating myself to a week in Zurich and the surrounding area.
So, the next Japan ETF that has been added to.
Diversified to 19 sectors. Mainly chemicals, mining, large consumer goods and auto assembly and sales.
Now my Japan sector is really big enough for now. Mitsubishi and Nintendo could still be added. Let's see what's still to come.
Triton International is acquired by Brookfield Infrastructure in a take-private transaction valued at $13.3 billion.
Triton common shareholders will receive consideration valued at$85per share, including$68.50 in cash u16.50 in Class A shares of Brookfield Infrastructure Corporation
Represents a 35% premium to Triton's closing share price on April 11, 2023 and a 34% premium to the 30-day volume weighted average share price
https://www.tritoninternational.com/investors/news-and-events/news-releases/2023/2023-04-12
Added after being surprised and taking the 30% share price increase:
$PG (-1,28%)
$ULVR (-1,87%) and$2768 (-4,11%)
@DS0711 still in the portfolio?
#aktiennews
#aktienfuersleben ->there is not
Attention Voting! First read and then react!
Hello everybody,
with the words "better late than never" we are almost a week late for the voting for the December special of the CCF.
We really didn't make the selection easy and with so many really great contributions it took longer than we thought for this reason.
How does it go on now?
We now briefly list again what there is to win.
After that, we will show you our 7 finalists who made it into the voting.
Finally, it's your turn!
Due to popular demand, this time the CCF voting will take place directly on our platform.
Based on the reactions below this post, you can decide for a candidate.
The prizes:
6th+7th place - merch package + financial book
5th place - 25€ voucher + financial book
4th place - 50€ voucher + financial book
3rd place - stock exchange bull sculpture + financial book
2nd place - JBL Charge 3 Stealth Edition + financial book
1st place - AirPods (3rd generation) with MagSafe charging case + finance book
Vote 👍 for:
"Why I'm invested in Amazon (WKN: 906866)."
https://app.getquin.com/activity/zjxxCtGhjW
Vote with ❤️ for:
"Advertising costs"
https://app.getquin.com/activity/tcJOoxBnPJ
With 🦍 you vote for:
"Too good to be true"
https://app.getquin.com/activity/RNPpfKCmWS
With 🚀 you vote for:
"Nintendo $7974 $NTDOY - the classic on the siding?"
https://app.getquin.com/activity/iSuKFFTrrY
With 🆘 you vote for:
"High dividend, low yield"
https://app.getquin.com/activity/WlcvoVxDaW
With 😂 you vote for:
"Stock presentation Sojitz $2768 (-4,11%)
"
https://app.getquin.com/activity/YpCnluvmzp
With 😭 you vote for:
"Why does the market move the way it does and how can I profit from it?".
https://app.getquin.com/activity/HEjsMIIAQo
Voting will run until Jan 10, 2023 at 11:59pm.
If we find out that someone is voting for themselves with fake accounts or manipulating the vote, that person will be disqualified.
Good luck to all participants!🚀
Stock presentation Sojitz $2768 (-4,11%)
Banzaaaaai🇯🇵
The idea for this came from the Trade Republic newsletter,
where it was about Sōgō Shōsha
was about the 7 largest trading houses in Japan:
- Mitsubishi
- Mitsui
- Itochu
- Sumitomo
- Marubeni
- Toyota
- Sojitz
Of these, I found Sojitz the most interesting.
Sojitz was formed from the following two companies, shown in the abbreviated timeline:
1892 Japan Cotton Trading established 1928 Nisshoiwai Corporation established
1943 Renamed Nichimen Company 1953 Nisshoiwai IPO in Osaka
1982 Renamed Nichimen Corp.
2003 Acquisition of Nisshoiwai from Nichimen Corp.
2004 Umbenennung des neu entstandenen Konzernes in Sojitz Holdings Corp.
Overview of business segments
Here the mainstays are sales, service, financing, after-sales and distribution for the major brands.
For example, Sojitz handles sales for BMW in Japan,
Geeley in the Philippines or Hyundai in Pakistan.
A new addition is a camper manufacturer, K Access Corporation.
The idea behind this is to sell people a camper as an office.
In my opinion an idea with a future,
Anyone who has been to Japan knows how cramped it can be in offices/streetcars etc. Who wants to have a look at an office camper
- 4600 employees in 40 offices
- 40 years of experience in business
- Large market share in emerging markets
- FY21 45.6 billion JPY sales
2. Aerospace & Transportation Division:
Transport Rail & Fly:
- This includes the subsidiary. Southwest Rail Industries Inc, leasing company for bulk and liquids, holding 2500 wagons in its portfolio.
- Aircraft leasing based in the Netherlands, Hong Kong, Tokyo, Guam and Palau. Approximately 900 aircraft on lease or sale.
- Catering for onboard meals etc, similar to British Compass Group.
- Procurement and leasing for Militärische Flugzeuge
- Business Jet Leasing
- Satellite Leasing for Telekommunikation
- Raketenantriebe und Satelliten for the Japan Space Program.
- Sales of the Aerospace & Transportation division FY21 JPY 16.2 billion
3. Infrastructure & HealthCare Division
HealthCare:
- So far, only two participation in hospital projects in Australien and Turkey.
According to the IR page, they would like to invest more in this sector, similar to what an Omega Health or a Medical Properties does,
- IT solutions for HealthCare platforms, development of a proprietary
Infrastructure:
- Gas and LNG storage in Spain, Nigeria, Qatar and Indonesia.
- Renewable Energy Solar/Wind in Ireland, Taiwan, USA, Mexico, Peru and Chile.
- Gas power plants in Saudi Arabia, United Arab Emirates, Oman, Sri Lanka, Indonesia, Mexico and USA
- A joint venture for green hydrogen, is in the Spanischen market under construction
- Telecommunications towers in the Philippines and the USA
- Design and construction of industrial parks in India and Uzbekistan
- Sales FY21 JPY 16 billion
4. Metals, Mineral & Recycling
Metals and Minerals:
- Here Sojitz is still the "old" hand company, mines are operated in South Africa, Russia, Australia, Canada and Brazil with export destination Japan/Asia.
- Products include copper, chromium, manganese, coal, iron ore and aluminum.
Recycling:
The division is still in its infancy for the most part, attempts are being made to research a recyclable lithium ion battery, CO² certificates are being traded and some money is being invested in sintering and 3D printing technology.
- Sales FY21 60 billion JPY
- Customer base of 5000 companies
- In Germany headquarters of the European branch Solvadis GmbH
- One of the largest producers of petroleum resin (C5). It is used, among other things, in rubber production or as an additive in the white and yellow lane stripes on roads.
- Refining of PEP plastic, for clothing and packaging.
- Sales FY21 60 billion JPY
6. Consumer Industry & Aggriculture Business Division
- And again the old Handeslhaus shows up, from the USA, Vietnam, Myanmar and Indonesia raw materials or semi-finished products are imported for food and agriculture.
- Aggriculture: In Vietnam, Thailand and Myanmar the raw material for fertilizer is prepared and processed.
- Consumer Industry: Wood for house construction is imported from Russia and Southeast Asia and refined into more or less high-quality building materials in Japan.
- In the Philippines, there are soybean mills supplying large Japanese bakeries and paper mills for the recycling of low-grade wood.
- Sales FY21 31.3 billion JPY
7. Retail & Consumer Service Division
- Fishing and processing, the fish goes to Vietnam where it is processed, packaged and frozen before making its way to Japan.
- The biggest branch here makes tuna, attached is an idea from Sojitz to recognize good from bad Thunfisch per App from bad
- The Mini Stop chain in Vietnam and Royal Host in Japan also belong to this branch.
- meat/fish substitute products under the name Nikuvege
My conclusion:
For me, Sojitz is a buy and will soon land in my portfolio,
the dividend yield of 5.30% is deserved with a wealth of business areas.
+ 2
