10Mon·

Hi everyone.

I would like to add a Japanese share to my portfolio. I have thought of $7012 (-7.22%) (Kawasaki Heavy Industries). This company is responsible for the mobility sector and manufactures and sells motorcycles, engines, armaments, rail vehicles, ships and much more.

I find the share exciting and wanted to get a few more opinions. I also see strong growth here due to the aerospace division that the company operates. Defense is also becoming more important. I also see growth opportunities for motorcycles (which I know myself), as they are good and not overpriced.


Best regards

9 Comments

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@Smudeo yamaha is a direct manufacturer of motorcycles. That's too focused for me. I already have Realty Income for the Keyence and Texas Instruments for the electric part. Hence the Kawasaki consideration
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@[McCrispy](McCrispy) no Yamaha has many engine businesses - boats, compressors, generators, are very strong here in Asia.
For sale comes future maintenance as a cash machine
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@[Smudeo](Smudeo) and kawasaki would not be an option for you or were those suggestions above?
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@McCrispy Suggestions for use in Japan. I haven't looked into Kawasaki yet, I hardly see them here in Asia. Where is their market?
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@Smudeo the market is worldwide i see kawasakis every day
If you just want a stable Japanese stock in your portfolio, I recommend itochu, sojitz, Mitsubishi Coro or one of the other countless conglomerates... But if you really want a more specialized Japanese stock, Kawasaki is not a bad choice in my opinion.
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@__FunFun__ then i am leaning towards kawasaki because i want specialized stocks since i own a world etf
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@McCrispy mmhh yes Okay understandable as I believe all Japanese trading houses are very strongly represented (sometimes 1-2%) in most world etfs ^^
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