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CD · 2024-06-28T07:31:43.581625Z

Buy with € when ¥ in ️ Receive dividends when ¥ in ↘️ ☹️

Iwas M.@SSIT

6Mo

Classic :D

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PikaPika0105@PikaPika0105

6Mo

After all, if I remember correctly, it should still be around €150

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CD@Carpe-Diem

6Mo

@PikaPika0105 Correct, before tax. Net 109€

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Memo0606@Memo0606

1Sem.

@PikaPika0105 does $4568 mean anything to you? i'm thinking about getting in

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PikaPika0105@PikaPika0105

1Sem.

@Memo0606 Yes. Largest Japanese pharmaceutical company that is growing relatively strongly. Leading in the treatment of breast cancer, for example, but with many other products in the pipeline. Has recently opened a new site in southern Germany. All in all, I would say it is a good investment if you are leaning towards quality growth. Pharmaceuticals is of course still a relatively volatile sector, as performance is always very dependent on clinical trials.

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Memo0606@Memo0606

1Sem.

@PikaPika0105 I took a closer look at the chart of the stock
there is a big support at 3800 yen
thinking about getting in there
are you also buying?
and which japanese stocks do you think are currently very attractive?
i have $6367 but it has been going sideways for years...

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Memo0606@Memo0606

1Sem.

@PikaPika0105 and what do you think of the current valuation?
the share doesn't mean anything to many people
so I'm pleased that you have an idea of the value

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PikaPika0105@PikaPika0105

1Sem.

@Memo0606 P/E ratio of around 14 for 2029, i.e. quite interesting in terms of valuation if you plan to hold the share for 5-10 years or permanently.

Personally, I'm not buying because I like a little more risk. After all, 70% of my portfolio still consists of Rocket Lab 😅 In the long term, i.e. when I have reached the relevant financial milestones, I would also include shares like Daiichi Sankyo in my portfolio.

Other Japan stocks:

1.) Softbank Group:
Is my second largest position because I have great confidence in the new strategy (can check out my posts on this). There have also been several interesting news about Softbank/ARM in the last few days

2) Tokyo Electron:
I also have this in my portfolio. Very important chip supplier with very positive growth prospects and debt-free (last time I checked). Monopoly position in some niches.

3) Nintendo:
I don't have it in my portfolio, but it's still a super company. Lots of cash, no debt. Immortal intellectual property loved by the whole world, which is its greatest treasure. Increasing diversification into other areas of the entertainment industry (movies, parks...).

+ Medley, Tri Chemical Laboratories, Sumco, Micronics Japan, Kokusai Electric:
Small caps about which little information is available, but which are expected to grow strongly according to analysts. Of these, I only have Medley, as a company that wants to digitize the healthcare industry. The rest are all from the semiconductor sector.

+Recruit Holdings, Shin-Etsu Chemical, Mitsubishi Heavy Industries, Mitsubishi UFJ Financial Group, Sumitomo Mitsui Financial Group:
Large caps that might fit into the Daiichi Sankyo category (but so do the ones mentioned above). Recruit is owned by Indeed, Glassdoor and all the HR stuff. Shin-Etsu is a huge chemical company, but also a leader in the field of chemical suppliers to semiconductors. Mitsubishi HI benefits massively from the trends of armament (Japan's largest defense company) and space. Japan's defense budgets are exploding at the moment (no wonder with its neighbors). The last two are two of the world's largest banks that are tackling some reforms and therefore have strong growth prospects (both also with high dividends if that's important to you).

I hope this gives you some inspiration on Japanese equities.

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Memo0606@Memo0606

1Sem.

@PikaPika0105 Thank you very much!
Which of these do you currently find attractive in terms of rating? thanks

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PikaPika0105@PikaPika0105

1Sem.

@Memo0606 I would recommend Simply Wall Street for this. There you can form a good opinion on valuations and futures. If you want to have a relatively simple look at the analysts' estimates, then go to Finanzen.net (or better the app) and look at the respective company under estimates. There you can see the P/E ratio and so on (usually for the next 3-5 years).

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Memo0606@Memo0606

1Sem.

@PikaPika0105 I find $4063 really interesting

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PikaPika0105@PikaPika0105

1Sem.

@Memo0606 all actually interesting haha

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