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No.266
こんにちは。この会社は不燃性の…
2019/03/07 14:36
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No.346
TOBが起こった場合、幸運でし…
2018/05/05 16:02
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No.321
シェルとトータルは将来のエネル…
2018/05/03 15:00
シェルとトータルは将来のエネルギー事業の電化への対応としてユーティリティ事業を投資することを検討している。
https://www.economist.com/news/business/21739767-it-looks-shrinkage-small-starts-may-mask-big-ambitions-royal-dutch-shell-and-total -
No.723
東京都都市整備局は2/21、「…
2018/02/27 10:17
東京都都市整備局は2/21、「東京都市計画事業地区第二種市街地再開発事業」の事業協力者を、東急不動産(代表者)、鹿島、京浜急行電鉄で構成するグループに決めたと発表した。18年度の事業計画決定、19年度の管理処分計画決定を経て、24年度に事業完了する予定だ。
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No.347
"業績好調に伴い、今期の年間配…
2018/02/02 14:59
"業績好調に伴い、今期の年間配当を従来計画の60円→70円(前期は55円)に増額修正した。"
PER ~=8.2; 利回り~=3.44%;自己資本比率 32.5%->35.5%。 -
No.257
Digital Realty …
2018/02/01 17:15
Digital Realty And Mitsubishi Corporation Announce JV In Japan
(October 23, 2017)
JV will combine Mitsubishi's global brand recognition and local enterprise expertise with Digital Realty's global data center platform and industry-leading operational track record.
Salmon, tuna and data centers... what an odd combination of businesses... -
No.939
Omron joins edg…
2018/01/18 11:56
Omron joins edge computing consortium with five other companies--Advantech Co., Ltd., NEC Corporation, IBM Japan, Ltd., Oracle Corporation Japan, and Mitsubishi Electric Corporation. The Consortium will go beyond the basic framework of companies and industries aiming to create new added value based on edge computing.
https://www.omron.com/media/press/2017/11/c1106.html -
No.23
From Gumi's web…
2018/01/15 11:47
>>No. 18
From Gumi's website it is not clear which company owns the Final Fantasy Brave IP-- Square Enix, Alim, or Gumi?
Thanks. -
No.523
Thanks very muc…
2018/01/12 18:13
>>No. 505
Thanks very much for your reply. I think I had forgotten to press the "send" button after I wrote a reply. Institutional ownership ticked up slightly, from 7.36%-7.37%. Slow increase since Nov.
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No.521
(2) The bid rig…
2018/01/12 17:45
>>No. 518
(2) The bid riggers will suffer a bad loss due to 5-10% reduction of price by JR Tokai?! Have the construction companies accounted for the loss already or will they take the loss in coming quarter(s)?
(3) I thought maybe steel producers can pass on the increased costs to their customers instead of absorbing it. Does 1720 have to absorb rising building material costs or pass it on to customers such as 3289? Miners are a good bet/hedge.
(4)Warren Buffet does not have a cell phone either, though he bought APPL shares-- I am just kidding. Gamers are addicted to games and spend $$$$$$. I see gamers' with their eye balls glued to their cell phones all the time. Since you have many good game titles in Japan, Gumi can adapt them for foreign markets?? My guess only. This pick came from another ETF (GAMR). I was just curious. When I went to Akihabara there were many foreign nerds making a pilgramage. -
No.520
Many thanks for…
2018/01/12 17:31
>>No. 517
Many thanks for your great insights.
(1) Integrating sensors/vision recognition and machine learning/deep learning is key to ADAS. Software, networking, AI capabilities are essential, as you pointed out. Communication between traffic signs and self-driving car is needed; as is "crowd sourcing" of data locally. Self-mapping is another key area (Omron has self-mapping robots)... The videos at the bottom of the following link might interest you:
https://www.qualcomm.com/invention/research/projects/auto
I just checked, and found that the robotics etf (ROBO) had updated the portfolio and Keyence is #1 holding. Nabtesco, OMRON are in the top ten. You are very intelligent!! -
No.514
Thanks for the …
2018/01/12 11:53
>>No. 510
Thanks for the update. I have kept 1720 since you recommended it. Do you think Japanese government will impose a fine on the bid-riggers?
Hotels are good hedge against inflation. My personal favorite location for luxury hotel is Ginza. Do you like 6396 (宇野澤組鐵工所) as a Ginza asset play at current price? 3289 is a shareholder. I wonder what they plan to do with the old Ginza apartment buildings of 6396 (convert to luxury condo or hotel).
Since you are a technical person, may I also ask if you like Omron or Nabtesco as robot stocks? Omron seems to have developed high speed sensors. QCOM says ADAS=network of sensors and that speed of sensors very important as it allows timely response to road conditions. Also do you like Gumi (mobile game) or 5423 (H-shaped steel beams for construction). Thanks. -
No.509
Happy New Year!…
2018/01/11 16:16
>>No. 508
Happy New Year! Thanks for your kind and informative update and for taking extra effort to send me an English reply. You were right about Tokyu group! Thanks.
Much to my surprise, the real estate related issues are outperforming!!!
Hilton is expanding in Japan-- another "plus" for 1720. -
No.386
LME aluminum pr…
2018/01/11 10:23
LME aluminum prices (bid price per tonne in USD):
cash $2143
Dec 1 $2235
Dec 3 $2293
Can UACJ shift input cost increase to its customers? -
No.503
Sorry, institut…
2018/01/06 16:56
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No.502
Thanks very muc…
2018/01/06 16:52
Thanks very much for your kind reply. Institutional ownership is beginning to rise slowly (7.12% to 7.7% from November-now).
Government policy is always a big plus. Would you have any recommendation for a good infrastructure construction stock? I read that there will be many aging (>50 years old) roads and bridges in the next few decades in Japan. Tokyo-Nagoya Linear is another big project. I kind of like Shimiz after watching an NHK program about a very tough tunnel project just completed by Shimiz, but I am not sure if there are better ones (quality companies at a reasonable PE)? Someone had mentioned Kajima on this board as well. Maybe PS Mitsubishi would be a good related stock to own due to favorable demand outlook? Thanks and good luck. -
No.499
Happy New Year.…
2018/01/05 15:25
Happy New Year.
Nikkei Money's (Jan. 2018) theoretical price for this stock is around 1700?! Is Nikkei a reliable source? -
No.335
Old news dated …
2017/11/09 10:48
Old news dated 10/12/2017:
Japanese trading house Mitsui & Co. confirmed Thursday it has been selected to build a desalination plant for BHP’s (ASX, NYSE:BHP) Spence copper mine in Chile, as part of a $2.5 billion mine expansion approved earlier this year and which will add another 50 years to the operation’s productive life. -
No.97
最終益 for current…
2017/11/08 14:44
最終益 for current fiscal year is near all-time high, while stock price and P/B ratio are stuck at the low end:
2,280「百万円」, 2018.3
2,315「百万円」, 2016.3
Odd.
古い記事、役に立つかどうかわか…
2019/03/07 17:11
古い記事、役に立つかどうかわからない -
防音と耐火の欠如について言及:
http://news.livedoor.com/article/detail/14796812/
界壁内部充填材の相違:
https://www.leopalace21.co.jp/info/overview_02.html
天井部施工不備の概要:
https://www.leopalace21.co.jp/info/overview_03.html