Letters by company
Hikari Tsushin Inc
2 letters discussing HKTGF. Everything written about it on this site is on its ticker page.
- LVS Advisory Q2 2026 Vistance Networks is presented as a debt-free telecom-infrastructure remainco whose asset sales and special dividends leave a cash-generative business trading at a low multiple, with a further sale considered likely. Hikari Tsushin is framed as a Japanese capital allocator whose disciplined reinvestment, lean operations and insider ownership support a discounted conglomerate valuation. first half of 2026 HKTGF $10BVISN $1.4B
- Hosking Partners Q2 2026 – Quarterly Report Commentary Hosking Partners took profits in its DRAM memory-semiconductor basket while retaining selective exposure to supply-constrained AI beneficiaries. It added to Sibanye Stillwater, Hikari Tsushin, Japanese value stocks and New York office REITs, arguing that capital discipline and constrained supply favor these holdings over equity-issuing technology companies. Q2 2026 453950 AMAT $404BBESVF $17B
