$kaonavi (4435.JP)$
The acquisition by StoneCo has set a considerably high acquisition price, but when considering that all personal information of the executives and employees of the company using it can be obtained, it is incredibly cheap. It might be a purchase. The publicly listed company Kaonavi is being implemented now, but it could pose a risk in the near future, so it would be better to cancel immediately. By the way, my company is also implementing it, so there is only a sense of crisis.

$OYO (9755.JP)$
The frequent road subsidence incidents and infrastructure aging issues in Japan are attributed in part to budget allocations by the Ministry of Finance and reductions in public works spending.
The Ministry of Finance has been reducing public works spending while promoting austerity fiscal policies. For example, the budget for public works in the fiscal year 2023 was approximately 6 trillion yen, showing only a slight increase compared to the previous year, which is insufficient for addressing infrastructure aging.
The costs for addressing the aging of roads and sewerage are enormous, with estimates suggesting that fully updating everything would require 12.9 trillion yen each year. However, the current budget size cannot keep up with this demand.
It is very important to promptly reassess budget allocations, along with conducting geological surveys. The aging of water pipes cannot have its causes identified without geological surveys, so it is thought that thorough geological investigations are necessary rather than randomly digging holes.
9755 Applied Geology is a strong candidate.
4673 Kawasaki Geological, this company specializes in geological surveys related to the ocean.
6091 Wesco Holdings is a strong candidate.
6072 Ground Network.
1447 SAA FHD is a company formed by the merger of Something Holdings and IT Book, but it has too much debt to attract investment...

$Metawater (9551.JP)$
A company with high technical skills and achievements in the field of water and environmental infrastructure.
This company was born from the merger of Japan Gaishi and Fuji Electric's water environment divisions, and it holds the position of the largest domestic player in the water treatment sector.
Metawater has built good relationships with important clients such as the Ministry of Land, Infrastructure, Transport and Tourism and Tokyo Metropolitan Government, backed by high technical skills and market Share. As the demand for aging infrastructure management and efficiency increases in the sewerage sector, the company's technology and services are expected to become increasingly important in the future. Moreover, the growth strategy is clear, including the promotion of the introduction of PPP/PFI methods and Overseas expansion.
As can be seen from the quarterly report, the main sales destination is Tokyo, and it is expected that investigations may be conducted following the subsidence accident in Saitama Prefecture. Given the high technical capabilities and market Share, this company might be worth attention.

$Maezawa Kasei Industries (7925.JP)$
In 1954, the company successfully molded unplasticized joints for the first time in Japan and obtained the first approval for adoption from the Tokyo Metropolitan Waterworks Bureau.
The "Kumagaya Second Factory" located in Kumagaya City, Saitama Prefecture.
Having a factory within Saitama Prefecture is very attractive.
Because that incident has occurred within Saitama Prefecture.
As a water infrastructure stock, it may be significantly lagging behind, so it will be important to keep an eye on it in the future.

$Kitoku Shinryo (2700.JP)$
In Anjimex Co., Ltd., a local corporation in Vietnam, annual sales of 6000 tons of rice are conducted, so the higher the price of rice rises, the more attention this company is likely to receive.

$Takatori (6338.JP)$
I think Takatori is very dangerous based on this chart. Especially since 60% of the total profit comes from sales related to China, it is likely to be directly affected by the trade war with America. Also concerning is that out of the 2 billion yen in short-term borrowings, 0.2 billion yen is allocated for dividends. Companies like this are almost certain to reduce dividends significantly. Due to the not-so-promising core business, I would say now is not the bottom.

$Kushim (2345.JP)$
Kushim hits new all-time high! Seriously?
Sim-san, who is currently a hot topic in cryptocurrency and token issuance technology, must also pay close attention to 2315 Kaika Digital, 6634 Nex Group with that technology.

$Doshisha (7483.JP)$
Just one handful of gorillas
Good sales to both foreigners and Japanese!
Furthermore, the Candlestick has moved away from the bottom price
Long-term Shareholding of High Dividend List is also a point
Highly recommended.