Yoshi – Yoshi Miyano

November 30, 2020November 30, 2020

Australia and Singapore Stock Markets Information Links オーストラリア/シンガポール株式投資情報入手

Japanese investors have few opportunities to get information apart from Japan and U.S. I will show the links related to Australia and Singapore Stock Markets. I think these links are very useful to compare with Japan and China

Australia

MarketIndex Australia is the best link to analyse the companies listed in ASX.

Monex Securities Australia

Monex Securities Australia provide Australian with best platform, which is much better than Monex Japan. Unfortunately, they do not allow Japan residents to open account.

Use information they provide is Insight

NabTrade

NabTrade, subsidy of National Bank of Australia, is probably the largest broker in Australia. They provide useful information in Insights including podcast.

Singapore

PhillipCapital

PhillipCapital is the largest broker in ASEAN. They provide the following useful informations.

StocksBnB: good research information in ASEAN

PhillipCapital Youtube: Updated weekly information

November 22, 2020November 22, 2020

Space Agencies will use AWS ground station or Azure Orbital for Low Earth Orbit.

Microsoft released Azure Orbital September 2020, 2 years after Amazon started AWS ground station in 2018. Azure Orbital provide spacecraft users with all-in-one services between ground station and data archiving. Moreover, Azure orbital users can use the largest Ground Station Provider, KSAT, which whole space agencies use.

Then, can space agencies use these cloud service apart from security consideration?

Currently, NO. Space agencies use international standard, particularly CCSDS, to have interoperability among space agencies, while AWS and Azure provide commercial standard, such as ANSI standard. Therefore, developing ecosystem is necessary to have interface between Space Agencies assets and these commercial services.

Basical data flaw of spacecraft operations

Basical data flaw of apace agencies spacecraft operations. They use CCSDS-compliant standard for communication.

Basical data flaw of spacecraft operations by AWS or Azure Orbital. They provide commercial standard, which is imcompatible with space agencies

Basical data flaw of spacecraft operations. Imcompatibility in standard is obstacle for space agencies to use commercial cloud service.

Basical data flaw of spacecraft operations. Developing ecosystem lets space agencies use cloud services, if space agencies develop compatible software with commercial standard or they buy software modules.

October 25, 2020November 22, 2020

Aerospace stocks

I’m also monitoring Aerospace stocks, especially devices and ground services. The following companies are not judged by stock valuations, but by my thought whether these companies will be potential around 2025 or 2030.

Spacecraft Monitoring & control services and ground station devices.

Kratos https://www.kratosdefense.com/

Kratos is the most potential company, providing ground station devices both to AWS ground station and Microsoft Azure. Kratos is also providing EPOCH, spacecraft monitoring and control software to commercial satellites. Unfortunately, PER will be over 300 times with the rumor that Lockeed Martin might purchase Kratos.

Spacecraft operations services

THALES https://www.thalesgroup.com/en

LEONARDO https://www.leonardocompany.com/en/home

These companies have strength in European. Thales Alenia and Telespazio are part of these companies. These companies will be valuable compared with US stocks.

Onboard devices

Spacecrafts are embedded systems in order to control in limited capacity. Therefore, FPGA and ASIC(Application Specific Integrated Circuit) are key products.

Xilinx

Intel

Lattice

Microchip Technology

September 30, 2020September 30, 2020

Hydrogen and NGV(Natural Gas Vehicle) stocks

I’m monitoring the listed companies for Hydrogen and NGV(natural gas vehicle). Hydrogen is potential energy to produce electricity, which will be next generation as FCV (Fuel Cell Vehicle) after EV(Electricity vehicle). Many governments, including California, promote FCV or EV to eliminate CO2 production. Electricity battery is not only applied into automobile but also into airplane, ship, even spacecrafts, meaning that hydrogen energy must be key issue for MaaS(Mobility as a Service).

Related Hydrogen stocks are as follow:

I estimate that NGV(natural gas vehicle) will be much more attracted between 2025 and 2030 than EV and FCV. Half of energy is coming from natural gas to produce electricity or hydrogen which works for EV or FCV. Using natural gas directly is much more efficient than using electricity or hydrogen which is transferred from the gas. Experts with technology background notice that NGV is much better than EV or FCV, while investors focus on middle-term profit.

Related NGV stocks are as follow:

Cummins Natural Gas Engine

September 13, 2020September 30, 2020

Yoron Island, 与論島、鹿児島

Yoron island in Kagoshima Prefecture is the best resort place in clean sea water, much better than Okinawa, Ishigaki, Miyakojima.

It takes only 35-minute flight from Naha Airport, 2-hour in taking ferry from Motobu, Okinawa.

The best place in the island is Yurigahama, which is the land at a low tide during a limited period between spring and autumn. It takes 3000yen in round trip each person to go to the island by boat.

Gate to Yurigahama, 1.5 km from there. August,2020

拡大地図の表示 | 経路の取得

August 1, 2020July 28, 2020

Restaurant Uomaru”魚まる” run by fisher’s shop in Naha, Okinawa

If you arrive at Naha Okinawa airport, I will recommend you to eat in Fish restaurant “Uomaru” “魚まる”. This restaurant is within 5-minute walk from Akamine station, just one stop from airport station. The restaurant provide with fish set including raw fish “sashimi” around 1000yen.

大きな地図を表示

July 31, 2020July 28, 2020

ShuriSoba Okinawa Noodle in Naha

Shuri Soba Okinawa Noodle near Shuri castle is very popular not only for tourists but for locals. Even in July before Japanese summer vacation, many people visited this shop.

Okinawa noodle is the first choice. Most of visitors order “Jushi” rice with noodle.

Noodle Large size in 600yen. 500 yen set of Slimmered “NItsuke” and “Onigiri” rice

大きな地図を表示

July 29, 2020July 26, 2020

Shirokuma Shave ice in Kagoshima

Shirokuma shave ice with condensed milk is very popular in Kagoshima. Mujyaki in Tennmonkan area is the first choice. However several shops prepare for variety of Shirokuma ices.

Sugaku Cafe in front of Kagoshima Municipal building

July 27, 2020July 26, 2020

Japanese Tourists do not visit Shurijo Castle Park, Okinawa.

Most of visitor for Shuri castle are foreign tourists especially Chinese and Korean. By COVID-19 and bad relationship with Korea, almost visitors are Japanese or foreigners living in Japan. Tourists do not visit the park especially main buildings even though tourists can officially travel between prefectures since June 19, 2020. Probably they are not interested in burn-out castle in 2019.

Stone street near Shuri castle park in July 2020

July 26, 2020July 26, 2020

Even Japanese tourists will not return to downtown area of Naha, Okinawa, any more.

Japanese government has officially allowed tourists to travel between prefectures, fter June 19th, 2020. Even after this day, the half of shops in Kokusai street in Naha were closed because they have targeted foreign tourists especially Chinese tourists.

Most of flights to Haha has been full of Japanese passengers especially weekend. However, they stay in other area such as northern Okinawa without staying in Naha. Even Japanese tourists do not return to Naha any more, unless the shops in Kokusai focus on not only foreign tourist but Japanese.