Added to YB: 2025-04-17
Pitch date: 2025-04-16
4231.T [bullish]
Tigers Polymer Corporation
+49.95%
current return
Author Info
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Company Info
Tigers Polymer Corporation, together with its subsidiaries, manufactures and sells rubber hoses, sheets, and molded products primarily to automotive, electrics, air conditioning, construction and housing, and industrial materials markets in Japan, Southeast Asia, the Americas, and China.
Market Cap
JPY 20.3B
Pitch Price
JPY 662.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.19
P/E
9.30
EV/Sales
0.13
Sector
Automobile Components
Category
value
Tigers Polymers (TYO 4231) - Dirt Cheap Consistently Profitable Japanese Net-Net with Negative EV Trading at 0.3x P/TBV, 7.5x P/E, with U.S. Manufacturing
4231.T: Japanese polymer manufacturer trading at 0.5x NCAV+securities, 7.5x LTM P/E, 8.4x fwd P/E, 5% div yield. US factory (since 1987) is most profitable unit, benefits from potential tariffs. Consistent profits since 1985 (only 1 loss in 2009). Risks: FY25 profit guide down 27%, 41.5% customer concentration, poison pill limiting activism.
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