Added to YB: 2025-05-06
Pitch date: 2025-05-03
7122.T [bullish]
The Kinki Sharyo Co., Ltd.
+62.65%
current return
Author Info
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Company Info
The Kinki Sharyo Co., Ltd. manufactures and sells rolling stock in Japan, the United States, Hong Kong, the Philippines, the Middle East, and internationally.
Market Cap
JPY 13.9B
Pitch Price
JPY 1.4K
Price Target
4.0K (+72%)
Dividend
N/A
EV/EBITDA
8.50
P/E
24.76
EV/Sales
0.43
Sector
Machinery
Category
value
Kinki Sharyo (TYO 7122) - A ¥10 billion Net Net Rolling Stock Manufacturer Trading at 0.3x Book Value and a 64% Discount to NCAV + Rental Real Estate
7122.T: Rails mfg trading at ¥1,432, only 0.3x TBV. NCAV+investments=¥2,979/share (108% upside); add rental RE = ¥3,997 (175% upside). New $664M LA Metro contract for 2026-30 ignored by market. Effissimo owns 8.45%. 3.5% dividend. Risks: bumpy earnings, yen exposure. Kintetsu parent (44.4% owner) likely takeout catalyst.
Read full article (4 min)