Added to YB: 2025-06-03
Pitch date: 2025-05-31
4119.T [bullish]
Nippon Pigment Holdings Company Limited
+97.83%
current return
Author Info
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Company Info
Nippon Pigment Holdings Company Limited manufactures and sells liquid dispersion products, colorants, and resin compounds in Japan and internationally.
Market Cap
JPY 8.7B
Pitch Price
JPY 3.1K
Price Target
8.5K (+39%)
Dividend
N/A
EV/EBITDA
3.91
P/E
7.50
EV/Sales
0.22
Sector
Chemicals
Category
value
Nippon Pigment (TYO 4119) - A Deep Value Pigments Manufacturer Trading at 0.25x Book That Did a Big Acquisition and Immediately Recorded More than its Market Cap in Bargain Purchase Gain
4119.T: Specialty chemical co bought PLASiST from Sumitomo for ¥1B, recognized ¥6.8B bargain gain. Now trades at 0.25x P/B, ¥3,110 vs ¥8,522 NCAV+Investments/share. Combined ¥45.8B revenue at 7x P/E with 3% yield. Risk: acquisition integration; upside: synergies, possible dividend increases/buybacks. Illiquid stock.
Read full article (4 min)