Added to YB: 2024-09-25
Pitch date: 2024-09-23
6343.T [neutral]
Freesia Macross Corporation
+50.34%
current return
Author Info
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Company Info
Freesia Macross Corporation engages in the real estate transaction, lease and rental, and supervision business in Japan.
Market Cap
JPY 4.4B
Pitch Price
JPY 95.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.69
P/E
5.83
EV/Sales
2.93
Sector
Household Durables
Category
value
Investing Alongside Beji Sasaki: Japan's Unconventional Corporate Raider and Value Investor - Freesia Macross Corporation
6343.T pass: Sasaki's 3 nanocaps trade at 0.3-0.5x BV despite 5-10yr BV CAGR of 5-8%. Poor shareholder returns, no dividends/buybacks. Activist potential in changing Japan, but allegations of dubious practices. BV growth continues, but better opportunities exist. Pass despite fascination.
Read full article (5 min)