Added to YB: 2025-12-02
Pitch date: 2025-11-30
3944.T [bullish]
Furubayashi Shiko Co.,Ltd.
+31.46%
current return
Author Info
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Company Info
Furubayashi Shiko Co.,Ltd. plans, designs, prints, processes, manufactures, and sells packaging products in Japan, China, and Taiwan.
Market Cap
JPY 3.5B
Pitch Price
JPY 2.3K
Price Target
3.8K (+29%)
Dividend
N/A
EV/EBITDA
5.54
P/E
12.05
EV/Sales
0.33
Sector
Containers and Packaging
Category
value
Furubayashi Shiko (TYO 3944) - A Deep Value Packaging Nanocap Trading at 9x P/E, 0.27x Book, and Well Below NCAV+Investments
3944.T: Japanese packaging manufacturer trading at 0.27x P/B, 9x P/E with NCAV+securities at ¥3,820/share vs ¥2,283 price (67% upside). Profitable 20/21 years. Undervalued land worth ~10x book. Risk: overpaid 83yr old chairman takes 42% operating profit, Hikari Tsushin exit. Takeover candidate.
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