Added to YB: 2023-08-27
Pitch date: 2023-08-27
9312.T [bullish]
The Keihin Co., Ltd.
+112.69%
current return
Author Info
Altay Capital is a newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Sign up for the newsletter.
Company Info
The Keihin Co., Ltd. provides logistics services worldwide. It primarily offers port, inland, sea, and air cargo transport services.
Market Cap
JPY 16.4B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.15
P/E
7.49
EV/Sales
0.31
Sector
Air Freight and Logistics
Category
value
The Keihin Co (TYO 9312) - A Consistently Profitable and Growing Small Cap Logistics Company at 0.5x P/TBV and 11% RoE
9312.T: The Keihin Co, a ¥10.94B logistics co in Japan, trades at just 4.5x P/E & 0.5x P/TBV despite 11%+ ROE, 6.5% 10yr BV CAGR & 14.5% NI CAGR. ¥6.8B land likely worth >¥16.5B. 3.76% div yield. Activism possible w/ 9.4% top holder. Too cheap for this growing, profitable biz.
Read full article (7 min)