Topic
deep value
Everything our editor has picked under this tag, best first.
deep value Furubayashi Shiko (TYO 3944) - A Deep Value Packaging Nanocap Trading at 9x P/E, 0.27x Book, and Well Below NCAV+Investments
Furubayashi Shiko trades at 9x earnings and 0.27x book, with under-marked land and securities supporting its value despite illiquidity and…
Altay Capital - Mostly Value Investing
deep value 3 Quick Pitches for 3 Deep Value Japanese Stocks: TOC (8841), Sankyo Kasei (8138), and Takase (9087)
TOC, Sankyo Kasei and Takase are pitched as deep-value Japanese stocks, with Sankyo Kasei trading below net cash and repurchasing 33% of shares.
Altay Capital - Mostly Value Investing
acquisitions 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
Nippon Pigment trades at ¥3,110 versus ¥8,522 of NCAV plus investments after booking a bargain-purchase gain larger than its market cap.
Altay Capital - Mostly Value Investing
activism 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
Kinki Sharyo (TYO 7122), a 105-year-old rolling-stock maker, trades at 0.3x book and 64% below NCAV plus rental real estate, with Effissimo Capital…
Altay Capital - Mostly Value Investing
deep value Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P/E, with Real Estate Worth 260x its Carrying Value
Asaka Industrial trades at a 57% discount to NCAV plus investments, while land carried at $22,500 is valued at least $5.7 million.
Altay Capital - Mostly Value Investing