Added to YB: 2023-12-29
Pitch date: 2023-12-29
3877.T [bullish]
Chuetsu Pulp & Paper Co., Ltd.
+23.08%
current return
Author Info
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Company Info
Chuetsu Pulp & Paper Co., Ltd. engages in the production, processing, and sales of paper, pulp, and related by-products in Japan and internationally.
Market Cap
JPY 20.1B
Pitch Price
JPY 1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.20
P/E
5.44
EV/Sales
0.47
Sector
Paper and Forest Products
Category
value
Show full summary:
Finished building position in 3877.T
3877.T: Mediocre biz w/ 2.5% OPM, hit hard by JPY drop & energy prices; 10% decline in USD/JPY & oil boosts OP 45%. Profitable at 150 USD/JPY, trades 6x P/E, 0.4x NAV, 3.6% DY. Skewed risk/reward: wins big if JPY strengthens, limited downside if unchanged.
Read full article (1 min)