Added to YB: 2024-08-13
Pitch date: 2024-08-11
9166.T [bullish]
GENDA Inc.
-5.26%
current return
Author Info
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Company Info
GENDA Inc., through its subsidiaries, operates It operates amusement arcades, such as GiGO and the karaoke chain BanBan in North America, mainland China, Hong Kong, Taiwan, the United Kingdom, Vietnam, the Netherlands, Canada, and Singapore.
Market Cap
JPY 139.0B
Pitch Price
JPY 846.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.98
P/E
47.80
EV/Sales
1.17
Sector
Hotels, Restaurants and Leisure
Category
growth
Kawaii 'take-over' the world - GENDA Inc.
GENDA (9166.T): Aggressive M&A strategy w/ 6 acquisitions in 5 months. Strong PMI, low multiples (3.6x-5.6x EBITDA). 7.2% FCF yield, 1.3x Net Debt/EBITDA. Expansion to US via NEN. Risks: floating rate debt, but manageable. Upside: further acquisitions, margin improvements. Recent equity raise at 29x P/E for accretive deals.
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