Added to YB: 2024-08-13
Pitch date: 2024-08-11
9166.T [bullish]
GENDA Inc.
-12.26%
current return
Author Info
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Company Info
GENDA Inc., through its subsidiaries, operates amusement arcades primarily under the GiGO brand in Japan.
Market Cap
JPY 127.7B
Pitch Price
JPY 852.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
28.47
EV/Sales
2.18
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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