Added to YB: 2025-05-08
Pitch date: 2025-03-22
1417.T [bullish]
MIRAIT ONE Corporation
+55.01%
current return
Author Info
No bio for this author
Company Info
MIRAIT ONE Corporation engages in the telecommunications construction, electrical construction, civil engineering work, and architectural and construction businesses in Japan.
Market Cap
JPY 200.5B
Pitch Price
JPY 2.2K
Price Target
6.8K (+99%)
Dividend
3.58%
EV/EBITDA
7.62
P/E
11.82
EV/Sales
0.48
Sector
Construction and Engineering
Category
value
MIRAIT ONE Corporation - $1417.T
1417.T: MIRAIT ONE at 11x P/E (20-30% discount to peers). Labor shortage play in Japan w/ telco (40% rev) & infrastructure (60%) segments. FY26 targets: ¥720B rev (+10% CAGR), 6.5%+ OP margin, ¥450 EPS. Retraining 15% of engineers to tap surging data center/electrification demand. Solid shareholder returns: 3.4% yield, 15% buyback since 2021. 100-200% upside potential.
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