Added to YB: 2025-06-03
Pitch date: 2025-05-31
4119.T [bullish]
Nippon Pigment Holdings Company Limited
+8.02%
current return
Author Info
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Company Info
Nippon Pigment Holdings Company Limited manufactures and sells liquid dispersion products, colorants, and resin compounds.
Market Cap
JPY 4.9B
Pitch Price
JPY 3.2K
Price Target
8.5K (+149%)
Dividend
N/A
EV/EBITDA
8.08
P/E
0.97
EV/Sales
0.24
Sector
Chemicals
Category
value
Show full summary:
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
4119.T: Specialty chemical co bought PLASiST from Sumitomo for ¥1B, recognized ¥6.8B bargain gain. Now trades at 0.25x P/B, ¥3,110 vs ¥8,522 NCAV+Investments/share. Combined ¥45.8B revenue at 7x P/E with 3% yield. Risk: acquisition integration; upside: synergies, possible dividend increases/buybacks. Illiquid stock.
Read full article (4 min)