Added to YB: 2025-06-03
Pitch date: 2025-05-31
6675.T [neutral]
SAXA, Inc.
+39.44%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
SAXA, Inc., through its subsidiaries, develops, manufactures, and sells equipment and components for information and communication systems in Japan.
Market Cap
JPY 22.6B
Pitch Price
JPY 3.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.81
P/E
6.46
EV/Sales
0.34
Sector
Communications Equipment
Category
special_situation
Net-Net-Hunter Japan Monthly Portfolio Review 2025/05 - SAXA, Inc.
6675.T (holding update): Saxa up 30% on 23B yen real estate sale (19B after tax). 3B for 5-year special dividend (6.2% yield) provides downside protection; 16B for reinvestment. Holding despite concerns that large reinvestment vs 8% ROE target means suboptimal capital allocation. More shareholder returns needed.
Read full article (1 min)