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Added to YB: 2025-06-17

Pitch date: 2025-06-14

3954.T [bullish]

Showa Paxxs Corporation

+49.45%

current return

Author Info

No bio for this author

Company Info

Showa Paxxs Corporation manufactures and sells packaging containers and materials in Japan and internationally.

Market Cap

JPY 8.7B

Pitch Price

JPY 2.0K

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.05

P/E

6.68

EV/Sales

0.09

Sector

Containers and Packaging

Category

value

Show full summary:
Showa Paxxs (TYO 3954): Double Net-Net With Improving Capital Allocation

3954.T long: Net-net trading at 55% of NCAV, 38% TBV, 7x fwd P/E. 100% market cap in cash, 2.75x current ratio. Stable boring packaging business (¥20-25B revenue, ¥1-1.5B op income). First share repurchase in March (1.35%), increasing dividend from ¥40 to ¥50 by FY2026. 7% 10yr TBV CAGR while paying dividends.

Read full article (4 min)