Added to YB: 2025-07-02
Pitch date: 2025-06-30
8041.T [bullish]
OUG Holdings Inc.
+11.32%
current return
Author Info
Company Info
OUG Holdings Inc., through its subsidiaries, engages in the wholesale of marine products in Japan. The company distributes marine products primarily to wholesalers, mass retailers, supermarkets, restaurants, hotels, and stores.
Market Cap
JPY 17.9B
Pitch Price
JPY 3.5K
Price Target
4.4K (+13%)
Dividend
N/A
EV/EBITDA
6.63
P/E
3.95
EV/Sales
0.11
Sector
Consumer Staples Distribution and Retail
Category
value
OUG Holdings (TYO 8041) - A 0.5x P/TBV Vertically Integrated Seafood Wholesaler in Osaka Trading at 5 P/E and Improving Shareholder Returns
8041.T: OUG Holdings trades at ¥3,320, below NCAV (¥2,560) + investments (¥4,389), 0.5x P/B, 3.95x LTM P/E. Vertically integrated seafood firm with 12%+ ROE despite overcapitalization. Record profits, new 1.6% DOE policy, closed unprofitable divisions. Risks: FY25 overearning on high tuna/shrimp prices; cheap valuation persisting.
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