Added to YB: 2025-07-08
Pitch date: 2025-07-04
3513.T [bullish]
Ichikawa Co., Ltd.
+30.14%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Ichikawa Co., Ltd. manufactures and sells paper making and industrial felts in Japan and internationally.
Market Cap
JPY 7.5B
Pitch Price
JPY 1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.99
P/E
9.69
EV/Sales
0.14
Sector
Machinery
Category
dividend
Show full summary:
Cash and Balance: Ichikawa
3513.T: Ichikawa makes critical paper press felts/belts (90% of sales) with 1-12 month replacement cycles. Consistent but flat revenue (15yrs) with 70% from Japan. Net-net at 0.35x BV with cash = 71.4% of market cap. 4.5% dividend + 2.5-3% buybacks = 7% yield. Low ROE (4.7% peak), but mgmt increasing buybacks.
Read full article (9 min)