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Added to YB: 2025-07-15

Pitch date: 2025-07-10

8291.T [neutral]

Nissan Tokyo Sales Holdings Co., Ltd.

+1.17%

current return

Author Info

Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Sign up for the newsletter.

Company Info

Nissan Tokyo Sales Holdings Co., Ltd. engages in the automobile dealership business in Japan. It is involved in the Nissan and Renault car sales, maintenance, and sales of parts and supplies; general automobile and car maintenance; and vehicle inspection, system solution, vehicle transport, registration agency, trading and building/repair, and taxi businesses.

Market Cap

JPY 29.6B

Pitch Price

JPY 486.31

Price Target

N/A

Dividend

N/A

EV/EBITDA

2.47

P/E

7.43

EV/Sales

0.18

Sector

Specialty Retail

Category

value

Show full summary:
Halvio Capital Portfolio Holding: Nissan Tokyo Sales Holdings Co., Ltd.

8291.T (holding update): Nissan Tokyo dealership chain (115 locations) trading at 0.5x book value with ¥13B net cash, ¥30B Tokyo land (vs ¥29B mkt cap). Recently repurchased 10% of shares. Profitable with ¥6.5B op profit target. Two activists own 6%. Potential parent-subsidiary buyout candidate.

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