Added to YB: 2025-08-01
Pitch date: 2025-07-31
9355.T [neutral]
Rinko Corporation
+7.48%
current return
Author Info
No bio for this author
Company Info
Rinko Corporation provides harbor transportation services in Japan and internationally. The company engages in port transportation comprising port cargo handling, conventional vessel cargo handling, and ship agency, as well as insurance agency; freight forwarding; warehousing, custom clearance, air cargo handling, and real estate businesses; and international logistics, including customs clearance, international maritime, and collection and delivery, packaging, labeling, and storage.
Market Cap
JPY 4.6B
Pitch Price
JPY 1.8K
Price Target
7.4K (+283%)
Dividend
N/A
EV/EBITDA
11.43
P/E
8.66
EV/Sales
1.01
Sector
Transportation Infrastructure
Category
value
Super Cheap Japan Stock- (WATCHLIST) - Rinko Corporation
9355.T pass: Rinko has value: operating biz (¥1,310/sh at 6×EBITDA), investment securities (¥2,190/sh), monetizable land (¥2,700-4,100/sh). Total intrinsic value ~¥7,430/sh vs ¥1,773/sh current price. Concerns: CFO only buying at PB<0.3, unclear plans for Bandai plot proceeds (¥2.3-3bn potential). Illiquid sub-$50M cap value trap for now.
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