Added to YB: 2025-08-28
Pitch date: 2025-08-25
8138.T [bullish]
Sankyo Kasei Corporation
+5.48%
current return
Author Info
Company Info
Sankyo Kasei Corporation manufactures, sells, and imports/exports chemicals, synthetic resins, dyes, pigments, paints, dyeing auxiliary poisonous, and deleterious substances in Japan and internationally.
Market Cap
JPY 3.8B
Pitch Price
JPY 4.2K
Price Target
9.8K (+122%)
Dividend
N/A
EV/EBITDA
4.35
P/E
5.15
EV/Sales
0.10
Sector
Trading Companies and Distributors
Category
value
3 Quick Pitches for 3 Deep Value Japanese Stocks: Sankyo Kasei Corp (TYO 8138)
8138.T: Double net-net at ¥3,890 vs ¥9,750 BV; massive 31% buyback from Black Clover + 2.5% more reduced shares 33%; consistently profitable since 1998; FY26 mgmt forecast ¥624M net income (¥678/share); EBIT margins rising; Osaka land undervalued 2x+ book; illiquid.
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