Added to YB: 2024-09-18
Pitch date: 2024-09-18
8032.T [bullish]
Japan Pulp and Paper Company Limited
+3.58%
current return
Author Info
@blondesnmoney (aka cluseau) shares the stocks they are buying on Twitter and their newsletter. Sign up for the newsletter.
Company Info
Japan Pulp and Paper Company Limited engages in the manufacture, import, export, distribution, wholesale, and sale of papers, paperboards, pulp, and paper-related products in Japan, Europe, Asia, Oceania, North America, and internationally.
Market Cap
JPY 80.7B
Pitch Price
JPY 664.23
Price Target
N/A
Dividend
N/A
Sector
Trading Companies and Distributors
Category
value
Japan Pulp and Paper Trades at a Discount: Strong Buyback Program and Dividend Yield
8032.T: Japan paper co at 8x P/E, 6x FCF, 0.65x TBV. 2% div, 3-4% buyback. 40% foreign rev hedges FX. Improving capital allocation: 10:1 split, doubled div. Debt down 40%. Potential value unlock from Oji Corp cross-holding. Cheap vs peers, mgmt focused on shareholder returns.
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