Added to YB: 2025-09-05
Pitch date: 2025-09-03
3892.T [bullish]
Okayama Paper Industries Co., Ltd.
+11.66%
current return
Author Info
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Company Info
Okayama Paper Industries Co., Ltd. engages in manufacture and sale of paper products in Japan and internationally.
Market Cap
JPY 6.9B
Pitch Price
JPY 1.5K
Price Target
2.9K (+69%)
Dividend
N/A
EV/EBITDA
1.90
P/E
8.70
EV/Sales
0.22
Sector
Containers and Packaging
Category
value
Show full summary:
Okayama Paper Industries - $3892
3892.T: Japanese paper producer trading 2/3 NCAV, 8x earnings with 64% mkt cap in cash. Debt-free, stable 100yr biz. 2% dividend-on-equity policy = ¥55/share dividend. TBV compounding 6.4%. Oji Holdings owns 49% - potential acquisition at 1x TBV = 86% return or buyback catalyst.
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