Added to YB: 2025-09-09
Pitch date: 2025-09-05
8119.T [bullish]
Sanyei Corporation
+0.04%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
Sanyei Corporation engages in the wholesale and retail of furniture and houseware, fashion accessories, and home appliances in Japan and internationally.
Market Cap
JPY 7.7B
Pitch Price
JPY 799.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.42
P/E
16.16
EV/Sales
0.13
Sector
Distributors
Category
value
Sanyei Corporation - $8119.T
8119.T: OEM biz (78% sales) stable via Ryohin Keikaku growth (50% of total sales, 14.4% CAGR). Brand biz (22%) growing via EC channel & M&A. Liquidating loss-making brands improves margins. FY2026 PER 13x but adjusted 8x ex one-off losses. Net cash ratio >1, div yield 3.8%. Risk: Ryohin concentration.
Read full article (5 min)