Professional
Added to YB: 2025-10-15
Pitch date: 2025-10-10
7422.T [neutral]
Toho Lamac Co., Ltd.
-3.23%
current return
Author Info
No bio for this author
Company Info
Toho Lamac Co., Ltd. engages in the wholesale and retail of shoes. It offers sandals, boots, rubber shoes, sneakers, casual shoes, men's and women’s shoes, and other related products.
Market Cap
JPY 2.8B
Pitch Price
JPY 558.00
Price Target
N/A
Dividend
1.98%
EV/EBITDA
N/A
P/E
5.11
EV/Sales
N/A
Sector
Distributors
Category
value
Leaven Partners Portfolio Holding: Toho Lamac Co., Ltd.
7422.T (holding update): Japanese shoe wholesaler/retailer bought at ¥452, sold at ¥846 for 87% gain in <3 months. Trading below liquidation value with ¥1.4B cash, improving margins/efficiency. Catalyst: announced ¥1B Bitcoin/ETH purchase plan. Classic value play - downside protection, upside surprise.
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