Added to YB: 2025-11-25
Pitch date: 2025-11-21
7192.T [bullish]
Mortgage Service Japan Limited
+4.64%
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
Mortgage Service Japan Limited engages in mortgage lending and brokerage business. The company operates through Housing Finance Business, Home Defect Insurance and Other Business, and Housing Academia Business segments.
Market Cap
JPY 7.2B
Pitch Price
JPY 474.00
Price Target
967.00 (+95%)
Dividend
N/A
EV/EBITDA
5.47
P/E
6.81
EV/Sales
1.16
Sector
Financial Services
Category
turnaround
Mortgage Service Japan ($7192)
7192.T: Japanese mortgage/insurance provider for small-mid house builders via cloud platform. Stock down 60% despite only 17% profit decline (overreaction). Turnaround signs: Flat-35 apps +20-30% YoY as BOJ rate hikes narrow spread vs variable rates. Market share gains via cross-selling. Net-net at 8x PE, 4%+ yield, 59-107% upside.
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