Added to YB: 2025-12-09
Pitch date: 2025-12-03
4816.T [neutral]
Toei Animation Co.,Ltd.
-0.27%
current return
Author Info
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Company Info
Toei Animation Co.,Ltd. engages in the production, marketing, and licensing of animation products in Japan and internationally.
Market Cap
JPY 523.0B
Pitch Price
JPY 2.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.20
P/E
21.47
EV/Sales
4.49
Sector
Entertainment
Category
growth
Walden 3 Research | November Portfolio - Toei Animation Co.,Ltd.
4816.T (holding update): Chinese film suspension selloff creates opportunity; conviction unchanged as global streaming/merchandising radically reprices Dragon Ball & One Piece IP upward. Scarcity of tier-one anime assets gives Toei pricing power, secular trend dwarfs China geopolitical noise.
Read full article (1 min)