Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-02
3565.T [bullish]
Ascentech K.K.
-10.19%
current return
Author Info
Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable risk-reward structures. Sign up for the newsletter.
Company Info
Ascentech K.K. provides virtual desktop infrastructure (VDI) and IT infrastructure solutions in Japan.
Market Cap
N/A
Pitch Price
JPY 538.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
10.33
EV/Sales
0.51
Sector
IT Services
Category
value
Stone Sentinel Capital new position: Ascentech K.K.
3565.T (new position): Japanese Citrix distributor turned exclusive operator (Mar 2025), shifting from 8-15% distributor margins to 25-35% revenue-share model. 19% ROE, 38% ROIC over decade. VDI demand driven by hybrid work in regulated sectors. Risk: upfront payments tied to sales projections. Up 70% but still 9.5x PBT, 13.5x PE.
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