Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-02
3565.T [bullish]
Ascentech K.K.
-2.73%
current return
Author Info
Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable ri structures. Sign up for the newsletter.
Company Info
Ascentech K.K. provides virtual desktop infrastructure (VDI) and IT infrastructure solutions in Japan.
Market Cap
JPY 22.9B
Pitch Price
JPY 1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.24
P/E
11.56
EV/Sales
0.76
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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