Added to YB: 2026-02-06
Pitch date: 2026-02-04
8141.T [bullish]
Shinko Shoji Co., Ltd.
+2.26%
current return
Author Info
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Company Info
Shinko Shoji Co., Ltd., together with its subsidiaries, engages in the import, export, and sale of electronic components in Japan, rest of Asia, North America, and Europe.
Market Cap
JPY 30.2B
Pitch Price
JPY 1.1K
Price Target
1.7K (+61%)
Dividend
1.18%
EV/EBITDA
418.17
P/E
102.41
EV/Sales
0.10
Sector
Electronic Equipment, Instruments and Components
Category
value
A Net-Net Paying 13% SH Yield for 2x FCF - Shinko Shoji Co., Ltd.
8141.T: Japanese electronics distributor trading at 0.6x TBV with 40% assets in cash. Lost 50%+ revenue from Renesas contract termination but monetized inventory into ¥32B cash pile. Management targets ¥170B sales by 2028, aggressive buybacks + 13.6% SH yield. Upside to ¥1746 TBV (~60%).
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