Added to YB: 2026-02-06
Pitch date: 2026-02-04
3640.T [bullish]
Densan Co., Ltd.
-3.1%
current return
Author Info
No bio for this author
Company Info
Densan Co., Ltd. operates as an information service company in Japan. It operates through Public Sector and Industrial Sector segments.
Market Cap
JPY 19.2B
Pitch Price
JPY 3.9K
Price Target
4.9K (+32%)
Dividend
N/A
EV/EBITDA
2.86
P/E
5.20
EV/Sales
0.72
Sector
Professional Services
Category
value
Densan (3640): The Most One-Sided Risk/Reward in Japan Right Now
3640.T: Japanese IT services co migrating 350 municipalities to cloud systems by Mar 2026. 211 clients (60%) migrating Q4 creating revenue surge. WIP inventory surged ¥353M to ¥1.3B signaling massive profit unlock. Margins expanding from 30%/6% to 39%/20% as shift to recurring SaaS model. Trading 3.8x P/E vs 13x target. Price target ¥4,900 (+60% upside).
Read full article (3 min)