Added to YB: 2026-02-16
Pitch date: 2026-02-16
3901.T [bullish]
MarkLines Co., Ltd.
+13.18%
current return
Author Info
Company Info
MarkLines Co., Ltd., together with its subsidiaries, operates an automotive industry portal in Japan, China, rest of Asia, North America, Europe, and internationally.
Market Cap
JPY 21.8B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
3.04%
EV/EBITDA
8.33
P/E
14.71
EV/Sales
3.24
Sector
Interactive Media and Services
Category
value
AI Baby, SaaS Bathwater. And a Price Hike.
3901.T (new position): Japanese auto data platform (70% rev, 90% profit from Info Platform) announces 1st price hike in 25yr history despite SaaS selloff. AI integration (GEN-AI search, customized aggregation) enhances proprietary database value vs disruption risk. Price increases 13-100% across tiers, phasing in through FY27, implying 3.9x-4.6x EV/EBIT in 2yrs vs 6.2x LTM. 18.3% 20yr EBIT CAGR, 27% avg ROE. Risks: 34% cash/market cap, Chinese EV pressure on OEM clients, churn uncertainty.
Read full article (13 min)