Added to YB: 2026-03-02
Pitch date: 2026-02-26
9083.T [bullish]
Shinki Bus Co.,Ltd.
+0.43%
current return
Author Info
No bio for this author
Company Info
Shinki Bus Co.,Ltd., together with its subsidiaries, provides automobile transportation services in Japan.
Market Cap
JPY 25.0B
Pitch Price
JPY 2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.62
P/E
8.14
EV/Sales
0.43
Sector
Ground Transportation
Category
value
When the Land Is Worth More Than the Company: Shinki Bus at 0.5x Book
9083.T: Bus co w/ land at cost ¥26.4bn vs ¥25bn mcap, 0.5x BV + ¥1.26bn net cash. Assets include apartments, offices, leased land, home improvement center, museum—excess bloat. Bus seg 46% sales, 6% margin; driver shortage pushing fares up (Kyoto tourist fares rising). Maintenance recurring high-margin. Board aging, targets 30% payout by FY27 (14% now). Clean cap table, 10k shares/day liquidity.
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