Added to YB: 2026-04-02
Pitch date: 2026-03-31
414A.T [bullish]
OVERLAP Holdings,Inc.
+2.19%
current return
Author Info
Hosomichi Capital is specialist in small and mid-sized Japanese companies. Sign up for the newsletter.
Company Info
OVERLAP Holdings,Inc. engages in the planning, production, and sale of entertainment IP contents of manga, novels, comics, and animations.
Market Cap
JPY 18.8B
Pitch Price
JPY 961.00
Price Target
1.5K
Dividend
N/A
EV/EBITDA
N/A
P/E
9.41
EV/Sales
2.62
Sector
Media
Category
value
Overlap (414A) - All Aboard or Over-board?!
414A.T (update): Manga/light novel publisher down 42% from Oct IPO to 963 yen. 1H results Apr 14 catalyst: likely to announce dividend (~44 DPS at 40% payout on 112 EPS). At 3.5% yield = 1,257 (+31%), at 13x P/E = 1,456 (+51%). 37% op margin, asset-lite, handles 1x ND/EBITDA. Monetizing anime IP via streaming.
Read full article (3 min)