Added to YB: 2026-04-06
Pitch date: 2026-04-01
3907.T [neutral]
Silicon Studio Corporation
Author Info
Mr Deep-Value spends their days searching for absurdly cheap stocks and hidden value. They write about their best ideas. Sign up for the newsletter.
Company Info
Silicon Studio Corporation develops game engine and middleware products in Japan and internationally.
Market Cap
JPY 1.8B
Pitch Price
N/A
Price Target
1.1K
Dividend
N/A
EV/EBITDA
4.73
P/E
21.67
EV/Sales
0.20
Sector
Entertainment
Category
value
A Japanese Nano-Cap for 3x FCF - 3907.T
3907.T (watchlist): Japanese tech/HR co selling gaming middleware (Enlighten lighting, YEBIS camera effects) + AI training data to Nintendo (17% rev), pivoting to auto/civil sectors (Kawasaki, Witz). ¥4.3B rev, ¥286M FCF (¥200M normalized post-merger efficiency gains). 3.2x EV/FCF, 1.5x NCAV, 65% net cash. Fragmented ownership (CEO 6.5%, insiders ~10%) = activist opportunity. Risks: Nintendo concentration, Japan demo decline, no buybacks (only 1.4% div yield). Fair value ¥1,142 (66% upside from ¥686).
Read full article (10 min)