Professional
Added to YB: 2024-10-25
Pitch date: 2024-10-22
9435.T [bullish]
Hikari Tsushin, Inc.
+39.16%
current return
Author Info
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Company Info
Hikari Tsushin, Inc., a holding company, engages in the sale of communication-related products in Japan.
Market Cap
JPY 1.5T
Pitch Price
JPY 30.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.82
P/E
13.72
EV/Sales
3.08
Sector
Industrial Conglomerates
Category
value
Show full summary:
Longriver Partners Fund Portfolio Holding: Hikari Tsushin, Inc.
9435.T: Japan's Berkshire Hathaway. Asset-light biz w/ stable income, trades at 3x earnings ex-investments. 11% op profit CAGR, 23% BV+div CAGR over 10yrs. Distribution network sells subscriptions (electricity, insurance, broadband). 15% IRR target on CAC. Survived dotcom crash, rebuilt stronger. Invests like Buffett, 18% IRR since 2017.
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