Professional
Added to YB: 2024-10-25
Pitch date: 2024-10-22
9435.T [bullish]
Hikari Tsushin, Inc.
+19.81%
current return
Author Info
No bio for this author
Company Info
Hikari Tsushin, Inc., together with its subsidiaries, engages in the provision and sale of gas and electricity in Japan and internationally.
Market Cap
JPY 1.6T
Pitch Price
JPY 30.1K
Price Target
N/A
Dividend
2.07%
EV/EBITDA
13.92
P/E
10.94
EV/Sales
3.03
Sector
Industrial Conglomerates
Category
value
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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