Added to YB: 2026-05-15
Pitch date: 2026-05-14
5458.T [bullish]
Takasago Tekko K.K.
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Takasago Tekko K.K. manufactures and sells various steel products developed primarily from stainless steel in Japan.
Market Cap
JPY 3.2B
Pitch Price
N/A
Price Target
3.8K
Dividend
N/A
EV/EBITDA
2.70
P/E
11.61
EV/Sales
0.13
Sector
Metals and Mining
Category
value
Show full summary:
Takasago Tekko (5458): A Profitable ¥3.3bn Nanocap near net-net @ 7.7x ntm P/E With ¥3.8bn of Appraised Rental Real Estate and a 36,009 sqm Tokyo Factory Site Carried at ¥2m (But worth ¥8bn+)
5458.T: Net-net @ 7.7x NTM P/E, 4% div. ¥3.8bn rental RE (> mkt cap) + Itabashi factory land (36,009 sqm Tokyo) at ¥2M but worth ¥8bn+ conservatively (comps suggest ¥17.5bn). 12yr profit streak, net debt ¥4.7bn→net cash ¥2.3bn. After-tax NCAV+RE: ¥3,750/sh vs ¥1,120 price. Risk: 47% Nippon Steel/Mitsui owned, illiquid, steel-adjacent biz.
Read full article (5 min)