Added to YB: 2026-05-15
Pitch date: 2026-05-14
5458.T [bullish]
Takasago Tekko K.K.
+6.9%
current return
Author Info
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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
JPY 1.2K
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)