Added to YB: 2026-05-19
Pitch date: 2026-05-17
045340.KQ [bullish]
Total Soft Bank Ltd.
Author Info
No bio for this author
Company Info
Total Soft Bank Ltd. operates as maritime logistics solutions company in South Korea. The company provides computer automated terminal operating system for container terminals; ATC Supervisor, an intelligent equipment control job monitoring system in automated yard stack that integrates into a terminal operation system; off dock container yard system for off dock container terminal uses; and multi-purpose operation system for terminals, a web-based system.
Market Cap
KRW 54.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.18
P/E
6.87
EV/Sales
0.77
Sector
Software
Category
special_situation
Total Soft Bank: Deep Value Software with M&A Upside
045340.KQ: Korean port operating system (TOS) software w/ 110 terminals, mainly smaller ports in developing markets. 59B KRW mcap, 33B cash. 12B maintenance rev +15% 5yr CAGR, 7-8B normalized FCF. 40% rev recurring. First-time dividends + buybacks. 84yo founder owns 30%, no family succession—sale likely vs inheritance tax. 3-5x maintenance rev + 1-2x other = upside + cash unlock potential.
Read full article (3 min)