Added to YB: 2026-05-25
Pitch date: 2026-05-22
9435.T [bullish]
Hikari Tsushin, Inc.
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
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
N/A
Price Target
N/A
Dividend
2.07%
EV/EBITDA
13.92
P/E
10.94
EV/Sales
3.03
Sector
Industrial Conglomerates
Category
value
Hikari Tsushin: One of Japan’s Cheapest High-Quality Compounders
9435.T: 30% ROE, 1.3x understated book. Op biz: 130B op income on near-zero PP&E, 40-50% pre-tax ROE; you pay ~3-4x op profit at current price. Book CAGR 19% (15yr), 28% (5yr w/ divs). CEO skilled allocator. Better framework: ¥4,800 EPS = 7.5x P/E vs 13.6x on nonsensical ¥2,738 guide. 16%+ ROE potential.
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