Added to YB: 2026-03-09
Pitch date: 2026-03-08
9478.T [bullish]
SE Holdings and Incubations Co., Ltd.
+20.49%
current return
Author Info
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Company Info
SE Holdings and Incubations Co., Ltd. primarily engages in the publishing business in Japan. The company is involved in publishing and selling computer-related books and magazines; organizing computer-related conferences and trainings; delivering computer-related technology information through web; publishing and selling common and translated books; selling software and hardware through online shops; selling other computer-related products and services; and real estate leasing activities.
Market Cap
JPY 7.6B
Pitch Price
JPY 448.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.12
P/E
12.94
EV/Sales
1.17
Sector
Media
Category
value
Adding to SE Holdings and Incubations (9478 JP)
9478.T (added to position): Publisher w/ hidden securities portfolio. Stock at ¥470 vs est Q1 TBV ¥720 (0.65x). Mgmt repurchasing ~10% shares/yr since 2021 at avg ¥466, demonstrating awareness of undervaluation. Authorized ¥188M more buybacks this month. Deep NAV discount unlikely to close soon given small cap/thin liquidity, but disciplined capital allocation should steadily narrow gap.
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