Added to YB: 2026-06-10
Pitch date: 2026-06-08
2477.T [bullish]
Temairazu, Inc.
+1.52%
current return
Author Info
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Company Info
Temairazu, Inc. engages in the development, operation, and provision of comparison website in Japan. It offers TEMAIRAZU, an online system that allows customers to centrally manage various accommodation reservation sites; Compare.
Market Cap
JPY 15.1B
Pitch Price
JPY 2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
141.11
EV/Sales
N/A
Sector
Hotels, Restaurants and Leisure
Category
value
JII Compounders: Temairazu 2477
2477.T: Japanese hotel-software co at 4.6x fwd EV/EBIT, net cash ~46% of mkt cap. SaaS for hotels/ryokan, ~73% op margin, sticky recurring rev, 41 employees. Founder owns ~66%, now returning cash via buybacks (¥300mn) + raised div. Buybacks hitting TSE 25% free-float limit (~24% now), so special dividend likely next—one-time yield could be 35-43%. Tax-efficient for founder via dividends-received deduction. Minorities can't force; thesis hinges on founder wanting higher/liquid price.
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