Professional
Added to YB: 2026-06-18
Pitch date: 2026-06-16
4628.T [bullish]
Sk Kaken Co.,Ltd.
Author Info
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Company Info
Sk Kaken Co.,Ltd. manufactures and sells organic and inorganic water-based coating materials, synthetic resin paints, inorganic coating materials, and inorganic building materials in Japan and internationally.
Market Cap
JPY 130.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.17
P/E
10.61
EV/Sales
0.25
Sector
Chemicals
Category
value
Show full summary:
$4628 Sk Kaken Thesis
4628.T: Japanese paint maker at 10x earnings, 2% div (rising on shareholder pressure, normalizing to ~3%) + 3% cash growth = safe 6%/yr return. Heads: 6%. Tails: 93yo founder Fujii Minoru (controls 41% via Shikoku Kousan) passes, unlocking 15%+/yr. 30% odds = great risk/reward.
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