Added to YB: 2026-06-26
Pitch date: 2026-06-24
8766.T [neutral]
Tokio Marine Holdings, Inc.
+18.63%
current return
Author Info
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Company Info
Tokio Marine Holdings, Inc. engages in the non-life and life insurance, and financial and general businesses in Japan, the United States, and internationally.
Market Cap
N/A
Pitch Price
JPY 6.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Insurance
Category
N/A
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
8766.T (watchlist): Japanese insurer, Berkshire/NICO took 2.49% stake (option to 9.9%) + reinsurance & M&A pact, Ajit's idea. Surprisingly US-majority profits. $85bn cap, 14x P/E, 3.1% yield. Plans to double NI by 2035. High capital flexibility. Expected return ~11.6-12% but not cheap post-deal; IFRS shift 2026 key. Focus watchlist, no buy.
Read full article (4 min)