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Added to YB: 2026-07-09

Pitch date: 2026-07-03

3565.T [neutral]

Ascentech K.K.

+2.17%

current return

Author Info

Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable risk-reward structures. Sign up for the newsletter.

Company Info

Ascentech K.K. provides virtual desktop infrastructure (VDI) and IT infrastructure solutions in Japan.

Market Cap

JPY 18.1B

Pitch Price

JPY 414.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

2.74

P/E

11.92

EV/Sales

0.53

Sector

IT Services

Category

value

Show full summary:
Stone Sentinel Capital Portfolio Holding: Ascentech K.K.

3565.T (holding update): Core business growing fast but stock punished on YoY revenue/profit declines—artifact of one-time prior-year order surge from business transformation, not deteriorating fundamentals. Q127 solid. Cheap at ~8x 2yr-forward PE, ~3x cash-adjusted.

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