Added to YB: 2026-07-27
Pitch date: 2026-07-23
9722.T [bullish]
Fujita Kanko Inc.
Author Info
JII Compounders writes about Japanese compounders, IR, capital allocation, and the gap between how companies explain themselves and how investors actually hear them. Sign up for the newsletter.
Company Info
Fujita Kanko Inc. engages in the tourism business in Japan and internationally. The company operates a portfolio of hotels, wedding and banquet venues, restaurants, and leisure facilities.
Market Cap
JPY 115.6B
Pitch Price
N/A
Price Target
N/A
Dividend
1.04%
EV/EBITDA
N/A
P/E
8.88
EV/Sales
1.50
Sector
Hotels, Restaurants and Leisure
Category
value
Fujita Kanko Inc. - $9722.T
9722.T: Japanese hotel co at 10.4x fwd EV/EBIT; after valuing Chinzanso land (¥55B), Hakone resort (¥20B), securities (¥11.3B), less debt, core WHG chain trades at just 3.3x EBIT (vs peer 13.4x). NSSK PE bought 25% at ¥2,603 (now -26%) w/ board seats. Watch: WHG occupancy, NSSK 2nd director, ¥65.4B off-BS lease risk.
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