Professional
Added to YB: 2026-07-30
Pitch date: 2026-07-27
9435.T [neutral]
Hikari Tsushin, Inc.
+4.87%
current return
Author Info
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Company Info
Hikari Tsushin, Inc., together with its subsidiaries, engages in the provision and sale of gas and electricity.
Market Cap
JPY 1.7T
Pitch Price
JPY 38.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.52
P/E
11.22
EV/Sales
3.09
Sector
Industrial Conglomerates
Category
value
LVS Advisory Portfolio Holding: Hikari Tsushin, Inc.
9435.T (holding update): Japanese Berkshire-style conglomerate; capital-light recurring rev across 5 units + 140 subs & 700 stocks. Equity compounded 17% CAGR/15yrs. Founder owns 50%, 30% IRR hurdle. Public portfolio 18% IRR at <10x P/E. Op biz priced at ~2x earnings ex-cash. 2.1% yield, ~15% drawdown = buy.
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