Added to YB: 2026-07-31
Pitch date: 2026-07-29
8226.T [bullish]
Rikei Corporation
+3.76%
current return
Author Info
Price to Tangible Bruce is a deep value investor. Buying what most investors don't like across global public markets. Sign up for the newsletter.
Company Info
Rikei Corporation, together with its subsidiaries, engages in the system and network solutions, and electronic components and instrument businesses in Japan and internationally.
Market Cap
JPY 5.3B
Pitch Price
JPY 346.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.42
P/E
7.05
EV/Sales
0.22
Sector
Electronic Equipment, Instruments and Components
Category
value
Buying Japan's Defence Build-Up on the Cheap - Rikei Corporation
8226.T: Tokyo tech trading/systems integrator for Japan Gov/Defence (56.7% of rev, MoD). Defence build-up + AI/data-center/fiber drove 2025 spike. Cheap: 0.9x P/TB, 4x EV/EBIT, 7x P/E. Cash 4.1b (75% of 5.5b cap), 13.1% ROE. Beat 2028 NI target 2yrs early (746m vs 518m). Rising div. Space optionality via KDDI.
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