Added to YB: 2026-09-03
Pitch date: 2026-08-31
4439.T [neutral]
Toumei Co.,Ltd.
+2.3%
current return
Author Info
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Company Info
Toumei Co.,Ltd. offers telecommunications services in Japan. The company operates through three segments: Office Hikari 119 Business, Office Solution Business, and Financial Planning Business.
Market Cap
JPY 23.5B
Pitch Price
JPY 783.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.71
P/E
9.47
EV/Sales
0.57
Sector
Diversified Telecommunication Services
Category
value
Monday Delight: 31/08/2026 - Toumei Co.,Ltd.
4439.T (quick overview): Toumei resells NTT fiber broadband and wholesale electricity to Japanese SMEs, largely through outbound telemarketing. Net income grew roughly 8.8x from FY2021 to FY2025, but the shares have re-rated 43% above the screened level and trade at an ordinary ~9.7x P/E after adjusting for ¥6.36bn of net cash. Neither core segment has a structural moat, and H1 FY2026 brought the largest segment’s first profit decline.
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