Added to YB: 2024-12-19
Pitch date: 2024-12-17
FUJHY [bullish]
Subaru Corporation
+37.41%
current return
Author Info
Nishant Chandra is the founder and solo manager of Chandra Capital. They invest in undervalued businesses across the globe.
Company Info
Subaru Corporation manufactures and sells automobiles and aerospace products in Japan, rest of Asia, North America, Europe, Asia, and Internationally.
Market Cap
JPY 2.2T
Pitch Price
JPY 8.10
Price Target
10.50 (-6%)
Dividend
3.87%
EV/EBITDA
1.01
P/E
7.06
EV/Sales
0.13
Sector
Automobiles
Category
growth
Subaru (FUJHY) an incredibly undervalued Japanese play
FUJHY: Strong financials (P/E 4, $4B net cash, 3.9% div), 24% YoY revenue growth. 80% int'l sales, US largest. 28mo consec. YoY sales growth. EV expansion: 4 new models by 2026, 6 by 2028. Initiated buybacks. Undervalued vs peers. 20-30% upside potential in 18mo. Risks: small market share, EV transition challenges.
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