Added to YB: 2025-01-24
Pitch date: 2025-01-23
6927.T [bullish]
Helios Techno Holding Co., Ltd.
+21.9%
current return
Author Info
The Long Happy shares their musing on markets. Ex-buyside, ex-sellside, ex-startup with a penchant for getting value trapped. Visit their website.
Company Info
Helios Techno Holding Co., Ltd. engages in the lamp and manufacturing equipment businesses in Japan. It offers lamps for projectors, halogen lamps for general lighting, and LED lamps; equipment, such as orientation film printing devices and specialized printers; and industrial equipment, as well as testing and measuring equipment.
Market Cap
JPY 16.9B
Pitch Price
JPY 880.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.14
P/E
11.96
EV/Sales
0.52
Sector
Electrical Equipment
Category
special_situation
Murderer's Row - Helios Techno Holding Co., Ltd.
6927.T: Activists hold 45% post-failed RS Tech takeover bid (+74% premium). 62% market cap in cash, 6% in LT investments. Recent ¥1.65B gain (750% return) on subsidiary's investment sale. New 100% payout policy for FY25-27, min ¥35/share. Potential for auction process to maximize value.
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