Added to YB: 2025-01-28
Pitch date: 2025-01-26
7270.T [bullish]
Subaru Corporation
+35.93%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
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 2.6K
Price Target
N/A
Dividend
3.87%
EV/EBITDA
1.01
P/E
7.06
EV/Sales
0.13
Sector
Automobiles
Category
value
Subaru (7270 JP) － 2025 update
7270.T: Subaru benefits from weak yen (156/$) & strong US demand. Q3 FY25 sales +2.4%, op profit +19.5%. New Forester & Crosstrek well-received. EV transition planned. 5x P/E, 0.8x P/B, 54% mkt cap in net cash. Risks: yen strength, EV competition. Near-term outlook positive, long-term uncertain post-leadership change.
Read full article (13 min)