Added to YB: 2024-02-07
Pitch date: 2024-02-06
SHMDF [bullish]
Shimano Inc.
-18.97%
current return
Author Info
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Company Info
Shimano Inc., together with its subsidiaries, develops, produces, and distributes bicycle components, fishing tackles, and rowing equipment.
Market Cap
JPY 1.5T
Pitch Price
JPY 20.6K
Price Target
N/A
Dividend
1.93%
EV/EBITDA
13.85
P/E
30.31
EV/Sales
2.28
Sector
Leisure Products
Category
value
Show full summary:
Shimano: Short-Term Pain For Long-Term Gain
$SHMDF Q3 rev -34%, EBITDA -50% on EU weakness & post-COVID demand slump. Long-term bull case intact: duopoly in premium bike parts, strong brand, e-bike growth. Valuation up (P/E 26, EV/EBIT 12) but buybacks & cash. Non-US listing risk. Strong Buy.
Read full article (4 min)