Added to YB: 2025-02-20
Pitch date: 2025-01-04
3034.T [bullish]
Qol Holdings Co., Ltd.
+60.16%
current return
Author Info
No bio for this author
Company Info
Qol Holdings Co., Ltd., together with its subsidiaries, engages in management of dispensing pharmacies and business process outsourcing contracting businesses in Japan.
Market Cap
JPY 59.8B
Pitch Price
JPY 1.4K
Price Target
3.7K (+61%)
Dividend
N/A
EV/EBITDA
3.13
P/E
12.90
EV/Sales
0.24
Sector
Consumer Staples Distribution and Retail
Category
special_situation
Qol Holdings Co., Ltd. - $3034.T
3034.T: Qol acquires DSE at 2x EBIT, 100%+ profit accretion. F2025 OP est. 20bn (+130% YoY), 3.9x P/E. 150% upside potential at 10x P/E. Risks: governance, capital allocation. Catalysts: F2025 guidance in May, Xarelto AG launch (20bn sales, 6bn OP). Full DSE consolidation, no special payments next FY.
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