Added to YB: 2025-03-13
Pitch date: 2025-03-12
9478.T [bullish]
SE Holdings and Incubations Co., Ltd.
+43.95%
current return
Author Info
No bio for this author
Company Info
SE Holdings and Incubations Co., Ltd. primarily engages in the publishing business in Japan. The company is involved in publishing and selling computer-related books and magazines; organizing computer-related conferences and trainings; delivering computer-related technology information through Web; publishing and selling common and translated books; selling software and hardware through online shops; selling other computer-related products and services; and real estate leasing activities.
Market Cap
JPY 6.7B
Pitch Price
JPY 278.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.80
P/E
16.80
EV/Sales
1.11
Sector
Media
Category
value
Dirt Cheap Net-Net - SE Holdings
9478.T: Japanese publisher at 7x PE, 67% NCAV, 53% TBV. Profitable 9/10 yrs. Aggressive buybacks (2.5%/qtr, 25% in 5yrs) below TBV. 21% 5yr TBV/share CAGR. 9.75% shareholder yield. Potential 45% share reduction & 12% TBV CAGR in 5yrs if ¥450M annual buybacks continue. Part of Japanese net-net basket.
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