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Added to YB: 2024-03-22

Pitch date: 2024-03-15

2222.T [neutral]

Kotobuki Spirits Co., Ltd.

-0.24%

current return

Author Info

No bio for this author

Company Info

Kotobuki Spirits Co., Ltd. produces and sells sweets in Japan. The company offers biscuits and cakes, as well as confectionary products.

Market Cap

JPY 310.9B

Pitch Price

JPY 1.8K

Price Target

2.2K (+22%)

Dividend

N/A

EV/EBITDA

14.95

P/E

25.82

EV/Sales

3.94

Sector

Food Products

Category

value

Show full summary:
Kotobuki Spirits Co., Ltd. - $2222.T

2222.T: Japanese consumer staples "magic 20%" - >20% ROIC, EBIT margins, growth at <20x EV/EBIT. Premium confectionary brands like Maple Mania, Tokyo Milk Cheese Factory. 24% margins, 30% target. Needs lower valuation for 20% 4yr IRR. Flat last 4yrs after hitting 50x P/E pre-COVID.

Read full article (1 min)