Professional
Added to YB: 2024-05-07
Pitch date: 2024-05-06
3107.T [bullish]
Daiwabo Holdings Co., Ltd.
+17.53%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
Company Info
Daiwabo Holdings Co., Ltd., together with its subsidiaries, operates as an IT infrastructure distributor in Japan.
Market Cap
JPY 256.8B
Pitch Price
JPY 2.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.05
P/E
59.97
EV/Sales
0.22
Sector
Electronic Equipment, Instruments and Components
Category
growth
Daiwabo - Wholesale Excellence
3107.T: Daiwabo, top Japan IT wholesaler, 18% 10yr profit CAGR driven by share gains, SG&A cuts, cloud services. Spun off fiber division, transforming balance sheet. 12% 3yr profit CAGR forecast. Cheap at 10x FY25 P/E for quality growth. Strong buyback & re-rating potential.
Read full article (9 min)