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Added to YB: 2024-05-28

Pitch date: 2024-03-31

5930.T [bullish]

Bunka Shutter Co., Ltd.

+20.85%

current return

Author Info

No bio for this author

Company Info

Bunka Shutter Co., Ltd. manufactures and sells various shutters and construction materials in Japan. The company offers electric wide-grill shutters, transparent panel shutters, horizontal panel shutters, fire shutters, smoke shutters, movable partitions sliding walls, shop awnings, stainless steel joinery, water barriers, water barrier doors, and steel doors with opening assistance.

Market Cap

JPY 127.5B

Pitch Price

JPY 1.7K

Price Target

N/A

Dividend

3.79%

EV/EBITDA

5.35

P/E

11.41

EV/Sales

0.49

Sector

Building Products

Category

value

Show full summary:
Harris Associates Japan Strategy New Position: Bunka Shutter Co., Ltd.

Bunka Shutter: Japan's leading shutter provider in rational oligopoly. Underearns peers but activists pushing for better capital allocation & manufacturing improvements in doors biz to boost margins. Bought at discount to comps & intrinsic value.

Read full article (1 min)