Added to YB: 2023-02-19
Pitch date: 2023-02-19
4644.T [bullish]
Imagineer Co.,Ltd.
+25.4%
current return
Author Info
Company Info
Imagineer Co.,Ltd. engages in the content business in Japan and internationally. The company is involved in the creation of content, including characters for stamps and stickers, educational video lectures, smartphone and packaged games, and drama and animation videos, as well as publication of baseball magazines.
Market Cap
JPY 9.4B
Pitch Price
JPY 845.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.21
P/E
22.59
EV/Sales
0.20
Sector
Entertainment
Category
value
Imagineer - A Deep Value, Profitable, and 3.4% Yielding Net-Net Japanese Game Developer With 17+ Years of Dividend History
Imagineer (4644.T): Net-net Japanese game dev w/ $84M NCAV (90%+ cash & AR), trades at ¥966 vs ¥1,059 NCAV/share. P/E 10.15, 3.4% div yield (17yr growth). EPS ¥51.75 ('18) to ¥92.82 ('22), ¥69.81 est. '23 on more R&D. Low risk 0.75% JPY carry trade for 3.4% yield + call option on hit game/buyout. Founder/CEO owns 48.8%.
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