Added to YB: 2023-02-19
Pitch date: 2023-02-19
4644.T [bullish]
Imagineer Co.,Ltd.
+27.08%
current return
Author Info
Company Info
Imagineer Co.,Ltd. engages in the content business in Japan and internationally. The company is involved in the consumer game business; coordinating and supervising the commercialization of various IP content; and publishing business.
Market Cap
JPY 10.0B
Pitch Price
JPY 817.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.78
P/E
13.42
EV/Sales
1.33
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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