Added to YB: 2024-06-24
Pitch date: 2024-06-12
6238.T [bullish]
FURYU Corporation
+0.85%
current return
Author Info
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Company Info
FURYU Corporation engages in planning, developing, manufacturing, and selling photo sticker machines in Japan.
Market Cap
JPY 27.8B
Pitch Price
JPY 1.0K
Price Target
2.2K (+110%)
Dividend
N/A
EV/EBITDA
2.85
P/E
11.17
EV/Sales
0.39
Sector
Leisure Products
Category
value
Furyu Corporation (TSE 6238): Free Lottery Tickets Feat. Dungeon Investing!
FURYU (6238.T): Undervalued Japan co w/ no debt, 94% purikura market share. PiCTLINK photo app anchors biz at 39% op margin. Character merch segment has 4x sales growth since 2019. Potential catalysts: hit anime/game IP or growing PiCTLINK LTV. Trades at 14x NTM P/E, 5.4x EV/EBIT w/ history of mgmt underpromising. 60-110% upside if char merch op income grows to ¥4-6B in 3 yrs.
Read full article (30 min)