Professional
Added to YB: 2024-07-02
Pitch date: 2024-06-30
7115.T [bullish]
Alpha Purchase Co., Ltd.
+102.34%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Alpha Purchase Co., Ltd. provides maintenance, repair, and operations services in Japan. It offers maintenance, repair, and operations services, including the procurement of stationery, office equipment, and parts for repairing equipment and machinery, as well as related services; and facility management services.
Market Cap
N/A
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Commercial Services and Supplies
Category
growth
Idea Brunch with “Made in Japan” - Alpha Purchase Co., Ltd.
Alpha Purchase (7115.T): MRO procurement platform for Japanese blue-chips. 60M+ SKUs, 3000+ suppliers. Mission-critical, sticky (0% churn), high ROIC (teens). Undervalued at 13x P/E, 6.7x EV/EBIT despite double-digit growth potential. 10B yen mcap (<$70M) vs high replacement cost. Catalysts: new large client, customer PR on cost savings. Risks: low mgmt ownership.
Read full article (5 min)