Professional
Added to YB: 2024-07-02
Pitch date: 2024-06-30
9166.T [bullish]
GENDA Inc.
-9.15%
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
GENDA Inc., through its subsidiaries, operates It operates amusement arcades, such as GiGO and the karaoke chain BanBan in North America, mainland China, Hong Kong, Taiwan, the United Kingdom, Vietnam, the Netherlands, Canada, and Singapore.
Market Cap
JPY 139.0B
Pitch Price
JPY 882.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.98
P/E
47.80
EV/Sales
1.17
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Idea Brunch with “Made in Japan” - GENDA Inc.
GENDA (9166.T): Japan roll-up in entertainment/arcades. Ex-Aeon Fantasy pres & Goldman partner lead. Strong mgmt credibility aids acquisitions. Cheap debt, low valuations enable high IRR. Acquired at good prices, improved ops, paid debt early. Rare capital allocation focus in Japan. 121B yen mkt cap.
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